Break personalization into multi-step screens
3 min read · Last updated May 27, 2026
When to use
Any personalization with 5+ fields benefits. Mobile especially — one focused choice per screen, progress bar shows how much is left, easier to complete on the go.
Setup
- Personalizer template → Enable multi-step.
- Add step 1 with title ("Choose style") + related fields (material swatch, color swatch, size dropdown).
- Add step 2 ("Personalize") with text field + optional upload.
- Add step 3 ("Review") — no fields, just displays previous selections.
- Configure step-navigation labels ("Next: Personalize").
Step limits by tier
- Free — 1 step per personalizer
- Basic ($7.99/mo) — 8 steps
- Pro ($13.99/mo) — 20 steps
- Unlimited ($24.99/mo) — unlimited
Skip steps conditionally (Pro tier)
Pro + conditional logic can skip whole steps based on earlier answers. Example: skip the "Upload photo" step if the customer picked "Text-only" design in step 1.
Frequently asked questions
When to use?
Any personalization with 5+ fields benefits. Mobile especially — one focused choice per screen, progress bar shows how much is left, easier to complete on the go.
How do I setup?
Personalizer template → Enable multi-step . Add step 1 with title ("Choose style") + related fields (material swatch, color swatch , size dropdown). Add step 2 ("Personalize") with text field + optional upload. Add step 3 ("Review") — no fields, just displays previous selections.
What is step limits by tier?
Free — 1 step per personalizer. Basic ($7.99/mo) — 8 steps. Pro ($13.99/mo) — 20 steps. Unlimited ($24.99/mo) — unlimited.
What is skip steps conditionally (pro tier)?
Pro + conditional logic can skip whole steps based on earlier answers.