3-part Payment Puzzle (inside Keap)

If you sell your products (or services) in the simplest fashion – then it’s likely one transaction. Someone swipes their card, and boom – it’s done.

But, depending on the nature of your business it may not be quite so simple – and fortunately, Keap has a lot of flexibility in the ways it can support more complicated purchases.

We had a question pop up recently in our private community where Melissa was looking to break a purchase up into three components – a deposit, an activation fee, and then a recurring subscription.

This may feel like a puzzle (and it is), but thankfully it’s one that can be solved – and solved without needing third-party tools or integrations.

Here’s a walk-through of how to use automation to support a three-part payment process like this inside Keap:

Here are the key things to remember:

1. The initial purchase is what starts this whole process – and it’s important because this is how the credit card is added to the contact record.

2. Then, using automation we wait the specified delay before charging the card for the second amount – the activation fee.

3. Finally, after another delay, the subscription is initiated automatically – this can run in perpetuity, or for a set number of cycles.

This may feel complex at first, but if we break the purchase down into it’s individual components, it turns into a logical three step progression. The amounts and the delays can change, but this process could be used to support a wide range of use cases where we need a multi-part payment in order to complete a transaction.

Hope you find it useful – please feel free to drop questions or comments below.