How to Collect the User’s Contact Data and Redirect to the Checkout Page?

If you’re looking to collect a user’s basic information before sending them to the checkout page, you can achieve this easily using either the CartFlows Optin step or a custom form on a landing page.

Option 1: Using the CartFlows Optin Step

CartFlows provides a built-in Optin step designed for lead generation. When a user submits the Optin form, an order is automatically created in WooCommerce. The user’s name and email are captured and stored as part of that order.

If you’re using a CRM, you can integrate it with WooCommerce. Once integrated, your CRM plugin can sync with WooCommerce and receive the user’s contact details as soon as the order is created.

For a complete guide on setting up the Optin step, refer to this documentation.

Option 2: Using a Custom Form and Redirect

If you prefer to use your own form module (e.g., from a page builder like Elementor), you can still capture user information and redirect to the checkout page. Here’s how:

Step 1: Create a Landing Page

Design a landing page with details about your product or offer.

Step 2: Add a Contact Form

Use your page builder’s form module (e.g., Elementor Form, WPForms, etc.) to collect basic information like name and email.

Step 3: Set a Redirect URL

In the form settings, configure the redirect action so that once the form is submitted, users are sent directly to your Checkout page URL.

Step 4: Done!

When users submit the form, their data is captured by the form plugin, and they are redirected to your checkout step to complete the purchase.

Note: This method does not create a WooCommerce order automatically. If you need the lead data synced to your CRM, make sure your form plugin supports that integration.