Dont make it hard, make it easy for your customers
One of my customers, a gym on the gold coast was selling a 12 week Challenge recently.
However on the Infusionsoft order form, wanted the option for a pay in full price, or a payment plan, on the order form at the time of purchase.
If you use a subscription, it has to be a separate order form, and its a subscription, ongoing charges until it ends.
If you use a payment plan however the invoice goes out for the full 12 weeks of payments, and it appears to be contacted, rather than a subscription that always gives the appearance that you can end it when you like.
Quick video today showing you how to get that payment plan onto the order form, and showing at the time of purchase.
Hey folks, Jason Burkner here from Automation made easy.
This week I had a question from one of my customers about how to add a payment plan as well as a pay-in for option on one of the Infusion Soft order forms. What I'm going to do for you today is show you directly how to do that so you can add that option rather than having two different buttons on your webpage.
They click to go through to order and then they have the option - the two options – pay in full or payment plan. Let’s go straight on in and have a look at how we do that.
This customer was a personal training gym and they’re in the Gold coast actually and they run a 12 week challenge. It’s a 12 week get-your-body-back for a summer challenge and the problem was they had two different options.
The first option was 12 week challenge at $650, and then the second option was a 12 week challenge at $65 per week for 12 weeks. What we wanted to do was show both of them on the order form. If you have a look at the order form traditionally we go to Infusion Soft logo here, go to ecommerce setup.
The order forms traditionally, would have just the one product on there.
When we create our order form we have on there 12 week challenge and we add that product on and then we save. And then we have a look at that. We can have a look here. We’ve got our 12 week challenge on there. We could absolutely have one product and a second product, and a third product and they can choose different numbers in there or different quantities in here.
That gets a little bit difficult when it comes to the customer filling out their details - too many hoops to jump through - and they won't jump through them. What we do is we go back to our ecommerce set up. And we set up what’s called payment plan, and then we can list the payment plan on the order form with the product.
Now the payment plan in this case would be 12 weeks at $65 a week, so we would set up our payment plan there. Payment plan is a little bit different to a subscription. A payment plan is a payment plan on a full price product and we add some interesting in. A subscription is a recurring monthly or weekly charge that are runs a little bit differently.
We go down here to payment plans, and we create a payment plan. Let’s say it’s for 12 week challenge. Weekly for 12 weeks at $65 weekly. Then we go to the finance charge.
Now, this is the difference between the payment in full amount and the weekly payment amount. Payment in full in this case is 650. It’s basically 10 weeks of payment, however, the payment plan amount is 12 weeks a payment, so there’s two extra payments at $65 is $130 in here.
We go 130 in here and there’s 12 payments that they’re going to make. The payment in this case, is going to be every seven days and they start straight away. And so we click on save. That’s setting up the payment plan.
Now we have to add some criteria for this payment plan to allocate it to the product, so then what would you do on the bottom here is we go to add criteria, and we’re going to go product quantity criteria. And in here, the 12 week challenge is a product that I'm going to choose, and I'm going to choose the minimum quantity one.
The maximum quantity - I might choose five in there - five might be unrealistic, but if a husband and wife might join up and they might be two in there, and we want to give them the option to be able to pay both of them together. But both of them together on the payment plan as well. Maximum quantity two might be sensible to in there. Click on save.
Now, what we’ve just set up is a payment plan of 12 weeks payments. 12 weeks of payments at $65 a week because I know it will automatically calculate out to $65 a week over the 12 weeks, so by adding in the interest amount to the original product price which was 650.
Now if we go to that order form now. Let's go back to the order form and we'll go ecommerce setup, and then we’ll click on to order forms, and then if we go to that 12 week challenge order form. And if we preview that now you can see here there’s the 12 week challenge which is in the shopping cart. However, there's a single payment of 650 or 12 payments of $65. Now if we click on the 12 payments, it sends us through to the fill in our details page and it gives us details of all those payments, but we have the option to choose which one we want on the order form.
If we use a say a subscription and a pay-in full price using those two options you’ve got to have two buttons - to different order forms - one for each one. Whereas this one to get the option to be single payment in full or the 12 payments of $65 for that period. And it even details the dates of the payments and then also details the amount of the finance charge in there as well.
Simple one today, but just a way to be able to give your customers that option. To have a single payment or the 12 payment option.
See you guys next week.