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Products - How to Manage Products

Created by Faye BSG, Modified on Tue, 30 Apr 2024 at 06:23 AM by Education Team

Products dashboard overview

This article covers how to manage your products in ClickFunnels 2.0. If you’re selling items or services, knowing how to handle your product listings, inventory, and settings effectively is crucial for your business’s success.

Table of Contents


Requirements

  • An active ClickFunnels 2.0 account

How to Access The Products Dashboard

  1. Click the Products tab in your workspace dashboard.
    An image displaying the workspace dashboard tab with all features listed in the left menu.

  2. Click on All products.
    An image highlighting the Products dashboard

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How to Create a New Product

  1. Click on the Create Product button in the Products dashboard.
    An image displaying the Create Product button.

  2. Choose the type of product you wish to sell, either Physical or Digital. Please note that ClickFunnels 2.0 does not currently offer the option of creating a bundle product.
    An image displaying the Create Product popup.

  3. Enter the product information, including the Product name and Description.
    An image displaying the Product information fields.

  4. Click the Create Product button to confirm the action.
    An image displaying the Create Product button.

  5. Select the Price type for your product. In ClickFunnels 2.0, you can choose from three different pricing types:

    • The One time price type allows you to charge customers a single payment for a product. Add the price Amount to set the price of the product.
      An image displaying the One time price window.

    • The Subscription Price type is used for products that require recurring payments. Specify the Amount per payment, the interval between payments, and the total number of payments. You can also include an optional trial period, choosing either a free or paid trial, and set its duration and cost.
      An image displaying the Subscription price window.

    • The Payment Plan Price type lets you arrange the Amount per payment for products, the billing interval, and the total number of payments. You can also add a trial period, either free or paid, setting its duration and cost if applicable.
      An image displaying the Payment plan price window.

  6. Click Set Price to confirm your pricing details or choose the Set Later option if you prefer to add the price later.
    An image displaying the Set price or Set later buttons.

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How to Edit an Existing Product

  1. Click on the edit icon located on the far right of the product listing to modify your product details.
    An image displaying the edit icon on the right of the product.

  2. Edit Product Information

    1. Change Product name.
      An image displaying the Product name input field.

    2. Enter the product Description to provide more details about the product.
      An image displaying the Product Description input field.

    3. Click or drag Images to this area to upload several pictures of your product simultaneously.
      An image displaying the Product Description input field.

  3. Update Pricing Details

    Products will be available in funnels or your workspace store only after a price is added.

    1. Select the Add price option to input a new price for your product.
      An image displaying the Add price option.

    2. Set product Visibility. When you turn on Visibility, this price will be available in all your available sales channels (Online Store & Customer Center). Any price (Visible & Non-Visible) can be used when attaching a product to a Funnel.
      An image displaying the Visibility checkbox.

    3. Click the Edit price icon to modify your product’s existing prices.
      An image displaying the Edit price icon.

  4. Add Inventory and Shipping Details

    1. Enter the SKU (Stock Keeping Unit) for your product to identify and track its inventory uniquely.
      An image displaying the SKU input field.

    2. Check the Fulfillment Required box if the product needs to be shipped or physically delivered to customers.
      An image displaying the Fulfillment Required checkbox.

    3. Select the This is a physical product checkbox if your product involves physical goods that require shipping.
      An image displaying the This is a physical product checkbox.

  5. Determine Purchase Actions Actions

    1. Set up Digital asset access so customers can automatically receive the digital content tied to the product when they make a purchase.
      An image displaying the Digital asset access option.

    2. Enable Course access so customers can automatically access courses associated with this product upon purchase if applicable.
      An image displaying the Course access option.

    3. Add Community access to allow customers to join a specific community space when purchasing the product.
      An image displaying the Community access option.

  6. Set up Variants for products with multiple options, such as different sizes or colors, to allow customers to choose according to their preferences.
    An image displaying the Variants Checkbox.

  7. Edit SEO and sharing to configure how search engines and social networks read and display information about the product.
    An image displaying the SEO and sharing option.

    1. Add Title.
      An image displaying the Title input field.

    2. Enter a Description for SEO and sharing settings to optimize the product’s search engine visibility.
      An image displaying the Description input field.

    3. Specify the Current Path setting to define the product URL.
      An image displaying the Current Path for a product.

    4. Select or drag an image to upload it to be used in SEO and social media sharing.
      An image displaying where to upload a product's SEO and sharing image.

  8. Sales Channel Visibility: Specify whether your product appears in the Online Store or Customer Center.
    An image displaying the Sales Channel Visibility options.

  9. Generate affiliate commissions: Check the Commissionable if you want to generate affiliate commissions for the product.
    An image displaying the Generate affiliate commissions options.

  10. Organization: Assign Tags and add products to Manual collections to categorize and manage inventory effectively.
    An image displaying the Organization options.

  11. Click Show on Advanced Settings to access additional configuration options for your product.
    An image displaying the Advanced Settings options.

    1. Template Page: Optionally override the live theme’s default product template page.
      An image displaying the Template Page option.

    2. Redirect funnel: Redirect visitors who visit this product to a specific funnel.
      An image displaying the Redirect funnel option.

    3. Page live mode: Enabling the Page live mode allows customers to buy the product with regular payment methods.
      An image displaying the Page live mode option.

  12. Click Update Product to save any changes made to the product details.
    An image displaying the Update Product button.

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How to Delete A Products

  1. Click the Archive Button to hide the product from your collection and admin pages.
    An image displaying the Archive button.

  2. Click Confirm archive to remove the product.
    An image displaying the Confirm archive button.

  3. Click Update Product to save any changes made to the product details.
    An image displaying the Update Product button.

Additional Information

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