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How To Add A 2-step Order Form To A Funnel

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Angie | PurpleCow Digital
Updated 1 year ago

1-step & 2-step order forms are very useful when it comes to creating checkout pages for any products you're advertising.

Before you do this, make sure you have a Stripe account already connected to the system. Here's a quick guide on how to connect Stripe.

Navigate To The Sites Tab

 

 

Go To Funnels

This will take you to the main menu where you can see all existing funnels.

 

 

Edit or Create A Funnel

Click on "+ New Funnel" to start creating your funnel.

If you're creating the funnel from scratch, take a look at the "creating funnel from scratch" guide.

If you already have a funnel created, take a look at the "Edit Existing funnel" guide.

 

 

 

Creating Funnel From Scratch

 

Once the funnel menu opens, click on "+ Add New Step". You can add as many steps as you see fit, depending on the purpose of this funnel.

Usually, a funnel has 2 or 3 steps: the main action steps like opt-ins or calendar pages, and thank you pages.

 

 

Create Step(s)

Type in the step name in the "Name for Page" field.

Then type in the same name or similar in the "Path" field (this path is for the URL, what goes after the / )

 

 

Click On "Create from Blank"

Once you've create the step(s), click on "Create from Blank" to start creating your funnel.

If you already have funnels steps created and want to duplicate them, click on "Use Existing" and select the funnel in the pop-up menu.

 

 

Step 1: Add A Section

A Section is a space where you can group your elements together (images, text, buttons, etc.), and you can have a variety of elements within one section.

This is especially helpful if you'd like to have defined sections or areas on your funnel (header, body, testimonials, footer, etc.)

To start building your funnel, click on "Full Width" on the sections menu.

 

Step 2: Add Rows

 

Next, add rows in order to add elements to your sections. You can do 1 or more rows depending on the layout you'd like to have.

Click on "Rows" at the top, then select the number of rows you want.

 

Step 3: Add 2-step Order Element

From the Elements options, grab the 2-step Order Element and drag it and drop it on a row.

 

 

Edit Elements

Click on top of the element to edit it. This will show you a menu on the left side with ALL editing options for this element.

You're able to adjust the alignment, width and height, color, alignment. But most importantly, you can adjust the button text and the button action when clicked.

 

 

Advanced Options

Click on "Advanced" to access the form options. From here, you're able to edit the placeholder text.

 

 

Switch Between Steps

Click on "Step #1" and "Step #2" to switch options and edit them.

 

 

Preview Your Funnel

Once you've finished editing, click on "Preview" at the top right, to see your funnel and make sure all changes look good and work correctly.

 

 

Save it!

Once you're happy with the looks of your funnel, click on "Save".

 

 

Edit Your Funnel

Click on the top of the name of the template you chose to access all pages and editing options.

 

 

Select The Page To Edit

Click on the orange "Edit" button, then "Edit Page" to access the funnel builder.

 

 

Step 1: Add A Section

A Section is a space where you can group your elements together (images, text, buttons, etc.), and you can have a variety of elements within one section.

This is especially helpful if you'd like to have defined sections or areas on your funnel (header, body, testimonials, footer, etc.)

To start building your funnel, click on "Full Width" on the sections menu.

 

 

Step 2: Add Rows

 

Next, add rows in order to add elements to your sections. You can do 1 or more rows depending on the layout you'd like to have.

Click on "Rows" at the top, then select the number of rows you want.

 

 

Step 3: Add 2-step Order Element

From the Elements options, grab the 2-step Order Element and drag it and drop it on a row.

 

 

 

Edit Elements

Click on the top of the element to edit it. This will show you a menu on the left side with ALL editing options for this element.

You're able to adjust the alignment, width and height, color, and alignment. But most importantly, you can adjust the button text and the button action when clicked.

 

 

Advanced Options

Click on "Advanced" to access the form options. From here, you're able to edit the placeholder text.

 

 

Switch Between Steps

Click on "Step #1" and "Step #2" to switch options and edit them.

 

 

Preview Your Funnel

Once you've finished editing, click on "Preview" at the top right, to see your funnel and make sure all changes look good and work correctly.

 

 

Save it!

Once you're happy with the looks of your funnel, click on "Save".

 

 

 

 

 

 

 

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