Before you can start adding products to your funnel, you must integrate your CRM account with a payment processor. This step ensures a seamless checkout experience for your customers and enables smooth payment transactions. Once integrated, you can add products and incorporate them into your funnels to create a complete sales process.
Navigate to the CRM's Payments section. Select the option to integrate with Stripe, PayPal, or both. Then follow the on-screen instructions to connect your accounts.
Adding Products
Once your payment processor is integrated, you can begin adding products: Go to the Products tab in the Payments section.
Click the "+Create Product" button.
Fill in the product details, including the name, description, and price.
Set your pricing options, choosing between one-time, or Recurring payments.
Optionally, add a trial period, set up a fee, or define several 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.
Enable a membership offer upon purchase (if applicable).
Click "Save" to finalize.
📌NOTE: If you need more help with products, check out the Product Folder under the Payments section for additional resources.
Adding Products into Funnels
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 "+ 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.
Add a new funnel step named "Payments."
Add a section, row, and column in the Funnel Editor, then a two-step order form to the Payments step.
Customize the order form in the Advanced settings to hide unnecessary fields.
Save the page and click the Back button.
Then, go to the Products tab and click the “+ Add Product” button to add your product to the funnel step.
If your product has multiple price points, select the appropriate pricing tier from the dropdown menu or create additional pricing options by clicking "Here" and scroll down on the product page and "Add Another Price."
Use the Price Display Override field to show custom pricing information (e.g., "$20 setup fee plus $100 a month after 7 days").
📌NOTE: This feature applies to products with both one-time and recurring payment structures, ensuring flexibility in how you present pricing to customers.
Integrating a payment processor and adding products to your funnel are crucial steps in creating a smooth and professional sales process. By customizing your funnel with the right products and clear pricing, you can provide an exceptional experience for your customers while streamlining your business operations.
Troubleshooting and FAQs
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.