You can use the 2-Step Order Form to get your customer's contact information and shipping details. For this element, you will have the Shipping details and the information in two separate sections. Select the element to open its settings on the right-hand side of your builder.
Under General Settings, you can view the default name of the editing option you are working on under Element Name. You have the option to keep the default title or rename it to your liking.
Under Text Align, you can adjust the position of your text as desired. You can choose to align it to the left, center, right, or justify it.
If you want to change the button color of your order form, you can do that by selecting the color you want to change it to in this field.
If you didn't find your color, you can also add custom colors using the color's hex code. Just type it in the space provided and click "Add Color".
If you want to change the button text color of your order form, you can do that by clicking on the color you want to change it to in this section, or add a color by entering its hex code.
Under Button Size, you can adjust the size of your button according to your preference. You can choose from sizes between Extra Small and Extra Large.
For Button Style, you can select a style for your button by choosing from the available options: Flat Color, Gradiant, Subtle Style, and Border Bottom.
If you want your order form to have a background color, you can do that by choosing from the available options within this section, or add a custom color by inputting the hex code. Simply type it in the space provided and click "add color".
Under Form Corner, you can adjust the degree of curvature for the edges of your form fields.
You can choose the font type for your form by selecting options from the dropdown. Opt to use the headline or content font that was set up in settings, or choose a custom font and select from a variety of fonts from the given dropdown.
Under Button Actions, you have the option to choose between going to the next step, a website URL, or to another step within the funnel or website for Sale Actions.
Go to Next Step: When selected, the customer will be taken to the next step in your funnel/ website builder.
Go to website URL: When selected, this option will require you to enter the website URL the order form should be redirected to when submitted.
Select a Step: This option allows you to choose another step in your funnel/ website which the order form should display when submitted.
You will see the default headline name here, and you can either keep it as is or rename it. Your adjustments will be dynamically displayed in the form as a preview.
Similarly to the Headline, you can decide to change it or allow it to remain as is.
Choose whether to show a form field for the "Company name" or hide it.
Edit the description in the company name form field here.
Edit the description in the full name form field here.
Enable this option to check for valid full names. When this feature is enabled, names entered must consist of at least two parts. Additional validations will be applied, such as disallowing names with two consecutive special characters and restricting the use of certain special characters.
Edit the description in the email address form field here.
You can decide to show a form field for the Phone number or you can hide it.
Edit the description in the Phone number form field here.
You can enable or disable the country picker using Enable Country Picker.
You can choose whether to display or hide the form field for Shipping info using the Toggle Shipping feature. If you have shipping info toggled on, you will have options for those fields.
Enable this option to allow users to search and select addresses from the search bar. The selected address will be filled in all the separate address fields.
Shipping Headline: You will find the default shipping headline name here, which you can choose to keep or rename as desired.
Address: Edit the description in the Address form field here.
City: Update the description in the City form field here.
State/Province: Customize the description in the State/Province form field here.
Zip/Postal Code: Edit the description in the Zip/postal code form field here.
Under Button Text, you can customize the text displayed that allows customers to navigate to Step 2 of the order form.
You can add a sub-text to the button by inputting a text here.
You can add any other information you want your visitor/client to be aware of here. This text will be displayed below the button.
Enable Cart Mode: This feature enables customers to add multiple products to a cart before proceeding to checkout.
Product Description: Provide detailed information about your product directly within the order form from the description set in the Products tab. This option is disabled by default in both new and existing order forms.
Pricing Information: Display the recurring and trial information by enabling this setting. This toggle is enabled for new funnels.
Enable Order Bump: Toggle this switch to enable order bumps to your order form.
Add Bump Product: Click this button to begin the process of adding a bump product to your order form.
Select Product: You can select the product you would like to add from the dropdown.
Headline: Create a compelling title for your order bump offer here.
(One Time Offer) OTO Headline: Encourage upsells by adding an attention-grabbing headline used to highlight a special, limited-time offer.
OTO Text: Add descriptive text to your One-Time Offer (OTO) in this section.
Image URL: Select an image from your media library or enter the URL of the image to be displayed.
Enable by default: "Enable by default" allows you to set the order bump to be selected in the form by default.
Offer discounts to your customers using promotional codes by toggling the “Enable Coupon Codes” switch.
Enabling this feature allows the terms and conditions checkbox to be present on both steps. Customers will have to agree to the specified terms and conditions to proceed with the order.
Enable the Sticky Contact feature to allow the system to automatically pre-fill form fields for returning customers by utilizing browser cookies. When a customer visits your site, their previous information—such as name, email address, and other relevant details—will be retrieved from the cookies stored in their browser. This feature streamlines the checkout process, saving the customer time and improving the overall user experience.
To create a new contact for every purchase, toggle on the New Contact on the Every Purchase feature.
When enabled, the system checks if the email address entered belongs to a disposable email provider (e.g., temporary email services often used for spam or temporary purposes) to ensure that only valid emails will be entered into the system.
Select whether the order form should be visible on mobile devices, desktops, or both by clicking on the respective icons. A blue icon indicates that the order form will be visible on that device, while a black icon signifies that it will be hidden on that device.
You can input a Custom Class in the given field, giving you even more customization options!
If you need to copy the Custom CSS, just click on the "Copy" icon on the right side of the reference code.
You will see the default headline name here, and you can either keep it as is or rename it.
Similarly to the Headline, you can decide to change it or leave it as it is.
This is the menu that allows you to go back to Step 1 of the order form.
You can edit the description in the Item and price form field here.
You can edit the description in the Order Summary for the Item and price form field here.
This is the button you will click on to submit the order form to complete the purchase. You can customize this text to your preference!
You can add a sub-text to the button by inputting the information here.
Additionally, you can add any other important information that you would like your visitors/clients to be aware of in the Footer Text section. This text will appear directly below the button.
You can enable or disable the option to show the postal code and country here for Authorize.net and NMI connections. The zip code and country information that's collected will be forwarded to the payment provider as the billing details.
Enable Cart Mode: This feature enables customers to add multiple products to a cart before proceeding to checkout.
Product Description: Provide detailed information about your product directly within the order form from the description set in the Products tab. This option is disabled by default in both new and existing order forms.
Pricing Information: Display the recurring and trial information by enabling this setting. This toggle is enabled for new funnels.
Enable Order Bump: Toggle this switch to enable order bumps to your order form.
Add Bump Product: Click this button to begin the process of adding a bump product to your order form.
Select Product: You can select the product you would like to add from the dropdown.
Headline: Create a compelling title for your order bump offer here.
(One Time Offer) OTO Headline: Encourage upsells by adding an attention-grabbing headline used to highlight a special, limited-time offer.
OTO Text: Add descriptive text to your One-Time Offer (OTO) in this section.
Image URL: Select an image from your media library or enter the URL of the image to be displayed.
Enable by default: "Enable by default" allows you to set the order bumps to turn on by default.
Offer discounts to your customers using promotional codes by toggling the “Enable Coupon Codes” switch.
Enabling this feature allows the terms and conditions checkbox to be present on both steps. Customers will have to agree to the specified terms and conditions to proceed with the order.
Toggle on or off to add or remove the sticky contact. When turned on, this will auto-fill the customer's information if their data was saved in the system.
To create a new contact for every purchase, toggle on or off the New Contact on the Every Purchase feature.
When enabled, the system checks if the email address entered belongs to a disposable email provider (e.g., temporary email services often used for spam or temporary purposes) to ensure that only valid emails will be entered into the system.
You can decide if you want the order form to be visible on only mobile devices, desktops, or both by clicking on it to highlight the icon.
You can input a Custom Class in the given field, giving you even more customization options!
If you need to copy the Custom CSS, just click on the "Copy" icon on the right side of the reference code.
Now you know all about two-step order forms! Learn more about the other funnel/website elements by checking out the other articles in this section.
