> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Order forms

> Add order forms to funnel steps, configure products, payment fields, and checkout options in HoopAI.

Order forms are the commerce engine of your funnels. They collect payment information, process transactions, and connect purchases to contacts in your HoopAI CRM. The builder includes both one-step and two-step order form elements that can be placed on any funnel step.

## Order form types

HoopAI supports two order form layouts:

### One-step order form

The entire checkout experience — contact details, product selection, and payment information — appears on a single page. One-step forms reduce friction by keeping everything visible at once and work well for low-ticket offers where the purchase decision is straightforward.

### Two-step order form

Contact information (name, email, phone) is collected on the first step, and payment details are collected on the second. This approach captures the lead before they enter payment information, so if a visitor abandons at the payment step you still have their contact details for follow-up.

<Tip>
  Two-step order forms typically produce higher net revenue on higher-ticket offers because even cart abandoners enter your CRM as leads and can receive automated follow-up sequences.
</Tip>

## Adding an order form to a funnel step

<Steps>
  <Step title="Open the funnel step in the builder">
    Navigate to **Sites > Funnels**, open your funnel, and click **Edit Page** on the step where you want the order form.
  </Step>

  <Step title="Add the order form element">
    In the left panel, click **Add Elements** and scroll to the **Commerce** section. Drag either the **1-Step Order Form** or **2-Step Order Form** element onto the canvas.
  </Step>

  <Step title="Assign a product">
    Click the order form element to open its settings. Under **Products**, click **Add Product** and select from your existing products. You can add multiple products to allow product selection on the checkout page.
  </Step>

  <Step title="Configure payment fields">
    Toggle the fields you want to collect: name, email, phone, company, address, and custom fields. Mark required fields to enforce completion before submission.
  </Step>

  <Step title="Set the next step">
    Under **On Submit**, choose what happens after a successful purchase — typically the visitor is redirected to the next step in the funnel (for example, an upsell or thank-you page).
  </Step>

  <Step title="Save and publish">
    Click **Save**, then **Publish** to make the page live.
  </Step>
</Steps>

## Product configuration on order forms

Each product assigned to an order form can be configured with:

| Option           | Description                                                |
| ---------------- | ---------------------------------------------------------- |
| **Product name** | Displayed on the order form and receipt                    |
| **Price**        | The charge amount; can be one-time or recurring            |
| **Quantity**     | Allow buyers to select quantity if applicable              |
| **Bump offer**   | Add an order bump (checkbox upsell) to the form            |
| **Trial period** | Offer a free or discounted trial for subscription products |

## Order bumps

An order bump is a checkbox offer displayed directly on the order form — typically a small complementary product or add-on. Buyers can add it to their order with a single click before checkout.

To add an order bump:

1. In the order form element settings, click **Add Bump Product**.
2. Select the product to offer as a bump.
3. Write a short bump headline and description that appears next to the checkbox.
4. Set the bump price (can differ from the product's standard price).

Order bumps are a high-converting way to increase average order value without requiring a separate upsell page.

## Payment modes

The funnel-level **Payment Mode** setting (found in the funnel's Settings tab) controls whether order forms process real or test transactions:

* **Test mode** — transactions are simulated; no real charges occur. Use this during setup.
* **Live mode** — real payments are processed through your connected payment gateway.

<Warning>
  Always switch the funnel to **Test mode** before making changes to order forms or products. Making live payment changes on an active funnel can disrupt ongoing transactions.
</Warning>

## Coupon codes

If you have created coupon codes in **Payments > Coupons**, buyers can enter them at checkout on the order form. Enable the coupon field in the order form element settings.

## After purchase: what happens next

When a purchase is completed:

1. A new contact (or existing contact) is created or updated in the CRM with the buyer's details.
2. A transaction record is created in **Payments > Transactions**.
3. Any automation workflows triggered by the product purchase will fire.
4. The visitor is redirected to the next step defined in the order form's **On Submit** setting.

## Shopping cart mode

The order form supports two checkout layout modes:

### One-step checkout

All fields — contact details, product selection, and payment — appear on a single page. The customer fills everything in and clicks one submit button. This is the default mode and works well for simple, low-friction offers.

### Two-step checkout

Contact information is collected on step one, and payment details on step two. This captures the lead even if the visitor abandons before entering payment information, enabling cart abandonment follow-up via automation.

To switch between modes, click the order form element and select the checkout layout under **Form Type** in the element settings.

***

## Bump offers

An order bump is a checkbox add-on displayed directly on the order form. It lets buyers add a complementary product with a single click before completing checkout — increasing average order value without a separate upsell page.

To configure a bump offer:

1. In the order form element settings, click **Add Bump**.
2. Select the product to offer as a bump.
3. Write a compelling bump headline (e.g., "Yes! Add the bonus workbook for just \$17").
4. Set the bump price — it can differ from the product's standard price.
5. Customize the bump's visual style (border color, background, checkbox position).

<Tip>
  Bump offers convert best when the add-on is low-cost relative to the main product (under 30% of the main price) and clearly complementary — like a workbook added to a course, or express shipping added to a physical product.
</Tip>

***

## One-click upsells

One-click upsells present an additional offer immediately after the initial purchase is completed — on a dedicated upsell page within the funnel. The customer can accept the upsell without re-entering payment information because their card is already on file from the original transaction.

To set up a one-click upsell:

1. Add an **Upsell** step to your funnel after the order form step.
2. Design the upsell page with a product description, price, and two buttons: **Yes, add this** and **No thanks**.
3. Assign the upsell product in the step settings.
4. Configure the **Accept** action to charge the customer's card on file and redirect to the next step (another upsell or thank-you page).
5. Configure the **Decline** action to skip to the thank-you page.

You can chain multiple upsell and downsell steps for a full post-purchase offer sequence.

<Note>
  Order forms require a connected payment gateway (such as Stripe or PayPal) configured in **Settings > Payments**. Without a connected gateway, the order form element will not process transactions.
</Note>