Stripe & Funnel Checkout Setup

OceanDrive uses Stripe Connect — this means your customers pay you directly. Money goes to your Stripe account, not through OceanDrive. OceanDrive connects as a platform to create checkout sessions on your behalf.

Stripe Connect is a one-time setup per workspace. You only do this once, and it covers all funnels in your workspace.

1. 1
   Open Settings

   In OceanDrive, go to Settings → Integrations.
2. 2
   Find Stripe Connect

   Scroll to the Stripe Connect section. You'll see a "Connect Stripe" button.
3. 3
   Click Connect Stripe

   You'll be redirected to Stripe's onboarding flow. Log in to your existing Stripe account or create a new one.
4. 4
   Complete Stripe onboarding

   Stripe will ask you to confirm your integration choices (funds flow, account creation, account management, and liability). See below for the correct selections for OceanDrive.
5. 5
   Return to OceanDrive

   After completing Stripe's flow you'll be redirected back. The Integrations page will show Stripe as Connected with charges enabled.

Before adding a checkout button to your funnel, you need a product and price set up in your Stripe dashboard. OceanDrive reads your prices directly from Stripe — you don't create them inside OceanDrive.

1. 1
   Go to Stripe Product Catalog

   In your Stripe dashboard, go to Products → + Add product (or visit dashboard.stripe.com/products).
2. 2
   Name your product

   Give it a clear name — this appears in Stripe and in your order records in OceanDrive. e.g. "Monthly Coaching Program" or "OceanDrive Pro Plan".
3. 3
   Set the pricing

   Choose Recurring (for subscriptions) or One time (for one-off purchases). Set the amount and currency.
4. 4
   Save and copy the Price ID

   After saving, click on the price row to reveal the Price ID — it looks like price_1ABC123... Copy this. You'll paste it into your funnel checkout element.

Once you have a Price ID from Stripe, you can add a Checkout element to any funnel page. The Checkout element renders a branded button that opens a Stripe Checkout session when clicked.

1. 1
   Open the funnel builder

   Go to Playbooks → Funnels → open your funnel. If you don't have one yet, click New Funnel and use the wizard.
2. 2
   Add a Checkout element

   In the left panel under Elements, find Checkout and click it. It will be added to the last section on the current page, or to a new body section if the page is empty.
3. 3
   Click the element to open Inspector

   The Inspector panel opens on the right. You'll see the Checkout configuration options.
4. 4
   Paste your Price ID

   In the Price field, select from the dropdown (which auto-loads your active Stripe prices) or paste your price_xxx ID directly into the text field next to it.
5. 5
   Set the mode

   Choose Subscription (recurring billing) or One-time (single payment). This must match the pricing type you set in Stripe.
6. 6
   Set success and cancel paths

   Success path: where the customer lands after payment (e.g. your Thank You page). Cancel path: where they go if they abandon the checkout (e.g. back to the landing page). Both are dropdowns showing your funnel pages.
7. 7
   Optional: attach a delivery sequence

   If you want the buyer to be automatically enrolled in an email sequence after purchase, select it from the Delivery sequence dropdown. The sequence must exist in your Email HQ first.

Always test your checkout before publishing. OceanDrive has a built-in test button in the Checkout Inspector that fires a real Stripe Checkout session in test mode.

1. 1
   Save your funnel first

   Click Save in the top bar or the floating Save button. The funnel needs a slug to generate a test session.
2. 2
   Click Test Checkout in the Inspector

   With the Checkout element selected, scroll to the bottom of the Inspector and click Test Checkout. A new tab opens with a Stripe Checkout page.
3. 3
   Use a Stripe test card

   Enter the test card number below. Any future expiry and any 3-digit CVC work.

When you're ready to take real payments, publish your funnel. OceanDrive runs a preflight check before publishing to catch common issues.

1. 1
   Click Publish

   In the funnel builder top bar or floating bar. If any preflight checks fail, you'll see a list of issues to fix first.
2. 2
   Set your funnel slug

   If you haven't already, set a slug in Settings (left panel) e.g. my-coaching-offer. This becomes your live URL: getoceandrive.com/f/my-coaching-offer.
3. 3
   Copy the live link

   After publishing, the live URL is automatically copied to your clipboard and opened in a new tab.
4. 4
   Share the URL

   Your funnel is now live. Share the URL anywhere — social bio, email, ads, direct messages.

When a customer completes payment, OceanDrive's webhook handler processes the event automatically. Here's everything that happens without any extra setup on your part:

• An Order record is created with the payment amount, currency, and Stripe session ID
• The buyer's email is upserted as a Lead — existing leads are updated, new ones are created
• If you set a Delivery sequence on the checkout element, the buyer is enrolled immediately and the first email queued
• If you set a Lead Magnet, the download URL is attached to the lead record and injected into the delivery email
• If the buyer arrived via an affiliate link, commission is calculated and recorded automatically
• A Customer Brain event (PURCHASE) is fired, contributing to your Brand Brain confidence score
• For subscription products, every renewal resets access and sends a credits-reset email — no manual intervention needed