How to add an order form (checkout) with products to a funnel

Step by step

Attach products to the step

1. In the left menu, open Sites, click Funnels and open the funnel.
2. In the step list, select the step where the checkout will go.
3. In the right panel, open the Products tab and click + Add Product.
4. Under Product, choose the product you want to sell. If it doesn't exist yet, use the inline link to create a new one.
5. Under Price, choose the price (one-time or recurring). You can also create a new price from the link.
6. Optionally, fill in Product Name Override and Price Display Override to change how they appear on this form only.
7. Open Additional options:
   • Allow multiple quantity: the customer can buy more than one unit.
   • Max per order: the unit limit per purchase (1 to 999).
   • Main product or Bump product: a bump is the extra offer shown as a checkbox at checkout.
8. Repeat for every product you want on the form.

Add the order form to the page

1. On the same step, click Edit to open the builder.
2. Click Add Elements (the + in the top-left corner) and, under Order elements, drag One Step Order to the spot on the page where you want the checkout.
3. In the element settings, open Form options and choose which fields are shown and which are required (company name, shipping address, price…).
4. Adjust the remaining options as needed:
   • Enable cart mode: the customer picks several products and quantities on the same form.
   • Product description and pricing: shows or hides the description and price details (for a recurring price, this includes setup fee, trial period and recurring amount).
   • Order bump: turns on the extra offer tied to the product marked as a bump.
   • Coupon codes: lets the customer enter a discount coupon.
5. Under styling, match the button, text and background colors to your brand.
6. Click Preview and run a test purchase to confirm products, totals and payment look right.
7. Click Publish.