TABLE OF CONTENTS

• What are v2 funnels & websites?
• Why do I need to move to v2 funnels if I am selling SaaS?
• How can I upgrade my SaaS funnels / websites to v2?
  • Step 1 : How do I know which funnel / website version I am on?
  • Step 2 : Make sure you are using Stripe connect
  • Step 3 : Upgrade old funnel to v2 funnel
    • Before upgrading
    • During the Upgrade
    • After the upgrade

If you are selling SaaS products via your funnels or websites, you may need to upgrade your funnels or websites to version 2 available in all accounts before 15 March 2022.

What are v2 funnels & websites?

v2 funnels and websites are more secure, faster, better converting & more feature packed successors of OG funnels & websites.

You can learn more about the differences between v2 -vs- v1 funnels & websites in these articles

1. https://help.goTWIM  CRM.com/support/solutions/articles/48001204164-different-websites-funnels-versions-within-the-system
2. https://help.goTWIM  CRM.com/support/solutions/articles/48001204903-how-to-upgrade-a-version-1-funnel-to-version-2-

Why do I need to move to v2 funnels if I am selling SaaS?

You need to upgrade your existing funnels & websites that you use to sell SaaS to v2 versions because of enhanced security and card authorization capabilities that are built into v2 funnels. This will provide you a more robust and secure subscription management experience for your SaaS initiative.

v2 funnels & websites

• allow you to create one-step order checkouts
• are compatible with 3D secure payments
• are faster
• use Stripe connect integration instead of API key integration
• work better with products, prices & payments features
• have built -in card authorization security when you sell a recurring product

In this article we will discuss how you can migrate to v2 funnels & websites if you are currently selling SaaS using an old funnel.

How can I upgrade my SaaS funnels / websites to v2?

Step 1 : How do I know which funnel / website version I am on?

If your SaaS selling funnel / website is already a v2 funnel, you do not need to take any more steps! You are all done.

If your SaaS selling funnel / website is a v1 funnel / website, please follow the steps further.

Step 2 : Make sure you are using Stripe connect

To check which Stripe account is connected to your agency please navigate to Agency view -> Settings -> Stripe and look at the email ID as shown below

Step 3 : Upgrade old funnel to v2 funnel

Before upgrading

Import your Stripe Products to your SaaS location using the steps in this article - https://help.goTWIM  CRM.com/support/solutions/articles/48001202184-import-products-price-from-stripe

Your v1 funnel’s product area would look something like this before upgrading.

During the Upgrade

The upgrade process typically lasts for 45 - 60 seconds. Please make sure you do not navigate away from the page during the upgrade.

After the upgrade

After the upgrade your screen would look like this