What is Multistep?
Multistep campaigns gives you the ability to add multiple campaign steps to all types of campaigns, which means you can create multistep surveys, multistep guides, multistep product recommendation campaigns - you name it.
🚨Note: Extra steps can not be added to sidebars and sleekbars.
With multistep campaigns, you can collect more information about your new leads, without hurting your conversion rates.
Multistep is ideal for enriching lead data with more visitor information, such as gender, birthday, country, phone number, or interests, that you can use for segmentation. You can also show more products in your product recommendation campaigns or create even more personalized shopping experience for your visitors by guiding them around your store.
Here’s a multistep campaign example from our blog:
👨🍳 Need inspiration for how to use multistep campaigns on your website? Check out this step-by-step recipe.
How to Create a Multistep Campaign
1. Log in to your Sleeknote account and click “Create New Campaign”.
2. Enter your domain, give your campaign a name, and click “Continue”.
3. Choose one of our four campaign types.
4. Select one of our existing templates.
...or choose a blank multistep template and create a campaign from scratch.
5. Decide where on the page you want to show your campaign and continue.
6. Add ekstra steps to your campaign by clicking "Add Step".
7. You can now customize every element of your campaign freely. Add or remove input fields to Step 2 as you wish or add more steps if needed.
😌 Hint: Even if visitors leave the form without filling the second step, their email address will still be saved and sent to your email service provider (ESP).
8. Customize the rest of your campaign (such as your Teaser and Success Step) as much or as little as you need.
9. Set up triggers and targeting options for your campaign.
10. If you have selected a 'Collect Email Addresses' campaign you also need to set up your ESP integration and activate your campaign. 👏
Duplicate, delete or rearrange steps
If you wish to duplicate an existing step, delete one or rearrange the order of the steps, you can easily do so by clicking the three dots next to the step you want to edit.
⚠️The following ESPs currently support multistep campaigns: Mailchimp, Campaign Monitor, ActiveCampaign, HubSpot, dotdigital, Klaviyo, Salesforce, Drip, Smartweb, Apsis, Heyloyalty, MarketingPlatform, Peytz, APSIS One, Segment, Custom Integration, and Basic Authentication.