2.5 Funnel/Website Order Forms (If Selling Courses/Services)

Context:

While less common for standard commission-based real estate transactions, this is relevant if your agency sells specific items online directly through Close Master, such as paid agent training courses, client resource packages, flat-fee consultation services, or downloadable guides.

Purpose:

Order Forms are specific elements you add to pages within the Close Master Sites builder (Funnels or Websites) to facilitate online checkout and payment capture. They combine contact information collection with payment processing.

Types:

  • 1-Step Order Form: Collects contact info, shipping (if applicable), and payment details all on a single page/step.
  • 2-Step Order Form: Breaks the checkout into two steps. Step 1 typically captures Name, Email, Phone, and potentially shipping info. Step 2 handles payment details.

Lead Capture Mechanism:

  • Successful Purchase: When a customer successfully completes a purchase through either type of order form, Close Master automatically creates or updates their Contact record using the information provided.
  • Abandoned Cart (Crucial for 2-Step Order Form): A key benefit of the 2-Step Order Form is its ability to capture contact information (Name, Email, Phone) from Step 1 even if the customer does not complete the payment on Step 2 (i.e., they abandon the cart). This provides you with a lead you can follow up with.
    • Triggering Recovery: Use the Workflow trigger Order Form Submission (making sure to select Submission Type: Opt-in or similar wording for Step 1 submission) to automatically start an "abandoned cart" follow-up sequence via email or SMS, encouraging the lead to complete their purchase.

Setup Overview:

  1. Create Product(s): First, define the item(s) being sold in Payments → Products (See Chapter 14.2). Set the price (one-time or recurring).
  2. Connect Payment Gateway: Ensure a payment gateway like Stripe or PayPal is connected in Settings → Integrations (usually handled by The Close Agency).
  3. Build Funnel/Website Page: Create the sales page in Sites → Funnels or Websites.
  4. Add Order Form Element: Drag the 1-Step Order Form or 2-Step Order Form element onto your page canvas within the builder.
  5. Link Product(s) to Page: Go to the page's settings within the Funnel/Website editor (not the builder itself, but the list view). Navigate to the Products tab for that specific page. Click + Add Product and select the product(s) (from Payments > Products) that should be available for purchase on this order form. Set pricing overrides if needed.
  6. Configure Order Form Element: Click the Order Form element on the canvas to customize its appearance, fields displayed (billing/shipping info, item selection, bump offers), button text, and styling.
  7. Set Thank You Page: Configure the page settings or button action to redirect to an appropriate Thank You / Order Confirmation page after successful purchase.