I have been meaning to write this article for a while and finally got around to it. I will be walking you through the steps to set up a 3-month payment plan in Clickfunnels.
Step 1: Create a Discount Coupon
Before you begin, you will need to have a coupon code. You can use my discount coupon code below to get $10 off your first purchase of $200 or more. Once you create your coupon, copy the URL (address) of the coupon and paste it into your browser. You will see a pop-up appear offering you the $10 discount. All you need to do is hit the OK button to continue to the next step.
Step 2: Create an Account In Clickfunnels
Next, you will need to create an account in Clickfunnels. You can use the same email address you used to set up the coupon to log in. You will need to create a username and a password. Once you are logged in, click on the gear icon in the upper right corner and select the account tab. From here you can click on the “settings” link to change account information if necessary.
Step 3: Configure Your Payment Method
The next step is to configure your payment method. You can use PayPal or any major credit card (Visa, MasterCard, American Express). When you click on the “settings” link in the upper right hand corner, you will see a section called “payments”. Here you can select which payment method you wish to use. You can also set up recurring payments if you use PayPal.
Step 4: Assign the Sales Funnel to a Product
Now that you have set up your payment method, you need to assign the sales funnel to a product. Click on the “Settings” link and then on the “Products” tab. You will see a list of all the products you have created in your account. Simply click on the product you want to associate with the sales funnel. A small popup will appear asking you to confirm the choice. Once you click on “Confirm,” the product will be associated with the sales funnel and you can move on to the next step.
Step 5: Create a Plan For Your New Sales Funnel
Now that your sales funnel is associated with a product, you need to create a plan for the funnel. Click on the “Plans” tab in the upper right hand corner of the settings page. You will see all the plans you have created in your account. Choose the plan you want to use for the new sales funnel and click on the “Create” button. A new page will appear with all the details about the plan you selected.
Step 6: Assign the Conversion Funnel to a New Product
Once you have created a plan, you can assign the conversion funnel to a product. Simply click on the “Settings” link in the upper right hand corner of the page and then on the “Products” tab. You will see all the products you have created in your account. Choose the product you want to associate with the conversion funnel and click on the “Assign” button. A small popup will appear asking you for confirmation. Once you confirm the conversion funnel is assigned to the product, you can move on to the next step.
Step 7: Adjust The Triggers And Automations
The final step is to adjust the triggers and automations for your new sales funnel. In order to make the most of your new plan, you will want to carefully review the settings. You can trigger an email campaign, for example, on a specific date or when a customer reaches a certain threshold of dollars. Set up as many triggers and automations as you need to make the most of your new plan. Once you are happy with the way things are set up, click on the “Manage” link in the upper right hand corner of the settings page to move to the next step.
Now that you have set up your 3-month payment plan in Clickfunnels, you can track customer behavior and make the most of your new automated processes. Remember to check your email frequently for marketing offers and new product announcements from Clickfunnels.