Selling products or services directly from your
GoHighLevel
funnel is one of the fastest ways to monetize your marketing campaigns.
Whether you’re offering digital downloads, service packages, or subscriptions — GoHighLevel’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 GoHighLevel 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
GoHighLevel 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 GoHighLevel
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
GoHighLevel 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 GoHighLevel → 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 GoHighLevel 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 GoHighLevel 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.
Want this set up in your account?
Book a CallOur GoHighLevel experts can build it for you — fast.
