ClickFunnels 2.0 is lastly right here!
With it comes an entire swathe of recent options — a full-blown CRM, visible funnel editor, course creator, membership website, eCommerce functionalities, and plenty extra…
…resembling Funds.AI
Should you’re a member, you may need seen this tab in your ClickFunnels 2.0 menu…
That’s your direct entry to our Funds.AI platform.
Let’s discuss what it’s.
What’s Funds.AI?
Funds.AI is a hub for ClickFunnels 2.0 members to view transactions, handle cost gateways, and create customized automations concerning issues like trial ending reminders, bank card expiration reminders, and subscription dunning.
That’s a mouthful.
So let’s break it down.
Right here’s a high-level overview of what you’ll handle within your Funds.AI account vs. your ClickFunnels account (with hyperlinks to a few of our assist articles)…
Overview of what you may arrange from ClickFunnels Account:
- Create, handle and edit subscriptions
- Create, handle and edit trials
- Create and edit merchandise
- Create orders
- Course of funds and refunds
- Ship an bill
Overview of what you arrange out of your Funds AI Account:
Getting Began With Funds.AI
Getting setup with Funds.AI is as simple as clicking on this button in your CF 2.0 account after which following the steps and answering some questions.
When you do, you’ll be taken to the Funds.AI platform, which is distinct from the ClickFunnels 2.0 platform (however robotically connects to your CF 2.0 account as soon as setup).
Select the nation the place you use and make sure (or say “No) that you just don’t promote objects on our restricted record.
Right here’s a pattern of our restricted record (this isn’t exhaustive)…
- Monetary consulting providers
- Resellers with out proof of agreements – in case you are a reseller of a services or products it’s essential to get hold of the suitable reseller certificates or permission
- Overseas Forex Change providers or software program, binary choices
- Dwell animals
- Medical Profit Packages, low cost medical playing cards, Medical/remedy providers, medical session providers, dental plans
- Unapproved medication and units mimicking unlawful medication
- Cellphone unlock providers, Jail breakers
- Satellite tv for pc, Cable sign decoders/playing cards
- Digital Credit score
- Digital gaming chips, credit, penny auctions, auctions with non-refundable bid or participation charges
- Weapons, Firearms, ammunition, explosives, hazardous supplies, combustibles, knives
- Crowdfunding
If what you promote falls into a kind of classes, then choose “No” and also you’ll be capable to setup a Funds.AI account — you simply gained’t be capable to use the Funds.AI gateway, however you may nonetheless join different cost gateways which could help you promote your services or products.
You may additionally discover that your nation is restricted with the Funds.AI gateway. If that’s the case, then the identical scenario applies.
In any other case you’ll be taken by the straightforward and simple Funds.AI software so you need to use the Funds.AI cost gateway (which is able to prevent a bit bit of cash… extra on that below “Pricing” on this article).
Both manner, you’ll quickly arrive at your dashboard!
Your Funds.AI Dashboard
In your Funds.AI, you will get a snapshot of your companies monetary exercise.
You may see issues resembling income collected, transactions, churn fee, and subscription metrics all at a look.
It’s also possible to see which cost gateways you’ve linked and are lively in addition to any gateways which aren’t setup or nonetheless require some data to complete connecting.
Notifications are additionally viewable in your dashboard. That is the place you’ll discover alerts resembling doc requests, payout alerts, and late invoice alerts.
Your dashboard can be the place you’ll navigate to different instruments and settings within Funds.AI. Within the subsequent part we’ll stroll by a few of Funds.AI’s most essential options.
Fundamental Options
To know what Funds.AI is able to, let’s stroll by the software program’s most basic options.
Cost Gateways
When you arrive at your dashboard, you may arrange different cost gateways (resembling Stripe, Paypal, Coinbase, and Klarna) if you want. That is as simple as clicking on the “Gateways” tab.
Click on on the blue “Join” button after which log-in when prompted and also you’ll be finished in a jiffy.
ClickFunnels 2.0 is new, so if you happen to’d wish to request a selected cost gateway that you just haven’t seen, then you may click on this button…
Along with including cost gateways, you can even customise some essential settings for these gateways…
Sticky Gateway — By default, Funds.AI will break up your transactions 50/50 randomly between all of the cost gateways you might have arrange (you may change this ratio globally for all gateways in Settings below “Gateway Automation Guidelines). Should you set a selected gateway to sticky, it will imply that the gateway “sticks” to clients whose first cost is processed by that gateway, making certain that that buyer’s funds are at all times processed by the identical gateway.
Card Assertion Descriptor — That is the place you may change what’s proven in your clients’ bank card statements after they buy one thing from you.
3-D Safe — Enabling 3-D Safe will help you course of funds utilizing cost playing cards protected with the 3-D Safe protocol. Most European cost playing cards require this protocol to be processed.
Transactions
As with all good cost processor, you may view a historical past of transactions which have come by all of your linked cost gateways. Simply click on on the “Transactions” tab. You may see gross sales, refunds, and the standing of every transaction.
It’s also possible to filter all of these transactions by time interval…
Lastly, you may search by title or buyer electronic mail if you happen to’re in search of a selected transaction…
Subscriptions
Much like transactions, you can even view your recurring subscription funds below the “Subscriptions” tab.
Right here you may see funds, subscription clients, the date that every subscription began, cost schedules, and extra.
Prospects
Below the “Prospects” tab, you’ll discover an exhaustive record of all the purchasers who’ve bought your services or products or have recurring subscriptions along with your firm.
At a look you may see lifetime income, date created, final cost made, and a few primary buyer data.
You may click on on every buyer to get extra detailed details about their relationship with your small business.
From the Prospects tab, you can even set particular clients to VIP…
What’s a VIP buyer?
A VIP buyer is one that you just deem essential to your small business and might set totally different guidelines to due to that. Additionally, when a buyer is about to a VIP buyer, they are going to be tagged each time you see their title so you’ll know they’re important.
Tax Settings
You may customise tax settings in your Funds.AI account by going to settings and clicking on taxes.
Right here you may join your TaxJar account when you have one. If not, you may set tax areas your self manually. It’s also possible to generate tax reviews from right here.
Gateway Studies
Gateway reviews can be utilized to help with reconciliation of your transactions along with your checking account every day or to lookup particulars on transactions. These reviews could be downloaded or emailed.
To entry these reviews, please choose Gateway Studies from the drop down menu within the higher right-hand nook of the display screen:
From right here, you may broaden the month you wish to pull the reviews for. To acquire all of the reviews directly, you need to use the buttons for Ship all in electronic mail or Obtain all:
It’s also possible to electronic mail or obtain a person report by hovering over the report you need and utilizing the envelope icon to electronic mail and the down arrow icon to obtain:
Here’s a description the reviews you may entry from this web page:
Payout Particulars – Retrieving transaction-level payout particulars is useful when reconciling the processing charges charged by Funds AI with the transactions you processed.
Transaction Particulars – Get hold of detailed data, resembling shopper and cost data, about your sale, refund, and chargeback transactions.
Declined Transactions – Get hold of particulars about every card transaction declined by the issuing financial institution, together with the date, decline motive, transaction quantity, and shopper data. This data is useful when it’s essential attain out to buyers with declined funds.
Payout Abstract – Retrieving transaction-level payout particulars is useful when reconciling the processing charges charged by Funds AI with the transactions you processed.
Operating Stability Report– See your stability in real-time, in addition to affecting occasions.
Account Stability Report – Exhibits a abstract of your account stability together with any payout changes in addition to the quantity you might have in reserves.
Blocklists
You would possibly wish to sometimes block sure electronic mail addresses or clients from buying your services or products. In that case, you may add these accounts to your “blocklist” within your Funds.AI account.
To view, handle or add to your Blocklists, click on the title of your organization within the prime proper of the display screen. From the drop down menu, click on Blocklists:
From right here, you may click on the blue button, Add merchandise to record to dam transactions from sure electronic mail addresses, electronic mail domains, IP addresses, Financial institution ID numbers, Buyer IDs, Nations, and bodily addresses.
It’s also possible to use the field supplied to look by any of these standards to see if the shopper is already on a selected blocklist and likewise filter by lively or expired:
Alternatively, you can even add somebody to a blocklist from the Prospects Tab.
Funds.AI Professional Options: Rule Setting & Automations
If you wish to use some superior automation options, you may activate Funds.AI PRO and get entry to the next options…
Subscriptions — This may help you create recurring subscriptions. It prices an extra 0.5%/recurring transaction.
Automation Guidelines — This function means that you can create automations for subscription dunning, trial finish reminders, and bank card expiration reminders. It’s also possible to create guidelines and automations indicating once you wish to use which cost gateways (resembling setting funds gateways based mostly on the shopper’s nation). It prices an extra 0.5%/recurring transaction. Take a look at the principles & automations you may create under…
- Trial Finish Reminder — Mechanically ship an electronic mail to the shopper whose subscription trial interval is ending. Select the variety of reminders and when to ship them. Default settings will ship one reminder seven days earlier than trial ends. If the trial length is lower than seven days, we ship the e-mail instantly.
- Credit score Card Expiration Reminder — Mechanically ship an electronic mail to a shopper whose cost card is about to run out. Select the quantity of reminders and when to ship them.
- Subscription Dunning — This lets you customise how Cost.AI treats failed cost makes an attempt. You may inform Cost.AI when to retry a subscription and what number of occasions. It’s also possible to point out what you need Cost.AI to if the cost continues to fail.
Bundle Subscription & Automation Guidelines — This lets you get entry to subscriptions and automation guidelines with out being double charged the 0.5% for every transaction. You should use each options and we’ll solely cost the 0.5% payment as soon as per transaction.
Funds.AI Pricing Defined
You would possibly discover that if you happen to’re utilizing the Funds.AI gateway, you’re charged a 0% gateway payment whereas if you happen to use a third-party gateway you’re charged a 1% gateway payment.
Because of this it could actually prevent a bit of cash to make use of the Funds.AI gateway.
To be clear, the gateway payment is separate and distinct from the transaction charges.
Gateway charges are utilized to cowl the prices of receiving and processing a transaction. This payment pays for the usage of the software program infrastructure to acquire cost data, request authorization from the patron’s financial institution, and to facilitate the cost from one entity to a different. Funds AI means that you can use a number of gateways in the identical service provider account to guard you because the entrepreneur from ever having any cost stoppages in your pages or funnels. That is the place you will notice the gateway payment utilized for third-party gateways to proceed providing this service to our customers.
Transaction charges are for the comfort of accepting bank card funds charged by the totally different card networks and processors. These are charged by Funds.AI in addition to different cost processors.
You may see a breakdown of pricing between all of the totally different cost gateways right here.
Last Ideas
As you may see, Funds.AI has a ton of cool options and instruments that can make the nitty-gritty cost processing social gathering of your small business circulation easily and seamlessly.
Hopefully this information has given you a greater thought of how you need to use Funds.AI to handle your small business and create some helpful automation guidelines.
The subsequent step is to get arrange and to strive it out for your self.
Go to your ClickFunnels 2.0 account and observe the steps above!
Have extra questions? Attain our help staff by contacting us at help@funds.ai.
