• ANALYTICS AND A/B TESTING • SETUP GUIDE

How to Analyze Multi-Step Form Drop-Off

By Rivio Support Team
2 min read

What you will achieve in this guide

Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.

EXPECTED SETUP TIME 5-10 Minutes
COMPATIBILITY All Shopify Themes & Plans
TECHNICAL DIFFICULTY Zero Code Required

Identify where applicants stop progressing through a multi-step Shopify wholesale registration form.

Before you begin

Select the form and reporting period you want to inspect. Use a known storefront visit and application as a test, and keep visit, submission, approval, and sales counts separate when interpreting results.

Progression shows where to investigate

A multi-step funnel shows recorded progression from a form view through steps to submission. A large reduction before a step identifies a useful place to inspect question clarity, required uploads, layout, or buyer effort.

It does not by itself prove a technical failure. Compare the actual form version, mobile behavior, and required answers, then make one targeted change and observe new traffic rather than repeatedly editing the whole form.

Set up this workflow

  1. Select the multi-step form in Analytics.

  2. Choose a period with sufficient recent traffic.

  3. Review the views, individual step progress, and final submissions.

  4. Find the step with the largest observed reduction in progression.

  5. Inspect its required inputs, clarity, file requests, and mobile usability.

  6. Change one source of friction and compare new step progression after fresh visits accumulate.

Example

Use a three-step demo form: Contact, Business, Documents. Complete one test and deliberately stop another before Documents.

Expected result

The funnel can help locate progression loss; small controlled tests demonstrate the report rather than prove a business trend.

Limits and important behavior

  • A step with fewer recorded visits does not by itself prove a technical error.
  • Check whether the form changed during the comparison period.
  • Conditional visibility does not support skipping steps.

Troubleshooting and verification

If figures seem inconsistent, compare the same form and period and confirm that the tested page uses that form’s slug. Tracking can fail without blocking submission, so the inbox and analytics do not have to match exactly.

Screenshots to add

Screenshot placeholder: Capture the relevant app screen for “How to Analyze Multi-Step Form Drop-Off” after completing the setup. Show the controls used to select the multi-step form in Analytics. Add a second screenshot showing the result of this check: Change one source of friction and compare new step progression after fresh visits accumulate. Use dummy applicant details and mask any secrets.

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