How to Set Up a Two-Step Checkout Using the Double Order Form

Modified on Thu, 29 Oct at 7:33 PM


Adding 2 step checkout with MCP



Use the Double Order Form component to collect customer account details first, then present checkout and payment options in a separate step.


Before you begin
Open the relevant FlexiFunnels project and make sure a Checkout page is ready to edit. Configure the product, pricing, currency, and payment integrations required for your funnel.

STEP 01

Open the checkout page

In the project overview, select the Checkout page and click Edit Page to open it in the page editor.

Project overview showing Checkout and Edit Page.
Project overview showing Checkout and Edit Page.

STEP 02

Add the Double Order Form component

Open Components, choose Others, then select Double Order Form. Add it to the page where you want the two-step checkout to appear.

Components panel with Others and Double Order Form highlighted.
Components panel with Others and Double Order Form highlighted.

STEP 03

Review the Account Details step

The first step collects First Name, Email ID, and Phone. Customers continue to the payment step using Next.

Account Details step with customer fields and Next button.

STEP 04

Save and publish the page

Save your changes, then click Publish in the editor toolbar to publish the updated checkout page.

Checkout editor with Publish highlighted.

STEP 05

Open the published URL

After publishing, open Actions and select Published URL to view the live page. Use Copy Published URL to copy the link.

Actions menu with Published URL options.

STEP 06

Test the first step

Open the published page, enter test customer details, and click Next. Use test data while validating the flow.

Example customer details and Proceed To Checkout button.

STEP 07

Verify checkout and currency options

Confirm the second step shows the correct product, total, currency options, and payment methods. The example shows INR and USD; available options depend on your configuration.

Checkout step showing INR and USD options and payment methods.

Final testing checklist

  • Confirm the Double Order Form displays correctly on desktop and mobile.
  • Check that the Account Details step accepts valid customer information.
  • Verify that Next moves the customer to the checkout step.
  • Confirm the product name, price, total, currency options, and payment methods.
  • Run a test purchase using your payment provider’s supported test mode, where available.
  • Save and publish the page again after making changes.

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