Before adding products to your funnel, you must first integrate your CRM account with a payment processor. Here's how:
Navigate to the CRM's Payments section.
Select the option to integrate with Stripe, PayPal, or both.
Follow the on-screen instructions to connect your accounts.
Once your payment processor is integrated, you can begin adding products:
Go to the Products tab in the Payments section.
2. Click the "Create Product" button.
3. Fill in the product details, including the name, description and price.
4. Set your pricing options, choosing between one-time or recurring payments.
5. Optionally, add a trial period, setup fee, or define a number of payments for recurring payments. For example, if you're selling a monthly subscription service, you might set the price to $100 with a $20 setup fee and a 7-day trial period.
6. If applicable, enable a membership offer upon purchase.
7. Click "Save" to finalize.
After creating your product, the next step is to add it to a funnel:
Navigate to the Sites tab and select "Funnel."
Click on the "plus new funnel" button and name your funnel. Alternatively, click on an existing funnel to update it. In this guide, we will Click on the existing funnel to update it.
3. Add a new funnel step named "Payments."
4. In the Funnel Editor, add a section, row, and column, then a two-step order form to the Payments step.
5. Customize the order form settings, hiding unnecessary fields.
6. Save the page, and then add your product to the funnel step through the Products tab.
7. Use the Price Display Override field if you need to show custom pricing information.
For instance, if you're offering a setup package with a trial and setup fee, you might display "$20 setup fee plus $100 a month after 7 days" in the Price Display Override field.
Q: What if my payment processor integration fails?
A: Check your payment processor account details and ensure you have the correct permissions set. If issues persist, contact the CRM support team.
Q: Can I offer multiple pricing options for the same product?
A: Yes, you can add multiple prices to the same product by clicking on the product and then choosing the "plus add another price" option.
Q: How do I preview the product in the funnel?
A: After adding the product to the funnel step, go to the Overview tab and select the Preview Page button to view the order form live.
