Adding a Two-Step Order Form to Your Funnel

Enhance your sales funnel by integrating a two-step order form using Stack. This guide will walk you through the initial setup process, ensuring a seamless experience for your customers.

Overview

A two-step order form is a powerful tool that helps streamline the purchasing process, making it easier for your customers to complete their transactions. This setup involves capturing essential customer information in the first step and processing payment details in the second step.

Steps to Add a Two-Step Order Form

1. Access Your Funnel:

   • Navigate to your desired funnel within Stack where you want to add the order form.

2. Add a New Step:

   • Click on the option to add a new step to your funnel.
   • Select the "Order Form" template to begin.

3. Configure Step One:

   • In the first step, you will capture basic customer information such as name and email address.
   • Ensure that fields are clearly labeled and easy to complete.

4. Save and Continue:

   • Once you have configured the first step, save your changes and proceed to the next step.

Additional Resources

Explore further customization and optimization of your funnel with these additional guides:

• Two-Step Order Form (Step 2: Adding an Up-Sell)
• Two-Step Order Form (Step 3: Configuring the Pop-Up & Scheduling)
• Two-Step Order Form (Step 4: Thank You Page & Redirects)
• Styling the Funnel

By following these steps, you'll create a user-friendly and efficient order process that enhances the customer experience and drives conversions.