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.
Prior to getting started, you will need to have the following:
A Sales Funnel created in your account
Step 1: Add An Order Form Step To Your Funnel:
1. Locate the Sales funnel or funnel you wish to add an order form step to and click on its name.
2. Click + Add New Step.
3. Add the Name Of Funnel Step.
This is for your internal reference only and won’t be visible to your customers/leads.
4. 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.
5. (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.
6. Click to Create Funnel Step
7. Hover over Sales from the top menu.
8. Click Order Form.
9. Hover over the template you wish to use, and click + Select Template.
You can preview the funnel step by clicking on Preview.
Required Elements For An Order Form Step
The elements that are REQUIRED within an order form page are:
1. Product selector element
2. Credit Card element
3. Email Address input element
4. Button set to submit order/form
Important Note: While using Paypal as a payment gateway, the CC element and the Submit button will be replaced by the Paypal Checkout button automatically
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.
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.
2. Select Add Element.
3. Click and drag the 2 Step Order over to your page.
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.