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

1. Personalizer template → Enable multi-step.
2. Add step 1 with title ("Choose style") + related fields (material swatch, color swatch, size dropdown).
3. Add step 2 ("Personalize") with text field + optional upload.
4. Add step 3 ("Review") — no fields, just displays previous selections.
5. 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.