Products - How to Manage Product Purchase Actions

Within the product settings of ClickFunnels, the term “Purchase Action” denotes the process of automatically delivering digital products upon completion of a purchase. By setting up a purchase action within the product settings, ClickFunnels simplifies the post-purchase process by removing the need for manual delivery of digital files from external sources.

Through the Purchase action feature, you can send digital downloadable files, grant buyers access to courses or specific course modules, and provide them with access to a community. This article will provide detailed instructions on how to set up the purchase action in product settings.

Table of Contents

• Requirements
• Accessing “Purchase Actions” In the Product Settings
• Adding Purchase Actions
• Removing Purchase Actions
• Additional Information

Requirements

• An active ClickFunnels 2.0 account
• A product is created
• An existing course, digital asset, or community in the Workspace.

Accessing “Purchase Actions” In the Product Settings

1. Navigate to Products in the side navigation menu.
   

2. Select All Products.
3. On the right-hand side, locate your desired product. You can either click on the product itself, its image, or the settings ⚙ icon to access product settings.
4. Scroll down to the Purchase Actions section.

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Adding Purchase Actions

1. Click “+” icon adjacent to “digital asset access”, “Course access” or “Community access” options.

2. Digital Assets Access:

   You can grant users immediate access to digital files, such as e-books, software, or music albums. With just a few clicks, customers can download their purchased files onto their devices, allowing for convenient access anytime, anywhere.

   • To upload a new asset, click “New digital asset” in the open widget.
     

   • To deliver existing assets, “check the boxes” of existing digital assets from the list.
     

   • Click “Save” to apply the changes, or “Discard” to return to the product page.

3. Course Access:

   You can automatically give the buyers access to an entire course or a specific module when the product is purchased.

   • In the open widget, “check the boxes” of courses or course modules, that buyers will gain access to.
     

   • Click “Save” to apply the changes, or “Discard” to return to the product page.

4. Community Access:

   You can add buyers’ access to one or more groups inside the workspace community when purchased.

   • In the open widget, “check the boxes” of community groups or group topics, that buyers will gain access to.
     

   • Click “Save” to apply the changes, or “Discard” to return to the product page.

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Removing Purchase Actions

1. Navigate to the “Purchase Actions” section and find the action you want to remove.
2. Click “+” icon to open the widget to view the existing selections.

3. Uncheck the boxes next to the actions you want to remove.
   

4. Click the Save button to save changes.

Additional Information

• Courses - How to Manage Courses
• Community - Community Settings
• Products - How to Manage Products

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