Two-Step Order Form
In this article, you will learn how to setup a Two-Step Order Form in your Funnel (part 1) and how to setup a subscription based product (part 2). Finally, you'll connect this product to your funnel step (part 3).
What You Will Need
1. Your Stripe account setup, active, and integrated.
2. Optional: If you have a subscription, you need to have it setup in Stripe in both Test and Live modes.
3. How to build a funnel (See Funnel Overview)
Setup: You have at least one section, row, and column on your workspace.
Find the 2-Step element
Drag and drop the element to your desired column.
You can now adjust the properties as needed. In this example, we removed the shipping fields by navigating to Advanced > Toggle Shipping
Part 2 - Setup a Stripe Subscription Product
Note: This will take place on Stripe.
From your Stripe Dashboard > Billing (1) > Products (2) > New (3)
Fill in your product name (1) > Optionally fill in the other fields > Click on Create product (2)
Create a plan > Fill out the fields (1 - 3) > Click on Add Pricing Plan (4)
You have added a product with a plan
Part 3 - Attach to your Funnel
We're back in your app
Navigate to your funnel step (1) > Click on Products (2) > Add Product (3)
Fill out the fields > Select the plan you created in Stripe (1) > Save
Note: If you want to charge a one-time charge, select "One-Time" and fill out as normal. You will not need to choose a Stripe Plan for a One-Time product.
You've successfully added a product to your funnel