How to Use Payments AI within ClickFunnels

  • Published on Nov 5, 2024
  • 3 minute(s) read

Payments AI enables managing and accepting payments seamlessly in ClickFunnels. By integrating Payments AI, you can enable multiple payment gateways, making it easier to collect payments from customers through both funnels and your online store. This guide provides step-by-step instructions on how to set up and use Payments AI within ClickFunnels.

Requirements

Set Up Your Payments AI Account

Before you can start accepting payments, ensure that you have at least one payment gateway connected and verified within your Payments AI account, such as the Payments AI internal gateway, Stripe, PayPal, or NMI. This is necessary to process transactions in your ClickFunnels workspace.

Payments AI provides its own native gateway, along with several third-party gateways that offer flexibility in how you process payments. Below is a list of supported gateways by Payments AI and ClickFunnels:

  1. Payments AI

  2. Stripe

  3. PayPal

  4. NMI

Enable Billing Method in Workspace Settings

To ensure payment processing is set up across your entire workspace, follow these steps:

  1. Access Workspace Settings:

    From the left side navigation, click on the Workspace Settings and select General.

  2. Enable Billing Payment Method Types:

    Under Payment Settings section, enable the desired billing methods (e.g., Credit Card, Apple Pay, Paypal). Once enabled, the payment settings will apply to all funnels and store products in your workspace.

  3. Select Workspace Currency:

    Expand the “Currency” dropdown to select your preferred workspace currency. All products created within your workspace will adhere to the currency configured here.

    Workspace Currency Consideration:

    • The currency options available in the dropdown are automatically populated based on your Payments AI gateway settings. You must first configure the currencies in your gateway settings within your Payments AI account.

    • Although you can select multiple currencies in the Payments AI gateway, each ClickFunnels workspace can only operate with a single currency.

    • Once an order is placed within your ClickFunnels workspace, the selected currency will be locked for that workspace, and it will no longer be possible to change it.

Create a Product

Before you can accept payments, you need to create the products that customers will be purchasing:

  1. Navigate to the Products menu and select All Products.

  2. Click Create Product to create a new product, or choose Add from Zendrop to import a product from your Zendrop account.

  3. Complete the necessary fields, such as product name, pricing, variations etc and save the product.

Configuring products accurately is crucial for a seamless checkout process. For more detailed guidance, refer to our existing article on Products - How to Create and Manage Products for more comprehensive guidance.

Accepting Payments in the Store

Once your product is created, you can make it available in your ClickFunnels store:

  1. Enable “Visible to Store”: In the product settings, enable the Visible to Store option to make the product available in your store.

  2. In the “Store” app, access to the store editor by clicking the “Edit Store Theme” option.

  3. In the left side navigation expand the Store front menu, and select the Product page. When a customer clicks on a product in the store front, they will be redirected to the product page.

  4. Ensure the product page contains a Checkout Element to enable payment collection.

Once these steps are complete, customers will be able to visit the store, and purchase your product using the payment methods configured through Payments AI.

Accepting Payments in a Funnel

Payments can also be collected through funnels:

  1. Access to a Funnel:

    • Navigate to Funnels menu in the ClickFunnels dashboard.

    • Create a new funnel or access to an existing one.

  2. Enable Billing Payment Methods:

    • In Funnel Settings, enable billing methods under Enabled Billing Payment Method Types and select your preferred options.

  3. Add a Page to the Funnel:

    • You can use a pre-built Order Page Template that already includes a Checkout Element.

    • Alternatively, use the page editor to manually add a Checkout Element. Use the standard Checkout Element, not the Legacy version.

  4. Attach a Product to the Funnel Page:

    • Click the three-dot icon on the funnel page, select Add Products, and link an existing product from your workspace.

  5. Set Funnel to Live Mode:

    • In the funnel settings, switch Test Mode to “No” to make the funnel live.

Once these steps are complete, you can share your funnel, and users will be able to make purchases using the configured payment methods, such as credit card, debit card, Apple Pay, or PayPal.

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