Connecting HighLevel and CheckoutJoy for next-level checkouts

Okay, great.

By this.

Okay, great, we're back in Checkout Joy.

So we've seen that, we snap.

Okay, great.

We're back in Checkout Joy and we see that a High Level integration is enabled, which means that the app is successfully installed in your High Level account.

So how the integration works between Checkout Joy and High Level is that after checkout, Checkout Joy will create the contact in your High Level account and it will assign a specific tag to the contact in High Level.

So you specify the tag that you want.

You can do it per product, you can do it multiple tags, anything you want.

And within High Level you will set up a workflow that will grant access to a product once with a trigger of the workflow is if a contact has been tagged with a specific tag.

So you'll see how everything fits together.

Now it's pretty easy and incredibly powerful because in High Level obviously you can build this crazy workflows with a bunch of, and do a bunch of cool things.

So let's head over to Products and we're going to create a High Level product.

So when you go to Products add product.

You see there's a new option called High Level will give you this, the normal create product screen.

We will call it something like High Level.

Super cool.

we'll assign a default thank you page.

So this is after checkout where the user is redirected.

That will typically be a page on your website.

And here we go, High Level settings.

This is the tag.

So you can call it anything you want.

You can add multiples.

Let's check out, let's add that one as well.

So you know which users were created through Checkout Joy.

And that's all you need.

Pricing, we'll do a one time payment of US dollars for 99.

Let's make it 999.

All right, we'll create the product and that is all you need to do.

So here we see you, you can add all the details, the description, add some images and everything.

For now we're going to do, I want you to want to show you the default checkout.

So once you created a product, you get a default checkout.

and we're going to quickly edit it so I can show you how cool this is.

So this is the layout of the normal default checkout.

And now you have all the options.

For instance, we have integrations with a lot of payment processes which typically isn't available in High Level.

So now you can do, you can pay with crypto, use Klarna if you're an Europe, Mercado Pago in South America.

we have a pretty cool PayPal integration which includes credit card and normal PayPal and also subscriptions.

Razorplay, Instamojo in India, there's Paystack in Africa, VIPS in Norway.

we've got the normal deep integration with Stripe.

It's also Zendit for the Philippines and the list goes on.

We're currently working on Moonpay as well which is another crypto, payment method which will allow super cool payments.

All right, so let's do, to make it simple, I'm gonna just show you maybe our stripe.

Alright, gonna show one maybe Stripe and PayPal.

So I'll see you.

Yes, we want to enable card payments.

All right, so the integration will use the tags that you specified for the product and it will create the contact in high level and it will the user with that tag.

So let's have a quick look in High level.

So I'm logged into high level here Alright, so in your High Level dashboard, what we're going to do now to complete the integration is to set up a workflow that triggers when a contact is tagged with a specific tag.

So in your High Level dashboard we go down to Automations.

This is where you create workflows.

And if you've created workflows before, starting from scratch, you know that you can do super crazy powerful stuff.

It's like zapier in a box, that works with High Level.

It's incredible.

So the important thing about this integration is we use contacts and tags.

So when your customer purchases a product through our checkouts, we create the contact in High Level and we tag them with a specific tag, the one that you set when you created the product in Checkout Joy.

So if you remember, if we go back to Checkout Joy quickly, our product, High Level Super Cool as a tag, we will tag the user with two tags.

One is Super Cool and one is Checkout Joy.

you can use how many you want.

So the important one, Super Cool, is what we're going to use to link the product.

So back to the workflow in High Level.

There you go, a trigger.

So the trigger that we're going to use is contact tag.

And what that basically means is when a contact is tagged it's pretty simple.

You add a filter.

You see there are two, one to tag added and tag removed.

So with tag added, obviously we're going to grant them access to your course or your membership.

and with tag removed we will remove access.

That's pretty simple.

And that happens automatically after checkout.

And maybe when a subscription is canceled or when a payment is refunded, we will remove the tag.

All right, so tag added.

For this one we're going to do checkout.

Checkout Joy will create this contact and tag them with it.

let's select the tag.

It's already in my account here, the super cool tag.

But you can, if you type in anything new, you can add a new tag or you can select an existing one.

So.

All right, there we go.

So what this says is execute this workflow when a contact, is tagged with Super Cool.

All right, let's save the trigger.

This is so cool.

So next step.

So now the workflow will trigger.

Now you want a action.

So obviously you can use any of these actions.

There's a million, there's send email, send sms, do this, do that.

What we want to do in this demo is grant them access to an offer.

So you will typically have a course or a membership or something.

Then you want to grant this customer access to it, give them access.

So you just go in there, you select the offer.

I've got one.

It's called Super Cool Course.

And that's it.

You save the action and boom, this is bare bones what you need to do to grant them access with a course from Checkout Joy to High Level.

obviously you can do anything else in this workflow.

but let's do that.

All right, let's give this a name.

Let's call it Super Cool Checkout Joy.

All right.

And we'll save.

Thank you.

And we will publish.

Yes, you'll save again.

All right.

Okay, so we've published the workflow.

Let's have a look in our, list here.

Yes, Super Cool Checkout Joy is published.

Okay, next step, let's do a demo.

I'm going to do a demo checkout and we'll see that, we'll come back to High Level and see the contacts been created and the automation that was triggered.

And, that's it.

Then you're done.

All right, let's go to our checkout page.

So on your product, the quickest way to get started is using our hosted the default product checkout page.

Every product in Checkout Joy has its own checkout.

You can simply scroll down on your product, go to the default checkout link, or you can edit it like we did.

I think this looks fine.

We're not going to add anything else.

Let's quickly have a look at some of the features.

So you can change the language if you want, or you can enable automatic language translation.

So that will pick up the your customer's language setting in the browser and it will translate the checkout.

That's a beautiful feature that will, help feel, help your customers feel a bit at home.

You can also add multiple currencies.

So let's do that.

This offer is in US dollars, but I also want to sell, to people in Europe.

So I'll add a euro one.

I'll add the Australian dollars, maybe Canadian dollars and maybe Indian rupees.

All right, so what you'll see in this checkout now is an option to change the currency.

Okay.

let's do a checkout.

Okay.

This is my normal checkout page.

So let's do quickly.

If I change this to Euro, you'll see the cart total changes.

So now it's a payment is in Hero.

Same for Australian dollars, same for any of the currencies.

So let's do a hero payment.

860 and 2 cents.

All right, going to do a new email.

I'm going to call it.

Cool.

We'll do a stripe payment.

this is connected to a test stripe account so I'm just going to quickly do a test number.

So because this is euro payment, you'll see all the other cool stripe payment methods, ideal sepa, bank contact, that type of thing.

Okay.

All right, I'm gonna stick with card, complete the order.

So after payment is confirmed I should be redirected to my thank you page which I set to the checkout Joy homepage.

There we go.

So transaction is completed successfully.

This is my home page.

Thank you page.

The user have been notified, invoice has been sent.

You've been notified of the payment.

Everything is all ready and funds is in your stripe account.

And let's have a look at the high level.

Let's go to contacts.

So the email I used was my email madding de ved plus cool, remember that one.

And I specified the two tags which is super cool and check out Joy.

So now this contact is in your high level account.

Obviously any details that they enter on the checkout will be sent to high level.

So if you add mobile number, country, billing address, anything, everything is passed on to High level.

So the other thing that we want to see quickly is the super cool, there we go, super cool workflow which you can see there's one enrolled.

So this workflow was triggered.

Enrollment history, you'll see.

There we go.

The reason the enrollment reason was contact tag was triggered, course was granted, everything happened successfully and they're done.

You've just done a complete checkout.

a complete, you've just done a complete setup of High level beginning to end, installing the app, creating a product, creating a checkout, doing the workflow, end to end in about 15 minutes.

Well done and enjoy.