How to Configure Form Wizard Steps

In wizard mode, each form section becomes a separate step. Each section on a form is denoted by a gray background so you can easily tell what fields make up a section.

By default, the section name becomes the step name in wizard mode. To customize a step name, click on the section to select it and then in the Properties Panel on the right, change the Step Title.

Optionally, you can choose to add a Step Description as well. The step description can be used to provide more information to the donor or to help donors better understand the information they are expected to complete.

The step description appears on top of the wizard page.

You may want to limit or reduce the amount of steps donors have to go through when populating their information on the form. This is where combining wizard steps becomes handy. This feature allows you to combine two or more sections into a single step.

To combine steps, click on the section first to select it. Then in the Properties Panel on the right, remove the checkmark beside Create New Step. This will combine the section you selected with the section before it.

For every section where you deselect "Create new step" it will simply combine it with the previous section.

By default, the navigation buttons that allow your donors to move from step to step are labeled as "Next" and "Back". However, you can also customize these buttons if you need to.

Go to Settings on top of the form and click on Messages.

Click on the Edit button beside the Wizard buttons to customize them. Click on Close when you are done.

As you can see, Impact Designer provides you with more flexibility when it comes to the way you present your forms to your supporters. By carefully designing your forms, you enhance your supporters' donation experience by making the process simple for them.