With the Payment Block powered by Stripe, you can offer one-off payments directly in your funnel. This allows you to offer your visitors a modern payment experience. Find out the benefits and how to set up the block here.
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Advantages of the payment block
Seamless payment experience: visitors pay directly in the funnel.
Secure and fast: Stripe ensures secure and fast transactions.
Free access: Our payment block is available in all Perspective plans.
Easy to set up: No technical knowledge required. All you need in addition to your Perspective plan is a Stripe account.
Examples: What can you use the payment block for?
E-books or digital products
Online courses
Consulting or coaching sessions
Physical goods (such as T-shirts or accessories)
Create payment block & link with Stripe
1. Add payment block:
Navigate to your funnel
Click on the “+” to add a new block
Go to “Interactive blocks” -> "Payment"
2. Connect your Stripe account:
You need a Stripe account to set up the payment block. To connect your Stripe account, click on “Connect to Stripe” on the left.
If you already have a Stripe account linked to Perspective, you can now simply select it.
If you do not yet have a Stripe account linked to Perspective, a new tab should open where you can set up the link. Simply follow the Stripe setup flow:
Stripe Setup Flow
Stripe Setup Flow
Enter the e-mail address under which your Stripe account should run:
Enter your business location and the type of business
Depending on what you select here, Stripe will ask you a few more questions about your company. Just follow the Stripe Flow.
Then enter the details of the bank account to which the payouts are to be made
Now you define what exactly your customer should see on their direct debit/invoice
Here is an example of what the direct debit could look like for your customer:
Finally, take another look at the summary of your details and confirm them
Done! Your Stripe account is now connected to your Perspective account.
Good to know 💡
After you have gone through the Stripe Setup Flow, it may take 30-60 minutes for Stripe to process your data and therefore for your integration to be displayed as “connected” in Perspective.
Once you have connected your Stripe account to a Perspective Funnel, you can also use it in other Funnels
3. Personalize payment block:
You can now customize your payment block in the sidebar on the left:
Price
Enter the price that your product/service should cost.
Amount
Minimum amount: 0.50 euros/dollar/pound
Maximum amount: 10,000 euros/dollar/pound
Format
Decide here either for the European format (comma as decimal separator, e.g. 12,59) or for the US format (point as decimal separator, e.g. 12.59).
Currency
Here you have 3 options:
- Euro
- US Dollar
- British Pound
Language
Here you can choose between German 🇩🇪 and English 🇺🇸
Track Payments
After a successful payment, you can easily track the transaction in the CRM.
In the activity log of the respective contact, you will find a payment event and a direct link to the transaction in Stripe:
You will also find a “Payment” element in the contact profile with a link that takes you directly to the transaction in Stripe:
You can then view further details and information in Stripe:
You can also display the invoice via “View receipt” and send it to your customer via “Send receipt” if required:
Further information on the following topics can be found in our Helpcenter: