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:

Watch and Learn

For additional insights, check out our YouTube channel for helpful tutorials like this one:

Generating Leads with Giveaway Funnels


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