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
From the Sites > Funnels tab, click on the [Settings] tab of your funnel and update the:
Funnel Name
Domain - NOTE: Connecting your existing domain to Ivorey
will mean your old website will disconnect. Ensure you only do this step at the very end when you're ready for your old site to go down, and your new Ivorey site to go live
Path (e.g. yourdomain.com/product-name)
Tracking Codes (Google Tag Manager, Meta Pixel, etc.)
Chat Widget (toggle ON if you've set up an Ivorey chat widget)
Payment Mode: Set to Live if you're ready to accept payments or Test if you want to do testing (highly recommended)
Image Optimisation: Turn OFF to preserve image quality
Require Credit Card: Keep enabled
Optimize JavaScript: Leave ON unless using heavy custom code
Make sure to [Save] your changes.
To test your Sales Funnel, you will need to put the Funnel into test mode by going to [Site Pages] > [Funnels] > click on your funnel > click the Settings tab > scroll down to toggle over to [Test] mode under Payment Mode
Once you have put your Funnel into test mode, you can then paste the Funnel URL into a new browser to checkout as if you were a buyer and proceed to the checkout. Use a real email address that you can actually check, ideally one that has not been used to grant offers for any of your courses/communities before
Enter dummy credit card details to the order form:
If you are using Stripe for your Payment Processor please use the dummy card number 4242 4242 4242 4242 with any expiry date set in the future and any 3 digits for the CVC. You can also refer to this Stripe Article here for dummy card testing
If you are using Square for your Payment Processor, you will first need to make sure Square Sandbox Mode is connected by going to [Payments] > [Settings] > and click [Connect] next to 'Square Sandbox Mode' > then you can use the dummy card number 4111 1111 1111 1111 with the CVC 111. You can also check this Square Article here for other Sandbox Cards to use for testing purposes
To check the order processed, you should see the new contact created in the [Contacts] tab of the Ivorey CRM. Click on the contact, and you should see all the transaction details on the right hand panel under Payments. You should also see any emails that sent in the main messaging panel. To see any automations that fired or course/community access that was granted, scroll down the left panel to the 'Automations' and 'Client Portal' area. If anything didn't trigger correctly and you've self-checked your work but can't find the issue - please reach out via the Help Widget so we can assist
Once you have gone through the checkout process, go back to your Funnel Settings and make sure you have turn it back onto Live Mode before sharing with your community
To change or update the name/URL of your funnel, go to the funnel’s [Settings] tab, where you can change the name and the path URL to match the funnel you are building.
Once you've connected your domain to your funnel, you will see a URL above the preview view of each page of your funnel page. Click on the 
settings icon next to the URL and update your page path here.
Please note: If you see random numbers at the end of your funnel's URL, it's because of a conflict between the main funnel path and individual page paths. To fix this, make sure each page in your funnel has a slightly different path, like adding step numbers (e.g., awesome-offer-1, awesome-offer-2).
If you are unable to proceed with a test purchase, the issue may be related to the payment method connection.
To resolve this, please try disconnecting and reconnecting the NMI integration. When reconnecting, make sure to connect both the live and sandbox environments, then run the test purchase again.
Reconnecting the integration typically refreshes the connection and resolves issues related to payment processing during testing.
Shipping fees are currently supported only in the eCommerce setup and are not available in funnel checkout forms at the moment. This feature has already been added to the roadmap, but there is no ETA yet for when it will be available.
Hit the support chat widget inside Ivorey - we can:
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 
