What you will need:

Step One: Create Your Subscription In Infusionsoft

  • From within your Infusionsoft Account, navigate to the Nav Menu in the top left. 
  • Under E-Commerce, click "Products."
  • Click "Add a Product."
  • Give your product a Name.
  • On the next screen, click "Subscription Plans" on the section navigation. 
  • Check the Subscription Only box. 
  • Enter the frequency of billing under Bill Every (i.e. 30 Days)
  • Select the # Cycles (must enter something here -if unlimited, enter 999). 
  • Put in the Plan Price
  • On the bottom of this screen, click "Save."

Step Two: Create Your Product In ClickFunnels

  • From your Order Form Page, click on "Products."
  • Click "Add Product."
  • Enter the product Name (this is for internal reference).
  • Select Infusionsoft V2 as the Billing Integration
  • Enter the price of the product under Amount (make sure to use standard format with no currency symbol. I.E. "47.00")
  • Select your Amount Currency.
  • Enter a Price Display Override (Optional; this will display a custom price on your order page I.E. "Free+4.95 S&H")
  • Select whether the product is an Order Bump (if it is, make sure it is the LAST product added on the page). 
  • Select Subscription for the product (if you want to setup a one-time product, please find instructions below). 
  • Select the Infusionsoft V2 Subscription you created in Step One. 
  • Enter a Promo Code (optional; this would be created and managed in Infusionsoft). 
  • Check the Delete Declined Invoices box (optional). 
  • Click "Create Product."

Learn how to test your ClickFunnels Order Page using Infusionsoft
Learn how to create a one-time product ClickFunnels using Infusionsoft

If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.

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