What is 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.

Using this method, their contact details will be added to your email list, even if they do not finalize their payment.

Note: A two-step order form is a great way to build your contact list.

If you want to use a two-step order form on your order form page, drag the Two-step order form  element onto your payment page :

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

Adding an automation rule to the first step:

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 page. Click on Automation rules (1), followed by Add rule (2).

Select Funnel step form subscribed from the trigger list (3). Finally, choose your desired action.

To learn more about how automation rules work, click here.