Who This Is For / When to Use
Use this when you want to:
Sell one or more products directly through a form
Allow quantity, variants, and inventory-aware purchases
Add order bump products to increase average order value
Accept payments with coupons and tax calculation
Prerequisites
Before adding products to a form:
A product must exist under Payments > Products.
(Optional) Coupons must be created under Payments > Coupons if you plan to offer discounts.
Access the Forms Builder
Go to Sites in the left navigation.
Select Forms.
Click + Add Form or open an existing form.
Add the Sell Products Element
In the form builder, click the + icon.
Under Payments, drag Sell Products onto the form canvas.
The Sell Products element displays the checkout area and product list.
Connect Payments and Set Mode
Select the Sell Products element.
Click Connect if a payment gateway is not connected.
Toggle Live mode:
OFF = Test payments
ON = Real payments
Add Products to the Form
In the right settings panel, click Add Product.
Select a product from the list.
The product appears inside the form with price and quantity controls.
You can add up to 20 products to a single form.
Product Display and Variants
When a product supports variants:
Users can select size, color, or other options.
Quantity selectors respect inventory limits.
If inventory runs out, the product becomes unavailable on the form.
Enable and Configure Coupons
Select the Sell Products element.
Scroll to Coupons.
Toggle Enable Coupon.
Choose coupon alignment (Left, Right, or Full Width).
Customers can enter valid coupon codes during checkout.
Add a Bump Product (Optional)
Bump products are optional add-ons shown during checkout.
Click Add Product.
Choose Bump Product as the product type.
Configure:
Headline
OTO text
Image
Pricing display
Customize Bump Product Style
Enable Bump Products in the settings panel.
Select an Order Bump Style:
Modern
Classic
Choose a template and customize colors, icons, and text.
The bump product preview updates live inside the form.
Bump Product Layout and Selection
Choose Modern or Classic bump style.
Control layout width and column display.
Choose Single or Multi product selection
This determines how bump offers appear to customers.
Customize Form Layout and Styling
Open the Styles tab.
Adjust layout type, field width, spacing, and padding.
Preview changes in real time.
Save and Preview the Form
Click Save.
Use Preview to test product selection and checkout.
Publish or embed the form as needed.
Tracking Payments and Orders
For each submission:
Payment amount, order ID, and status are recorded.
Click the Order ID to view full order details.
Export submission data from the Submissions tab.
Common Issues and Fixes
Products not showing on the form
Confirm at least one product is added.
Verify the payment gateway is connected.
Coupons not applying
Ensure the coupon exists under Payments > Coupons.
Confirm coupon is enabled on the form.
Payments failing in test mode
Confirm Live mode is OFF.
Use supported test card details.
Important Notes
NMI and Authorize.net require the First Name field on payment forms.
Refund amounts are not currently captured.
The legacy API-based Stripe connection is not supported.
Payment elements do not display inside calendar booking forms.
Multi-payment support in funnel-native forms is not available.
Undo/Redo is not supported for payment elements.
FAQ
How do I add products to a form?
Drag the Sell Products element into a form, connect payments, and use Add Product to select products.
Can I add recurring products?
Yes. Create a recurring product under Payments > Products, then add it to the form.
Can I customize how products look?
Yes. You can change layouts, images, descriptions, variants, and styling.
What payment details are tracked?
Each submission records payment amount, order ID, and payment status.
Can I apply coupons to products?
Yes. Enable coupons on the form and ensure the coupon exists under Payments > Coupons.
What happens if inventory runs out?
The product is automatically hidden from the form to prevent overselling.