Creating a Subscription Payment Funnel Page

Overview

The first step in setting up a subscription payment page is to integrate Stripe with the CRM. This section will guide you through the process of connecting your Stripe account to the CRM.

Detailed Steps

• Access Payments: Navigate to the Payments section of your CRM dashboard.

• Find Integrations: Scroll to find the "Integrations" option and click on it.

• Connect to Stripe: Look for the Stripe logo and click on "Continue" to connect your Stripe account by following the on-screen instructions.

Creating a Product

Overview

Once Stripe is connected, the next step is creating a product that you want to offer as part of your subscription model.

Detailed Steps

• Navigate to Products: Under the payments section, find and click on "Products".

• Create a New Product: Click on "Create Product". Fill in the details such as product name, description, and select the product type as either a service or digital good.

• Set Pricing: Choose "Recurring" for subscription-based services and set your price and billing period. Optionally, you can add a trial period and a one-time setup fee if applicable.

Setting Up a Funnel

Overview

Creating a funnel is essential for guiding potential clients through the subscription process. This section will cover how to set up a funnel within the CRM.

Detailed Steps

• Access Funnels: Go to the "Sites" section and select "Funnels".

• Create a New Funnel: Choose a template that suits your business needs and customize it to match your branding.

• Customize for Payment: Ensure your funnel includes a two-step order form for payment collection. Customize the form to remove unnecessary fields like shipping details for digital products or services.

Adding a Two-Step Order Form

Overview

A two-step order form is crucial for capturing lead information before payment, allowing for follow-ups on incomplete transactions.

Detailed Steps

• Customize the Form: In the funnel editor, find the two-step order form and customize it to include fields relevant to your service, such as contact information.

• Link the Product: Link the created product to your funnel, allowing customers to choose their subscription plan and proceed with the payment.

Troubleshooting Tips and FAQs

• What if my Stripe account doesn't connect? Ensure you're using the correct Stripe login credentials and that your Stripe account is in good standing.

• Can I offer multiple subscription plans? Yes, you can create multiple products or pricing plans within a single product to offer variety.

• How do I customize my funnel? The CRM offers a range of customization options. Focus on maintaining brand consistency and clear messaging throughout the funnel.