How To Integrate A Stripe Account

Connecting a Stripe account enables you to set up products in funnels, send ‘text-to-pay’ links via SMS, and more, making it easy to charge for products and services. This powerful Captivation Hub feature is designed to help you efficiently manage your business. Follow the steps below to learn how to create and integrate your Stripe account:

Step 1: Create a Stripe Account.

• You will need to have a Stripe account in order for this to work, so either create a new account, or log in to your existing account if you already have one.

Step 2: Connecting your Stripe Account.

• Navigate to Payments > Integrations
• Click “Switch to Stripe Connect” and you’ll be redirected to the “get started” page. 

• Follow the steps to sign in to your Stripe account and complete the integration with Captivation Hub.

• Once your Stripe account is connected, you can click “Disconnect” if you wish to remove or change it.
• Another option is to navigate to Settings > Integrations.
• Under the Stripe integration, click on the “here” hyperlink to go to StripeConnect.
  • This will direct you to the Payments tab where you can follow the steps above.

Step 3: Creating Products in your Stripe Account.

To charge for products in your funnels (check out our other tutorials for more details), it’s important to first set up the necessary products in your Stripe account. You only need to create Subscription and Payment Plan products in Stripe before using them in your funnel. One-time products can be created directly within the funnel you’re using.

Steps to Create Products in Stripe:

1. In your Stripe account, go to the “Billing” menu and select “Products.”
2. Click the + New button to add a new product. Name the product and click "Create Product" to set it up.
3. Next, customize the product by setting the pricing, billing interval (e.g., one-time, monthly), and other options.
4. Once configured, click "Add Pricing Plan" to save the product. You can now connect this product to a funnel if needed!