This guide walks you through setting up a B2C (individual purchaser) product using Stripe integration.
Step 1: Access Stripe Integration Settings
- From the Super User Dashboard, navigate to:
- Stripe Integration (under the Account column).
- Click Individual Purchase Settings.
Step 2: Enable B2C Purchases (First-Time Setup Only)
If this is your first B2C product:
- Click Settings under Individual Purchase Settings.
- Toggle Enabled to Yes.
Step 3: Configure B2C User Location
Choose where new B2C subscribers will be created:
- Select a specific location if all users should be assigned to one.
- Select System to allow dynamic assignment using a location ID in the checkout widget.
Note: If assigning all users to one location, select Location and choose the desired option.
Step 4: Set Default Content Roles (Optional)
Default content roles are automatically assigned to new users only who purchase through the Stripe checkout widget.
- These roles help assign sellables or starter content.
- They do not apply to existing users who make a purchase.
Step 5: Track URL Parameters (Optional)
To store tracking parameters in the subscription metadata:
-
Add parameters to the URL Params field (comma-delimited).
-
Example:
utm_source, utm_campaign
These values will be stored in the subscription’s metadata.
Step 6: Add Custom Code or Terms (Optional)
You may optionally configure:
- Custom JavaScript
- Tracking Pixel Code
- Terms and Conditions
Click Submit to save your Individual Purchase Settings.
# Create a Product
Step 7: Navigate to Products
- Go to Individual Purchase Settings.
- Click Products.
- Select Add New Product.
Step 8: Configure Basic Product Details
Enter:
- Product Name
- Description (optional)
- Internal Description (optional)
- Metadata (optional)
Step 9: Set Product Type and Pricing
-
Select One-time payment.
-
Under pricing:
- Click Select Price if the product already exists in Stripe.
- Or click + New Price to create a new Stripe product and price.
If creating a new price:
-
Enter:
- Name
- Description (optional)
- Product amount
-
Click ADD.
Repeat this process for a Product Setup Fee if applicable.
# Configure Subscription Settings
Step 10: Assign Content Roles
- Click Subscription Settings.
- Select the content roles users receive upon purchase.
Optional: Remove Content Roles
You may also:
-
Select content roles to remove after purchase.
-
Example:
- Add:
Course A - Remove:
SELLABLE: Course A
- Add:
Step 11: Set Access Level
Choose the appropriate Access Level for users who purchase the product.
Step 12: Configure Post-Purchase Actions
Under Account Status, define what happens after purchase:
- Activate account
- Change account status
- Apply additional rules as needed
# Configure Checkout Form Settings
Step 13: Customize Form Settings
Click Form Settings to modify the checkout experience.
You can configure:
-
Disclaimer
-
Success Message
-
Redirect URL
- Useful for sending users to a thank-you page with tracking.
-
Auto Login After Purchase
-
Redirect Users After Purchase
Step 14: Generate and Customize Widget
- Click Copy Code to copy the checkout widget embed code.
- Use Advanced Settings to enable additional fields on the checkout widget.
# Finalize Product
- Click ADD to add the product.
- Click Save and Continue to complete the setup.
Summary
By completing these steps, you will have:
- Enabled B2C Stripe purchases
- Configured user location and default roles
- Created a Stripe-connected product
- Assigned subscription content access
- Customized the checkout experience
- Generated and deployed the checkout widget
Your course subscription is now ready to accept payments through Stripe.