Who This Is For / When to Use
Accounts selling products, services, or digital offers through funnels or websites
Teams optimizing checkout flow and conversion rates
Users deciding between faster checkout vs. better lead capture
What Is a One-Step Order Form?
A one-step order form collects all required information in a single view.
This includes:
Contact information
Shipping information (if applicable)
Payment details
When the visitor clicks Complete Order, the order is processed immediately and payment is captured.
What Is a Two-Step Order Form?
A two-step order form splits the checkout process into two stages:
Step 1: Contact and shipping information
Step 2: Payment details
If the visitor completes Step 1 but abandons Step 2, their contact information is still saved.
Key Differences at a Glance
One-Step Order Form
Faster checkout experience
Fewer steps for the customer
Best for low-friction or impulse purchases
Limited abandoned cart recovery
Two-Step Order Form
Captures lead data before payment
Enables abandoned cart follow-up workflows
Better for higher-ticket or considered purchases
Slightly longer checkout flow
When to Use Each Order Form Type
Use a One-Step Order Form When:
You want the fastest possible checkout
You are selling a low-cost or simple offer
Reducing friction is the top priority
Use a Two-Step Order Form When:
Lead capture is critical
You want abandoned cart recovery options
You plan to retarget or follow up with automation
Add an Order Form to a Funnel or Website
Open the Page Builder
Go to Sites.
Open Funnels or Websites.
Open or create a page.
Click the + icon to add content.
Add an Order Form Element
Select Elements.
Scroll to Order Elements.
Choose:
1 Step Order, or
2 Step Order
Customize the Order Form Layout
Adjust Row and Column Settings
Select the row containing the order form.
Use the General and Styles tabs to control:
Padding and margins
Borders and shadows
Desktop vs. mobile visibility
Configure Order Form Settings
After selecting the order form, use the right-side panel to control behavior.
Main Product Options
Enable or disable Cart Mode
Show or hide Product Description
Show or hide Pricing Information
Order Bump Options
Enable Order Bumps to offer add-ons at checkout
Coupon Options
Enable Coupon Codes
Allow customers to apply discounts during checkout
Step-Specific Options for Two-Step Order Forms
Step 1: Contact & Shipping
Customize field visibility
Change button text (example: “Go to Step 2”)
Step 2: Payment
Display order summary
Collect payment details securely
Complete the transaction
Save and Publish Changes
Click Save in the builder.
Preview the page on desktop and mobile.
Publish the funnel or website.
Common Issues and Fixes
Leads are not captured on abandoned checkouts
Use a two-step order form
Ensure Step 1 includes required contact fields
Checkout feels too long
Switch to a one-step order form
Remove unnecessary fields
Coupons or order bumps not showing
Confirm they are enabled in the order form settings
FAQ
When should I use a one-step order form instead of a two-step order form?
Use a one-step order form when speed and simplicity matter more than lead capture.
Can I switch between one-step and two-step order forms?
Yes. You can remove the existing order form element and replace it with the other type.
What happens if a visitor abandons a two-step order form?
Their contact information from Step 1 is saved and can be used for follow-up or abandoned cart workflows.
What is Cart Mode?
Cart Mode allows customers to add multiple products before completing checkout.
Can I use order bumps on both order form types?
Yes. Order bumps are supported on both one-step and two-step order forms.
Can coupon codes be used on both forms?
Yes. Coupon codes can be enabled on both order form types.
Can I customize the Step 1 button text on a two-step form?
Yes. The button text can be edited in the order form’s General settings.