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ClickFunnels Order Form Step

Eduardo Duarte
  • Updated
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Sales Funnels


Order form steps serve as checkout platforms for your funnels. In this article, we’ll go over how to set up an order form step and why it is a critical step for your sales funnels.

 

By the end of this document, you should be able to answer:

  • What is the ClickFunnels order form step?

  • Why would I need an order form step in my funnel?

  • What do I need in order to create an order form step in my funnel?

  • How to add an order form step to my funnel?

 

Prior to getting started, you will need to have the following:

 

Please watch the video below, in full screen:

 

 

An order form step is required when wanting to collect payments through your funnel created in ClickFunnels. For this reason, order form steps are critical and required in every sales funnel.

 

Adding An Order Form Step To Your Funnel:

1. Hover over Click Funnels and click Funnels.

 

CS_SCS_ClickFunnels_Order_Form_Step_-_Funnels_Option.jpeg

 

 

2. Locate the Sales funnel or funnel you wish to add an order form step to and click on its name.

 

Important Note: All Sales funnels created using the Cookbook will have the necessary funnel steps already added. However, if you are building your funnel from scratch, we have included the steps for the manual process here. See Steps 3 to 9 below.

 

 

3. Click + Add New Step.

 

CS_SCS_ClickFunnels_Order_Form_Step_-_Add_New_Step_Btn.jpeg

 

 

4. Add the Name Of Funnel Step.

 

This is for your internal reference only and won’t be visible to your customers/leads.

 

CS_SCS_ClickFunnels_Order_Form_Step_-_Name_Of_Funnel_Step_Field.jpeg

 

 

5. Toggle Show In Funnel? to Yes.

 

If this switch is set to No, the step will be added to the Other Funnel Steps instead of being added to the funnel steps sequence.

 

CS_SCS_ClickFunnels_Order_Form_Step_-_Show_in_Funnel__toggle.jpeg

 

 

6. (Optional) Add a Path name for the funnel step

 

If this field is left blank, the system will assign a random unique path to the funnel step.

 

CS_SCS_ClickFunnels_Order_Form_Step_-_Path_Field_.jpeg

 

 

7. Hover over Sales from the top menu.

 

CS_SCS_ClickFunnels_Order_Form_Step_-_Sales_Tab.jpeg

 

 

8. Click Order Form.

 

CS_SCS_ClickFunnels_Order_Form_Step_-_Order_Form_Option.jpeg

 

 

9. Hover over the template you wish to use, and click + Select Template.

 

You can preview the funnel step by clicking on Preview.

 

CS_SCS_ClickFunnels_Order_Form_Step_-_Select_Template_Btn.jpeg

 

 

Important Note: When choosing a premade order form step template, the page will already include the required elements for it to work as intended.

 

 

 

What Are The Required Elements For An Order Form Step?

The elements that are REQUIRED within an order form page are:

  • Product selector element

  • Credit Card element

  • Email Address input element

  • Button set to submit order/form

 

CS_SCS_ClickFunnels_Order_Form_Step_-_Elements_Required_.jpeg

 

 

 

Optional Elements For An Order Form Step

Within the page editor, you also have some other optional elements that can be added to your order form step to customize your checkout process.

 

For example:

  • Apple/Android Pay

  • Product with variation selector

  • Order Bump

  • Product summary

 

 

 

Using A 2-Step Order Form

You also have the ability to choose between a simple order form page like the one shown in the screenshot above or you can create a 2-Step Order Form, by following these steps:

 

1. From within the Page Editor, click on Elements.

 

CS_SCS_ClickFunnels_Order_Form_Step_-_Elements_Tab.jpeg

 

 

2. Select Add Element.

 

CS_SCS_ClickFunnels_Order_Form_Step_-_Add_Element_Btn.jpeg

 

 

3. Click and drag the 2 Step Order over to your page.

 

CS_SCS_ClickFunnels_Order_Form_Step_-_2_Step_Order_Element.jpeg

 

 

When using the 2 - Step Order Form element, keep in mind it already includes all the required elements for the page to collect payments.

 

 

 

Here are the key takeaways for this document:

  • An order form step is required when wanting to collect payments through your funnel created in ClickFunnels. For this reason, order form steps are critical and required in every sales funnel.

  • When choosing a premade order form step template, the page will already include the required elements for it to work as intended.

  • The elements that are REQUIRED within an order form page are:

      • Product selector element

      • Credit Card element

      • Email Address input element

      • Button set to submit order/form

 

 

 If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.

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