Step Editor Reference

This Reference page covers the Step Editor. It is a manual draft for the full option Reference, not a standalone public release of the whole Reference set.

The Step Editor configures guided product-finder workflows. Because final public Free/Pro wording for Step Filter still needs product confirmation, availability is written as check pricing on this page.

Wizard Settings

Wizard Title

• Public label: Title
• Location: Step Editor > Wizard Settings
• Type: Text
• Default value: None
• Shown when: Always.
• Availability: Check pricing
• What it does: Sets the admin and public title for the step-filter workflow.
• When to use: Use it to name the guided finder clearly for the store team and shoppers.
• Side effects / performance notes: Long titles can crowd popup or embedded layouts.
• Related options: Status, Display Mode, Title Text.

Status

• Public label: Status
• Location: Step Editor > Wizard Settings
• Type: Select
• Default value: Published / Draft
• Shown when: Always.
• Availability: Check pricing
• What it does: Controls whether the step-filter workflow is published or kept as a draft.
• When to use: Use Draft while building or testing and Published when the workflow is ready for shoppers.
• Side effects / performance notes: Draft workflows should not be treated as live storefront experiences.
• Related options: Shortcode, Target Page URL, Display Mode.

Shortcode

• Public label: Shortcode
• Location: Step Editor > Wizard Settings
• Type: Read-only text
• Default value: Generated step-filter shortcode
• Shown when: The workflow has been saved and has an embed code.
• Availability: Check pricing
• What it does: Provides the embed code used to place the step-filter workflow on a page.
• When to use: Use it when the workflow should be inserted into a page, post, template, or builder field.
• Side effects / performance notes: Moving the shortcode between pages can change surrounding layout, selectors, and result context.
• Related options: Display Mode, Target Page URL, Results Mode.

Workflow Mode

• Public label: Workflow Mode
• Location: Step Editor > Wizard Settings
• Type: Select
• Default value: Strict / Free-walk / Sequence
• Shown when: Always.
• Availability: Check pricing
• What it does: Controls how shoppers move through steps.
• When to use: Use Strict for guided required flows, Free-walk for flexible browsing, or Sequence when order matters but navigation can be progressive.
• Side effects / performance notes: Strict flows rely on clear required-state messaging so shoppers do not get stuck.
• Related options: Required, Navigation Buttons, Auto-advance.

Results Mode

• Public label: Results Mode
• Location: Step Editor > Wizard Settings
• Type: Select
• Default value: Redirect to page / Show within wizard
• Shown when: Always.
• Availability: Check pricing
• What it does: Chooses whether matching products appear inside the wizard or on a target page.
• When to use: Use Show within wizard for self-contained finders, or Redirect to page when results should use a normal catalog page.
• Side effects / performance notes: Redirect mode depends on a valid target URL and can change analytics and browser history behavior.
• Related options: Target Page URL, Results Layout, Results Button Text.

Target Page URL

• Public label: Target Page URL
• Location: Step Editor > Wizard Settings
• Type: Text
• Default value: Shop page URL
• Shown when: Results Mode redirects to a page.
• Availability: Check pricing
• What it does: Sets the page where shoppers are sent to view results.
• When to use: Use it when results should open on a dedicated shop, category, or landing page.
• Side effects / performance notes: The target page must support the result parameters expected by the workflow.
• Related options: Results Mode, Results Button Text, Apply Params From URL.

Results Layout

• Public label: Results Layout
• Location: Step Editor > Wizard Settings
• Type: Select
• Default value: Grid / List
• Shown when: Results are shown within the wizard or controlled by the workflow.
• Availability: Check pricing
• What it does: Chooses the layout used for product results.
• When to use: Use Grid for visual product browsing and List for comparison or compact result sets.
• Side effects / performance notes: Layout choice affects card height, image visibility, and mobile scrolling.
• Related options: Product Card Template, Products Per Page, Results Mode.

Products Per Page

• Public label: Products Per Page
• Location: Step Editor > Wizard Settings
• Type: Number
• Default value: 12
• Shown when: The workflow displays product results.
• Availability: Check pricing
• What it does: Sets how many products appear per results page in the step workflow.
• When to use: Use smaller values for quick guided recommendations and larger values for broader browsing.
• Side effects / performance notes: Larger result pages can slow loading and make mobile results longer.
• Related options: Results Layout, Products Per Page global setting, Max Products Per Query.

Product Card Template

• Public label: Product Card Template
• Location: Step Editor > Wizard Settings
• Type: Select
• Default value: Built-in / Theme / Custom
• Shown when: The workflow displays product results.
• Availability: Check pricing
• What it does: Chooses how product cards are rendered in step-filter results.
• When to use: Use Built-in for predictable output, Theme for visual consistency, or Custom for developer-led templates.
• Side effects / performance notes: Theme and custom templates can require compatibility testing with AJAX and builder layouts.
• Related options: Results Layout, Custom CSS, Force Theme Templates.

Add to Cart Behavior

• Public label: Add to Cart Behavior
• Location: Step Editor > Wizard Settings
• Type: Select
• Default value: AJAX / Redirect product / Redirect cart
• Shown when: Product results include add-to-cart actions.
• Availability: Check pricing
• What it does: Controls what happens when shoppers add a recommended product to the cart.
• When to use: Use AJAX for fast in-place buying, product redirect for detail review, or cart redirect for checkout-focused flows.
• Side effects / performance notes: AJAX add-to-cart depends on theme and WooCommerce compatibility.
• Related options: Results Layout, Product Card Template, Theme Compatibility Mode.

Show PDF Export

• Public label: Show PDF Export
• Location: Step Editor > Wizard Settings
• Type: Toggle
• Default value: Off
• Shown when: The workflow displays results or recommendations.
• Availability: Check pricing
• What it does: Shows a PDF export option for the workflow or results.
• When to use: Use it when shoppers or sales teams need a saved recommendation summary.
• Side effects / performance notes: PDF output should be checked for layout, images, and translated text.
• Related options: Results Layout, Product Card Template, Custom CSS.

Show Progress Bar

• Public label: Show Progress Bar
• Location: Step Editor > Wizard Settings
• Type: Toggle
• Default value: On
• Shown when: Always.
• Availability: Check pricing
• What it does: Shows progress through the step-filter workflow.
• When to use: Keep it on when shoppers need orientation in a multi-step flow.
• Side effects / performance notes: Progress indicators take vertical space in embedded and popup layouts.
• Related options: Progress Bar Style, Show Step Counter, Workflow Mode.

Progress Bar Style

• Public label: Progress Bar Style
• Location: Step Editor > Wizard Settings
• Type: Select
• Default value: Numbers / Dots / Bar / Steps with titles
• Shown when: Show Progress Bar is on.
• Availability: Check pricing
• What it does: Chooses the visual style of the progress indicator.
• When to use: Use dots or a bar for compact flows, and steps with titles when step names add useful context.
• Side effects / performance notes: Step titles can wrap on mobile and should be short.
• Related options: Show Progress Bar, Show Step Counter, Wizard Title.

Show Step Counter

• Public label: Show Step Counter
• Location: Step Editor > Wizard Settings
• Type: Toggle
• Default value: On
• Shown when: Always.
• Availability: Check pricing
• What it does: Shows the current step number or step count.
• When to use: Use it when shoppers should know how many questions remain.
• Side effects / performance notes: Step counters can duplicate progress bars if both are visually prominent.
• Related options: Show Progress Bar, Progress Bar Style, Navigation Buttons.

Navigation Buttons

• Public label: Navigation Buttons
• Location: Step Editor > Wizard Settings
• Type: Select
• Default value: Bottom / Top / Both
• Shown when: Always.
• Availability: Check pricing
• What it does: Chooses where Next, Back, and result navigation buttons appear.
• When to use: Use Bottom for standard flows, Top for short panels, or Both for long question content.
• Side effects / performance notes: Buttons in both locations can duplicate actions and require consistent disabled states.
• Related options: Next Button Text, Back Button Text, Results Button Text.

Next Button Text

• Public label: Next Button Text
• Location: Step Editor > Wizard Settings
• Type: Text
• Default value: Next
• Shown when: Navigation includes a next action.
• Availability: Check pricing
• What it does: Sets the text for the next-step button.
• When to use: Adjust it to match the workflow tone, such as Continue or Next Step.
• Side effects / performance notes: Long button text can wrap in popup and mobile layouts.
• Related options: Navigation Buttons, Back Button Text, Auto-advance.

Back Button Text

• Public label: Back Button Text
• Location: Step Editor > Wizard Settings
• Type: Text
• Default value: Back
• Shown when: Navigation includes a back action.
• Availability: Check pricing
• What it does: Sets the text for the previous-step button.
• When to use: Adjust it when the store uses different navigation wording.
• Side effects / performance notes: Back navigation should remain clear in strict workflows.
• Related options: Navigation Buttons, Next Button Text, Workflow Mode.

Results Button Text

• Public label: Results Button Text
• Location: Step Editor > Wizard Settings
• Type: Text
• Default value: Show Results
• Shown when: Navigation includes a final results action.
• Availability: Check pricing
• What it does: Sets the button text used to show or open results.
• When to use: Use it to set shopper expectations, such as View Matches or See Products.
• Side effects / performance notes: The wording should match whether results appear inline or after redirect.
• Related options: Results Mode, Target Page URL, Show Results Count in Button.

Animation

• Public label: Animation
• Location: Step Editor > Wizard Settings
• Type: Select
• Default value: Slide / Fade / None
• Shown when: Always.
• Availability: Check pricing
• What it does: Sets the transition animation between steps.
• When to use: Use slide for wizard-like movement, fade for a lighter transition, or none for reduced motion.
• Side effects / performance notes: Animations should not make required-step validation feel delayed.
• Related options: Animation Speed, Auto-advance, Sequence Auto-Scroll.

Animation Speed

• Public label: Animation Speed
• Location: Step Editor > Wizard Settings
• Type: Number
• Default value: 300 ms
• Shown when: Animation is not None.
• Availability: Check pricing
• What it does: Sets the duration of step transitions.
• When to use: Keep it short for responsive navigation and increase only when the visual transition is intentional.
• Side effects / performance notes: Slow animation can make multi-step workflows feel heavy.
• Related options: Animation, Sequence Scroll Speed, Auto-advance.

Auto-advance

• Public label: Auto-advance
• Location: Step Editor > Wizard Settings
• Type: Toggle
• Default value: Off
• Shown when: Workflow mode and question type allow automatic progression.
• Availability: Check pricing
• What it does: Moves shoppers to the next step automatically after a valid answer.
• When to use: Use it for simple single-choice flows where confirmation is not needed.
• Side effects / performance notes: Auto-advance can feel abrupt if shoppers need to review or change answers.
• Related options: Workflow Mode, Required, Next Button Text.

Reset Button

• Public label: Reset Button
• Location: Step Editor > Wizard Settings
• Type: Toggle
• Default value: Off
• Shown when: Always.
• Availability: Check pricing
• What it does: Shows a control that resets the step-filter workflow.
• When to use: Use it when shoppers should be able to start over easily.
• Side effects / performance notes: Reset should clear answers predictably and should not leave stale results visible.
• Related options: Reset Button Text, Show Clear All Button, Remember Filter Selection.

Reset Button Text

• Public label: Reset Button Text
• Location: Step Editor > Wizard Settings
• Type: Text
• Default value: Start Over
• Shown when: Reset Button is on.
• Availability: Check pricing
• What it does: Sets the text for the workflow reset control.
• When to use: Use short, clear wording such as Start Over or Reset.
• Side effects / performance notes: Long reset labels can crowd navigation controls.
• Related options: Reset Button, Navigation Buttons, Results Button Text.

Display Mode

• Public label: Display Mode
• Location: Step Editor > Wizard Settings
• Type: Select
• Default value: Embedded / Popup / Fullscreen
• Shown when: Always.
• Availability: Check pricing
• What it does: Chooses how the step-filter workflow is presented on the storefront.
• When to use: Use Embedded for page content, Popup for triggered guidance, or Fullscreen for immersive product finders.
• Side effects / performance notes: Popup and fullscreen modes need stronger testing for scroll, focus, and close behavior.
• Related options: Popup Trigger, Popup Trigger Text, WCAG Accessibility.

Popup Trigger

• Public label: Popup Trigger
• Location: Step Editor > Wizard Settings
• Type: Select
• Default value: Button / Link / Auto (delay)
• Shown when: Display Mode is Popup.
• Availability: Check pricing
• What it does: Chooses how the popup workflow opens.
• When to use: Use Button for obvious calls to action, Link for inline text, or Auto only when a timed prompt is intentional.
• Side effects / performance notes: Auto-open popups can interrupt shopping and should be used carefully.
• Related options: Display Mode, Popup Trigger Text, Close on ESC Key.

Popup Trigger Text

• Public label: Popup Trigger Text
• Location: Step Editor > Wizard Settings
• Type: Text
• Default value: Find Your Product
• Shown when: Display Mode is Popup and the trigger includes text.
• Availability: Check pricing
• What it does: Sets the text used by the popup trigger.
• When to use: Use action-oriented wording that explains the guided finder.
• Side effects / performance notes: Long trigger text can wrap in narrow theme columns.
• Related options: Popup Trigger, Display Mode, Wizard Title.

Sequence Auto-Scroll

• Public label: Sequence Auto-Scroll
• Location: Step Editor > Wizard Settings
• Type: Toggle
• Default value: On
• Shown when: Workflow Mode is Sequence or step navigation scrolls between sections.
• Availability: Check pricing
• What it does: Scrolls the page or workflow to the next step automatically.
• When to use: Use it when steps appear in a long embedded sequence.
• Side effects / performance notes: Auto-scroll can conflict with sticky headers or unexpected page jumps.
• Related options: Sequence Scroll Speed, Workflow Mode, Animation.

Sequence Scroll Speed

• Public label: Sequence Scroll Speed
• Location: Step Editor > Wizard Settings
• Type: Number
• Default value: 500 ms
• Shown when: Sequence Auto-Scroll is on.
• Availability: Check pricing
• What it does: Sets the speed of automatic sequence scrolling.
• When to use: Use a moderate value that feels clear without delaying the next step.
• Side effects / performance notes: Slow scroll can feel sluggish, while instant scroll can feel abrupt.
• Related options: Sequence Auto-Scroll, Animation Speed, Workflow Mode.

Custom CSS

• Public label: Custom CSS
• Location: Step Editor > Wizard Settings
• Type: Textarea
• Default value: None
• Shown when: Always.
• Availability: Check pricing
• What it does: Adds custom CSS for the step-filter workflow.
• When to use: Use it for small presentation adjustments that are not covered by built-in settings.
• Side effects / performance notes: Broad CSS can affect surrounding page content; test embedded, popup, and mobile layouts.
• Related options: Product Card Template, Display Mode, Custom CSS in Filter Editor.

Question Settings

Question Title

• Public label: Title
• Location: Step Editor > Question Settings
• Type: Text
• Default value: None
• Shown when: Editing a question or step.
• Availability: Check pricing
• What it does: Sets the title of an individual question.
• When to use: Use a concise question title that tells shoppers what decision to make.
• Side effects / performance notes: Long titles can make progress indicators and mobile layouts harder to scan.
• Related options: Description, Question Type, Required.

Description

• Public label: Description
• Location: Step Editor > Question Settings
• Type: Text
• Default value: None
• Shown when: Editing a question or step.
• Availability: Check pricing
• What it does: Adds supporting text below or near the question title.
• When to use: Use it when shoppers need context, examples, or decision criteria.
• Side effects / performance notes: Long descriptions can slow down multi-step flows.
• Related options: Question Title, Placeholder, Step Image.

Question Type

• Public label: Question Type
• Location: Step Editor > Question Settings
• Type: Select
• Default value: Select / Radio / Checkbox / Button / Image / Price / Color / Number / Formula
• Shown when: Editing a question or step.
• Availability: Check pricing
• What it does: Chooses the input style or logic type for the question.
• When to use: Match the type to the decision: radio for one answer, checkbox for many, image or color for visual choices, and formula for calculated matching.
• Side effects / performance notes: Complex types can require additional data source, rule, or formula settings.
• Related options: Data Source, Required, Formula Expression.

Data Source

• Public label: Data Source
• Location: Step Editor > Question Settings
• Type: Select
• Default value: Taxonomy / Attribute / Price / Meta / Manual
• Shown when: Editing a question or step.
• Availability: Check pricing
• What it does: Chooses where answer values come from.
• When to use: Use taxonomy or attribute for catalog-driven answers, price for ranges, meta for custom fields, or manual for curated values.
• Side effects / performance notes: Dynamic sources depend on catalog data quality and indexing.
• Related options: Target Taxonomy, Taxonomy / Attribute, Manual Values.

Target Taxonomy

• Public label: Target Taxonomy
• Location: Step Editor > Question Settings
• Type: Select
• Default value: Product category / product tag / product attribute taxonomy
• Shown when: Data Source is Taxonomy or Attribute.
• Availability: Check pricing
• What it does: Chooses the taxonomy family used by the question.
• When to use: Use it when the question should filter products by categories, tags, or product attributes.
• Side effects / performance notes: Taxonomy choices should match the store's actual catalog structure.
• Related options: Data Source, Taxonomy / Attribute, Show Empty Values.

Taxonomy Or Attribute

• Public label: Taxonomy / Attribute
• Location: Step Editor > Question Settings
• Type: Select
• Default value: Dynamic list
• Shown when: Data Source is Taxonomy or Attribute.
• Availability: Check pricing
• What it does: Selects the specific taxonomy or attribute used for answer values.
• When to use: Use it to bind a question to size, color, brand, category, or another product taxonomy.
• Side effects / performance notes: Renamed or removed attributes can require workflow review.
• Related options: Target Taxonomy, Data Source, Show Empty Values.

Required

• Public label: Required
• Location: Step Editor > Question Settings
• Type: Toggle
• Default value: Off
• Shown when: Editing a question or step.
• Availability: Check pricing
• What it does: Requires shoppers to answer the question before moving forward.
• When to use: Use it when the answer is necessary for meaningful product results.
• Side effects / performance notes: Required questions need clear validation so shoppers understand why they cannot continue.
• Related options: Workflow Mode, Auto-advance, Placeholder.

Placeholder

• Public label: Placeholder
• Location: Step Editor > Question Settings
• Type: Text
• Default value: None
• Shown when: The selected question type supports placeholder text.
• Availability: Check pricing
• What it does: Sets helper text shown before a shopper enters or selects an answer.
• When to use: Use it to clarify expected input or prompt action.
• Side effects / performance notes: Placeholder text is not a replacement for a visible label.
• Related options: Description, Question Type, Required.

Step Image

• Public label: Step Image
• Location: Step Editor > Question Settings
• Type: Media picker
• Default value: None
• Shown when: Editing a question or step.
• Availability: Check pricing
• What it does: Adds an image to the question or step.
• When to use: Use it when visual context helps shoppers answer accurately.
• Side effects / performance notes: Large images can slow popup and mobile workflows; optimize image size.
• Related options: Question Type, Manual Values, Product Card Template.

Show Empty Values

• Public label: Show Empty Values
• Location: Step Editor > Question Settings
• Type: Toggle
• Default value: Off
• Shown when: The data source can include values with no matching products.
• Availability: Check pricing
• What it does: Shows values even when they currently have no matching products.
• When to use: Use it when the workflow should show the full choice set regardless of current catalog availability.
• Side effects / performance notes: Empty values can lead to no-result paths unless rules or messaging handle them.
• Related options: Hide Empty Filter Values, Show Empty Values in filters, No Products Found Message.

Formula Expression

• Public label: Formula Expression
• Location: Step Editor > Question Settings
• Type: Textarea
• Default value: None
• Shown when: Question Type is Formula.
• Availability: Check pricing
• What it does: Defines the formula used to calculate or evaluate a question result.
• When to use: Use it for guided finders where recommendations depend on calculated values.
• Side effects / performance notes: Formula syntax and data inputs should be tested carefully because errors can break matching.
• Related options: Formula Compare, Formula Tolerance, Rule Logic.

Formula Compare

• Public label: Formula Compare
• Location: Step Editor > Question Settings
• Type: Select
• Default value: gte / lte / eq / range
• Shown when: Question Type is Formula.
• Availability: Check pricing
• What it does: Chooses how formula output is compared to target values.
• When to use: Use it when formula matching depends on thresholds, exact values, or ranges.
• Side effects / performance notes: Incorrect compare logic can make recommendations too broad or too narrow.
• Related options: Formula Expression, Formula Tolerance, Rule: Operator.

Formula Tolerance

• Public label: Formula Tolerance
• Location: Step Editor > Question Settings
• Type: Number
• Default value: 0
• Shown when: Question Type is Formula.
• Availability: Check pricing
• What it does: Sets the allowed tolerance around formula matches.
• When to use: Use it when exact formula matches are too strict for product recommendations.
• Side effects / performance notes: Higher tolerance can increase the number of matching products.
• Related options: Formula Expression, Formula Compare, Count Calculation Mode.

Meta Field Key

• Public label: Meta Field Key
• Location: Step Editor > Question Settings
• Type: Text
• Default value: None
• Shown when: Data Source is Meta.
• Availability: Check pricing
• What it does: Sets the product meta field used by the question.
• When to use: Use it when answers should filter against custom product metadata.
• Side effects / performance notes: Meta keys must match saved product data exactly and can be slower than indexed taxonomies.
• Related options: Data Source, Manual Values, Enable Index Tables.

Manual Values

• Public label: Manual Values
• Location: Step Editor > Question Settings
• Type: Repeater
• Default value: label + value + image
• Shown when: Data Source is Manual.
• Availability: Check pricing
• What it does: Defines manually entered answer values for the question.
• When to use: Use it for curated answer sets that do not map directly to product taxonomy terms.
• Side effects / performance notes: Manual values require maintenance when product matching rules or catalog structure changes.
• Related options: Data Source, Rule: Value, Step Image.

Conditional Rules

Rule Logic

• Public label: Rule Logic
• Location: Step Editor > Conditional Rules
• Type: Radio
• Default value: AND / OR
• Shown when: Conditional rules are configured.
• Availability: Check pricing
• What it does: Chooses whether all rules or any rule must match.
• When to use: Use AND for stricter conditions and OR for more flexible branching.
• Side effects / performance notes: Rule logic can change which steps appear and which products qualify.
• Related options: Rule: Step Reference, Rule: Operator, Rule: Value.

Rule Step Reference

• Public label: Rule: Step Reference
• Location: Step Editor > Conditional Rules
• Type: Select
• Default value: List of steps
• Shown when: Conditional rules are configured.
• Availability: Check pricing
• What it does: Chooses the earlier step or question that a rule evaluates.
• When to use: Use it to branch later steps based on previous shopper answers.
• Side effects / performance notes: Removing or reordering steps can require rule review.
• Related options: Rule Logic, Rule: Operator, Rule: Value.

Rule Operator

• Public label: Rule: Operator
• Location: Step Editor > Conditional Rules
• Type: Select
• Default value: is / is not / includes / excludes / empty / greater than / equals
• Shown when: Conditional rules are configured.
• Availability: Check pricing
• What it does: Chooses how the referenced step answer is compared.
• When to use: Use it to express the branching condition for showing steps or matching results.
• Side effects / performance notes: Operator choice must match the question type and answer format.
• Related options: Rule Logic, Rule: Step Reference, Rule: Value.

Rule Value

• Public label: Rule: Value
• Location: Step Editor > Conditional Rules
• Type: Select or text
• Default value: Depends on step type
• Shown when: Conditional rules are configured.
• Availability: Check pricing
• What it does: Sets the value that the rule compares against.
• When to use: Use it to define the exact answer, number, text, or value that triggers the rule.
• Side effects / performance notes: Rule values can become stale if manual values, taxonomy terms, or step types change.
• Related options: Rule Logic, Rule: Step Reference, Rule: Operator.