When setting up a offer funnel in OS, integrating a product with an order form is essential for seamless transactions. This guide walks you through the exact steps to connect your product to a funnel page, ensuring a smooth checkout experience for your customers.
Product Connection Best Practices
Ensure a Clear Sales Path - Every funnel should have a defined goal. Whether it's a one-time purchase, subscription, or upsell, structure your funnel logically to guide the customer to checkout.
Use Proper Product Naming - Keep product names clear and recognizable. If needed, you can modify the display name for better presentation without changing the actual product name.
Set Up Pricing Tiers - If your product has multiple price points, configure them correctly so customers can select their preferred option.
Enable Terms & Conditions - To protect your business, always include a link to your Terms & Conditions and require customer agreement before completing a purchase.
Test Before Going Live - Always run a test transaction to ensure the checkout process is functioning correctly.
1. First off, click on "Funnels".
2. Select the funnel folder.
3. Select The Funnel You Want to Add a product and accept payments on.
4. Once that's done, click on the "Products" tab. This is where you will connect any product you want shown on the funnel order form.
5. Click on "Add Product".
6. Select the drop down to view your products.
7. Select the product.
8. Then, click on the price dropdown.
9. If you have multiple prices, you will see them here. Select the product price for this page.
10. You can overwrite the Product Display Name here, this is the name that will appear on the order form. This will not change the name of the product settings.
11. Click on "Save".
12. Click on "Overview".
13. Following that, click on "Edit".
14. Select the "Order Form" element.
15. Following that, click on "Advanced".
16. Always select to "Enable Terms and Conditions", and add a link to your terms.
17. Click on the preview link to view your product and order form live.
Check Before Launch
Is the product correctly linked to the order form?
Are the pricing options set up properly?
Is the payment gateway active and working?
Have you tested the checkout process?
Is the Terms & Conditions checkbox enabled?
Following these steps ensures a seamless sales process, increases customer trust, and optimizes your funnel’s conversion rate.
🚀 Your funnel is now live and ready to start generating sales!