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An order form is a checkout page element that lets visitors purchase products or services directly from your funnels and websites. When a visitor fills in their payment details and clicks buy, the order is processed through your connected payment gateway, a new contact record is created or updated, and any configured automation fires immediately.
Order forms article

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Why this matters

A funnel without a checkout is just a lead capture page. An order form turns your funnel into a full sales machine — you can take a prospect from first click to paid customer in a single session, without any manual invoicing or follow-up. Order forms are the fastest way to sell digital products, book paid sessions, collect deposits, and run limited-time offers entirely on autopilot.
Before adding an order form to your funnel, connect your payment processor. Go to Settings > Integrations > Stripe and authorize your Stripe account. Without a connected processor, order forms cannot collect payments.

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How to add and configure an order form

1

Open your funnel in the builder

Go to Sites > Funnels and open the funnel where you want to add checkout functionality. If you do not yet have a funnel, see Creating a Funnel first.
Funnel builder view
2

Add or navigate to your order form step

In the funnel step structure, click Add Step and choose Order Form as the step type — or open an existing page and add the Order Form element from the elements panel.A typical funnel sequence with an order form:
  1. Landing page (your offer or sales copy)
  2. Order form (checkout page with payment)
  3. Thank you page (post-purchase confirmation and next steps)
3

Drag the Order Form element onto the page

In the page builder, find the Order Form element in the left panel (usually under “Forms” or “Payment”). Drag it onto the page canvas in the position where you want the checkout form to appear.
Place your order form below your offer copy but above your social proof. This gives visitors enough information to make a decision before they see the form — but keeps the checkout action visible without scrolling past your testimonials.
4

Configure the order form settings

Click on the order form element to open its settings. Configure:
  • Products: Add one or more products from your catalog — the price pulls automatically. You can add multiple products as upsells or bundle options.
  • Order bump: Add an optional add-on product that appears as a checkbox below the main product — a low-friction upsell the buyer can add with one click before checkout.
  • Payment type: One-time payment or subscription (if the product is a recurring product)
  • Coupon codes: Enable or disable coupon code entry on the checkout form
Order form product configuration
5

Customize the form fields

Configure which contact information fields appear on the order form. Standard fields include:
  • First name and last name (required)
  • Email address (required — used for order confirmation)
  • Phone number (recommended — enables SMS follow-up)
  • Billing address (required for physical products or tax compliance)
Keep the form as short as possible — each additional field reduces checkout completion rates.
6

Set up the thank you page

After payment is completed, the customer is sent to the next step in your funnel — your thank you page. Configure the thank you page to:
  • Confirm the purchase and set expectations for what happens next
  • Deliver access instructions for digital products
  • Redirect to a calendar booking page for service-based purchases
  • Include a one-time offer (OTO) for an additional upsell
Thank you page configuration
7

Configure post-purchase automation

Connect a workflow to fire immediately after a purchase. Go to Automation > Workflows and create a workflow triggered by Order Submitted or Payment Received.Post-purchase workflow actions to include:
  • Send Email: Deliver a purchase confirmation with access details or receipt
  • Send SMS: Follow up immediately with onboarding instructions
  • Add Tag: Tag the contact as a “Customer” for segmentation
  • Update Opportunity: Move the deal to “Closed Won” in your pipeline
  • Create Task: Alert a team member to fulfill the order if manual steps are required
Send your purchase confirmation email within seconds of payment — buyers are most engaged in the first few minutes after a purchase. Use this moment to set clear expectations, deliver the product or access instructions, and schedule any next steps.
8

Test the checkout flow

Before publishing, test the entire checkout process using Stripe’s test card numbers (available in your Stripe dashboard). Confirm that:
  • The order form loads and accepts test payment details
  • A contact record is created or updated in your CRM after submission
  • The thank you page loads correctly after payment
  • The post-purchase workflow fires and sends the confirmation message
  • The product appears in the Payments > Transactions log

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Key points

An order bump is a checkbox add-on product that appears on the checkout form below the main product. It requires no separate checkout step — the buyer simply checks the box. Order bumps typically convert at 15–30% of checkouts, making them one of the highest-ROI ways to increase average order value without any extra sales effort.
Enable coupon codes on your order form if you run promotions. Create coupon codes under Payments > Coupons — set a fixed amount discount or a percentage, and optionally set an expiration date and usage limit. Coupon codes appear as a field on the checkout form when enabled.
For digital products, configure the post-purchase workflow to deliver access automatically — no manual fulfillment required. For physical products, enable shipping settings on the product record and include the shipping options on the order form. The platform can generate packing slips for physical order fulfillment.

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Key benefits

From click to payment to product delivery — the entire transaction can be automated with zero manual steps.
Every order creates or updates a contact record, linking payment history directly to your CRM data.
Order bumps and upsells add revenue to every transaction without adding friction to the buying process.
Post-purchase workflows fire the moment payment completes — no delay in confirmation or onboarding.
Everything lives inside the platform — no Shopify, Gumroad, or external checkout integration required.
Last modified on March 4, 2026