How to Add a Two-Step Order Form to a Funnel

What Is a Two-Step Order Form?

A Two-Step Order Form divides the checkout process into two separate screens. The first step collects contact and shipping information, while the second step handles payment and completes the order. This approach reduces friction and can improve conversion rates. You can add this form to any step in your funnel to start selling products quickly.

Key Benefits of Two-Step Order Forms

• Improved Conversions: Splitting the checkout into two shorter steps helps prevent form fatigue and encourages more completions.
• Customizable Fields: Show, hide, or require specific fields to match your business needs.
• Cart Mode: Allow buyers to select quantities and see clear totals.
• Revenue Boosters: Offer order bumps to suggest complementary products during checkout.
• Brand Consistency: Customize labels, headers, and button text to keep messaging on-brand.

Prerequisite: Set Up Products

Before adding a Two-Step Order Form, you must attach products and prices to the funnel step. Follow these steps:

1. Navigate to Sites in the left menu, open your funnel, and select the desired step.
2. Open the Products tab on the right.
3. Click + Add Product.
4. Use the dropdown to select an existing product or create a new one.
5. Under Price, choose an existing price or create a new one.
6. Optionally, use Product Name Override or Price Display Override to customize how items appear.
7. Click Additional options to allow multiple quantities, set a maximum per order, or mark the item as a main or bump product.
8. Repeat to add all necessary products.

Adding the Two-Step Order Form to Your Funnel

Step 1: Navigate to Your Funnel Step

Go to Sites → Funnels, open your funnel, and select the step where you want to place the checkout.

Step 2: Add the Form Element

Click Add Elements (+) in the top-left corner, select the Two-Step Order element under Order elements, and drag it into your design.

Step 3: Configure Step 1

In the element settings, open Form options and select Step 1. Customize:

• Headline and sub-headline
• Company name visibility (hidden, optional, or required)
• Field placeholders and display names
• Phone field requirements
• Shipping toggle
• Button text for moving to Step 2

Step 4: Configure Step 2

Under Form options, select Step 2 to edit labels, headers, and button text for payment and confirmation.

Step 5: Adjust Additional Settings (Optional)

Use these options to enhance the form:

• Toggle Enable cart mode if available
• Choose whether to show product descriptions and pricing
• Enable and configure an order bump
• Enable coupon codes

Step 6: Style the Form

In the element settings, adjust button, text, and background colors to align with your brand.

Step 7: Preview and Publish

Click Preview in the upper-right corner to test the form. Once satisfied, click Publish to make it live.

Frequently Asked Questions

Why don’t my products appear in the form?

Ensure products and at least one price are added in the Products tab for the same funnel step.

How do I allow multiple quantities?

In Products → Additional options, enable Allow multiple quantity and set Max per order.

Can I use this form in V1 funnels?

Yes, but consider migrating to V2 for access to features like cart mode.

Does it support subscriptions and one-time products?

Yes, the form reflects the pricing type (one-time or recurring) attached to the product.

Can I add a processing fee?

Yes, processing or platform fees can be added under payments settings.