How to create an order form/payment page

In this article, you will learn how to create an order form/payment page.

You will need :


Go to the sales funnel to which you want to add a payment page. On the funnel pages panel on the left, click on "+ Create step" (number 1 in the image).

On the "Create funnel step" popup, select "Order form" from the "Type" dropdown list (number 2 in the image).

Browse the template library and click "select" on the template you want to use for the order page (number 3 in the image).

After choosing your template, an interface will be displayed from which the page's various settings can be configured.

Click the "Edit page" button to modify the payment page's layout and design (number 4 in the image).

When creating an order form, you will have to specify whether you are selling a digital product or a physical product.

Scroll down to "Choose offer type" and select accordingly.

After selecting the type of product, you will need to specify which resource(s) the customer will have access to after making the purchase.

The following resources are available for a digital product:

1. Courses: After successful payment, the customer will automatically have access to the course(s).

2. Course bundles: After successful payment, the customer will have access to a membership course bundle.

3. Tags: After successful payment, the customer will be assigned the specified tag.

4. Communities: After successful payment, the customer will have access to a community where they can interact with other community members.

If selling a physical product, select the product from the resource dropdown list.

Note: Our system does not provide any way to manage shipping and fulfillment of physical products, and these will have to be managed outside of the system. If you have not yet created a physical product, click here to see how to create a physical product.

You can also add one or several pricing plans to your payment page (Click here to see how to create a price plan).

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