Payments & Funnels
How to Connect Products to Your Funnel and Use 2-Step Order Forms in CRM Support
Team crmsupport.io•October 22, 2025•9 min read
Selling products or services directly from your
CRM Support
funnel is one of the fastest ways to monetize your marketing campaigns.
Whether you’re offering digital downloads, service packages, or subscriptions — CRM Support's **2-Step Order Form** makes checkout simple, secure, and fully automated.
In this tutorial, we’ll show you **how to connect a product to your funnel and set up a 2-step order form** using Stripe integration.
1. Why Use a 2-Step Order Form?
The 2-Step Order Form in CRM Support is designed to maximize conversions.
It collects customer details in **Step 1** and handles payment in **Step 2** — reducing friction and increasing completed checkouts.
You can use it to:
- Sell one-time or recurring products
- Collect leads before payment
- Offer multiple pricing options
- Automate post-purchase workflows
2. Connect Your Stripe Account
CRM Support uses
Stripe
for secure payment processing.
To connect:
- Go to Payments → Integrations → Connect Stripe.
- Log in with your Stripe account or create a new one.
- Once connected, you’ll see your Stripe ID and options for products and subscriptions.
3. Create a Product in CRM Support
Next, you need to create the product you’ll sell:
- Go to Payments → Products → + Add Product.
- Enter a name (e.g., “Social Media Setup Package”).
- Set your price and currency.
- Choose One-time or Recurring billing.
- (Optional) Add a trial, coupon, or description.
- Click Save.
4. Add a 2-Step Order Form to Your Funnel
Go to your funnel:
- Navigate to Sites → Funnels and open your funnel.
- Choose the page where you want the checkout form (e.g., “Order Page”).
- Click Edit Page to open the builder.
- From the left panel, drag and drop the 2-Step Order Form element onto the page.
- Step 1: Collects customer info (name, email, phone).
- Step 2: Collects payment details through Stripe checkout.
5. Link Your Product to the Order Form
After adding the form:
- Click on the Order Form element in the builder.
- In the right-hand settings panel, scroll to Product Settings.
- Click Add Product and select your product from the dropdown.
- If you have multiple products, you can list them as options with radio buttons.
- Save and preview the page to ensure the pricing and product details display correctly.
6. Customize the 2-Step Form Fields
CRM Support lets you fully customize both steps of the checkout form:
- Edit labels, placeholders, and button text.
- Enable or disable fields like address or phone.
- Add upsell checkboxes (e.g., “Add premium support for $49”).
- Keep Step 1 simple — name and email only.
- Highlight security and refund policies on Step 2.
7. Test the Payment Flow
Always test before going live:
- In Stripe, enable Test Mode (toggle switch in CRM Support → Payments → Settings).
- Submit a test payment using a Stripe test card:
4242 4242 4242 4242. - Verify that the payment shows under Payments → Transactions.
8. Automate Post-Purchase Actions
After someone buys, you can trigger automations in
Workflows:
- Send a thank-you email or SMS.
- Tag them as “Customer” or “Paid User.”
- Grant course access (if using CRM Support Memberships).
- Notify your sales team via Slack or email.
9. Adding Upsells or Thank-You Pages
Want to increase your average order value?
After the order form, add another step called **“Upsell Page”** or **“Thank You Page.”**
Use this page to:
- Offer an upgrade or complementary product.
- Provide access to downloads or onboarding links.
- Encourage users to book a call or join a membership area.
Conclusion
Connecting your product to a funnel and using a 2-step order form in CRM Support transforms your funnel into a complete sales engine.
You can sell directly, collect customer data, trigger automations, and track everything — all in one place.
If you’d like our team to help design or integrate your payment funnel professionally,
book a setup session today.
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