Adding an Order Form to a Funnel Step
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Maredith Woods

Created Aug 09, 2023

Adding an Order Form to a Funnel Step

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Horse Business Manager

19 Steps
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

Click on Products

Click on Products
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

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

Select the Funnel that you want to edit

Select the Funnel that you want to edit
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

Click on Add product

Click on Add product
8

Add your product to the page

Add your product to the page
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

Once your product has been added, click on Overview

Once your product has been added, click on Overview
11

Click on Edit

Click on Edit
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

Locate the 2 Step and 1 Step Order Form Elements

Locate the 2 Step and 1 Step Order Form Elements
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

Use the righthand window to edit the form settings

Use the righthand window to edit the form settings
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

Click on Advanced

Click on Advanced
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

Once you have the order form customized, click Save

Once you have the order form customized, click Save
Well done!
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