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How to Add a Two‑Step Order Form to a Funnel

Build a two‑step order form in GHL Customer Care Funnels! Learn how to attach products, enable Cart Mode, add order bumps, test payments, and go live with confidence.

5 min read1,032 words12 explained imagesUpdated Fri, 11 Sep at 4:05 PM
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On this page
  1. Key Benefits of Two‑Step Order Forms
  2. Products Setup (Prerequisite)
  3. Adding the Two‑Step Order Form to a Funnel
  4. Frequently Asked Questions
  5. Related Articles

Learn how to add and configure a Two‑Step Order Form in a GHL Customer Care funnel. This article goes through attaching products and prices, customizing the form and enabling options like Cart Mode, Order Bump, and Coupon Codes.

TABLE OF CONTENTS

What is a Two‑Step Order Form?

Two‑Step Order Forms split checkout into two lightweight screens. Step 1 typically captures contact and shipping details while Step 2 collects payment and finalizes the order. Separating these steps can reduce friction, improve conversions. This form can be easily added to any funnel step making it simple to begin selling your products!

Key Benefits of Two‑Step Order Forms

  • Conversion Optimization: Breaking checkout into two short steps can increase completion rates by reducing form fatigue.
  • Flexible Fields: Customize the fields that are shown/hidden and required/optional to match your needs.
  • Cart Mode: Cart mode and quantity limits let buyers select exactly what they need while keeping totals clear.
  • Revenue Boosters: Order bump support makes it easy to offer complementary items on checkout.
  • Clear Configuration: Step‑specific labels, headers, and buttons keep messaging on‑brand and easy to follow.

Products Setup (Prerequisite)

Products must be attached to the funnel step before the Two‑Step Order Form can display and charge for them. Follow these steps to ensure your products and prices are available in the form.

Tip: Be sure to create your products before starting this process. To learn more about creating products, click here.

  1. Go to Sites in the left navigation, open your Funnel, and select the funnel step you want to use.

    Step 1 of 6: Go to Sites in the left navigation, open your Funnel, and select the… What this shows Step 1 of 6: Go to Sites in the left navigation, open your Funnel, and select the funnel step you want to use. What this shows Shows where to go for step 1 of 6 in the "Products Setup (Prerequisite)" section of "How to Add a Two‑Step Order Form to a Funnel". This screenshot accompanies step 1 of 6 in the "Products Setup (Prerequisite)" section of "How to Add a Two‑Step Order Form to a Funnel". At this point in the walkthrough you go to Sites in the left navigation, open your Funnel, and select the funnel step you want to use. The next step is to open the Products tab on the right. Click + Add Product. Step 1 of 6Image 1 of 12 Where to goGo to Sites in the left navigation, open your Funnel, and select the funnel step you want to use.
    Buttons and menus referenced SitesFunnelfunnel stepProducts+ Add ProductProductcreate a new productPricecreate a new priceProduct Name OverridePrice Display OverrideAdditional options
    Next stepOpen the Products tab on the right. Click + Add Product.
    All 6 steps in this procedure
    1. Go to Sites in the left navigation, open your Funnel, and select the funnel step you want to use. this image
    2. Open the Products tab on the right. Click + Add Product.
    3. Use the Product dropdown to select the item you want to sell or click the inline text link to create a new product.
    4. Under Price, choose an existing price or click the inline text link to create a new price. You can optionally use Product Name Override to edit the name to control how it appears on the order form or Price Display Override to customize how the price is shown on the order form.
    5. Click Additional options to configure how the product can be purchased: - Enable Allow multiple quantity to let customers purchase more than one unit of the product. - Use Max per order to set the maximum quantity a customer can purchase in one order. You can set the limit from 1–999 units. - Choose whether the item is a Main product or Bump product.
    6. Repeat to add one or many products as needed!

  2. Open the Products tab on the right. Click + Add Product.

    Step 2 of 6: Open the Products tab on the right. Click + Add Product What this shows Step 2 of 6: Open the Products tab on the right. What this shows Shows where to go for step 2 of 6 in the "Products Setup (Prerequisite)" section of "How to Add a Two‑Step Order Form to a Funnel". This screenshot accompanies step 2 of 6 in the "Products Setup (Prerequisite)" section of "How to Add a Two‑Step Order Form to a Funnel". At this point in the walkthrough you open the Products tab on the right. Click + Add Product. The next step is to use the Product dropdown to select the item you want to sell or click the inline text link to create a new product. Step 2 of 6Image 2 of 12 Where to goOpen the Products tab on the right. Click + Add Product.
    Buttons and menus referenced Products+ Add ProductSitesFunnelfunnel stepProductcreate a new productPricecreate a new priceProduct Name OverridePrice Display OverrideAdditional options
    Next stepUse the Product dropdown to select the item you want to sell or click the inline text link to create a new product.
    All 6 steps in this procedure
    1. Go to Sites in the left navigation, open your Funnel, and select the funnel step you want to use.
    2. Open the Products tab on the right. Click + Add Product. this image
    3. Use the Product dropdown to select the item you want to sell or click the inline text link to create a new product.
    4. Under Price, choose an existing price or click the inline text link to create a new price. You can optionally use Product Name Override to edit the name to control how it appears on the order form or Price Display Override to customize how the price is shown on the order form.
    5. Click Additional options to configure how the product can be purchased: - Enable Allow multiple quantity to let customers purchase more than one unit of the product. - Use Max per order to set the maximum quantity a customer can purchase in one order. You can set the limit from 1–999 units. - Choose whether the item is a Main product or Bump product.
    6. Repeat to add one or many products as needed!

  3. Use the Product dropdown to select the item you want to sell or click the inline text link to create a new product.

    Step 3 of 6: Use the Product dropdown to select the item you want to sell or click… What this shows Step 3 of 6: Use the Product dropdown to select the item you want to sell or click the inline text link to create a new product. What this shows Shows what to choose for step 3 of 6 in the "Products Setup (Prerequisite)" section of "How to Add a Two‑Step Order Form to a Funnel". This screenshot accompanies step 3 of 6 in the "Products Setup (Prerequisite)" section of "How to Add a Two‑Step Order Form to a Funnel". At this point in the walkthrough you use the Product dropdown to select the item you want to sell or click the inline text link to create a new product. The next step is to under Price, choose an existing price or click the inline text link to create a new price. You can optionally use Product Name Override to edit the name to control how it appears on the order form or Price Display Override to customize how the price is shown on the order form. Step 3 of 6Image 3 of 12 What to chooseUse the Product dropdown to select the item you want to sell or click the inline text link to create a new product.
    Buttons and menus referenced Productcreate a new productSitesFunnelfunnel stepProducts+ Add ProductPricecreate a new priceProduct Name OverridePrice Display OverrideAdditional options
    Next stepUnder Price, choose an existing price or click the inline text link to create a new price. You can optionally use Product Name Override to edit the name to control how it appears on the order form or Price Display Override to customize how the price is shown on the order form.
    All 6 steps in this procedure
    1. Go to Sites in the left navigation, open your Funnel, and select the funnel step you want to use.
    2. Open the Products tab on the right. Click + Add Product.
    3. Use the Product dropdown to select the item you want to sell or click the inline text link to create a new product. this image
    4. Under Price, choose an existing price or click the inline text link to create a new price. You can optionally use Product Name Override to edit the name to control how it appears on the order form or Price Display Override to customize how the price is shown on the order form.
    5. Click Additional options to configure how the product can be purchased: - Enable Allow multiple quantity to let customers purchase more than one unit of the product. - Use Max per order to set the maximum quantity a customer can purchase in one order. You can set the limit from 1–999 units. - Choose whether the item is a Main product or Bump product.
    6. Repeat to add one or many products as needed!

  4. Under Price, choose an existing price or click the inline text link to create a new price.
    You can optionally use Product Name Override to edit the name to control how it appears on the order form or Price Display Override to customize how the price is shown on the order form.

    Step 4 of 6: Under Price, choose an existing price or click the inline text link to… What this shows Step 4 of 6: Under Price, choose an existing price or click the inline text link to create a new price. What this shows Shows what to choose for step 4 of 6 in the "Products Setup (Prerequisite)" section of "How to Add a Two‑Step Order Form to a Funnel". This screenshot accompanies step 4 of 6 in the "Products Setup (Prerequisite)" section of "How to Add a Two‑Step Order Form to a Funnel". At this point in the walkthrough you under Price, choose an existing price or click the inline text link to create a new price. You can optionally use Product Name Override to edit the name to control how it appears on the order form or Price Display Override to customize how the price is shown on the order form. The next step is to click Additional options to configure how the product can be purchased: - Enable Allow multiple quantity to let customers purchase more than one unit of the product. - Use Max per order to set the maximum quantity a customer can purchase in one order. You can set the limit from 1–999 units. - Choose whether the item is a Main product or Bump product. Step 4 of 6Image 4 of 12 What to chooseUnder Price, choose an existing price or click the inline text link to create a new price. You can optionally use Product Name Override to edit the name to control how it appears on the order form or Price Display Override to customize how the price is shown on the order form.
    Buttons and menus referenced Pricecreate a new priceProduct Name OverridePrice Display OverrideSitesFunnelfunnel stepProducts+ Add ProductProductcreate a new productAdditional options
    Next stepClick Additional options to configure how the product can be purchased: - Enable Allow multiple quantity to let customers purchase more than one unit of the product. - Use Max per order to set the maximum quantity a customer can purchase in one order. You can set the limit from 1–999 units. - Choose whether the item is a Main product or Bump product.
    All 6 steps in this procedure
    1. Go to Sites in the left navigation, open your Funnel, and select the funnel step you want to use.
    2. Open the Products tab on the right. Click + Add Product.
    3. Use the Product dropdown to select the item you want to sell or click the inline text link to create a new product.
    4. Under Price, choose an existing price or click the inline text link to create a new price. You can optionally use Product Name Override to edit the name to control how it appears on the order form or Price Display Override to customize how the price is shown on the order form. this image
    5. Click Additional options to configure how the product can be purchased: - Enable Allow multiple quantity to let customers purchase more than one unit of the product. - Use Max per order to set the maximum quantity a customer can purchase in one order. You can set the limit from 1–999 units. - Choose whether the item is a Main product or Bump product.
    6. Repeat to add one or many products as needed!

  5. Click Additional options to configure how the product can be purchased:
    - Enable Allow multiple quantity to let customers purchase more than one unit of the product.
    - Use Max per order to set the maximum quantity a customer can purchase in one order. You can set the limit from 1–999 units.
    - Choose whether the item is a Main product or Bump product.

    Step 5 of 6: Click Additional options to configure how the product can be… What this shows Step 5 of 6: Click Additional options to configure how the product can be purchased: - Enable Allow multiple quantity to let customers purchase more… What this shows Shows what to choose for step 5 of 6 in the "Products Setup (Prerequisite)" section of "How to Add a Two‑Step Order Form to a Funnel". This screenshot accompanies step 5 of 6 in the "Products Setup (Prerequisite)" section of "How to Add a Two‑Step Order Form to a Funnel". At this point in the walkthrough you click Additional options to configure how the product can be purchased: - Enable Allow multiple quantity to let customers purchase more than one unit of the product. - Use Max per order to set the maximum quantity a customer can purchase in one order. You can set the limit from 1–999 units. - Choose whether the item is a Main product or Bump product. The next step is to repeat to add one or many products as needed! Step 5 of 6Image 5 of 12 What to chooseClick Additional options to configure how the product can be purchased: - Enable Allow multiple quantity to let customers purchase more than one unit of the product. - Use Max per order to set the maximum quantity a customer can purchase in one order. You can set the limit from 1–999 units. - Choose whether the item is a Main product or Bump product.
    Buttons and menus referenced Additional optionsSitesFunnelfunnel stepProducts+ Add ProductProductcreate a new productPricecreate a new priceProduct Name OverridePrice Display Override
    Next stepRepeat to add one or many products as needed!
    All 6 steps in this procedure
    1. Go to Sites in the left navigation, open your Funnel, and select the funnel step you want to use.
    2. Open the Products tab on the right. Click + Add Product.
    3. Use the Product dropdown to select the item you want to sell or click the inline text link to create a new product.
    4. Under Price, choose an existing price or click the inline text link to create a new price. You can optionally use Product Name Override to edit the name to control how it appears on the order form or Price Display Override to customize how the price is shown on the order form.
    5. Click Additional options to configure how the product can be purchased: - Enable Allow multiple quantity to let customers purchase more than one unit of the product. - Use Max per order to set the maximum quantity a customer can purchase in one order. You can set the limit from 1–999 units. - Choose whether the item is a Main product or Bump product. this image
    6. Repeat to add one or many products as needed!

  6. Repeat to add one or many products as needed!

Adding the Two‑Step Order Form to a Funnel

After products are attached to the step, follow these steps to add and configure the Two‑Step Order Form element in your funnel.


Step 1: Navigate to your Funnel Step

Go to Sites → Funnels, open your funnel, and select the specific step where you’ll place the checkout.

Step 1: Navigate to your Funnel Step (image 6 of 12) What this shows Go to Sites → Funnels, open your funnel, and select the specific step where you’ll place the checkout. What this shows Illustrates the "Step 1: Navigate to your Funnel Step" section of "How to Add a Two‑Step Order Form to a Funnel". This screenshot appears in the "Step 1: Navigate to your Funnel Step" section of "How to Add a Two‑Step Order Form to a Funnel". The text alongside this image reads: Go to Sites → Funnels, open your funnel, and select the specific step where you’ll place the checkout. Immediately after, the guide continues: Click Add Elements (+) in the top‑left and under Order elements, select the Two‑Step Order element. Drag this element into your design. Image 6 of 12 Where to goGo to Sites → Funnels, open your funnel, and select the specific step where you’ll place the checkout.
Buttons and menus referenced Sites → Funnels
Next stepClick Add Elements (+) in the top‑left and under Order elements, select the Two‑Step Order element. Drag this element into your design.

Step 2: Add the Two‑Step Order Form Element

Click Add Elements (+) in the top‑left and under Order elements, select the Two‑Step Order element. Drag this element into your design.

Step 2: Add the Two‑Step Order Form Element (image 7 of 12) What this shows Click Add Elements (+) in the top‑left and under Order elements, select the Two‑Step Order element. What this shows Illustrates the "Step 2: Add the Two‑Step Order Form Element" section of "How to Add a Two‑Step Order Form to a Funnel". This screenshot appears in the "Step 2: Add the Two‑Step Order Form Element" section of "How to Add a Two‑Step Order Form to a Funnel". The text alongside this image reads: Click Add Elements (+) in the top‑left and under Order elements, select the Two‑Step Order element. Drag this element into your design. Immediately after, the guide continues: Step 1 captures contact information and shipping details. In the element settings, open Form options and select Step 1. Here you can configure. Image 7 of 12 What to chooseClick Add Elements (+) in the top‑left and under Order elements, select the Two‑Step Order element. Drag this element into your design.
Buttons and menus referenced Add Elements(+)Order elementsTwo‑Step Order
Next stepStep 1 captures contact information and shipping details. In the element settings, open Form options and select Step 1. Here you can configure:

Step 3: Configure Step 1

Step 1 captures contact information and shipping details. In the element settings, open Form options and select Step 1. Here you can configure:

  • Headline and Sub‑headline

  • Company name: Hidden, Optional, or Required.

  • Placeholders/Display names for visible fields.

  • Phone: required/optional/hidden.

  • Shipping: toggle On/Off.

  • Button text for progressing to Step 2.

Step 3: Configure Step 1 (image 8 of 12) What this shows Headline and Sub‑headline Company name: Hidden, Optional, or Required. What this shows Illustrates the "Step 3: Configure Step 1" section of "How to Add a Two‑Step Order Form to a Funnel". This screenshot appears in the "Step 3: Configure Step 1" section of "How to Add a Two‑Step Order Form to a Funnel". The text alongside this image reads: Headline and Sub‑headline Company name: Hidden, Optional, or Required. Placeholders/Display names for visible fields. Phone: required/optional/hidden. Shipping: toggle On/Off. Button text for progressing to Step 2. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Step 2 takes payment information and finalizes the purchase. In the element settings, open Form options and select Step 2. Image 8 of 12 What to chooseHeadline and Sub‑headline Company name: Hidden, Optional, or Required. Placeholders/Display names for visible fields. Phone: required/optional/hidden. Shipping: toggle On/Off. Button text for progressing to Step 2.
Fields in this part of the guide Headline and Sub‑headline
Buttons and menus referenced Form optionsStep 1
Next stepStep 2 takes payment information and finalizes the purchase. In the element settings, open Form options and select Step 2.
All 6 steps in this procedure
  1. Headline and Sub‑headline
  2. Company name: Hidden, Optional, or Required.
  3. Placeholders/Display names for visible fields.
  4. Phone: required/optional/hidden.
  5. Shipping: toggle On/Off.
  6. Button text for progressing to Step 2.

Step 4: Configure Step 2

Step 2 takes payment information and finalizes the purchase. In the element settings, open Form options and select Step 2.

Here you can edit the labels, headers, and button text for payment and confirmation.

Step 4: Configure Step 2 (image 9 of 12) What this shows Here you can edit the labels, headers, and button text for payment and confirmation. What this shows Illustrates the "Step 4: Configure Step 2" section of "How to Add a Two‑Step Order Form to a Funnel". This screenshot appears in the "Step 4: Configure Step 2" section of "How to Add a Two‑Step Order Form to a Funnel". The text alongside this image reads: Here you can edit the labels, headers, and button text for payment and confirmation. Immediately after, the guide continues: Use the additional settings to control how products are presented, whether you offer add‑ons, and if buyers can apply discounts. Image 9 of 12 What this coversHere you can edit the labels, headers, and button text for payment and confirmation.
Buttons and menus referenced Form optionsStep 2button text
Next stepUse the additional settings to control how products are presented, whether you offer add‑ons, and if buyers can apply discounts:

Step 5: OtherSettings (Optional) 

Use the additional settings to control how products are presented, whether you offer add‑ons, and if buyers can apply discounts:

  • Toggle Enable cart mode (when available for your funnel version). 
    Enable Cart Mode: Turn on Cart Mode to allow customers to purchase multiple products from the same order form. Customers can select the products they want and adjust quantities for products that have Allow multiple quantityenabled.

    Without Cart Mode, the order form can be used for single-product selection. Cart Mode is available for supported V2 funnel order forms.

  • Product Description and Pricing: Choose whether product descriptions and pricing information appear on the order form. For recurring products, the product description can display the price breakdown, including details such as the setup fee, trial period, number of trial days, and recurring payment information. Disable Product Description if you do not want these details displayed.
  • Enable and configure an Order Bump. To learn more about Order Bumps in Forms, click here!

  • Enable Coupon Codes.

Step 5: Other Settings (Optional) (image 10 of 12) What this shows Toggle Enable cart mode (when available for your funnel version). What this shows Illustrates the "Step 5: Other Settings (Optional)" section of "How to Add a Two‑Step Order Form to a Funnel". This screenshot appears in the "Step 5: Other Settings (Optional)" section of "How to Add a Two‑Step Order Form to a Funnel". The text alongside this image reads: Toggle Enable cart mode (when available for your funnel version). Enable Cart Mode: Turn on Cart Mode to allow customers to purchase multiple products from the same order form. Customers can select the products they want and adjust quantities for products that have Allow multiple quantity enabled…. Immediately after, the guide continues: In the element settings, adjust Button, Text and Background Colors to match your brand. Image 10 of 12 What to chooseToggle Enable cart mode (when available for your funnel version). Enable Cart Mode: Turn on Cart Mode to allow customers to purchase multiple products from the same order form. Customers can select the products they want and adjust quantities for products that have Allow multiple quantity enabled. Without Cart Mode, the order form can be used for single-product selection. Cart Mode is available for supported V2 funnel order forms. Product Description and Pricing: Choose whether product descriptions and pricing information appear on the order form. For recurring products, the product description can display the price breakdown, including details such as the setup fee, trial period, number of trial days, and recurring payment information. Disable Product Description if you do not want these details displayed. Enable and configure an Order Bump. To learn more about Order Bumps in Forms, click here! Enable Coupon Codes.
Buttons and menus referenced Enable cart modeCart ModeAllow multiple quantityOrder Bump.Coupon Codes.
Next stepIn the element settings, adjust Button, Text and Background Colors to match your brand.
All 4 steps in this procedure
  1. Toggle Enable cart mode (when available for your funnel version). Enable Cart Mode: Turn on Cart Mode to allow customers to purchase multiple products from the same order form. Customers can select the products they want and adjust quantities for products that have Allow multiple quantity enabled. Without Cart Mode, the order form can be used for single-product selection. Cart Mode is available for supported V2 funnel order forms.
  2. Product Description and Pricing: Choose whether product descriptions and pricing information appear on the order form. For recurring products, the product description can display the price breakdown, including details such as the setup fee, trial period, number of trial days, and recurring payment information. Disable Product Description if you do not want these details displayed.
  3. Enable and configure an Order Bump. To learn more about Order Bumps in Forms, click here!
  4. Enable Coupon Codes.

Step 6: Style the Form

In the element settings, adjust Button, Text and Background Colors to match your brand.

Step 6: Style the Form (image 11 of 12) What this shows In the element settings, adjust Button, Text and Background Colors to match your brand. What this shows Illustrates the "Step 6: Style the Form" section of "How to Add a Two‑Step Order Form to a Funnel". This screenshot appears in the "Step 6: Style the Form" section of "How to Add a Two‑Step Order Form to a Funnel". The text alongside this image reads: In the element settings, adjust Button, Text and Background Colors to match your brand. Immediately after, the guide continues: Before publishing your funnel, click the Preview button in the upper-right corner to test your order form. Once verified, click the blue Publish button. Image 11 of 12 What this coversIn the element settings, adjust Button, Text and Background Colors to match your brand.
Buttons and menus referenced Button, Text and BackgroundColors
Next stepBefore publishing your funnel, click the Preview button in the upper-right corner to test your order form. Once verified, click the blue Publish button.

Step 7: Preview and Publish

Before publishing your funnel, click the Preview button in the upper-right corner to test your order form. Once verified, click the blue Publish button.

Step 7: Preview and Publish (image 12 of 12) What this shows Before publishing your funnel, click the Preview button in the upper-right corner to test your order form. What this shows Illustrates the "Step 7: Preview and Publish" section of "How to Add a Two‑Step Order Form to a Funnel". This screenshot appears in the "Step 7: Preview and Publish" section of "How to Add a Two‑Step Order Form to a Funnel". The text alongside this image reads: Before publishing your funnel, click the Preview button in the upper-right corner to test your order form. Once verified, click the blue Publish button. Immediately after, the guide continues: Q: Why don’t my products appear in the Two‑Step Order Form? Image 12 of 12 How to confirmBefore publishing your funnel, click the Preview button in the upper-right corner to test your order form. Once verified, click the blue Publish button.
Buttons and menus referenced PreviewPublish
Next stepQ: Why don’t my products appear in the Two‑Step Order Form?

Frequently Asked Questions

Q: Why don’t my products appear in the Two‑Step Order Form?

Make sure products and at least one price are added in the Products tab for the same funnel step.

Q: How do I let customers buy multiple quantities?

In Products → Additional options, enable Allow multiple quantity and set Max per order.

Q: Can I use a two‑step order form in V1 funnels?

Two‑step order forms can be added in funnels. Consider migrating the step to V2 to access the latest settings such as cart mode.

Q: Does the order form support subscriptions and one‑time products?

Yes. The order form reflects the Pricing you attach to the product (one‑time or recurring).

Q: Can I add a platform/processing fee to all orders?

Yes! Processing or platform fees can be added under payments settings. Click here to learn more!

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