Overview:

The Paid Travel Request Funnel includes a survey designed to collect trip details and charge a planning or design fee upfront. Before using it live, you’ll want to connect your own product and make a few edits.

This quick guide walks you through how to:

• Add your Design Fee product to the survey

• Customize the form title or description

• Save and publish your changes

Step-by-Step Instructions

Step 1: Go to Your Surveys

• From your left-hand menu, go to Sites > Surveys

• Locate the survey titled “Paid Travel Request – [Template Name]”

• Click Edit (pencil icon) to open the builder

Step 2: Locate the Payment Field

• Scroll to the page with the embedded payment element (usually the final page)

• Click on the payment field to open the sidebar settings

Step 3: Connect Your Design Fee Product

• Under “Product” in the sidebar, click the dropdown

• Select your product (e.g., “Design Fee – $250” or your custom name)

• If you haven’t created your product yet, follow this guide to create a one-time service product inside Payments

Step 4: Update Labels or Description (Optional)

• Update the name of the survey to reflect your brand (e.g., “Luxury Planning Request”)

• Add a sentence at the top of the survey to set expectations (e.g., “This form includes a $250 non-refundable planning fee.”)

Step 5: Save and Test

• Click Save in the top right corner

• Go to your Funnel > Paid Travel Request

• Open the live page and submit a test request to ensure everything works:

  • Confirmation email is sent

  • You receive the notification

  • Payment processes successfully

Pipeline record lands in Stage 3.0: Research & Design