How to Create a Website on FlexiFunnels and Apply for Payment Gateways

Modified on Sat, 20 Jun at 10:53 PM

What You're Building

You're creating a complete professional website that qualifies for payment gateway approval.

Think of it like getting a business license—before you can accept payments, authorities need to verify you're a legitimate business.

The complete setup includes:

  • Professional website
  • Business pages (policies, contact info)
  • Payment gateway account
  • KYC verification
  • Integration with FlexiFunnels


Why This Process Matters

Payment Processing: 
✓ Accept online payments
✓ Sell products/services
✓ Collect subscriptions

Trust & Legitimacy: 
✓ Professional appearance
✓ Legal compliance
✓ Customer confidence

Business Requirements: 
✓ Legal protection
✓ Payment processor approval
✓ Regulatory compliance


Understanding Payment Gateways

What Is a Payment Gateway?

Payment Gateway = Service that processes online payments

Examples:

  • Razorpay
  • Cashfree
  • Instamojo
  • Stripe
  • PayPal

Why you need one:

  • Accept credit/debit cards
  • Process UPI payments
  • Enable digital transactions
  • Safe payment processing

Complete Step-by-Step Process

PHASE 1: DOMAIN & WEBSITE SETUP

Step 1: Purchase a Domain

What Is a Domain?

Domain = Your website address (e.g., yourbusiness.com)

Choosing a domain:

  • Align with your business
  • Easy to remember
  • Professional sounding
  • Related to your niche



How to Purchase

  1. Choose domain registrar:
    • GoDaddy
    • Namecheap
    • Bluehost
    • Google Domains
    • Local registrars
  2. Search for domain
    • Search your preferred name
    • Check availability
    • Look for alternatives if taken
  3. Purchase domain
    • Register for 1+ years
    • Add privacy protection (optional)
    • Complete payment
  4. Save login credentials
    • Note registrar name
    • Save username/password
    • You'll need this to connect to FlexiFunnels

✓ Domain is now yours!

Connection Steps

  1. Log into FlexiFunnels
    • Go to dashboard
    • Find domain/settings area
  2. Add your domain
    • Look for "Add Domain" or "Connect Domain"
    • Enter your domain name
    • Follow verification steps
  3. DNS verification
    • FlexiFunnels provides DNS records
    • Go to domain registrar
    • Add DNS records provided
    • Wait for propagation (5-30 minutes)
  4. Verify connection
    • Return to FlexiFunnels
    • Click "Verify"
    • Domain is now connected

✓ Domain connected to FlexiFunnels!

Step 3: Create Your Website

Website Structure

Essential pages your website needs:

PagePurpose
HomepageIntroduction, navigation, value proposition
Contact UsEmail, phone, contact form
Privacy PolicyHow you handle user data
Refund PolicyReturn/refund terms
Terms & ConditionsLegal terms for using your site
DisclaimerLegal disclaimers/limitations


Building Your Homepage

Homepage should include:

  • Your business name/logo
  • Clear value proposition
  • Navigation to other pages
  • Contact information
  • Call-to-action

Steps:

  1. In FlexiFunnels, create new page
  2. Use professional template
  3. Add your branding
  4. Add navigation links to other pages
  5. Include contact information
  6. Publish when complete


Creating Policy Pages

Privacy Policy:

  • Explain data collection
  • How user data is used
  • Security measures
  • Contact info for questions

Refund Policy:

  • Refund timeframe
  • Refund conditions
  • How to request refund
  • Contact for refunds

Terms & Conditions:

  • User responsibilities
  • Payment terms
  • Usage restrictions
  • Liability limitations

Disclaimer:

  • What you're not responsible for
  • Limitations of service
  • Health/safety disclaimers (if applicable)

5. Apply for Payment Gateways

You can now apply for Razorpay, Cashfree, and Instamojo.

Application Process

  1. Visit their signup pages:

  2. Provide accurate business details.

  3. Choose the business category that matches your niche.

  4. Select the option to collect payments on your website.


Content Requirements

For payment gateway approval, include:

Professional descriptions

  • What you sell/offer
  • Your business niche
  • Your expertise

Contact information

  • Valid email address
  • Indian phone number (if in India)
  • Professional email (not Gmail if possible)

Business details

  • Business name
  • Business type
  • Products/services offered

Clear policies

  • Professional tone
  • Complete and detailed
  • Legally compliant


PHASE 2: PAYMENT GATEWAY APPLICATION

Step 4: Choose Payment Gateway

Gateway Comparison

GatewayFeesBest For
Razorpay2-3%E-commerce, subscriptions
Cashfree2-2.5%Online payments, low fees
Instamojo2.2-3.2%Creators, small business

Recommendation:

  • Razorpay (most popular)
  • Or Cashfree (lower fees)

Step 5: Apply for Gateway Account

Application Process

For Razorpay:

  1. Visit Razorpay.com
  2. Click "Sign Up"
  3. Enter email and password
  4. Verify email
  5. Complete account setup

For Cashfree:

  1. Visit Cashfree.com
  2. Click "Sign Up" (Seller)
  3. Enter business details
  4. Create account
  5. Start application

For Instamojo:

  1. Visit Instamojo.com
  2. Click "Create Account"
  3. Choose account type
  4. Fill business information
  5. Submit application

Information to Provide

Business Details:

  • Business name
  • Business type/category
  • Business address
  • Website (your new domain)
  • Product/service description

Owner Details:

  • Full name
  • Email address
  • Phone number
  • Address
  • PAN number (India)

Bank Details:

  • Bank name
  • Account number
  • IFSC code
  • Account holder name

Step 6: KYC Verification

What Is KYC?

KYC = "Know Your Customer" - Verification that you're a real business

Gateway verifies:

  • Your identity
  • Your business legitimacy
  • Your address
  • Your financial information

Documents Required

Personal Documents:

  • PAN card (India)
  • Aadhar card
  • Passport
  • Driver's license

Business Documents:

  • Business registration (if registered)
  • GST certificate (if registered)
  • Shop establishment certificate
  • Proprietor deed

Address Proof:

  • Utility bill (electricity, water)
  • Bank statement
  • Rental agreement
  • Passport/Aadhar (if current)

Bank Documents:

  • Cancelled cheque
  • Bank statement (3 months)
  • Authorization letter

Submission Process

  1. Gather documents
    • Collect all required docs
    • Ensure clarity (good photos/scans)
  2. Upload to gateway
    • Log into payment gateway account
    • Go to KYC section
    • Upload documents as requested
  3. Verify information
    • Ensure all info matches
    • No spelling errors
    • Correct document types
  4. Submit for review
    • Click "Submit for Verification"
    • Wait for approval (3-7 days typically)
  5. Approval notification
    • Gateway approves/rejects
    • May request additional documents
    • Follow up if needed

Step 7: Integrate Payment Gateway

Razorpay Integration

Steps:

  1. Log into FlexiFunnels
  2. Go to Settings → Payment Gateways
  3. Select Razorpay
  4. Copy credentials from Razorpay:
    • Key ID
    • Key Secret
  5. Paste in FlexiFunnels
  6. Test integration
  7. Activate


Cashfree Integration

Steps:

  1. Log into FlexiFunnels
  2. Go to Settings → Payment Gateways
  3. Select Cashfree
  4. Get credentials from Cashfree:
    • Merchant ID
    • API Key
  5. Paste in FlexiFunnels
  6. Test integration
  7. Activate


Instamojo Integration

Steps:

  1. Log into FlexiFunnels
  2. Go to Settings → Payment Gateways
  3. Select Instamojo
  4. Get credentials from Instamojo:
    • Client ID
    • Client Secret
  5. Paste in FlexiFunnels
  6. Test integration
  7. Activate


Common Situations & Quick Fixes

Situation 1: "Application Rejected"

What's happening: Payment gateway rejected application.

Reasons might be:

  1. Incomplete website
  2. Missing pages/policies
  3. Contact info missing
  4. Poor quality documents
  5. Mismatched information

Steps to fix:

  1. Complete website
    • Add all required pages
    • Publish all pages
    • Interlink pages
  2. Improve content
    • More detailed descriptions
    • Professional tone
    • Clear business information
  3. Check documents
    • All documents provided
    • Clear and legible
    • Matching information
  4. Reapply
    • Address reasons for rejection
    • Resubmit application
    • Gateway will review again


Situation 2: "KYC Verification Pending for Weeks"

What's happening: KYC taking too long.

Why it might happen:

  • High volume of applications
  • Missing/unclear documents
  • Information mismatch
  • Additional verification needed

Steps to take:

  1. Contact gateway support
    • Email support
    • Ask about status
    • Provide application reference
  2. Check for requests
    • Has gateway requested additional docs?
    • Check email and portal
    • Respond quickly if needed
  3. Provide additional documents
    • If asked, submit promptly
    • High quality documents
    • Clear information
  4. Wait or escalate
    • If still pending after 2 weeks
    • Contact support again
    • Ask to escalate


Situation 3: "Integration Not Working"

What's happening: Gateway integrated but payments not processing.

Diagnostic steps:

  1. Verify credentials
    • Correct Key ID/Secret? (Razorpay)
    • Correct Merchant ID? (Cashfree)
    • Copy-paste without spaces
  2. Test payment
    • Make test payment
    • Check if transaction shows
    • Verify both sides (FlexiFunnels + Gateway)
  3. Check settings
    • Is gateway activated?
    • Is it selected as primary?
    • Correct payment method enabled?
  4. Contact support
    • If still not working
    • Provide screenshots
    • Include error messages

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