Creating 2 Step Purchase Form

A 2-step purchase form helps you separate contact information collection and payment details across two pages. This layout is especially helpful for improving conversion rates by reducing overwhelm on a single form page.

Steps to Create a 2-Step Purchase Form #

1. Create a New Form
   Go to Contacts from the left-hand menu.
   Select Forms, then click + Create Form.
   
2. Choose a Multi-Page Form Layout
   Select Multi-Page Wizard Form to enable the multi-step layout.
   
3. Design Page 1
   Customize Page 1 with any details you want to collect first—like name, email, or other contact information.
   
4. Add a Second Page
   Click + Page to add the second step of your form.
   
5. Add the Purchase Component
   Go to the Advanced tab.
   Find the Purchase element and drag it onto Page 2 of your form.
   
6. Configure Purchase Settings
   Click on the Purchase Settings panel to choose how the form should handle payment such as product selection, pricing, or payment method options.
   
7. Save the Form
   Click Save.
   Your 2-step purchase form is now ready to be embedded on your website using the Website Builder.