ClickFunnels 2.0 is lastly right here!
With it comes a complete swathe of recent options — a full-blown CRM, visible funnel editor, course creator, membership web site, eCommerce functionalities, and plenty extra…
…comparable to Funds.AI
When you’re a member, you may need observed this tab in your ClickFunnels 2.0 menu…
That’s your direct entry to our Funds.AI platform.
Let’s speak about 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 inside your Funds.AI account vs. your ClickFunnels account (with hyperlinks to a few of our assist articles)…
Overview of what you’ll be able to 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 arrange 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 mechanically connects to your CF 2.0 account as soon as arrange).
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 what’s on our restricted record…
- Monetary consulting providers
- Resellers with out proof of agreements – if you’re a reseller of a services or products you should receive the suitable reseller certificates or permission
- Overseas Foreign money Trade providers or software program, binary choices
- Stay animals
- Medical Profit Packages, low cost medical playing cards, Medical/remedy providers, medical session providers, dental plans
- Unapproved medicine and units mimicking unlawful medicine
- Telephone unlock providers, Jailbreakers
- Satellite tv for pc, Cable sign decoders/playing cards
- Digital Credit score
- Digital gaming chips, credit, penny auctions, auctions with a 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 arrange a Funds.AI account — you simply gained’t be capable to use the Funds.AI gateway, however you’ll be able to nonetheless join different cost gateways which could mean you can promote your services or products.
You may additionally discover that your nation is restricted by the Funds.AI gateway. If that’s the case, then the identical scenario applies.
In any other case, you’ll be taken by means of the straightforward and simple Funds.AI utility so you should use the Funds.AI cost gateway (which can prevent slightly bit of cash… extra on that underneath “Pricing” on this article).
Both means, you’ll quickly arrive at your dashboard!
Your Funds.AI Dashboard
In your Funds.AI, you may get a snapshot of what you are promoting’s monetary exercise.
You possibly can see issues comparable to income collected, transactions, churn fee, and subscription metrics all at a look.
You too can see which cost gateways you’ve linked and are lively in addition to any gateways which aren’t arrange or nonetheless require some info to complete connecting.
Notifications are additionally viewable in your dashboard. That is the place you’ll discover alerts comparable to doc requests, payout alerts, and late invoice alerts.
Your dashboard can also be the place you’ll navigate to different instruments and settings inside Funds.AI. Within the subsequent part, we’ll stroll by means of a few of Funds.AI’s most essential options.
Primary Options
To grasp what Funds.AI is able to, let’s stroll by means of the software program’s most elementary options.
Cost Gateways
When you arrive at your dashboard, you’ll be able to arrange different cost gateways (comparable to 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 achieved in a jiffy.
ClickFunnels 2.0 is new, so if you happen to’d prefer to request a particular cost gateway that you just haven’t seen, then you’ll be able to click on this button…
Along with including cost gateways, it’s also possible to customise some essential settings for these gateways…
Sticky Gateway — By default, Funds.AI will cut up your transactions 50/50 randomly between all of the cost gateways you’ve arrange (you’ll be able to change this ratio globally for all gateways in Settings underneath “Gateway Automation Guidelines). When you set a particular gateway to sticky, it will imply that the gateway “sticks” to prospects whose first cost is processed by means of that gateway, guaranteeing that buyer’s funds are at all times processed by means of the identical gateway.
Card Assertion Descriptor — That is the place you’ll be able to change what’s proven in your prospects’ bank card statements after they buy one thing from you.
3-D Safe — Enabling 3-D Safe will mean you can 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 every good cost processor, you’ll be able to view a historical past of transactions which have come by means of all of your linked cost gateways. Simply click on on the “Transactions” tab. You possibly can see gross sales, refunds, and the standing of every transaction.
You too can filter all of these transactions by time interval…
Lastly, you’ll be able to search by identify or buyer e mail if you happen to’re searching for a particular transaction…
Subscriptions
Just like transactions, it’s also possible to view your recurring subscription funds underneath the “Subscriptions” tab.
Right here you’ll be able to see funds, subscription prospects, the date that every subscription began, cost schedules, and extra.
Prospects
Below the “Prospects” tab, you’ll discover an exhaustive record of all the shoppers who’ve bought your services or products or have recurring subscriptions together with your firm.
At a look you’ll be able to see lifetime income, date created, final cost made, and a few fundamental buyer info.
You possibly can click on on every buyer to get extra detailed details about their relationship with what you are promoting.
From the Prospects tab, it’s also possible to set particular prospects to VIP…
What’s a VIP buyer?
A VIP buyer is one that you just deem essential to what you are promoting and may set completely different guidelines too, due to that. Additionally, when a buyer is ready to a VIP buyer, they are going to be tagged each time you see their identify so you’ll know they’re important.
Disputes
Disputes aren’t any enjoyable.
However managing them is now a lot simpler due to Funds AI integration with Chargeback911.
This integration offers full-service chargeback administration. With this service, Chargebacks911 decides which chargebacks to dispute and can submit all dispute documentation in your behalf.
Click on the Disputes tab from the highest menu. You possibly can filter by quantity, foreign money, standing, class, and time interval. You possibly can click on the three dots subsequent to filters to obtain or e mail the information to a CSV:
Detailed reporting on all disputes will likely be out there to you from the Disputes tab on the highest menu bar. Right here it is possible for you to to watch the progress of your disputes.
As well as, you’ll obtain notifications of recent chargebacks in addition to standing updates within the Notifications part on the right-hand facet of your dashboard.
IMPORTANT: Chargebacks are determined by the cardboard issuing financial institution and are decided by the principles and rules set by the cardboard cost model. Disputing a chargeback doesn’t assure and determination in your favor.
Tax Settings
You possibly can customise tax settings to your Funds.AI account by going to settings and clicking on taxes.
Right here you’ll be able to join your TaxJar account if in case you have one. If not, you’ll be able to set tax areas your self manually. You too can generate tax reviews from right here.
Gateway Stories
Gateway reviews can be utilized to help with the reconciliation of your transactions together with your checking account every day or to lookup particulars on transactions. These reviews might be downloaded or emailed.
To entry these reviews, please choose Gateway Stories from the drop-down menu within the higher right-hand nook of the display:
From right here, you’ll be able to increase the month you need to pull the reviews for. To acquire all of the reviews without delay, you should use the buttons for Ship all in e mail or Obtain all:
You too can e mail or obtain a person report by hovering over the report you need and utilizing the envelope icon to e mail and the down arrow icon to obtain:
Here’s a description of the reviews you’ll be able to 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 info, comparable to shopper and cost information, 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 information. This info is useful when you could attain out to customers 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 Steadiness Report– See your steadiness in real-time, in addition to affecting occasions.
Account Steadiness Report – Exhibits a abstract of your account steadiness together with any payout changes in addition to the quantity you’ve in reserves.
Blocklists
You may need to sometimes block sure e mail addresses or prospects from buying your services or products. In that case, you’ll be able to add these accounts to your “blocklist” inside your Funds.AI account.
To view, handle or add to your Blocklists, click on the identify of your organization within the high proper of the display. From the drop-down menu, click on Blocklists:
From right here, you’ll be able to click on the blue button, Add an merchandise to the record to dam transactions from sure e mail addresses, e mail domains, IP addresses, Financial institution ID numbers, Buyer IDs, Nations, and bodily addresses.
You too can use the field supplied to go looking by any of these standards to see if the client is already on a selected blocklist and likewise filter by lively or expired:
Alternatively, it’s also possible to 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’ll be able to activate Funds.AI PRO and get entry to the next options…
Subscriptions — This may mean you can create recurring subscriptions. It prices a further 0.5%/recurring transaction.
Automation Guidelines — This function lets you create automations for subscription dunning, trial finish reminders, and bank card expiration reminders. You too can create guidelines and automations indicating whenever you need to use which cost gateways (comparable to setting cost gateways primarily based on the client’s nation). It prices a further 0.5%/recurring transaction. Try the principles & automations you’ll be able to create under…
- Trial Finish Reminder — Mechanically ship an e mail to the client 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 the trial ends. If the trial period is lower than seven days, we ship the e-mail instantly.
- Credit score Card Expiration Reminder — Mechanically ship an e mail to a consumer 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 possibly can inform Cost.AI when to retry a subscription and what number of instances. You too can point out what you need Cost.AI to do 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 need to use each options and we’ll solely cost the 0.5% price as soon as per transaction.
Funds.AI Pricing Defined
You may discover that if you happen to’re utilizing the Funds.AI gateway, you’re charged a 0% gateway price whereas if you happen to use a third-party gateway you’re charged a 1% gateway price.
Because of this it could prevent a bit of cash to make use of the Funds.AI gateway.
To be clear, the gateway price is separate and distinct from the transaction charges.
Gateway charges are utilized to cowl the prices of receiving and processing a transaction. This price pays for using the software program infrastructure to acquire cost info, request authorization from the buyer’s financial institution, and to facilitate the cost from one entity to a different. Funds AI lets you 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 note the gateway price 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 completely different card networks and processors. These are charged by Funds.AI in addition to different cost processors.
You possibly can see a breakdown of pricing between all of the completely different cost gateways right here.
Ultimate Ideas
As you’ll be able to see, Funds.AI has a ton of cool options and instruments that may make the nitty-gritty cost processing get together of what you are promoting move easily and seamlessly.
Hopefully, this information has given you a greater thought of how you should use Funds.AI to handle what you are promoting and create some helpful automation guidelines.
The subsequent step is to get arrange and check out it out for your self.
Go to your ClickFunnels 2.0 account and comply with the steps above!
Have extra questions? Attain our assist workforce by contacting us at assist@funds.ai.
