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In this article, you will learn how to create and configure a pricing plan.
To get started, you will need the following:
A systeme.io account
A funnel
A payment page
1. Using an existing price plan
To create a price plan for your digital offer, click on your Order form (1). Next, select Digital product (2) from the offer type options.
Click + Create new product (3), and name your new product in the Digital product name field (4). Then, click Add product (5).
Click the plus (+) icon (6) to configure the price plan.
Select an existing price plan from the dropdown menu after choosing a price plan type (7), and click Add plan (8).
2. Creating a new price plan
Click Create a new one (9) to set up a new price plan.
3. Price plan types
When creating a new price plan, you can choose from three types:
a. One-time payment: To configure a one-time payment, select One-time payment as the price plan type (1), then click Create a new one (2).
Besides the basic info (price plan name on both the order form and dashboard, and the statement descriptor, which appears on the customer's bank statement), enter the payment amount (3), set the tax behavior (4), and click Create (5).
2. Subscription: To configure a subscription, select One-time payment as the price plan type (1), then click Create a new one (2).
Besides the basic info mentioned before, enter the trial period duration after selecting the time unit (days, weeks, months, or years), or enter "0" if no trial period is offered (3), define the subscription cost (4), select the payment interval (5), set the tax behavior (6), and click Create (7).
3. Payment plan: To configure a payment plan, select Payment plan as the price plan type (1), then click Create a new one (2).
Follow the same steps as for a subscription plan, then specify the total number of payments (e.g., 3 monthly payments) (3), and click Create (4).
After creating the price plan, click the main Save (5) button to finalize your digital product settings.
Note: You can only create price plans for digital products here. For physical products, you must create the price plan when adding the product itself.