About Products + Order Forms
Before setting up your products and connecting them to your funnels, you will want to have your payment integration(s) connected. You can connect Stripe and PayPal. For more information on connecting Stripe/PayPal, check out Setting Up Payment Integrations: Stripe Connect & Paypal.
In this article:
Create Your Product
From your FG Funnels Dashboard, select Payments -> Products.
- Add a new product by clicking the Create Product button or if you already have products set up in Stripe, you can import from Stripe.
Name your product and enter a short description. You can also choose to add a photo to your product as a thumbnail.
- If you are using the online store feature, you can choose to toggle on "Include in Online Store", Enable a Product Label and you can choose a Product Collection. These will only show up when your product is viewed in an online store, not through a funnel or regular website.
If you need to charge tax, you can select a tax category or attach tax rates.
Under Additional Options, you can add a custom Statement Descriptor to be used for your customer bank statements.
Setting Your Prices
Under the Pricing tab, you will have the option to set up different prices, payment plans and subscriptions.
- For a one-time payment, make sure Onetime is selected as the type and enter in the payment amount under Amount.
- The compare at price box will only show in the online store, not in an order form in a funnel or regular website page.
- Track inventory allows you to set a limited number to be purchased and whether to continue selling after the item is sold out.
- If you want to link this product to a membership offer that your customers are granted upon purchasing, select Additional Options and toggle on Membership Offer and select your offer. You can leave this toggled off if you will grant access to the membership offer through a workflow or there is no membership offer.
- Click Save in the top right corner.
- For a subscription payment, make sure Recurring is selected as the type and enter in the recurring payment amount under Amount.
- Select your billing period - how often your customer will get charged.
- If you want to offer a free trial, you can enter the number of days under trial period.
- For a subscription that you want to charge until someone cancels, leave Number of Payments blank. Do not enter a number or a 0 there.
- If you want to charge a setup fee to be charged immediately in addition to your first month's payment, enter that in the Setup Fee box.
- Price Description will show if enabled for recurring payments on the order form.
- Track inventory allows you to set a limited number to be purchased and whether to continue selling after the item is sold out.
- If you want to link this product to a membership offer that your customers are granted upon purchasing, select Additional Options and toggle on Membership Offer and select your offer. You can leave this toggled off if you will grant access to the membership offer through a workflow or there is no membership offer.
- Click Save in the top right corner.
- Payment plans work very similarly to a subscription with one major difference. Make sure to enter the number of payments in the Number of Payments box. For example if you are offering a 6 pay plan of $97, enter 6 in the number of payments box.
- Select your billing period - how often your customer will get charged.
- If you want to offer a free trial, you can enter the number of days under trial period.
- For a payment plan, enter the number of payments in the Number of Payments box.
- If you want to charge a setup fee to be charged immediately in addition to your first month's payment, enter that in the Setup Fee box.
- Price Description will show if enabled for recurring payments on the order form.
- Track inventory allows you to set a limited number to be purchased and whether to continue selling after the item is sold out.
- If you want to link this product to a membership offer that your customers are granted upon purchasing, select Additional Options and toggle on Membership Offer and select your offer. You can leave this toggled off if you will grant access to the membership offer through a workflow or there is no membership offer.
- Click Save in the top right corner.
- For a discounted first month, make sure Recurring is selected as the type and enter in the full recurring payment amount under Amount.
- Select your billing period - how often your customer will get charged.
- Add a trial time of 30 days.
- For a payment plan, enter the number of payments in the Number of Payments box.
- For a subscription that you want to charge until someone cancels, leave Number of Payments blank. Do not enter a number or a 0 there.
- Enter your discount amount in the Setup Fee. This will be charged immediately and then the next month full amount will be charged in 30 days.
- Enter the price description that explains how the offer is priced. Price Description will show if enabled for recurring payments on the order form.
- Track inventory allows you to set a limited number to be purchased and whether to continue selling after the item is sold out.
- If you want to link this product to a membership offer that your customers are granted upon purchasing, select Additional Options and toggle on Membership Offer and select your offer. You can leave this toggled off if you will grant access to the membership offer through a workflow or there is no membership offer.
- Click Save in the top right corner.
You can add additional prices after your first by clicking the + Add Another price section. Click Save in the top right hand corner after adding each price.
Fill in the search engine listing information if you choose.
Adding Product to Funnel Order Form
- From the left hand menu go to Sites -> Funnels and select the funnel you want to add the product to.
- Select the Order Form step and click Products on the upper right hand corner of the white panel with the thumbnail.
- Select Add Product
- Select the Product you just created from the Products dropdown.
- Select your first price.
- The product name is what will show next to the price on the order form and show in your automations so rename that if needed.
- Only touch the price display override if you want the price to read something different than the price on the order form.
- Under Additional Products, you can select if this is your main product or your order bump.
- You can also select if you want to enable someone to buy multiple quantities of this item in one order and how many. More details are in the article How To Enable Selling Quantities of Products.
- Card Authorization is covered in the article Understanding Card Authorization for Recurring Products
Add an Order Form to Your Funnel
- Open your order form page in the funnel builder.
- Select a one-step order form or a two-step order form from the Add Elements tab and drag it to where you want your order form on the page.
- A one-step order form will have their name, address, phone and shipping information on the same tab as the payment and order information.
- A two-step order form will have them submit their name, address, phone and shipping information (if turned on) on the first tab then click continue to continue to the order information and payment. Only a two-step order form works with an abandoned cart sequence.
- Clicking on the Order Form will bring up the options panel on the right hand side where you can customize the look of the order form and where the customer is taken after they check out.
- The Advanced tab will allow to change all of the different options like the titles of the order form, show or hide the company name field, show or hide the phone number field etc.
- Cart Mode allows you to have people select multiple products on the page.
- You can also enable the order bump, coupon code, etc.
- Save when you have customized your order form.