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Your order form is the checkout page buyers land on when they click a Buy Now button. For it to display your pricing and process a payment, it needs to…

Attach Your Product to the Order Form

he order form layout determines how your checkout page looks and feels to a buyer — how many steps they go through, what information they provide, and how clearly the…

Configure the Order Form Layout

A bump offer is a small add-on that appears on the checkout page — typically a checkbox that lets buyers add a complementary product to their order with a single…

Add a Bump Offer

Connect your product to the funnel, add a bump offer or upsell product

Step 3 - Order Form Setup

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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