This article will explain how you can create a payment funnel within your account. If you have already done this and now need to set up automations to go with your new payment funnel, watch our Building Payment Funnel Automations video.
Navigate to ‘Sites’ within your account. Here is where you can create your payment funnel. If you would like this to look similar to an existing funnel you have, you have the option to clone that funnel and edit it, or you can create a new funnel from scratch. To learn how you can do this you can watch our Funnel Builder Overview video and our The Funnel Page Editor video.
You will also need to create a new opt in form for this funnel. You should already have a basic opt-in form in your account that you can simply duplicate, or you can create a new one from scratch. You only need three fields in this form: Full Name, Phone and Email. However you want to ensure within this form that you have turned on stick contact to ensure once they have entered in their information on this form, ZipLeads will remember that information on their checkout page and prefill those details.
If you would like information on how you can create a new form you can watch our Form Builder video.
In order for your funnel to work, you will need to have a product set up in your account that you will add to this payment funnel. If you haven’t yet done this, watch our Adding Products video to learn how you can do this. You will also need to have Stripe integrated within your account. You can watch our Integrating Stripe video to learn how you can do this.
Your funnel really only needs three basic pages in your payment funnel: a landing page (where people can opt in and provide some basic information), an order page (where the product will be and where payment will be submitted) and a confirmation page (to confirm payment has been processed and their purchase was successful).
Once the basis of your funnel is created, follow the below important steps to ensure your funnel is customised correctly for purchases to be made:
Click into your order page and click on the ‘Products’ tab. You can then click ‘Add Product’
Select the product that you created in your account earlier under ‘Product’ as well as ‘Price’ and ‘Product name’ and click save
Click onto your landing page and select ‘Edit’ > ‘Edit in a New Tab’. this will open up a new tab for you edit your funnel
Ensure your logo, images, features and benefits, testimonials, offer and any additional text is filled out correctly
Ensure your button settings are set to ‘Open Popup’ and click on the ‘Pop up’ button at the top to edit these settings
Select the form in the pop up and ensure the form that is selected is your payment opt in form you created earlier and your redirect action is set to ‘Go to Next step’ which will then redirect them to the next stage in your funnel when they submit this form
Check the mobile view of your landing page and ensure you have a third button at the top of this page only shown on mobile view
You can customise this button to match your other buttons on this page and ensure it is only shown on mobile view by clicking into the ‘advanced’ tab under the button’s settings
Change the text on all of your buttons to be ‘CLAIM OFFER’ and the sub text to ‘Click Here To Claim Offer’
Click into Settings > SEO Meta Data and ensure you have all of this information set up including your title, description and Social Image
Once you are happy with your landing page, you can click ‘save’ and then click through to your order page from the top right corner of the page
You can then customise this page as you wish however the most important aspect of this page is an order form element. To add an order form element click Elements > Add Element. Scroll down until you see your Order Elements at the very bottom. You have the option to add a 1 step or 2 step order element. A 1 step order element is where all information will be filled out in one step and a 2 step order form is where it will be filled out over two separate steps. You can choose either one however we do recommend choosing the 2 step order element as there are more features to utilise in these forms in automations
Once you have selected your order form, you then have the option to customise this form. On the left hand side under ‘General’ you have the option to edit the button colour and the text colour of the button as well as the size. You also want your sale action to be set to ‘Go to Next step’
Click through to the ‘Advanced’ tab. Here is where you can hide or update certain text within the form. Firstly, you can edit step #1. You have the option to edit the headline and sub headline text of the first step. You also have the option to hide certain steps like company name and shipping address if you don’t require those fields to be filled out so you are just left with the required fields on the form
Scrolling down, a feature we really recommend here is to turn on ‘Sticky Contact’. This will automatically fill out their details here based on the information they entered on the opt in form on the previous page. This avoids them having to fill out their details twice
Once you have updated this information, click through to edit step #2. You have the option to edit the headline and sub headline text of the second step as well as the ‘Back to shipping text’. This text will be what is shown for someone to click back to the first step. You can also edit the item texts and prices as well as the button information just as you did in the first step
Scrolling down, you also have the option to add an order bump which is essentially upselling another item to be purchased if you wish. You can simply toggle this on, select your product and fill out the information if you wish to do this
You then have the option to toggle on coupon codes if you wish to enable them for this order page. You can set up coupon codes in your account where if someone then enters it in at this checkout page, they can receive a discount
Once you have customised this page to your liking, click save. You can then navigate to the final confirmation page
This confirmation page is fairly simple. This will thank them for their purchase and generally direct them to your social media pages as well and showcasing some testimonials. Importantly on this page, you also want to include the order confirmation. To add an order confirmation form element click Elements > Add Element. Scroll down until you see your Order Elements at the very bottom and drag and drop this element into your page
On the left hand side menu under ‘General’, you have the option to edit the font size as well as the font colour if you wish
Navigate to the ‘Advanced’ tab on the left hand side menu. Here is where you can edit the title text, item text, price text, total text and choose whether to show or hide shipping details
Once you have customised this page to your liking, click save.
Testing the funnel
Now the funnel has been created, it is important to test it to ensure it is all working correctly. Firstly, you want to ensure you have your payment mode set to testing in the funnel settings. This will ensure you see the transaction on your stripe account as a test.
To test your funnel, follow the below steps:
Open up your landing page
Check everything looks ok including spelling and layout
Click the button to opt in
Fill out your details and select ‘Claim Offer’
This will then take you to the order page where your information will be pre filled out. This is due to the sticky contact form being toggled on in your opt-in form you created. Select ‘Go To Step #2’
This is where the credit card information is to be filled out. Check all information on this page is correct. As you are testing the account, you can use the Stripe testing details which will create a successful transaction. The details for this test card are 4242 4242 4242 4242, the expiry date can be any month/year in the future and the CVC can be any three digits. Once this is done, click ‘Complete Order’
This will then take you to your confirmation page. Ensure all details on this page are correct including the details in the order confirmation and spelling/layout of the page.
Now, you will need to build out automations for this funnel. To learn how to do this, you can watch our Building Payment Funnel Automations video.