How to use a two-step order form

This article explains what a two-step order form is and how to configure it on systeme.io.

You will need:

• A systeme.io account

• A sales funnel

• An order form

A two-step order form allows customers to submit their contact information before proceeding to the payment details step.

This way, their contact details are added to your email list even if they don't complete their purchase, making it a great way to grow your contact list.

1. Setting up a two-step order form

In your sales funnel, select your Order form (1), then click Edit page (2).

Drag the Two-step order form (3) element onto your payment page.

Note: Customers who don't complete their purchase will automatically be added to your contact list.

1. Setting up an automation rule

Because everyone who completes the first step of the form is automatically added to your contact list, you can trigger specific automation rules for them (e.g., assigning a tag).

To do this, navigate to the Order Form (1) and click on Automation rules (2), then on Add rule (3).

Select Funnel step form subscribed (4) from the trigger list, and choose your desired action afterwards.

To learn more about how automation rules work, check out our dedicated help article: How automation rules work.