Quick Answer
What is the main difference between one-step and two-step order forms?
A one-step order form keeps contact and payment information on a single checkout screen. A two-step order form collects contact or shipping details first and payment details second, allowing contact information to be captured before the payment step is completed.
Choosing the Right Checkout Experience for Your Funnel
The structure of your checkout can affect how customers move through the purchase process.
One-step and two-step order forms offer different advantages depending on whether you prioritize a faster checkout or earlier lead capture.
A one-step form keeps the entire checkout together. A two-step form separates contact information from payment information so the visitor’s details can be captured before the payment step.
This guide compares both options, explains the features they share, and shows how to add either order form to a BizStackPro funnel.
Order Forms at a Glance
Before You Begin
Open the funnel and checkout step where you want to place the order form.
One-Step vs Two-Step Order Forms
One-Step Order Form
Everything happens on one screen, creating a fast checkout with fewer clicks.
- Everything happens on one screen.
- Fast checkout with fewer clicks.
- Useful for low-friction purchases.
- Follow-up can be harder if someone leaves before submitting the checkout.
Two-Step Order Form
The checkout separates contact or shipping details from the payment step.
- Step 1 collects contact or shipping details.
- Step 2 collects payment details.
- Contact information is captured before payment.
- Better suited for abandoned checkout follow-up and retargeting.
Rule of thumb
If your priority is speed, use a one-step order form. If you want to capture contact details earlier and improve your follow-up options, use a two-step order form.
Why Two-Step Helps With Abandoned Checkouts
With a two-step order form, the first step captures the visitor’s contact details before they reach payment.
If the visitor leaves before completing step two, their contact information has already been captured, allowing you to follow up with reminders, retargeting, or special offers.
With a one-step order form, contact information and payment are submitted together. If the visitor leaves before submitting anything, follow-up and attribution can be harder.
How to Set Up an Order Form in a Funnel
Step 1: Open Your Funnel
Go to Sites → Funnels and open the funnel where you want to add the checkout.
Step 2: Open the Checkout Step
Add or open the funnel step where you want the order form to appear.
Step 3: Open the Page Builder
Choose Create from Blank or edit an existing page.
Step 4: Add a Section
Add a Section and choose the column layout you want to use.
Step 5: Add the Order Form
Click Add Element and drag either a One-Step or Two-Step Order Form into the page.
Step 6: Configure the Design
Use the General tab to configure the order form design.
Step 7: Configure Advanced Options
Use the Advanced tab to enable available options such as Cart Mode, Order Bump, and Coupons.
Step 8: Save and Preview
Save the page and preview it to test the checkout behavior.
Frequently Asked Questions
When should I use a one-step order form versus a two-step order form?
Use a one-step form for a fast, single-page checkout. Use a two-step form to capture lead details earlier and follow up if they abandon before payment.
Can I switch an existing one-step order form to a two-step order form?
Yes. Replace the order form element in the page builder with a two-step order form and adjust your settings (products, styling, and advanced options).
What happens if a lead completes step one but not step two in a two-step form?
Their contact information is still captured, so you can follow up with reminders, retargeting, or special offers.
What is Cart Mode in order forms?
Cart Mode lets customers add multiple products to their order before completing checkout.
Can I add upsells or order bumps to both forms?
Yes. Both one-step and two-step order forms support upsells and order bumps through advanced settings and funnel configuration.
Can I apply discount codes in both types of forms?
Yes. Coupon/discount fields can be enabled in both one-step and two-step order forms.
Is abandoned cart tracking possible with a one-step form?
It’s typically harder with one-step forms because contact details and payment are submitted together. Two-step forms make abandoned checkout follow-ups easier because contact details are captured earlier.
Continue Learning
Continue with related Forms guides for adding checkout products, payment elements, and order bumps.
