Payment collection requires Stripe to be connected in Settings → Integrations.
What offers contain
Each offer has:- Name — the product or service name shown to customers.
- Description — internal context about what the offer is for.
- Status — one of Planning, Draft, Active, or Archived. Use this to track where the offer is in your workflow.
- Objections — an optional list of common objections (one per line) you can reference when writing copy.
- Price points — one or more prices attached to the offer. Each price point has a type, amount, and optional description.
Creating an offer
1
Open Revenue → Offers
Navigate to Revenue in the sidebar, then select the Offers tab.
2
Click New Offer
Click the New Offer button in the top-right corner of the page.
3
Fill in the offer details
Enter the offer name (required) and an optional description. Set a status and, if helpful, add any known customer objections.
4
Set initial pricing
Choose a pricing type and enter the amount in USD.
- One-time
- Recurring
A single charge at checkout. Select One-time as the pricing type and enter the price.
5
Save the offer
Click Create Offer. The offer is saved to your workspace and you are taken to the offer detail page where you can add additional price points.
Price points
An offer can have multiple price points — for example, a monthly plan and an annual plan. You add, edit, and delete price points from the offer detail page.One-time price point
One-time price point
A fixed amount charged once at checkout. Enter a price in USD.
Recurring price point
Recurring price point
A subscription amount. Set the price, then choose the billing frequency (e.g. every
1 month, every 3 months). The frequency and cycle map directly to a Stripe recurring price.Connecting an offer to Stripe
Before your offer can accept live payments, you need to sync it to Stripe. This creates a Stripe Product and one or more Stripe Prices that match your price points.1
Connect Stripe
Go to Settings → Integrations and enter your Stripe Publishable Key and Secret Key.
2
Sync the offer
From the Offers list, find the offer and click Sync to Stripe. The offer’s price points are pushed to your Stripe account and the Stripe Product ID and Price IDs are stored against the offer.
