Managing Steps

Every guide is made up of one or more steps. Each step asks the visitor a question — using cards, a slider, or a form — and their answer narrows down the results. This page explains how to add, configure, reorder, and remove steps inside the Guide Editor.

Adding a step

Open the Guide Editor and make sure the Steps tab is active in the left icon menu. At the bottom of the steps panel, click the Add Step button. A Step Picker dialog appears with three step types to choose from:

Cards — Visual selection cards with images, labels, and descriptions. Visitors click one or more cards to make their choice. Available in the free version.
Slider — A numeric range selector for values like price, distance, or rating. Available in Pro.
Lead Form — A contact form to capture visitor details (name, email, custom fields) before showing results. Available in Pro. Only one lead form step is allowed per guide.

Click a step type to add it. The new step is appended to the end of the list and automatically selected for editing.

Common step settings

Every step — regardless of type — has the same set of shared fields at the top of its editor panel:

Title

The main question or heading shown to the visitor, for example “What are you looking for?” or “What’s your budget?”. Keep it short and action-oriented so visitors know exactly what to do.

Subtitle

A secondary line displayed below the title, for example “Select one option” or “You can choose multiple”. Use it to clarify the expected interaction. Optional — leave it blank if the title is self-explanatory.

More Info Text

Longer explanatory text that appears in a modal when the visitor clicks a small info link. Use this for context that doesn’t fit in the title or subtitle — for example, explaining why a question is being asked or what effect the answer has. If left empty, the info link is hidden.

Allow skipping

A checkbox labeled “Allow skipping this step”. When enabled, visitors see a skip button that lets them move to the next step without making a selection. By default, steps are required — you need to explicitly enable skipping for each step where it makes sense.

Type-specific settings

Below the common fields, each step type shows its own configuration options:

Cards — Selection mode (single or multiple), number of columns (2, 3, or 4), and the card list with label, description, image, and filter mapping per card.
Slider — Slider mode (single value or range), step increment, unit label and position, decorative images, and filter mapping.
Lead Form — Name field format (single or split into first/last), field list with drag-and-drop ordering, and per-field settings (label, placeholder, width, required, options for radio/checkbox fields).

Each step type has its own dedicated documentation page with full details. See Cards Step, Slider Step, and Lead Form Step.

Reordering steps

Steps execute in the order they appear in the steps panel, from top to bottom. To change the order, grab the drag handle on the left side of any step and drag it to a new position. The step numbers update automatically. You need to drag at least 8 pixels before the move registers, so light clicks won’t accidentally reorder anything.

Deleting a step

Select a step by clicking it in the steps panel. Scroll to the bottom of its editor in the workspace and click the Delete button. The step is removed immediately — there is no confirmation dialog, but the change isn’t persisted until you save the guide. If you delete a step by mistake, simply leave the editor without saving to discard the change.

Selecting and editing a step

Click any step in the steps panel to select it. The workspace updates to show that step’s fields. Only one step can be selected at a time. If no step is selected, the workspace shows an empty state prompting you to click a step or add a new one.

Switching to a different editor tab (Settings, Design, etc.) deselects the current step. When you switch back to the Steps tab, you’ll need to click a step again to resume editing.

Tips for structuring your steps

Start broad, narrow down. Put the most general questions first (e.g. category) and the most specific ones last (e.g. price range). This gives visitors the biggest drop in results early, which feels productive.
Keep it short. Three to five steps is the sweet spot for most guides. More than seven steps risks visitors dropping off before they finish.
Use clear titles. Frame each step as a question the visitor can answer in a few seconds. Avoid jargon and internal terminology.
Mark optional steps as skippable. If a step isn’t critical to the filtering, enable the skip option so visitors aren’t forced through it.
Put the lead form last. If you’re capturing contact info, place the lead form as the final step — right before results. Visitors are more likely to fill it out once they’ve invested time in the earlier steps.

Next steps

Learn about conditional step visibility — showing or hiding steps based on earlier answers — in Conditions. Or jump to the step type reference pages: