Products & Payments
Manage your products, create new ones, collect payments and more.
Updating Collections in Your Shop
Learn how to update collections in your shop.
Created At: May 30, 2024 2:41:47 pm
Add Product Labels to Shop Products
Adding products to an e-commerce shop that highlights specific products or sales
Created At: July 13, 2024 5:59:10 pm
Create Recurring Payments for Products & Add them to a Contract
Learn how to create recurring products and add them to a proposal/contract.
Created At: July 31, 2024 3:08:18 am
Setting Up Products for a Collaboration
Learn how to set up product bundles for collaborative opportunities - bundle, summit..etc., through two methods; using a product and using a form.
Created At: July 31, 2024 3:13:15 am
How Do I Connect a Product In My Funnel To An Offer?
Learn how to give access to a course/membership from a funnel.
Created At: August 13, 2024 5:59:33 pm
How to Sell Packages of Calls
Learn how to sell a package of multiple calls cwith a product, calendar and automation.
Created At: August 13, 2024 7:20:44 pm
 Which States are Required to Collect Sales & Use tax?
This article shares a quick reference guide for collecting taxes in your state (US only).
Created At: August 18, 2024 3:43:03 pm
What's the Difference Between Products, Offers & Programs?
This article will explain the difference between the features and how to use them.
Created At: August 18, 2024 4:12:26 pm
Creating a Product
Learn how to create a product in your account.
Created At: August 26, 2024 5:23:10 pm
Adding Products To Your Store or Website
In this guide, you'll learn how to add products to a new or existing website or e-commerce shop.
Created At: September 6, 2024 3:25:04 pm
Creating Internal Notifications for New Sign Ups or Purchases
This article will explain how to create internal notification for any action that happens in your account. For example, when someone signs up for a free resource or purchases a product, you can send an email or SMS message to yourself.
Created At: September 9, 2024 4:55:47 pm
How Do I Test a Purchase?
A list of credit card numbers you can use to test a product with Stripe.
Created At: November 26, 2024 4:19:07 pm
Setting Up an Automated Workflow for Products to Add People To Your Existing Offers
Learn how to create a workflow that will automatically grant access to an offer after purchasing a product.
Created At: December 7, 2024 12:09:07 pm
Giving An Affiliate Commission for a Previous Purchase
Learn how to give someone a commission for referring a new client to your business. This is specifically for done-for-you service providers.
Created At: December 19, 2024 4:43:34 pm
Automated Email Receipts for Products (Turning On & Off)
Learn how to turn on automated product receipts for products you create - subscriptions & one-time purchases.
Created At: December 20, 2024 1:48:57 pm
Setting Up the Affiliate Manager
Learn how to set up the affiliate manager, create campaigns, add affiliates manually and automatically with workflows.
Created At: January 6, 2025 4:10:00 pm
Creating Recurring Invoices for Clients
Learn how to create recurring invoices for clients, send to them at a future date and automatically charge their card for autompayment.
Created At: January 9, 2025 1:24:51 pm
No Credit Card Required at Checkout for Free Purchases
Learn how to set up a checkout page in a sales funnel or online shop to give your customers the ability sign up for your offer without using a credit card.
Created At: January 10, 2025 2:20:27 pm
Setting Up Automated Product Delivery in E-Commerce Shop
Learn how to upload digital products, set up delivery options, and ensure customers receive their files right away.
Created At: January 15, 2025 2:25:18 pm