add products to a sales funnel

1. From the main ivorey menu, go to Payments > Products > Product List > and click [+ New Product]​

2. Enter the product Name (this shows at checkout)

3. (optional) Enter a product Description > upload Media > and add Product label (you can skip these for funnel use​)

4. Include in online stores - Leave this OFF for funnel-only products, turn it ON only if you’ve set up an ivorey online store, and want the product listed there​

5. Configure your product’s Taxes:

   1. If you’ve already created tax rates, choose Tax rates > and select one

   2. If you need a new one, click [Create tax] > and set it up​

6. Choose the Pricing structure you need:

   1. One-time payment - Select One-time > and enter the amount

   2. Payment plan - Select Recurring > enter the amount > choose the Billing period (e.g. Monthly) > set Number of payments (e.g. 4)

      1. Use Trial period or Setup fee only if required

   3. Ongoing subscription - Select Recurring > enter the amount > choose the Billing period > and leave Number of payments blank, so billing continues until cancelled

7. (optional) Multiple currencies - Add additional prices in other currencies, as needed
   
   Note: You can show multiple options on one checkout or create separate checkouts per price.

8. (optional) Grant course access - Inside the price point you’re editing, toggle Membership Offer ON > then select the offer (course) buyers should receive after purchase
   
   Important: Offer access is set per price point, so ensure to set course access for each.

9. Click [Save]

1. Open your funnel > click on the [Order Page] (your checkout) > go to the [Products] tab​

2. Click [+ Add Product], choose your product, and select the price point you want to show​

3. (Optional) Override the product name if you’d like it to display differently > click [Save]​

4. To show multiple products or payment options on one checkout, repeat the [+ Add Product] step for each one
   ​
   The steps are now complete - unless you want to create multiple checkout pages (e.g. one dedicated checkout for payment plan, and another dedicated checkout for pay in full, instead of combining them into the same checkout)

5. Troubleshooting Dynamic Product Errors - If your checkout says 'dynamic product' and is not showing the product you want it to, it's likely because you've missed a simple step:​

   1. Go to your funnel, where you can see all the different pages/steps

   2. Select the step that your order form is on

   3. On the right-hand side, go to the [Products] tab

   4. Select the product/s that you want shown on the form

   5. Choose whether it will be your main product or a bump offer

   6. Press [Save] and your product will now show up through that checkout​

6. To create multiple checkout pages inside of your sales funnel, add a new step in your funnel > select [Use Existing Page] > and select the existing order page inside this funnel to create a clone copy​

7. In the [Publishing Tab] rename it (e.g. “Order Form - Payment Plan” or similar) > and drag it into position in your funnel​

8. Update the product, under the [Product] tab, to the new price point > and click [Save]​

9. Now that the buttons inside your sales page will need to link to different checkouts, open your Sales Page into edit mode > and navigate to any buttons you want linking to the new order pages. For each button, update the link:

   1. By default, buttons go to the next funnel step

   2. To link to a specific checkout, select [Step] > and choose the new page you created

   3. Update button text to match the plan (e.g. “Pay in Full” or “4 Monthly Payments”)​

10. Click [Save]

1. From the main ivorey menu, go to Sites > Funnels > open the funnel you'd like to add the Upsell to

2. Click on one of the existing steps and then click "Add new step or import" and add your Upsell Page details in and then click the [Create new funnel step] button

3. Move the newly created Upsell Page to follow the order page

4. Click into the [Products] tab. This is where you will select/add the product you want to offer as an upsell

   1. Click [+ Add Product] and choose a product from the dropdown, or click to create a new one

   2. Select the correct price point and rename it if needed

5. Click back into the [Overview] tab

6. Go to your next Upsell Page and click [Edit] or if you've already created an Upsell template, click [Use Existing]. Now you can customise this page

7. Add a CTA button on the upsell page

8. Customise your button and change the button text/CTA to reflect the offer

9. In your button settings, under "General", scroll down to "Button Actions" and under "Link to" choose the one "click up/down sell product" option from the dropdown menu.

10. Next, under "Products", select your Upsell Product from the dropdown menu

11. Below that for the "Sales Action" choose to go to next page and select "Thank You Page"

The course portal itself will not show up here - you must first create an offer for your course, and then the offer will show up and be available to grant people access to.

Yes! You can either attach both products to the same order form (the buyer can choose which option they want), or you can create a unique order form for each price point.

• A 1-step order form will show just one screen to give all their details and purchase the offer​

• A 2-step order form will first collect and save their details, and then on the next screen it will ask for their payment. Having these two steps means the form still submits their contact details, even if they abandon the cart (so you can follow-up and try close the sale!) This style of form is the most popular.

Absolutely! You can add multiple products to your checkout form.

While you are in editor view of your funnel, you won't see your product listed, it will just show as 'dynamic product'. This is because this is an auto-populated feature so that when you click through to 'preview' or 'publish' view of your funnel, the product you've connected will show on your order form - as long as you've connected your product to the order form page under the 'Products' tab, you will see it displayed on your order form when you are in preview or live view mode.

Here's some info on the correct triggers to use for a sales funnel:

• Order Form Submitted - If you use this trigger without applying any filters, it will trigger any time someone completes ANY step of your order form. Meaning, if someone completes their name and email then presses submit, it will trigger. Therefore, we only suggest using this trigger if you add the filter: Submission Type = Sale.
  

• ​Order Submitted - This is the trigger we suggest using for purchases inside sales funnels. You can filter it down to the specific product and/or funnel. This ensures it only triggers when an order is made, rather than just the person submitting the first step of the order form.
  

• ​Payment Received - This is a good global trigger because it doesn't just work for order forms, its based on any payment collected through ivorey - e.g. a payment link, an order form, an invoice payment and more. But it will trigger every time a payment is received (eg every time an payment is received on a payment plan) which is why we don't suggest it in the case of a sales funnel.

There is no strict numerical limit on order bumps, but we recommend keeping them to a reasonable number to avoid cluttering the checkout and lowering your conversion rates.