What is a two-step order form?

📅 Last updated: June 2026

⏱ 5 min read

✅ Order form

This article explains what a two-step order form is and how to configure it in SystemeScale.

What you will need

A SystemeScale account
A sales funnel
An order form

What is a two-step order form?

A two-step order form allows customers to submit their contact information before proceeding to the payment details step.

Using this method, their contact details are added to your email list even if they do not finalize their payment.

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Great for list building

A two-step order form is a useful way to build your contact list because visitors who complete the first step can still be saved as contacts even if they do not complete the purchase.

How to add a two-step order form

If you want to use a two-step order form on your order form page, open your payment page in the editor.

Then drag the Two-step order form element onto your payment page.

Open your order form page

Go to the order form/payment page inside your sales funnel.

Open the page editor

Edit the payment page where you want the order form to appear.

Add the element

Drag the Two-step order form element onto the payment page.

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Contacts are captured after step one

Customers who do not complete their purchase will automatically be added to your contact list once they submit the first step.

Adding an automation rule to the first step

Because everyone who completes the first step of the form is automatically added to your contact list, you can trigger specific automation rules for them.

For example, you can assign a tag to people who started checkout but did not complete the purchase.

To set this up, navigate to the Order Form page, click Automation rules, then click Add rule.

Select Funnel step form subscribed from the trigger list, then choose the action you want to run.

Open the Order Form page

Go to the order form page where the two-step order form is located.

Open Automation rules

Click Automation rules, then click Add rule.

Choose the trigger

Select Funnel step form subscribed from the trigger list.

Choose your action

Select the action you want to run, such as assigning a tag.

Example automation use case

You can use the first step of the two-step order form to segment checkout starters.

For example, you can add a tag such as Started checkout when someone submits the first step. This lets you follow up with contacts who showed buying intent but did not complete payment.

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Practical follow-up idea

You can use this trigger to add a tag, subscribe the contact to a campaign, or send a reminder email based on your sales process.

Related sales funnel guides

Use the related guides below to create order forms, build your contact list, and understand automation rules.

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Master Automations

To learn more about managing automation rules efficiently, check out our comprehensive guide.

Learn about automation rules →

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📄Sales Funnels help articles→📄How to create an order form/payment page→📄How to build your contact list using a funnel→📄How automation rules work→📄How to create workflows in SystemeScale→📄How to create a tag→📄How to automatically and manually add tags to your contacts→📄How to create a sales page→📄How to create a thank you page→