Adding Products to Your Funnel

To add a product to a funnel or website, you first need to create a new funnel page or website page.

Step 1: Create a New Funnel

To create a new funnel, click on the New Funnel button in the top right of the Funnels tab.

Step 2: Name and Create the Funnel

Give your new funnel a name, such as "Sales Appointment," and proceed to create it.

Step 3: Add a New Funnel Step

After creating a funnel, you'll be directed to the funnel page. To add a product, you first need to create a funnel step. Funnel steps help guide customers to complete a specific action, such as booking appointments. In the Steps section, you can create new funnel pages, organize your funnel steps, and add products to your funnel.

If you haven't added a funnel step yet, click on +Add New Step to create one.

Step 4: Name Your Funnel Step

Give your funnel step a name. Properly organizing your naming conventions is important as you create more funnel steps.

Step 5: Establish the Funnel Path

Assign a unique URL path to your funnel step, or use the same name as the funnel step. Adding a URL path is required to save this new funnel step.

Step 6: (Optional) Import from ClickFunnels

If you have existing content and funnels in ClickFunnels, you can import them directly by adding the funnel URL here.

Adding Products to Your Funnel Page

To add products to your funnel pages, go to the Product tab. Once there, you'll be directed to the product catalog. To add a product, click on the +Add Product button.

Step 1: Input Product Details

You will then be prompted to input important details such as the product name, price display override, and the option to bump the product. The information you enter here will be displayed publicly, so be cautious about what you share.

• Product: Select the product you want to add to this funnel. If you haven't created a product yet, visit the Payment > Product section to learn how to create one.

• Product Name: Enter the name you want displayed on the customer's order form.

• Price Display Override: Use this option if you want to display a custom price on the order form. For example, if your product has a "Trial & Setup fee," you need to set your Price Display Override to show this, or the form will only display the subscription amount without the setup fee.

Example: "$5 Setup Fee + $199 Monthly After 7 Days Free Trial."

Additional Options:

• Main Product: To allow multiple quantities to be purchased, toggle this button and enter the maximum number of products allowed per order.

• Bump Product: If the product isn't a primary one, toggle the Bump Product option to sell it as an add-on.

Switching Between Test and Live Modes for Funnel Products

Funnel products are initially set to Test mode. If you wish to switch to Live mode, navigate to the Settings tab and toggle on the Live mode. Please note that your website product will remain disabled until you connect it to a payment processor. Additionally, if you have multiple recurring products and bump products with subscriptions, you won't be able to use PayPal as a payment processor; instead, use Stripe.