How to Add a One-Step Order Form to a Funnel
Overview
A one-step order form is a powerful tool for your sales funnels, placing the entire checkout process—from contact information to payment—on a single page. This guide will walk you through the prerequisites and steps for adding and configuring this element to create a fast, seamless purchasing experience for your customers.
Prerequisites: Setting Up Products
Before you can add the one-step order form, you must first attach the products you want to sell to the specific funnel step. This ensures the form has products and prices to display and charge for.
- Navigate to Sites in the main menu, select your funnel, and open the desired step.
- On the right-hand side, click the Products tab.
- Click + Add Product.
- From the Product dropdown, select an existing product or use the link to create a new one.
- Under Price, select an existing price or create a new one.
- Optionally, you can use Product Name Override or Price Display Override to change how the item appears on the form.
- Click Additional options to set quantities, mark the item as a main or bump product, and more.
- Repeat this process to add all necessary products to the step.
Adding the One-Step Order Form
Step 1: Access the Funnel Step
Go to Sites → Funnels, open your funnel, and select the step where you want the checkout to occur.
Step 2: Insert the Form Element
Click the Add Elements (+) button at the top-left of the editor. Under the Order elements section, select the One Step Order element and drag it into your funnel step layout.
Step 3: Configure Form Fields
With the element selected, open the Form options in the settings panel. Here you can manage all the fields that will appear on the form, such as contact details and shipping address. You can set each field to be required, optional, or hidden.
Step 4: Adjust Additional Settings
Use the settings panel to further customize the purchasing experience:
- Toggle Enable cart mode to allow customers to select multiple items and quantities.
- Choose whether to show the Product description and Price.
- Enable and configure an Order Bump to offer complementary products.
- Enable Coupon Codes to allow discounts.
Step 5: Style the Form
Use the styling options in the element settings to adjust button colors, text, and background colors to match your brand's aesthetic.
Step 6: Preview and Publish
Before making the funnel live, always click the Preview button in the top-right corner to test the order form's functionality. Once you are satisfied, click the blue Publish button to activate your changes.
Frequently Asked Questions
Why are my products not showing up in the form?
Ensure you have added products and at least one price in the Products tab for the same funnel step.
How can I allow customers to purchase multiple quantities?
When adding a product, go to Additional options and enable Allow multiple quantity, then set a Max per order limit.
Does the form support subscription products?
Yes. The form will display and process the type of price (one-time or recurring) that you have attached to the product.
Can I add a processing fee to orders?
Yes, processing fees can be configured in your payment settings.