Let me tell you I was completely blown away when I stumbled upon ClickFunnels’ new Payments.AI feature. ClickFunnels Vs Medium – Battle Of The Giants
I’ve been using ClickFunnels for a while now and I’ve always loved its versatility. From Rookie to Two Comma Club: My Journey at Funnel Hacking Live with Bridget James Ling
It’s like a one-stop shop for building amazing sales funnels but Payments.AI takes things to a whole new level. Keep Your Landing Pages Compliant With Facebook
Payments.AI: Your One-Stop Shop for Managing Transactions and Automations
Think of Payments.AI as a powerful financial control center specifically designed for ClickFunnels members. How To Clone Or Copy Your Website With An AI Tool
It’s where you go to manage everything related to your transactions connect different payment gateways and set up some seriously clever automations.
I’m talking about things like automatically reminding customers about their trial periods or sending them friendly reminders when their credit cards are about to expire. ClickFunnels Vs. Shopify
It’s like having a dedicated financial assistant working behind the scenes keeping your business running smoothly. Writing a Business Blog That Converts Leads
Navigating the Payments.AI Dashboard
Now let’s talk about getting started. 10 Tips To Run A Marketing Event On Shoestring Budget
You’ll find a handy Payments.AI tab in your ClickFunnels menu. 10 Ways To Increase Your Sales Conversions
Click it and you’ll be whisked away to a whole new world of payment management. 23 Details to Check Before You Launch Your Funnel
It’s almost like stepping into your very own digital bank but with a ClickFunnels twist. ClickFunnels Vs Drupal – What Is The Better Choice?
The first thing you’ll see is the dashboard. 10 Tips For A High Converting Affiliate Marketing Landing Page
It’s a snapshot of your business’s financial health giving you a quick overview of your revenue transaction volume churn rate and subscription metrics. 10 Highly Profitable Membership Site Ideas
It’s like having all your key financial indicators right in front of you. 8 Website Design Tips For Small Business Sites
You’ll also see a list of your connected payment gateways letting you know which ones are active and which ones still need a bit more setup.
And of course there’s a notification section where you’ll find alerts about things like document requests payout updates and even late bill notices. No Job? No Problem…
Key Features of Payments.AI: Beyond the Dashboard
Now let’s dive into some of the real meat and potatoes of Payments.AI the features that make it such a valuable tool. ClickFunnels Vs SimpleSite – Which is the Better Option?
1. Connecting Your Payment Gateways
Payments.AI makes connecting your payment gateways a breeze. 10 Highly Profitable Membership Site Ideas
Just click on the “Gateways” tab and you’ll be presented with a list of popular options like Stripe PayPal Coinbase and Klarna. Earn Without Leaving Home…
Click the “Connect” button log in when prompted and you’re done! 7 Steps To Create A Successful Ecommerce Sales Funnel
ClickFunnels is constantly adding more payment gateways so if you don’t see one you need you can always request it. 6 Awesome Marketing Strategies For Growth
They’re always looking for ways to make the platform even more versatile. How Using AI Can Enhance Your Sales Pitches And Boost Conversions
2. Customizing Your Gateway Settings
One of the things I really appreciate about Payments.AI is the level of customization you have over your gateway settings. ClickFunnels vs. Ontraport: Which Sales Funnel Builder Is Best?
You can tweak things like: 9 Ways to Generate More Recruitment Leads
- Sticky Gateway: By default Payments.AI will randomly split your transactions between the gateways you’ve connected. However you can make a specific gateway “sticky” so that customers who make their first payment using that gateway will continue to use it for all future transactions.
- Card Statement Descriptor: Customize the way your purchases appear on your customers’ credit card statements. You can use your company name or a short description.
- 3-D Secure: This feature is essential for processing payments from European customers. It’s part of the 3-D Secure protocol which adds an extra layer of security to online transactions.
3. Tracking Transactions Like a Pro
Payments.AI gives you a detailed history of all your transactions so you can keep track of everything. Pros & Cons Of ClickFunnels For 2024
You can see sales refunds and the status of each transaction all neatly organized in the “Transactions” tab. Investing In Yourself: Taking Massive Action For Success With Jean Hollaender
You can also filter your transactions by time period so you can analyze your performance over a specific timeframe. Creating A Customer Acquisition Funnel That Crushes It
And if you’re looking for a specific transaction you can search by customer name or email address. The Best Lead Generation Software Options For Your Business
4. Managing Subscriptions with Ease
With Payments.AI managing recurring subscriptions is a breeze. ClickFunnels Vs LiveChat
The “Subscriptions” tab gives you a complete overview of your recurring payments including the subscription start date payment schedule and more. How To Maximize Email Marketing On WordPress
You can also see a list of your active subscription customers and their payment history. ClickFunnels Vs All In One SEO
5. Building Relationships with Customers
The “Customers” tab is a goldmine of information about your customers. Mailchimp Vs. ClickFunnels: Which Lead-Gen Service is Better?
You’ll find an exhaustive list of everyone who has purchased your products or services or who has a recurring subscription with you. ClickFunnels Vs Divi – Which Is Better For You?
At a glance you can see their lifetime revenue the date they signed up their last payment and some basic information about them. 8 Tips To Create An Effective Sales Funnel Process
Clicking on a specific customer gives you even more detailed information about their interactions with your business. Squeeze Pages Vs Landing Pages – How Are They Different?
You can also designate specific customers as “VIPs” giving them special status. – Medical/Health Lead Funnel
VIP customers are flagged with a special tag making them easy to identify and you can even create custom rules for them. How Using AI Can Enhance Your Sales Pitches And Boost Conversions
This is a great way to show your most loyal customers that you appreciate their business. 5 Thank You Page Tips
6. Keeping Your Taxes in Order
Payments.AI makes tax management a lot less stressful. Lead Generation Sites & Examples Of Working Models
In the “Settings” section you can connect your TaxJar account (if you have one) or manually configure your tax locations. Making Money Without A Job
You can even generate tax reports to help you stay on top of your tax obligations. Awesome Profitable Online Business Ideas
7. Generating Essential Gateway Reports
Payments.AI provides a variety of reports to help you analyze your transaction data and reconcile your bank statements. 3 Awesome Sales Forecast Examples
These reports are accessible from a dropdown menu in the upper right-hand corner of the screen. ClickFunnels Against The World: Feature Comparisons
Here’s a breakdown of the reports you can generate: 6 Networking Strategies To Use At Digital Marketing Events
- Payout Details Report: This report helps you reconcile the processing fees charged by Payments.AI with your transactions. It’s essential for tracking your profitability.
- Transaction Details Report: This report provides a detailed breakdown of individual transactions including the shopper’s information and payment details.
- Declined Transactions Report: This report helps you understand why certain transactions were declined. It provides details about the date of the decline the reason for the decline and the transaction amount.
- Payout Summary Report: Similar to the Payout Details Report this report provides a summary of your payouts.
- Running Balance Report: See your balance in real-time and track how it changes.
- Account Balance Report: Get a summary of your account balance including any adjustments made to your payouts.
8. Keeping Unwanted Customers at Bay
Sometimes you need to block certain customers from purchasing your products or services. Definitive Sales Pipeline Guide: How Do I Keep My Sales Pipeline Full?
Payments.AI makes it easy to create a “blocklist” of unwanted customers or email addresses. Turn Online Courses Into Money
You can access the “Blocklists” section from the dropdown menu in the upper right-hand corner of the screen. ClickFunnels Vs Miva – A Full Comparison
From there you can add customers to your blocklist by entering their email addresses email domains IP addresses Bank ID numbers Customer IDs Countries and physical addresses. ClickFunnels Vs WooCommerce – Choosing The Right Platform
You can also search for existing entries to make sure you’re not blocking anyone accidentally. New Entrepreneurs – Use These Simple Marketing Tips
9. Payments.AI PRO: Unlocking Advanced Automation
For even more powerful automation features you can upgrade to Payments.AI PRO. 5 Ways To Explode Traffic From Instagram
This version comes with some really cool features including: 7 Customer Acquisition Retention Strategies
- Subscriptions: With Payments.AI PRO you can create recurring subscriptions for your products or services. This is a great way to increase your recurring revenue.
- Automation Rules: Payments.AI PRO lets you automate tasks like sending out subscription dunning reminders trial end reminders and credit card expiration reminders. You can also set up rules to automatically select the best payment gateway for your customers based on their location or other factors.
- Bundle Subscription & Automation Rules: This bundle gives you access to both subscriptions and automation rules at a discounted price. You only pay a single 0.5% fee per transaction instead of the standard 1% fee.
10. Understanding Payments.AI Pricing: Gateway Fees vs. Transaction Fees
It’s important to understand how Payments.AI handles its pricing. 21 Awesome Ways To Drive More Traffic To Your Website
There are two main fees you need to be aware of: gateway fees and transaction fees. How ClickFunnels Is Your Own Personal Sales Funnel Strategist
- Gateway Fees: These fees are charged by the gateway provider to cover the costs of receiving and processing transactions. Payments.AI doesn’t charge a gateway fee for its own payment gateway but it does charge a 1% fee for third-party gateways.
- Transaction Fees: These fees are charged by the card networks and processors for accepting credit card payments. These fees are charged by Payments.AI and most other payment processors.
You can find a detailed breakdown of pricing for different payment gateways on the Payments.AI website. ClickFunnels Named As Most-Loved Workplace For 2024
Final Thoughts: Payments.AI is a Game Changer
Payments.AI is a game changer for anyone using ClickFunnels to build their online business. ClickFunnels Vs WooCommerce – Choosing The Right Platform
It’s a powerful tool that simplifies the process of managing your transactions connecting payment gateways and setting up automated workflows. Comparing Sales Funnels & Websites
I highly recommend giving it a try. ClickFunnels Vs iPage
You won’t regret it! 3 Awesome Sales Forecast Examples