Build High-Converting GoHighLevel Two-Step Order Forms

To implement a GoHighLevel Two-Step Order Form, go to Sites → Funnels → [Your Funnel] → [Your Funnel Step] and add the Two-Step Order element. This setup typically takes 10-15 minutes per funnel step for experienced users. It significantly boosts conversion rates by simplifying the initial data capture process.

• ✓Two-Step Order Forms reduce friction and boost conversion rates by breaking down the checkout process.
• ✓Proper product setup is a critical prerequisite; products must link to the specific funnel step for display.
• ✓Customize both Step 1 (contact/shipping) and Step 2 (payment/review) for optimal user experience and branding.
• ✓Always integrate an Order Bump to increase average order value and maximize revenue from each transaction.
• ✓Thoroughly test your entire order form before publishing to prevent lost sales and ensure a seamless buyer journey.

Why GoHighLevel Two-Step Order Forms Drive More Revenue

At Revset Labs, we engineer revenue. The GoHighLevel Two-Step Order Form is a critical tool in this mission. It significantly enhances your sales funnels by optimizing the checkout experience. This strategy reduces buyer friction, leading to higher conversion rates and increased pipeline value. By breaking the checkout into two distinct steps, you guide customers through a smoother purchasing journey. This approach capitalizes on conversion psychology. Step 1 focuses solely on capturing contact and shipping details. This feels less committal to the buyer. Once this initial information is secured, the commitment increases. Step 2 then handles payment, making the final purchase feel like a natural progression. This design dramatically lowers cart abandonment rates, ensuring more leads convert into paying customers.

How to Prepare Products for Your GoHighLevel Two-Step Order Form

Before you can even place a Two-Step Order Form, your products must be ready. This is a non-negotiable prerequisite. Without correctly attached products and prices, your form cannot display items or process payments. Follow these steps precisely to ensure your offerings are available and correctly configured for sale.

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Locate Your Funnel Step — Go to Sites in the left navigation menu. Open your target Funnel, then select the specific funnel step where you will add the order form.

2

Add a Product — Click the Products tab on the right-hand panel. Then, click + Add Product to begin adding items for sale to this funnel step.

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Select or Create Product — Use the Product dropdown to select an existing item from your product library. Alternatively, click the inline text link to create a brand-new product if needed.

4

Define Pricing — Choose an existing Price from the dropdown menu. Or, click the inline link to create a new price point for your selected product.

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Customize Display (Optional) — Use Product Name Override to change how the product name appears on the order form. Utilize Price Display Override to customize the price's presentation for clarity and impact.

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Configure Additional Options — Click Additional options. Here, you can Allow multiple quantity, set a Max per order, and mark the item as a Main product or a Bump product.

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Repeat for All Products — Add all necessary products by repeating these steps. This ensures every item you intend to sell is ready and correctly linked to the order form.

Implementing the GoHighLevel Two-Step Order Form Element

Once your products are properly linked to the funnel step, you can add and configure the Two-Step Order Form element. This is where you transform a blank canvas into a high-converting checkout. Pay close attention to each setting to optimize both the user experience and your revenue potential.

1

Access Funnel Step Editor — Go to Sites → Funnels. Open your specific funnel, then select the funnel step where you will place the checkout element.

2

Add Two-Step Order Element — Click Add Elements (+) in the top-left corner of the editor. Under Order elements, select the Two-Step Order element. Drag this element onto your page design.

3

Configure Step 1 (Contact & Shipping) — Within the element settings panel, open Form options and select Step 1. Here, you customize the initial data capture fields for your buyers.

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Customize Step 1 Headlines — Adjust the Headline and Sub-headline for Step 1. Craft engaging copy that encourages buyers to complete their contact information swiftly.

5

Set Company Name Options — Control the Company name field by setting it as Hidden, Optional, or Required. Choose based on your business model and data collection needs.

6

Edit Field Placeholders — Customize Placeholders/Display names for all visible fields. Clear labels guide users and reduce confusion during data entry.

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Control Phone Field Visibility — Make the Phone field required, optional, or hidden. Consider your lead nurturing strategy when making this decision.

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Toggle Shipping On/Off — Toggle Shipping On/Off as needed. Enable it if you sell physical products requiring delivery information.

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Customize Step 2 Button Text — Adjust the Button text that progresses buyers from Step 1 to Step 2. Use action-oriented language like 'Proceed to Payment'.

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Configure Step 2 (Payment & Review) — In the element settings, open Form options and select Step 2. This section handles payment collection and final purchase review.

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Edit Step 2 Labels and Buttons — Adjust labels, headers, and button text for payment and confirmation on Step 2. Maintain consistent branding and clarity throughout the process.

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Enable Cart Mode (if available) — Toggle Enable cart mode if your funnel version supports it. This offers flexible quantity selection for buyers, enhancing their shopping experience.

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Choose Product Display Options — Decide whether to show Product description and Pricing information on Step 2. Transparency builds trust and reduces buyer hesitation.

14

Set Up Order Bump — Enable and configure an Order Bump. This is a powerful upsell opportunity, allowing you to offer a complementary item before final payment. This maximizes your average order value.

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Enable Coupon Codes — Toggle Coupon Codes on if you offer discounts. This feature allows customers to apply promotional codes at checkout, boosting conversions.

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Style the Form — In the element settings, adjust Button, Text, and Background Colors. Match your brand's visual identity for a seamless and professional checkout experience.

17

Test and Publish — Click the Preview button in the upper-right corner to thoroughly test your order form. Once verified and fully functional, click the blue Publish button to make it live.

Troubleshooting Common Issues

Common Mistakes to Avoid

• →Forgetting to attach products and prices to the specific funnel step, rendering the form useless.
• →Not customizing Step 1 headlines and placeholders, leading to generic forms that lack engagement.
• →Failing to thoroughly test the entire checkout flow, including payment, before publishing live.
• →Ignoring the opportunity to add a strategic order bump, leaving significant potential revenue on the table.
• →Inconsistent branding (colors, fonts) between the order form and the rest of the funnel page, creating a disjointed experience.

Frequently Asked Questions

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