How to Set Up a Free Trial Product in ClickFunnels Using Stripe

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YouTube Transcript: English (auto-generated)

00:06
hi there this is Mark with clickfunnels
00:09
support and in this video I will be
00:11
showing you how to create a free trial
00:13
product in clickfunnels
00:16
using stripe as your payment processor
00:18
so the first thing I’m gonna do is
00:21
actually go over to my stripe
00:24
subscriptions I’m going to create a new
00:27
plan and this one I’m gonna call free
00:31
trial XYZ when I call this product free
00:38
trial and let’s just say that the amount
00:41
of this one is 1997 I like the high
00:44
ticket items and this is gonna be
00:46
charged monthly but I want to get give
00:48
the users a 30-day free trial now this
00:51
could be any number of days I could do
00:53
14 and that means on the next day the on
00:57
the fifteenth day they’re gonna get
00:58
billed if I do 30 they’re gonna get 30
01:01
free days I can change this statement
01:03
description here and before I create the
01:07
plan I’m actually going to copy this ID
01:08
because I need to go into live mode in
01:12
stripe and take note that this is
01:15
actually isn’t a live or test mode it’s
01:17
just a view having this in test mode or
01:20
in live mode is not going to affect
01:22
actual transactions that are placed on
01:24
your pages it’s simply for viewing data
01:27
so I’m going to add a new subscription
01:30
in live view and I’m gonna copy in the
01:34
same product ID this is my free trial
01:37
product and this is the name that’s
01:40
actually going to show up in my
01:42
clickfunnels dashboard when I had the
01:44
product this one was 1997 and that was a
01:49
30-day free trial let’s click create
01:52
plan then I’m going to go over here to
01:55
my order form page and click levels
01:56
click on products click add product
02:04
I’m gonna give this a name let’s just
02:06
call this one free trial product I’m
02:10
gonna select stripe and the amount I’m
02:14
not gonna worry about because this is a
02:15
subscription product I’m gonna choose a
02:17
subscription from down here and the drop
02:20
down is gonna be my free trial product
02:22
now this part is incredibly important to
02:25
pay attention to this is the number of
02:29
planned payments if you’re doing a free
02:33
trial on a product that is just a
02:37
one-time payment and you want to give
02:40
them a free trial of the product you’re
02:43
going to enter two here and the reason
02:46
for that is because when the product
02:48
first bills at $0 that counts as one
02:51
payment the next time it bills to
02:54
actually charge them the full amount
02:56
would be the second payment so if you’re
03:00
doing a one-time payment that has a free
03:03
trial you need to set this for two
03:05
payments here if you’re doing a
03:07
subscription that has a free trial then
03:09
you would just set this for however many
03:11
payments need to process over the course
03:14
of that subscription please note that if
03:16
you are creating a free trial with
03:19
payment plan that you would need to
03:22
include the total number of payment
03:24
plans plus the free trial payment the $0
03:27
charge is a charge and should be
03:30
included for example if you are doing a
03:33
two payment plan with a free trial the
03:35
number that you would put in the number
03:37
of payment plan payments is three to
03:40
four the payment plan payments and
03:42
another payment for the free trial after
03:46
I do that I actually need to set my
03:47
price display override and I’m going to
03:50
set this to 1997 a month
03:54
but I’m also going to type you’re free
03:56
for 30-days since it’s a or you could
04:03
you could actually set this as a 30-day
04:06
free trial if you like then 1997 per
04:16
month something like that I’ll let you
04:20
work on the copy click create product
04:24
and as you can see it updates here shows
04:27
you the plan and it shows you the price
04:32
that you set in the price display
04:33
override so I’m going to make sure that
04:35
my funnel is in test mode I go here to
04:38
the funnel settings test mode is on
04:42
right now if it’s off then you need to
04:44
switch it to on click Save and update
04:48
settings I’m gonna go back to my order
04:51
form here I’m gonna right click this
04:53
arrow and select open link in incognito
04:56
window which you should always do when
04:58
you’re testing your order forms and
04:59
opt-in pages and you’ll notice here the
05:02
banner at the top lets you know that
05:04
your funnel is in test mode I’m gonna
05:05
copy this credit card number because
05:07
that’s the test credit card number I
05:08
need to use with stripe so I’m just
05:10
gonna copy that with command C on a Mac
05:12
or ctrl C on a PC I’m gonna select the
05:15
free trial product you’ll know that
05:17
notice that the price updated here
05:19
30-day free trial
05:20
then 1997 a month just as I typed it I’m
05:23
gonna enter my test email here I’m going
05:27
to insert the credit card number that I
05:28
just copied here I’m going to enter any
05:31
three-digit code into this field it
05:33
could be one two three seven eight nine
05:36
whatever you want that to be just three
05:37
numbers and the expert date needs to be
05:40
set sometime in the future so I just set
05:42
that to the next year click Submit
05:48
and that order went through and then you
05:53
can come back over into stripe and this
05:55
is going to be a test view because
05:57
that’s where I was in test mode when I
05:59
tested that and I can click on customers
06:07
just updated here so there’s the new
06:09
customer as you can see there’s you can
06:11
update their card information if it’s a
06:13
subscription that they’re paying monthly
06:15
if you need to update their car because
06:17
the other card expired and then you can
06:21
see that how they’re subscribed and
06:23
you’ll notice that there were no charges
06:25
that went through just this first
06:27
invoice for zero dollars and then the
06:29
next invoice in 30 days for 1997 so you
06:34
can you know manage these settings here
06:36
and you can refund your your customers
06:39
here in stripe and that’s where you
06:41
would manage all the billing before your
06:42
customers so I hope that that makes
06:44
sense if you have any questions on this
06:46
at all please reach out to support and
06:48
we will be more than happy to help you
06:50
out
06:53
you

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