Adding an Order Form to a Funnel Step

Horse Business Manager

  1. 1. First, you need to set up a product to connect to the order form. To set up a Product, go to Payments

    First, you need to set up a product to connect to the order form. To set up a Product, go to Payments
  2. 2. Click on Products

    Click on Products
  3. 3. Your existing products will be listed here. If needed, click the Create Product button and create the new product or Import it from Stripe

    Your existing products will be listed here. If needed, click the Create Product button and create the new product or Import it from Stripe
  4. 4. Now it's time to link to Product to the checkout page and set up your order for. Click on Sites

    Now it's time to link to Product to the checkout page and set up your order for. Click on Sites
  5. 5. Select the Funnel that you want to edit

    Select the Funnel that you want to edit
  6. 6. Navigate to the page that the Order Form will be on and click Products

    Navigate to the page that the Order Form will be on and click Products
  7. 7. Click on Add product

    Click on Add product
  8. 8. Add your product to the page

    Add your product to the page
  9. 9. Click on Save. If you are adding more than one product, you'll need to add them each individually by repeating this step.

    Click on Save. If you are adding more than one product, you'll need to add them each individually by repeating this step.
  10. 10. Once your product has been added, click on Overview

    Once your product has been added, click on Overview
  11. 11. Click on Edit

    Click on Edit
  12. 12. Find the location of your funnel where you want to place your Order Form and select the Add Element button

    Find the location of your funnel where you want to place your Order Form and select the Add Element button
  13. 13. Locate the 2 Step and 1 Step Order Form Elements

    Locate the 2 Step and 1 Step Order Form Elements
  14. 14. Choose one and drag it onto your funnel page (this is the one-step order form)

    Choose one and drag it onto your funnel page (this is the one-step order form)
  15. 15. Use the righthand window to edit the form settings

    Use the righthand window to edit the form settings
  16. 16. At the bottom of the General Tab, review the Button Actions. This will direct the buyer to where they should be automatically directed to next once their order has been placed.

    At the bottom of the General Tab, review the Button Actions. This will direct the buyer to where they should be automatically directed to next once their order has been placed.
  17. 17. Click on Advanced

    Click on Advanced
  18. 18. Here you can customize and edit all of the fields and the headers inside the Order Form.

    Here you can customize and edit all of the fields and the headers inside the Order Form.
  19. 19. Once you have the order form customized, click Save

    Once you have the order form customized, click Save