Create A Stripe Payment Plan in ClickFunnels

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YouTube Transcript: English (auto-generated)

00:00

[Music]

00:07

hello Joseph II with the clickfunnels

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customer education team today we are

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going to review how you can add a

00:14

payment plan or subscription product in

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stripe and sell it directly through your

00:19

account in clickfunnels for this you

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will of course need a stripe account

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already set up and you will need to have

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created an order form page because we

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will be going to the products tab to add

00:31

our new product before we get started

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with that though we will actually need

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to create this payment plan in stripe so

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let’s hop over to our stripe account

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alright so from within our stripe

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account we want to click on the billing

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button and then we want to select

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products from the billing drop-down so

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from within our products tab we’re going

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to go to these buttons here the third

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from the right click new give our

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products a name unit label is optional

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so I would not worry about that you can

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put something simple if you would like

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statement descriptor you want to have

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this represent your brand just because

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this is what will appear on their bank

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statement then click create product now

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for the plan nickname this is internal

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only so this does not matter you can

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call this whatever you want ID is

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important for how we will process your

01:32

order to click funnels and it is

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essential to setting up a test product

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what you’ll want to do if you wish to

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test your product in click file so let’s

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go ahead and create a product ID now we

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can do a coin or metered usage for this

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example we’ll be doing recurring

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quantity you have US dollar you can of

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course choose your currency accordingly

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you can change your price per unit so

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let’s just put in this is a forty seven

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dollar a month and again it’s monthly

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you can change this to weekly daily

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every three six year or set up a custom

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period you can also set up a trial

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period day the

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can be seven days three days 14 days

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whatever you want to set up from there

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you can see a customer subscribe to one

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will be billed 47 dollars a month at the

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beginning of each month so that’s how we

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want it so let’s click Add pricing plan

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and now we have our product in place now

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before we return to click funnels we

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will want to recreate this product in

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test mode so for that go back to your

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navigation here click to toggle on test

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data so now you see product not found

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click view our products what you do that

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you’re going to want to create a new

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product and you can give this whatever

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name you want the name does not have to

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match up the unit label does not have to

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match up and neither does the

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description statement descriptive so

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click create product now again this is a

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test this is where you want to make sure

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you match this up so we want to have

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clickfunnels

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0 0 1 CF - 0 0 1 because that is the ID

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we created in our original product and

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then we will simply fill out the rest of

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this information and add the pricing

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plan at this point we now have the test

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mode product matched up to the original

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product in our regular gateway with that

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in place let’s hop over to clickfunnels

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alright so now that those are both in

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place we’re going to make sure we’re on

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our product tab on this order form page

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click Add product and from here we will

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choose stripe product can give that

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whatever name we want billing

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integration obviously we need to choose

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stripe amount we can skip for now and

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actually go down to where it’s a stripe

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integration select subscription you’ll

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see that amount and the currency are

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overridden by your stripe account price

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display you can change how the price

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displays so here you can just put 47 per

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month or however you want this to show

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on the order form but a description you

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can override your product statement so

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you can put your brand here and then you

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will want to choose the strike plan so

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click funnels

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example here number of payments this is

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essential if this is an ongoing

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subscription versus a payment plan so

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perhaps you just need three payments of

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47 you’d put in three and then it would

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cancel it after three payments otherwise

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you can keep this at nothing trial

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period you can override whatever you put

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in to stripe so even if you didn’t

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create a trial and stripe you can decide

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hey I want to add a seven-day trial here

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put that in there and of course product

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quantity limiter is a separate feature

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to limit the amount of products you’re

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selling with all that set up you can go

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ahead and create product and you’ll see

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the plan is to charge 47 dollars every

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month so that is set up and ready to go

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if you have any questions of course you

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can proceed to the links below this

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article and check out how to test an

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order form and stripe how to setup a

05:28

one-time product or if you run into any

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trouble simply click the get help button

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in the bottom right of this screen until

05:36

next time happy funnel hiking

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