Original Question:
Luis Cuevas asked:
“Hi! Does anyone know how to connect a product with an order form inside of a funnel? I have Stripe and the products set up under Settings but have not figured out how to connect a product to an order form on a funnel. Thank you.”
Answer:
To connect a product with an order form inside a funnel, follow these steps:
Step-by-Step Guide to Linking a Product to an Order Form
1. Set Up Your Product in Stripe & Agent CRM
- Go to Settings > Payments > Products
- Ensure your Stripe account is connected
- Click “Create Product” and enter the price, name, and description
- Click Save
2. Create or Edit Your Funnel
- Navigate to Funnels > Select Your Funnel
- Click on the step that contains the order form
3. Add the Order Form Element
- In the Funnel Builder, click “+ Add Element”
- Select “Order Form” and drag it into your page
4. Connect the Product to the Order Form
- Click on the Order Form element
- In the settings panel, go to “Products”
- Click “Select Product” and choose the product you created in Step 1
5. Configure Payment Settings
- Ensure Stripe is set as the payment gateway
- Choose a one-time payment or subscription based on your pricing model
6. Test Your Funnel
- Click “Preview” and go through the checkout process
- Ensure the payment is processed correctly
Need More Help?
For a detailed video tutorial, watch:
How to Create a Funnel That Charges & Gives Access to a Course
This video walks you through the entire process of connecting products, setting up an order form, and ensuring a seamless checkout experience.
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:
- Ads Crash Course for Insurance Agents
- Automate New Insurance Lead Campaigns
- Importing Leads with Agent CRM: Step-by-Step Guide
Watch and Learn
For additional insights, check out our YouTube channel for helpful tutorials like this one: