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Add Products To a Sales Funnel

Grace from Ivorey™ avatar
Written by Grace from Ivorey™
Updated this week

Before You Dive In

This article is one step from our Master Help Guide: All About Sales Funnels. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.

Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

This guide is perfect if you're looking to:

  • Setup your product and pricing for a sales funnel

  • Grant access to a course after someone buys it inside a funnel

  • Connect main offers and bump offers to your funnel checkout/order form


Step 1: Set Your Product Pricing and Offer Access Details

This step will show you how to setup your products and price points so it’s ready to be sold through a sales funnel. You’ll set up your pricing and currencies, with the option to create one-time payments, payment plans, or subscriptions.

You’ll also see how to link the product to a course or membership offer so that buyers get automatic access after purchase. By the end, you’ll have a fully set up product that can be added straight onto the order form/checkout page of your sales funnel.

Click here for the written steps

  1. From the Ivorey™ main menu, go to [Payments] > [Products] > [Products] > Click [+ New Product].

  2. Name: Enter the product name (this shows at checkout). You can skip Description/Media and Product label for funnel use.

  3. Include in online stores: Leave this OFF for funnel-only products. Turn it ON only if you’ve set up an Ivorey Shop and want the product listed there.

  4. Taxes: If you’ve already created tax rates, choose Tax rates and select one. If you need a new one, click [Create tax] and set it up.

  5. Pricing — choose the structure you need:

    • One-time payment: Select One-time and enter the amount.

    • Payment plan: Select Recurring, enter the amount, choose the Billing period (e.g., Monthly), set Number of payments (e.g., 4). Use Trial period or Setup fee only if required.

    • Ongoing subscription: Select Recurring, enter the amount, choose the Billing period, and leave Number of payments blank so billing continues until canceled.

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

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

  8. Click Save.


Step 2: Link Your Product to the Order Form / Checkout Page of Your Sales Funnel

Ivorey™ checkouts are dynamic which means they won’t show anything until you tell them what to sell. This step walks you through how to connect your product(s) to the order page, so your checkout displays the correct price points and is ready to take payments.

We'll also show you how to create multiple checkout forms inside the same funnel, in case you want to separate pay in full versus payment plans on unique checkouts - instead of having them display on the same page.

Click here for the written steps

  1. Open your funnel > click on the [Order Form] 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:

    A screenshot of a computer

AI-generated content may be incorrect.

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

    • Select the step that your order form is on

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

    • Select the product/s that you want shown on the form

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

    • 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:

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

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

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

  • Click [Save].


Step 3: Add a Bump Offer To Your Order Form (Optional)

An order bump is a simple way to offer an extra product, service, or upgrade directly on your order form - like a coaching call, bonus download, or digital add-on. A small box will appear at the final steps of the checkout, and if someone ticks the box, it will automatically add it to their order. This training shows you how to setup your bump offer and customise the branding of the bump order section on your form.

Click here for the written steps

  1. From the main Ivorey™ menu, go to [Site Pages] > [Funnels] > open the funnel, and navigate to the Order Form page you want to edit. This should be the page your Order Form (checkout) is embedded on that you want to display the bump offer.

  2. Click into the [Products] tab for that funnel step. This is where you add the product you want to offer as a bump.

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

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

    • Under [Additional Options] > set it to the bump Offer (not main offer) and press [Save].

  3. Open the actual Order Form Page in edit mode. Then, click directly on the Order Form element on the page. This will open the settings panel on the right-hand side.

  4. Scroll to the Advanced tab, then scroll all the way down to the Order Bump Options box. Toggle on [Enable Order Bump] > then select your bump product from the dropdown list.

  5. Update the settings shown in the panel on the right, including the content that will display to promote your bump:

    • A headline (e.g. “Limited Time Add-On”)

    • A description of the bonus offer

    • (Optional) An image to display next to the offer

  6. Decide whether to toggle on [Enabled by Default]. If this is turned on, the box will be pre-selected at checkout. If you want customers to actively choose the offer, leave it toggled off.

  7. If you'd like to edit the bump offer colours, this is not currently available with the native editor settings. Instead, we've created custom CSS code for you here.

  8. Press [Save] once you're finished editing. You’ll now see the bump offer appear on your checkout page.


Next Steps

If you’ve completed the steps above, head back to the Master Help Guide on Sales Funnels to move onto the next phase.

Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.


Frequently Asked Questions

Why isn't my course showing on the dropdown inside the product price settings?

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.

Can I offer both payment plans and pay in fulls in a sales funnel?

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. This video shows you how.


Still Need Help?

Hit the support chat widget inside Ivorey - we can:

  • Drop the templates directly into your account if you can't find them

  • Walk you through any of the steps

  • Troubleshoot anything that’s not working

We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍

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