Step-by-Step Guide
Setting Up Products
- Accessing the Payment Screen: Navigate to the payment section of your CRM and select the ‘Products’ tab to start adding your products.
- Creating a New Product: Click on ‘Create New Product’. Enter the product name, description, and pricing details. Remember, all information entered here is client-facing, so ensure it’s clear and accurate.
- Product Options: Choose whether the product is a one-time purchase or a recurring subscription. If it’s recurring, specify the frequency (e.g., monthly, or yearly).
- Additional Options: Here, you can set a trial period, the number of payments, and if applicable, a setup fee. For membership offers, ensure the product is linked to the correct offer in your membership area.
Adding an Order Bump
- After creating your main product, you can add an order bump. This is a secondary product offered on the checkout page as a checkbox option for customers to add to their order.
- Create the order bump product following the same steps as above, specifying it as an order bump in the product options.
Incorporating a One-Time Offer (OTO)
- OTOs are special deals presented to customers immediately after their initial purchase, usually on a one-time basis.
- Create the OTO product, ensuring the description clearly differentiates it from standard offerings. Set this as a one-time charge.
Linking Products to Your Funnel
- Navigate to the funnel where you want to add these products.
- For each product (including order bumps and OTOs), select the appropriate funnel step and link the product by choosing it from the list of products you’ve created.
Configuring the Sales Page and OTO Page
- On the sales page, ensure the order form popup includes your main product and order bump, with clear descriptions and pricing.
- For the OTO page, link the ‘Yes’ button to the one-click upsell for the OTO product and the ‘No’ button to proceed without adding the OTO.
Troubleshooting Tips
- Stripe Integration: Ensure your Stripe account is connected under ‘Integrations’ for payment processing.
- Testing Your Funnel: Before going live, switch your funnel to test mode and run through the purchase process using test credit card details to ensure everything works as expected.
Frequently Asked Questions
Can I add multiple OTOs to a funnel?
- Yes, you can add multiple OTOs by creating additional OTO pages in your funnel and linking each OTO product accordingly.
How do I know if my order bump is working?
- Test the purchase process in test mode. The order bump should appear as an optional add-on in your order form.
What if my product isn’t showing up in the funnel?
- Ensure you’ve added the product under the ‘Payments’ section first. If it’s still not showing, double-check the product settings and funnel integration.