How to Incorporate a 2-Step Order Form into Your Funnel

Modified on Tue, 10 Sep at 6:16 PM

A 2-step order form streamlines the process of gathering your customers' shipping details and other essential information. This feature splits the form into two distinct steps, simplifying data collection and making it easier to manage customer details accurately.


General Settings Overview


Element Name/Title:
In the General Settings, you'll see the current name or title of the form. You can either retain the default name or customize it according to your preference.

Element Title



Text Alignment:
This option allows you to position the text within the form to the left, right, center, or justify it.

Text Align

Button Color:
You can easily modify the button color on the order form by selecting your desired hue. If the needed color isn't available, you can add a custom one by inputting its specific code.


Button Color


Button Text Color:
Similarly, you can change the text color within the button by selecting your desired color or entering a custom code.

Button Text Color

Button Size:
This option lets you adjust the button size to fit your layout, ranging from Extra Small to Extra Large.

Button Size

Button Style:
You can select from several button styles, such as Flat Color, Gradient, Subtle Style, or Border Bottom.

Button Style

Input Background Color:
You can also modify the background color for your input fields by choosing from the available colors or adding a custom one.

Input Background Color


Form Corner:
Adjust the curvature of the form's corners to give your fields either sharp or rounded edges.

Form Corner


Typography:
You can choose the font for your form either from predefined options or by selecting a custom one from the dropdown menu.

Typography


Button Action - Sale Actions:
You can assign actions for the button, such as opening a popup or redirecting users to a specific URL.

Button Action


Website Redirection:
If you choose to redirect users to a website after an action, you must specify the page. You can also toggle whether this action opens a new tab.

Website Redirection


Advanced Settings for 2-Step Order Forms


Step 1


Headline:
The default headline can either be retained or changed as per your needs.

Headline

Company Name Toggle:
You can display or hide the "Company Name" field.

Company Name

Additional Fields:
You can customize other fields, such as Full Name, Email Address, Phone Number, and enable or disable the country picker.

Additional Fields


Step 2


Item Selection and Price:
This section allows you to display product information and order summaries with editable descriptions.

Item Selection and Price


Order Bump Options:
This feature lets you toggle on order bumps, select a product, and set it to be enabled by default.

Order Bumps



Additional Features

  • Sticky Contact: Enables auto-filling customer details for quicker checkout.

  • New Contact on Every Purchase: Allows a new contact to be created for every transaction.

  • Validate Disposable Emails: Ensures the email entered is valid and not temporary.



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