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Multistep Popups: Expert Guide [Drive More Conversions]

Key takeaways
  • Multi-step popups spread requests across two or more screens instead of asking for everything at once — lowering perceived intrusiveness and improving completion rates.

  • Around 17% of Shopify stores now use multi-step popups, a significant jump from just a few years ago when they were rare on ecommerce sites.

  • Each step is a micro-commitment: a visitor who clicks a button is far more likely to type an email next, and a visitor who gave an email is more likely to add a phone number.

  • Multi-step popups collect more useful data per visitor (preferences, birthday, category interest, phone), which directly improves the personalization of downstream email and SMS campaigns.

  • On-landing multi-step popups in Wisepops average a 3.93% conversion rate, while on-click campaigns can reach 37.34% — choose the trigger based on intent, not habit.

Yes, multi-step popups are an effective way to increase your website's conversion rate.

They're like polite family members compared to traditional website popups — always engaging visitors gradually, unlike their "in-your-face" relatives.

Multi-step popups are gaining a lot of popularity — as many as 17% of mid-sized Shopify stores use them to convert visitors. Below, I'll cover everything you need to know about using multi-step popups for your business.

In this post:

See which visitors are ready to convert, and which campaigns will reach them

We analyze your visitor segments and show you which campaigns would drive more conversions on your site.

Wisepops traffic audit with behavioral segments
Wisepops traffic audit with behavioral segments

What are multi-step popups?

A multi-step (or multistep) popup is an interactive website popup that contains two or more windows ("steps") with different content: email and/or phone number signup fields, survey forms, preference questions, and so on. Multi-step popups are designed to capture more useful data from visitors that can be used for marketing.

Multi-step popups can be highly effective because they provide more thoughtful and gradual user interactions. Thanks to this, they increase visitor engagement and help gather valuable information such as lead contact data, product preferences, and survey answers.

Here's how a typical multi-step popup looks (you can see I've added my email in the first step and got the second one asking for a phone number):

multi step popup in action
multi step popup in action

Difference between multi-step popups and traditional popups

Traditional popups

Multi-step popups

Single popup window

Two or three windows

Immediate request for user information

Gradual engagement

Limited information and data capture

Progressive data collection

Higher perceived intrusiveness

Lower perceived intrusiveness

Quick offer presentation

Storytelling opportunity

Limited engagement metrics

More detailed interaction metrics

Fact: 17% of Shopify stores have multi-step popups

Around 17% of Shopify stores use multi-step popups to get leads and feedback — a significant increase in popularity. Even a few years ago, finding multi-step popups on ecommerce stores was rare.

Source: The State of Visitor Engagement on Shopify Stores

Benefits of multi-step popups

Multi-step popups have several benefits:

  1. More conversions: multi-step popups can achieve a higher conversion rate because of their lower perceived intrusiveness. Wisepops data shows multi-step popups convert at 5.17% on average, compared to 4.62% for single-step popups.

  2. Higher visitor engagement: multi-step forms keep visitors engaged with a website for longer, increasing the chance of conversion.

  3. More qualified leads: multi-step popups require action (giving product preferences, answering questions, etc.), so the leads generated are more qualified.

  4. Diverse marketing objectives: you can combine different campaigns in one popup, like a website experience survey and email or phone number collection.

  5. Better data capture: you can gather more information about your audience thanks to multiple windows — product preferences, gender, email, phone number, answers to questions, and more.

Expert comment

"With multi-step popups, you can get more customer data at once, without disturbing users later with more requests when you need to run another campaign.

Thanks to this, you'll have the data you need to better personalize the offers in marketing emails — for example, collect email and date of birth in a popup to send a VIP offer on a customer's birthday, or collect sport type and training frequency (as Nutrimuscle does) to send product recommendations that actually match what each subscriber trains for.

The data doesn't just sit in your list. It flows into your email platform and becomes the basis of segmentation you couldn't build any other way. That's why multi-step popups convert at 5.17% on average — higher than single-step formats — and why the leads they generate tend to be higher quality."

— Lisa Fockens, Popup Expert, Wisepops

Emma Sleep: 50% lift in email subscriptions from a single step change

Adding an interest-selector step (mattresses, pillows, beds, or other) before the email capture form increased Emma Sleep's subscription rate by 50% vs the single-step version. The campaign has collected 2.2M+ contacts at a 5.5% average signup rate across 20+ markets.

Emma Sleep multi-step popup campaign
Emma Sleep multi-step popup campaign

How to create a multi-step popup

  1. Choose a template

  2. Customize the campaign

  3. Add the discount code

  4. Choose when to show the popup

  5. Connect your email app

In this guide, I'll be using Wisepops — a platform you can use to make any type of popup for free. We'll create a multi-step popup with a discount, which is a good option for Shopify or other online stores.

review from shopify
review from shopify

1. Choose a popup template

In the Wisepops dashboard, go to Popups > New popup campaign:

start new popup
start new popup

Next, choose a template:

Dashboard displaying campaign templates with a Branching template highlighted under Gamification
Dashboard displaying campaign templates with a Branching template highlighted under Gamification

2. Customize the campaign

Change the appearance of your multi-step campaign to fit your website design. It's simple — just click the element you want to change to see the customization menus:

Design interface showing a dark-themed popup with a poll about coffee or tea
Design interface showing a dark-themed popup with a poll about coffee or tea

Before we start customizing — take a look at all the campaign steps by clicking the corresponding buttons (Step 1, Step 2, and Step 3 above the popup campaign preview):

Step navigation in the popup editor
Step navigation in the popup editor

You'll find all the customization options at the top of the campaign editor (Style, Position, Closing, CSS, size, border, and so on).

Helpful tips on writing compelling popup copy:

Popup message guide

3. Add the discount code

We promised a discount for signing up, so let's make good on our promise.

Go to Step 3, click the code section, and replace the default "CODE" with a different one (WELCOME10 can work as a welcome discount for new customers — but feel free to use these 20 discount code ideas for inspiration):

customizing discounts in popups
customizing discounts in popups

Creating a multi-step popup for a Shopify store?

Connect your store to Wisepops and sync discounts. You'll be able to create and share unique codes from your Shopify dash in seconds.

How to create Shopify discounts in Wisepops

4. Choose when to show the popup

Now decide when you'd like the campaign to appear to your website visitors. You have multiple options (immediately on landing, on exit, on reaching a certain page depth, etc.).

Go to Display Rules in the main menu.

Let's choose On Landing — such campaigns convert a decent 3.93% of visitors on average. Note that your multi-step popup will display three seconds after the landing by default:

Display rules panel with trigger options
Display rules panel with trigger options

Average conversion rates for different display options in Wisepops:

  • On-landing popups: 3.93%

  • On-exit popups: 2.87%

  • On-scroll popups: 3.09%

  • On-click popups: 37.34%

  • On custom event popups: 5.43%

5. Connect your email app

You need all the emails collected by the multi-step popup to be sent directly to your email marketing app, right?

This is easy: go to Step 2 of your campaign and click the email signup field. Next, click the Sync tab in the menu that opens and find your email app:

integrating Shopify popup with email platform
integrating Shopify popup with email platform

How to use multi-step popups (with examples)

Here are some of the most popular ways online businesses use multi-step popups to achieve various marketing goals:

  • Capture emails and phone numbers

  • Generate leads and collect qualification data

  • Convert mobile visitors with a mystery offer

  • Keep customers updated on brand news

  • Raise awareness of limited-time offers

Use case #1: Generate leads and collect their info

Multi-step popups are ideal when you want to collect more than just an email. By asking for preferences, profile data, or contact details across steps, you build a richer picture of each lead — one that feeds directly into personalized email and SMS flows.

Nutrimuscle, a French sports nutrition brand, ran an A/B/C test to find their best popup format and landed on a 3-step flow. Each step builds on the last:

Nutrimuscle multi-step popup step 1: email collection
Nutrimuscle multi-step popup step 1: email collection
Nutrimuscle multi-step popup step 2: phone number and sport profile
Nutrimuscle multi-step popup step 2: phone number and sport profile
Nutrimuscle multi-step popup step 3: personalized discount and product recommendations
Nutrimuscle multi-step popup step 3: personalized discount and product recommendations

Result: 4.1% signup rate and 7,000+ new email subscribers in 12 months. The sport type and training frequency data collected in step 2 feeds directly into personalized Klaviyo flows — product recommendations matched to each subscriber's goals rather than a generic newsletter.

Read the Nutrimuscle case study

Use case #2: Capture emails and phone numbers

This is an excellent way to generate leads for your business.

In this multi-step popup example, Blume, a self-care brand, offers a discount for new visitors in the first window:

multi step popup example 1
multi step popup example 1

Once you give your email — you go to the second step (it's optional, by the way), where you're asked to provide your phone number to get deals on your smartphone:

multi step popup example 7
multi step popup example 7

Blume converts 5% of website visitors with multi-step popups

Get more details

Use case #3: Convert mobile visitors with a mystery offer

Ruggable, an online retailer, uses a multi-step popup (with three steps) to convert mobile visitors into leads.

The first popup window entices customers with a promise of a mystery offer and asks for an email in exchange:

Ruggable multi-step popup step 1: mystery offer email capture
Ruggable multi-step popup step 1: mystery offer email capture

Next, we get the second step with the phone number signup. This one is also mandatory to fill out, so we have to keep going to get that offer:

Ruggable multi-step popup step 2: phone number
Ruggable multi-step popup step 2: phone number

Finally, we arrive at the third step where we get a discount for the first order:

Ruggable multi-step popup step 3: discount reveal
Ruggable multi-step popup step 3: discount reveal

Use case #4: Keep customers updated on brand news

This multi-step popup example is very interesting. Rothy's closed its international store for a while, so it posted this welcome popup to inform non-US visitors about it.

There was also a button offering an email notification to those who wanted to know when the store was going to be reopened (a nice idea that helped the brand grow the email list with this campaign):

multi step popup example 5
multi step popup example 5

Clicking Count Me In took us to the second step with the email signup form. Only the email was needed — so signing up was quick and easy:

multi step popup example 8
multi step popup example 8

Related: more examples of email popups

Use case #5: Raise awareness of limited-time offers

Want more of your visitors to know about your special promos but don't want to clutter your homepage with all of them? Then ecommerce popups can help.

Look at this multi-step popup example below — it appeared while I was looking at a product (visitors on product pages have higher buying intent compared to those browsing the homepage, so this offer makes total sense), making an interesting offer:

multi step popup example 6
multi step popup example 6

Clicking See details took me to the second step, where I got more information about the offer. It was a "free-product-with-purchase" deal, a popular limited-time offer example ecommerce businesses use to increase the average order value:

multi step popup example
multi step popup example

Summary

Multi-step popups can be a game-changer for your website's conversion rate optimization. Compared to traditional popups, they have many benefits, including higher conversion rates, improved engagement, better data collection, and personalization.

If you'd like to learn more about popups, these resources will help:

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