Advice and answers from the ClickFunnels Team

This article will show you how to set up a Free Trial product in ClickFunnels with Stripe as the payment processor.

You can have a Free Trial for One-Time Products, Payment Plans, and Subscription plans.

The method is slightly different for each type of product, so please make sure that you reference the appropriate section below the video.

If you still need to integrate your ClickFunnels account with Stripe, please see this article:

Integrating Your ClickFunnels Account With Stripe

Video

Understanding Free Trials (ClickFunnels + Stripe)

Before beginning, it is important that you understand how ClickFunnels and Stripe work together in regards to Free Trials.

Whether you are creating a One-Time Payment Plan, a Subscription Plan, or a Multi-Payment Plan, you will first be creating a Subscription Plan in Stripe.

Stripe Plan settings determine the following criteria for your product:

  • The amount that is charged to the customer
  • The currency that is used
  • The interval at which customers are charged (yearly, monthly, weekly, daily, etc.)
  • And the Free Trial period days

ClickFunnels Product settings determine the following criteria for your product:

  • The product name that is displayed on the order page
  • The price that is displayed on the order page
  • The Number of Plan Payments (This is the TOTAL number of charges that will be processed in Stripe.)

**Please note that the initial charge of $0.00 that initiates the Free Trial to the customer counts as one of the plan payments. This will be explained in more detail below.

Create Your Free Trial Plan in Stripe

This first part is is the same for all product types:

  • One Time Payment w/Free Trial
  • Subscription Plans w/Free Trial
  • Payment Plans w/Free Trial

Login to your Stripe account at https://stripe.com

  1. Select Live View from your Stripe Account Dashboard using the Live/Test view toggle.
  2. Select Plans
  3. Select "+New"

Create New Plan in Live View

  1. Designate a Plan ID. The plan ID should be unique. You should also copy this plan ID to your clipboard or make a note of it somewhere because you will need it in another step.
  2. Designate a Plan Name
  3. Enter the Amount. This is the amount that will be charged to the customer

    Designate your Currency
  4. Designate the Interval at which payments will be processed (if multiple payments)
  5. Enter the Trial Period Days. The trial period days is the number of days prior to the full amount being charged to the user.

    If you have a 14 day trial, enter 14. This means that the customer would be charged on day 15.
  6. Statement Descriptor (optional)
  7. Click Create Plan

Create New Plan in Test View


Switch to your Test Dashboard View using the Live/Test toggle

  1. Paste the Plan ID from the previous step. The plan ID for your test plan and your live plan should be exactly the same in order for your test in ClickFunnels to work properly.
  2. Designate a Plan Name
  3. Enter the Amount. This is the amount that will be charged to the customer during test transactions
  4. Designate your Currency
  5. Designate the Interval at which payments will be processed (if multiple payments)
  6. Enter the Trial Period Days. The trial period days is the number of days prior to the full amount being charged to the user.

    If you have a 14 day trial, enter 14. This means that the customer would be charged on day 15.
  7. Statement Descriptor (optional)
  8. Click Create Plan

One-Time Payment w/Free Trial

To set up your One-Payment w/Free Trial offer go to your Order Form page, click on the Products tab and then click + Add New Product.

Product Settings

Setting up a One-Time product with a Free Trial is a little bit different than setting up a One-Time product without a trial. The biggest difference is that you will be integrating with your Stripe subscription plan, even though it is a one-time payment.

As mentioned previously in this article, the $0.00 charge counts as one of the plan payments that gets charged to the customer.

So for a One-Time Payment with Free Trial, the total number of plan payments would be 2.

  1. Designate the Name of your product. This is the name that will display on your order form page.
  2. Select Stripe as your Billing Integration
  3. The Price Display Override is the price that will display on your order form page. For example, the text here could be:
    14 Day Free Trial ($0.00 Due Today)
  4. Select Subscription for your payment type.
  5. Select the Stripe Plan that you created previously
  6. Enter 2 for the Number of Payment Plan Payments
    (1 payment of $0.00 and 1 payment at the regular purchase price = 2)
  7. After finalizing your product settings, click Create Product

Subscription Plans w/Free Trial

To set up your Subscription Plan w/Free Trial offer go to your Order Form page, click on the Products tab and then click + Add New Product.

Product Settings

  1. Designate the Name of your product. This is the name that will display on your order form page.
  2. Select Stripe as your Billing Integration
  3. The Price Display Override is the price that will display on your order form page. For example, the text here could be:
    14 Day Free Trial ($0.00 Due Today)
  4. Select Subscription for your payment type.
  5. Select the Stripe Plan that you created previously
  6. Enter the number of Number of Payment Plan Payments
     If your Subscription has a set number of payment plans (12 Monthly Payments for One Year) then you will need to add an extra payment for the free trial (13 total payments for the example).

     If your Subscription is indefinite, you can simply enter 999 in the Number of Payment Plan Payments
  7. After finalizing your product settings, click Create Product

Payment Plans w/Free Trial

To set up your Payment Plan w/Free Trial offer go to your Order Form page, click on the Products tab and then click + Add New Product.

Product Settings

  1. Designate the Name of your product. This is the name that will display on your order form page.
  2. Select Stripe as your Billing Integration
  3. The Price Display Override is the price that will display on your order form page. For example, the text here could be:
    14 Day Free Trial ($0.00 Due Today)
  4. Select Subscription for your payment type.
  5. Select the Stripe Plan that you created previously
  6. Enter the Number of Payment Plan Payments
    If you are offering a 3 Payment Plan option with a Free Trial, the number that you will enter here is 4.

    3 for the payment plan + 1 for the $0.00 Free Trial Charge = 4

    If you are offering a 2 Payment Plan option with a Free Trial, the number that you will enter here is 3.

     2 for the payment plan + 1 for the $0.00 Free Trial Charge = 3

    And so on.
  7. After finalizing your product settings, click Create Product

Finalize Your Product Settings

After you have set up your product settings, you can also set up:

A. Fulfillment Email (and Thank You Page) Settings


Under the Fulfillment Email tab, you can write the copy and design your fulfillment email. This email will automatically be sent to users who purchase this product. To disable this email, delete the subject line and email copy and the email will not be sent. This email is sent using the SMTP settings in your Account Settings.

B. Email Integration Settings

In your Email Integration settings you can integrate your autoresponder so that users who purchased are sent to your Autoresponder. You can designate a different list or tag for those who have purchase. (HTML Integrations are not supported in the Email Integration settings and Email Integrations should not be added to the order page. Adding and Email Integration to your order page can potentially break the order process, preventing payments from processing correctly.)

C. Shipping Settings

If you are using Kunaki or DiscDelivered for product fulfillment, you can integrate those here

D. Affiliates

In the Affiliates settings you can toggle whether or not a product is commissionable or not.

After updating these settings, make sure that you click Create Product (or Update Product if you were editing an existing product).

Testing Your Product

You can test your product by going to your funnel settings and switching the Stripe Test Mode toggle to ON.

Make sure you save your Settings by scrolling to the bottom of the page and clicking Save and Update Settings


Use the test credit card number 4242424242424242 with any three digit CVV and any expiration date that is in the future.


Next Lesson

Click the "Next" button below to learn How to Setup a Paid Trial Product in ClickFunnels Using Stripe in ClickFunnels Using Stripe.

Other Stripe Articles

Integrating Your ClickFunnels Account With Stripe

How to Set Up a Subscription Product in ClickFunnels Using Stripe

How to Set Up a One Time Product in ClickFunnels Using Stripe

How to Setup a Free Trial Product in ClickFunnels Using Stripe

If you have any other questions or concerns, please submit an email to support@clickfunnels.com or click the icon in the bottom right corner to
open a new conversation with our support team.

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