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
Click here for the written steps
From the Ivorey™ main menu, go to [Payments] > [Products] > [Products] > Click [+ New Product].
Name: Enter the product name (this shows at checkout). You can skip Description/Media and Product label for funnel use.
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.
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.
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.
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.
Grant course access (optional): 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
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
Click here for the written steps
Open your funnel > click on the [Order Form] page (your checkout) > go to the [Products] tab.
Click [+ Add Product], choose your product, and select the price point you want to show.
(Optional) Override the product name if you’d like it to display differently > click [Save].
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).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:
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.
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.
In the [Publishing Tab] rename it (e.g. “Order Form – Payment Plan” or similar) and drag it into position in your funnel.
Update the product under the [Product] tab to the new price point and click [Save].
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
Click here for the written steps
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.
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].
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.
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.
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
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.
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.
Press [Save] once you're finished editing. You’ll now see the bump offer appear on your checkout page.
Step 4: Add an Upsell to Your Sales Funnel (Optional)
An upsell allows you to offer an additional product or service, or upgrade after a customer has completed their initial purchase. Instead of adding it to the order form, the upsell appears on the next page in your sales funnel, giving customers a clear yes/no decision without needing to re-enter their payment details.
Upsells are ideal for higher-value add-ons such as extended coaching packages, advanced courses, VIP upgrades, or bundled offers. This training walks you through how to add upsell to your sales funnel.
Click here for the written steps
Click here for the written steps
From the main Ivorey™ menu, go to [Site Pages] > [Funnels] > open the funnel you'd like to add the Upsell to.
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.
Move the newly created Upsell Page to follow the order page.
Click into the [Products] tab. This is where you will select/add the product you want to offer as an upsell.
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.
Click back into the [Overview] tab.
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.
Add a CTA button on the upsell page.
Customise your button and change the button text/CTA to reflect the offer.
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.
Next, under "Products", select your Upsell Product from the dropdown menu.
Below that for the "Sales Action" choose to go to next page and select "Thank You 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?
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?
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.
What is the difference between a one-step and two-step order form?
What is the difference between a one-step and two-step order form?
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.
Can I add multiple products to the checkout on my funnel?
Can I add multiple products to the checkout on my funnel?
Absolutely! You can add multiple products to your checkout form. Here's our training on how to do that.
Why is my product not showing on my order form/checkout page?
Why is my product not showing on my order form/checkout page?
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.
What is the difference between payment triggers in workflows?
What is the difference between payment triggers in workflows?
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.
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 🤍