Integrating SaaS Products Into Your Checkout Page

To allow customers to purchase your SaaS plans, you need to incorporate them into a checkout page, which should be situated within your main Agency Subaccount. By connecting the SaaS Configurator to your checkout pages, you can streamline the onboarding process. When a customer visits the checkout page and completes a purchase, the SaaS Configurator automatically establishes a subaccount for the customer with all the predetermined features, pricing, trial periods, credits, rebilling settings, and the specified snapshot. Ensure that your SaaS plans are fully prepared, and that the Stripe account linked to your agency dashboard is connected to your Agency Subaccount. Pro Tip: Open two tabs in your browser—one with the SaaS Configurator and the other with your main sub-account. This approach will speed up the setup process. Steps to Add Products to Your Sub Account To get started, the first task is to add products to the subaccount. Follow these instructions for a smooth process: 1. Access Your Main Agency Subaccount: Begin by navigating to the "Payments" section from the left-hand menu. 2. Go to the Products Section: Once in the Payments area, click on the "Products" tab at the top of the page. 3. Import Products from Stripe: In the upper-right corner, click on "Import from Stripe." A dropdown menu will appear, listing available prices. Keep in mind that SaaS prices are labeled as "AGENCY PLAN."   4. Choose the Appropriate Agency Price: Select the price that matches your needs, and if necessary, add a setup fee. After configuring these details, click "Import Product & Price."   5. Review and Save: On the next page, you'll see detailed information about the selected price. Since no edits can be made on this page, simply click "Discard" to save the information. 6. Repeat for Each Price: Follow this process for all the agency prices you plan to use for creating checkout pages, typically setting up both monthly and yearly prices for each plan. By completing these steps, you will have successfully added products to your subaccount, readying them for use in checkout pages for your agency’s services. How to Integrate Products into Your Website Pages or Funnel Steps Assuming your website is set up with an order form and your SaaS products are imported into the subaccount, the next step is to integrate these products into your website pages or funnel steps. Here's how to do it: 1.Navigate to the Sites Area: Find the specific funnel or website you want to edit and locate the page that includes the order form. 2. Access the Products Tab: For funnels, select the newly created funnel, add a funnel step, and then go to the "Products" tab at the top right of the screen. For websites, click the three-dot icon next to the page and select "Products." 3. Add Your Product: On the relevant page, click "Add Product" in the upper-right corner. Choose the product from the dropdown menu and select the associated price. Usually, each product will have options for both monthly and yearly pricing.   4. Customize Product Name (Optional): You can adjust how the product name is displayed on the order form to better fit your branding or presentation preferences. 5. Save Your Changes: After making your selections and adjustments, click "Save." Repeat this process for each additional product or subscription plan you wish to integrate. By following these steps, you will effectively integrate your SaaS products into your website pages or funnel steps, ensuring a seamless and organized experience for your customers.