How to Add and Customize an Order Form in a Funnel or Website

In this article, you will learn how to add and customize an order form within a funnel or a website

What you will need: 

• An order form (it can be a one-step or a two-step order form. This is up to you and your needs)
• A funnel with a funnel step or a website with a website page
• Your payment gateway is integrated and your products are created

Step 1: Editing your funnel or website page

• Navigate to Sites > Funnels or Websites > Click on the one you want to add your order form to
• Select "Edit Page" or "Edit in a New Tab" on the page you want to edit

Step 2: Adding the form

• Select Add Section > Add Row > The number of columns you need
• Select Add Element and on the right side menu, scroll to the Order Elements
• Select either the one-step or two-step order form

Step 3: Customize your Form

When you click on the order form element, a menu will pop-up on the left side. This section is where you can customize your form. These are the details that you can edit: 

• General Settings: 
  • Title
  • Text Alignment
  • Button style, size, and color
  • Button action
  • Typography type and corners

• Advanced Settings: 
  • Headline
  • Subheadline
  • Company Name (There's the option to hide this)
  • Full name
  • Email address
  • Phone Number (There's the option to hide this)
  • Shipping (There's the option to hide this)
  • Payment headline, price text, summary price text
  • Button text
  • Footer text
  • Turn on and off the Enable Cart Mode and Product Description
  • Enable or disable the order bump option
  • Enable or disable coupon codes
  • Turn on or off Sticky Contact
  • Turn on or off the New Contact on every purchase
  • Validate disposable email
  • Visibility

• Product description view when toggled on: This allows the user to show their customized description in order forms.

• Full Name validation toggle: Enables forms to validate names entered.

• Auto Complete Address: Speeds up checkout with instant Google-powered address suggestions.

Please Note: Other than the settings provided to customize the order form it is not possible to add or remove fields. These order forms are in line with payment processors and cannot be edited other than with the built-in settings.

Step 4: Save your changes and you are all set. 

Setting up Order Confirmation Message

Step 1: Adding your Order Form Element

• Go to your page editor and add the element "Order Confirmation" 

Step 2: Customizing the Order Form Element

• Click on the element and on the right side you will see the menu show up
• Click on the Advanced settings and you will be able to edit the text of the fields, hide the Order Title, Total, and the Shipping Details

Note: By default on the editor you will see that the product's name is Dynamic Item and that the price is $99. This is only visible while you are on the editor, however, after buying the product in the order form and being taken to this page with the order confirmation element, you will see the name of your product and the correct price of your product. 

Payment Options In Order Forms

Businesses using Stripe can offer additional payment options:

IDeal - popular in the Netherlands

Bancontact - common payment method in Belgium

Sepa Direct Debit - common payment method in the European Union

PayPal Pay Later is a payment option for order forms and online stores.

• Applicable For: Both 1-step and 2-step order forms, as well as upsell purchases.
• Availability: Only for one-time purchases, not for recurring products.
• Display: The Pay Later button will appear below the PayPal button during checkout.

Offering Pay Later options can help increase conversions. 

Please Note: Be sure to check out our articles for each specific gateway vendor for more details on vendors. There are currently options for BNPL (Buy Now, Pay Later). You can integrate several payment processor options in Payments > Integrations. 

$0 Checkouts:

Businesses can let customers check out free products without needing to provide credit card information.

• Works for one-step and two-step order forms, as well as online stores.
• It can be turned on or off in the Funnel Builder settings and applies to upsell products.

Note: Free checkout is only available for one-time products priced at $0 or for recurring products where both the initial and future payments are set at $0.

FAQ

1. Can I use multiple payment gateways for my order form?
Yes, you can integrate different payment methods like Stripe, PayPal, and even manual payment options. These can be set up under Payment Integrations.

2. Can customers check out free products without a credit card in Order Forms?
Yes, this feature works for one-time and recurring products priced at $0. It can be toggled in Funnel Builder settings.

3. What customization options are available for the order form?
You can customize the form’s title, and button styles, and enable/disable options like order bumps, coupon codes, or sticky contacts.

4. Can I add or remove fields in the order form?
No, the order form fields are in line with payment processors and can only be customized using built-in settings.