Connecting a Stripe account will allow you to configure products in funnels, send a ‘text 2 pay’ link in a SMS message, and more, in order to charge for products and services. This is a great feature of CoachWorks Marketing to help you manage your business. Check out the steps below to learn how to create and integrate your Stripe account.
You will need to have a Stripe account in order for this to work, so either create a new account, or log in to your existing account if you already have one.
Navigate to Payments > Integrations
Click “Connect to Stripe,” and you’ll be redirected to the “Get Started” page.
Follow the steps to sign in to your Stripe account and complete the integration with CoachWorks Marketing.
Once your Stripe account is connected, you can click “Disconnect” to remove or change it.
Another option is to navigate to Settings > Integrations.
Under the Stripe integration, click on the “here” hyperlink to go to Stripe.
This will direct you to the Payments tab, where you can follow the steps above.
To ensure you can charge for products in your funnels (check out other tutorials on that topic), make sure you have the products created in your Stripe account. You only need to create Subscription and Payment plan-type products first in Stripe before using them in your funnel. One-time products can be made directly in the funnel you are using.
In your Stripe account, under the “Billing” menu, select “Products.”
Click + New to add a new product. You will need to name the product and then click "Create Product" to set it up.
Then, you can edit the pricing, billing interval (one-time, monthly, etc.), and more to completely customize this product.
Click "Add Pricing Plan" to save the product. You can now connect it to a funnel if you wish!
The payment integrations section has been redesigned to offer a more streamlined and user-friendly experience. This includes a simplified user interface, new pages for future development, and better organization of payment providers.
Step 1: Navigating the Payment Integrations Section
Navigate to Payments > Integrations:
Go to the Payments section.
Select Integrations.
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Step 2: Exploring the New Layout
Simplified UI:
The new design features a more compact and intuitive layout, making navigating and managing your payment integrations easier.
The interface is now served from a micro frontend app, ensuring smoother performance and quicker updates.
Default Provider Listing:
A new section lists your default payment providers, providing quick access to the most commonly used services.
The Native Providers List includes built-in providers that are natively supported by CoachWorks Marketing.
All Providers Page:
This page displays all connected and disconnected providers in one place.
Stay tuned for exciting updates and new features coming soon!
Improved User Experience: The redesigned interface is more intuitive and user-friendly, helping you manage payment integrations with ease.
Enhanced Consistency: The update ensures a consistent user experience across different payment providers, reducing confusion and improving usability.
Better Screen Utilization: The new layout makes better use of screen space, allowing you to manage more providers efficiently.
