Fit Pro Tracker system brings you a feature update to create custom checkout pages to sell memberships. The checkout page is a great Fit Pro Tracker feature that you can use to create a unique URL that contains a web form. This web form can be used to sell potential clients an offer or just capture information for those migrating from other billing systems. The URL can be easily integrated into your website integration, which will also auto-populate the contact information. You can send out a variety of platforms, making it versatile and customizable for you and your business.
Before you create your Checkout Page, it is suggested that you complete a few items in order to optimize your checkout page.
The Billing Subscription you wish to offer - This may be a subscription you’re already offering or a limited promotional offer. Either way, you will want to ensure it has been created before starting your checkout page as you will add the offer as a part of building the page. For additional information on creating billing memberships, see the related help article by clicking here.
Create a unique lead source (optional) - You can create a lead source to easily identify those leads who came in from your checkout page. You can do this from the menu by clicking the Location drop-down, clicking Labels, clicking the Lead Source tab, and then clicking the Add New Lead Source button.
Create a unique tag (optional) - You can create a unique tag for the leads coming in from Checkout Pages. From the menu click on the Location drop-down, click Labels, click the Tags tab, and then click the Add New Tag Source button.
Create a Campaign that you wish to add the leads to (optional) - You have the option to add the leads that come from a checkout page directly into a campaign. This helps nurture the lead. For more information on how to create campaigns review the related help article by clicking here.
Create a form that you want the lead to fill out upon submitting the payment on your contact form (Optional) - If you have a form that you would like the lead to fill out upon submitting their payment information on the checkout page you will want to create that in advance. Please review the article on how to create a form by clicking here.
To access this update, kindly refer to the following steps:
Step 1: On the left menu, click My Journeys.
Step 2: From the upper right part of the screen, click the Add Journey button.
Under the Setup screen, you will now be able to see the three options when creating a Journey:
Lead Capture Form
Checkout
Lead Capture Form / Checkout
Note: Once you have created the journey, you cannot modify the type of journey that you selected.
Checkout
To create a Journey as Checkout, please see the steps below:
Step 1: Under Choose Your Journey screen, select the Capture option and continue by clicking the Next button below.
Step 2: Under General Info, fill out the details for Journey Name, Journey Description, Journey URL, and Journey Key, and continue by clicking the Save button below.
Step 3: Once details are complete for each tab, proceed with clicking the Save button on the lower right part of the screen. A prompt saying “Created Successfully” will show. The Steps tab will also appear beside the Setup tab.
Under the Setup screen, you will now be shown five (5) tabs:
a. Settings
b. Checkout Design
c. Product
d. Workflow
e. Call Action
A. Settings
- This is also known as General Settings.
Product Name tab - it is auto-populated but you can still edit this on this screen
Checkout Page URL - it is your checkout page’s unique URL, which you can open by clicking the rightmost button.
Prevent Contact by Tags - you can select contacts by tag that you do not allow to see your checkout page
B. Product Design
- There are three templates in the Template library: Default, Bottom, and Basic. This just indicates the placement of the contact form on your Checkout Page. Examples are shown when selecting. Selecting a template is required.
Template Color Options - You can also select the color that best fits your logo
Description - It is an external description that your clients will see on the page. This is where you will include any information regarding the promotion that you want them to have.
Add a video to showcase - You may upload a Vimeo or YouTube video. Place the link right below where it says Embed or Link. If you wish to change or remove the video click the Clear button.
Product Image - You may upload your product image by clicking the Select Picture button (it should be smaller than 2MB, 250 x 250 pixels in size, and either JPG, PNG, or GIF format)
Additional Fields - Guarantee Title and Text tabs are where you can add your facility guarantee. For example: “30-day money-back guarantee if you don't love it.” You may also edit the Checkout Button Text to create urgency or make it more personal to you.
Benefit/Features Points - This is where you can list out all of the great benefits of your offer and what your clients will receive.
Testimonials - Let your contacts know what people are saying about your product. Click on the Add More Testimonial button and add your real client testimonials. Make your testimonials more credible by adding an image of the client who submitted the testimonial.
C. Product
- There are three (3) options under this tab: Collect Payment Information, Memberships, and Product.
Collect Payment Information - Turn on this option if you want to create a checkout page just to collect the payment information.
Also, if you check the Checkout Page Open/Close Dates box to control the page being viewable, you will need to select open and close dates for the offer.
The checkout page will only be available for the time frame you set and all membership payments will be processed on the start date that you choose after the close date. For example, if you selected a date range of 30 days for the checkout page to be open, after 30 days an error message will be received if the link is accessed after the close date. (See example in the photo below) In addition, all recurring subscriptions you set up on the scheduled start date will start at the same time after the checkout page closes.
Memberships - Select which membership to include in your Checkout Page.
All these membership details will be shown here after selecting one:
Plan Name
Price
Duration
Installments
Also, same with Collect Payment Information, if you check the Checkout Page Open/Close Dates box to control the page being viewable, you will need to select open and close dates for the offer. In addition, if the membership has recurring payments, the first payment will be shown.
Product - Create a checkout page for your POS product by turning on this option. This is ideal if you are introducing a new product or a limited-edition item
All these product details will be shown here after selecting one:
Category
Sub Category
Name
Price
Description
Also, the same with Collect Payment Information and Membership, if you check the Checkout Page Open/Close Dates box to control the page being viewable, you will need to select open and close dates for the offer.
D. Workflow
- You can choose various automated actions that the system will initiate for the contact once they are opt-in by the Checkout page:
Associate to a Lead Source - This is a mandatory field. This field will link this purchase to a Lead Source and allow you to keep track of your leads. You can also tick the checkbox if you want this to overwrite the existing Lead Source.
Add a Tag to this Contact - This selection is optional but allows the ability to group into subcategories.
Add This Contact to a Campaign - This selection is optional. You will want to have created the campaign already. You can utilize this action to add this contact to a pre-built campaign. This option will automate communication with your new leads to help build relationships.
Assign This Contact to a Staff Member - Assign the contact to a staff member for them to follow up. This ensures that no leads slip through the cracks.
E. Call Action
- You can determine how the page should react after a contact submits the checkout page in this tab.
These are the following options available:
Default - The default page will be shown to the user after they have clicked the submit button.
External Link - Redirect contact to an external site by putting in the full link (starting from https://) here.
Forms - Redirect contact to a prebuilt form you have created.
Digital Documents - Redirect contact to a digital document.
Once done, you can proceed by clicking the Save button. A Created Successfully notification will show once you click on the Save button.