How to Add a Two-Step Order Form to a Sparkforge Funnel
A Two-Step Order Form splits checkout into contact details (Step 1) and payment (Step 2) to reduce abandonment. Attach products to the funnel step first, then drop in the element and configure both steps.
A Two-Step Order Form splits checkout into two screens. Step 1 captures contact and shipping; Step 2 collects payment and confirms the order. The shorter first screen reduces friction and tends to lift completion rates.
What You Get
- Higher completion. Two short forms beat one long form on conversion.
- Field control. Hide, require, or relabel any field per step.
- Cart mode. Buyers select items and quantities with a running total.
- Order bumps. Offer add-ons at checkout.
- Coupon codes. Apply discount codes inline.
Prerequisite: Attach Products to the Funnel Step
The form can’t charge for anything until products and prices are attached to the same funnel step. Create your products first, then:
- Open Sites → Funnels, pick your funnel, and select the checkout step.
- Open the Products tab on the right and click + Add Product.
- Pick a product from the dropdown (or create a new one inline).
- Pick or create a Price.
- Optional: use Product Name Override or Price Display Override to control how the item appears on the form.
- Open Additional options to allow multiple quantity, set max per order, and mark the item as Main or Bump.
- Repeat for every product the form should sell.
Add the Two-Step Order Form
Step 1: Open the Funnel Step
Go to Sites → Funnels, open your funnel, and edit the step where checkout lives.
Step 2: Drop in the Element
Click Add Elements (+) in the top-left, expand Order elements, and drag Two-Step Order into the design.
Step 3: Configure Step 1 (Contact + Shipping)
In the element settings, open Form options and select Step 1. Set:
- Headline and sub-headline
- Company name (Hidden / Optional / Required)
- Field placeholders and display names
- Phone (Required / Optional / Hidden)
- Shipping (On / Off)
- Button text to advance to Step 2
Step 4: Configure Step 2 (Payment)
Open Form options → Step 2. Edit labels, headers, and the confirm button text.
Step 5: Optional Settings
- Toggle Enable cart mode (V2 funnels).
- Show or hide product description and pricing info.
- Enable and configure Order Bump.
- Enable Coupon Codes.
Step 6: Style the Form
In element settings, adjust button, text, and background colors to match your brand.
Step 7: Preview and Publish
Click Preview in the upper-right to test the flow end-to-end. When it works, click the blue Publish button.
FAQ
Common questions on Two-Step Order Forms below.
Frequently Asked Questions
Why don’t my products show on the order form?
How do I let customers buy more than one of an item?
Does the form support subscriptions and one-time products?
Can I add a processing or platform fee?
Is the Two-Step form available in V1 funnels?
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