Create an Offer

An Offer is the vehicle for packaging, pricing, and delivering Products to customers, and what they actually buy. Each Offer combines one or more Products with a price, checkout page, and post-purchase experience so you can start selling right away.

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Create an Offer

First, create an Offer to begin packaging and selling your Product(s) to your customers.

1. From the Dashboard, select the Sales tab.
2. Click Pricing.
3. Click +New Offer.
4. Enter an Offer title and choose the Product(s) you’d like to sell in this Offer.
5. Choose a pricing plan:
   • One-time payment - Customer pays once for access to the product
   • Payment plan - Require weekly, monthly or yearly payments
   • Subscription - Bill customers on weekly or monthly intervals
   • Free - Allow access to your content free of charge
6. For paid pricing plans, enter a Price and Currency, and then if required, the Number of payments and Billing interval. You must also select your connected payment provider.
7. Click Next.
8. Customize the checkout by matching your brand and deciding what information to collect:
   • Solid button background color
   • Custom checkout button text (optional)
   • Toggle on Checkout fields - Address, Name, Phone Number, or Tax ID
   • Service agreement - Require customers to consent to a Terms and Conditions policy for your business
9. Select Save and Finish to finish creating your Offer.

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Edit an Offer

After creating an Offer, you can edit it further to best fit your needs. Add or swap Products, limit access, customize the post-purchase experience, add Automations, and further customize its Checkout.

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Details

Under the Details tab, change the Offer’s public-facing Title and Description, and add an internal one to help your team easily identify it. 

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Products in this Offer

During the creation of an Offer, you will be prompted to select one or more Products to attach to it. You can sell individual Product(s) or create bundled Offers to encourage your customers to get the most value. Add new Products at any time by clicking +Add Product, or click X to remove one.

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Product Access

Adjust the dates customers can access an Offer, by beginning availability on a certain date and/or restricting it to a specific amount of days it is available. If you wish, you can combine them. For example, you can set June 29th as the date members first gain access to the products in the Offer, and members will only have access for 15 days from that start date.

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Offer Status

When an Offer is created it is automatically published. However, you must share the Offer link in order for it to be accessible - just click Get Link. If you wish, you can ensure that your Offer is inaccessible by putting it in a Draft Status. When you are ready to share and display it, update the Offer Status to Published. Be sure to share the Offer link on a page, in an email, or in social media to encourage members to purchase it. 

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Offer Pricing

In this section, upload an image to display as the Offer thumbnail by clicking Select image. The thumbnail appears on the Offer Checkout Page. If you add an Offers block to a page, the block will display the thumbnail. Add an Offers block to a page.

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Pricing

On the Pricing tab, add the Offer’s pricing options and payment details.

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Price Details

Under Price Details, adjust the Offer’s Payment type, Price, and Currency, and any billing interval. You can also elect to allow customers to pay what they want. For a one-time payment plan, you can enable the quantity selector to allow multiple purchases at a time. Only buyers of the Offer will be granted access. For a regular payment plan or subscription, pricing options include the ability to optionally set up a Trial period and add a Setup fee. For paid Offers, you can enable additional ways to pay for it under Pricing options, like monthly and annual subscriptions, and/or add a Trial period or Setup fee. The Price Text Override and Setup fee text override fields let you replace the default label value. Change the Price to read “Contact us for pricing”, for example, or edit “Setup fee” to read “Enrollment fee.”

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Payment Providers

Adjust the payment providers you accept for this Offer. If you selected Kajabi Payments, you can add additional payment options like Apple or Google Pay, Klarna, and Afterpay.

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Offer Availability

Set a quantity limit for the Offer and select an action to occur once that limit is reached. You can show a customized Sold-out Page or redirect to a specific Landing Page. Optionally, show the remaining item count at checkout. You can also set a time limit. When an Offer expires at a certain date and time, show an Expired Page or a Landing Page you choose.

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Purchase flow

The Purchase flow tab is where you determine how your Product(s) should be sold and delivered.

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Post-purchase

Customize the settings and user experience after the Offer has been purchased under the Post-Purchase section. After a purchase, you can:

• Send the member to a custom Thank You page, Landing Page, or the Member’s Product Library
• Allow new customers to bypass the account creation page
• Send the customer a default or custom post-purchase email, or do not send one

Learn how to customize a checkout page.

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Upsells

Upsells let you present additional Offers to customers immediately after they complete a purchase. Add them to any Offer’s purchase flow to increase average order value without interrupting the checkout experience. Under Upsell funnel, create an Upsell sequence that appears after checkout. The first Upsell page is shown immediately after purchase and can be followed by additional Upsell pages.

Learn more about Upsells.

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Automations

Automations help you set up repeating tasks and streamline your workflow with just a few clicks. Click +New automation to start the creation process. Learn more about Automations.

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Settings

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Customize your checkout

Adjust settings shared across offer, popup, and invoicing checkout experiences.

• Choose button color and text
• Add additional checkout fields

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Order bump

Present your customers with a product or service that can be added onto their purchase at checkout.

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Notifications

Manage communication options for you and your team and customers that have purchased your Offer:

• Send customers to third-party email provider
• Get notified when a purchase has been made
• Send cart abandonment emails if a customer abandons the Offer Checkout page

Learn more about Offer notifications.

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Affiliate Commission

Activate Affiliate Commission to credit your Affiliates for transactions made with their Share Links.
Learn more about activating Affiliate commissions.

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More actions

Under the Offer more actions (…) menu, copy the link to or preview the Offer Checkout Page, duplicate the Offer, communicate with other applications using webhooks, view Offer stats, or delete the Offer.

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Customize the Offer Checkout Page

Design your users experience by customizing the Offer Checkout Page after customizing the details of your Offer:

1. From the Dashboard, open the Sales tab.
2. Click Pricing.
3. Select the Offer you wish to edit.
4. At the top, click Edit Checkout:

Learn more about editing an Offer Checkout Page.

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Add the Offer to a Page

Last but not least, it is time to share your Offer by adding it to your website. First, add an Offer Section to your Page:

1. From the Dashboard, open the Website tab.
2. Click Website Pages or Landing Pages and select the page you wish to edit.
3. Click the Customize icon to open the editor.
4. In the sidebar, select Add section.
5. From the list, select Offer, and click Add:

6. An Offer Block will generate at the bottom of the page.
7. Click Save.

Then, select the Offer you would like to display:

1. In the page, hover over the Offer Block and click Edit.
2. In the sidebar, select an Offer using the dropdown menu:
3. Click Save.

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Delete an Offer

To permanently remove an Offer from your account:

1. From the Dashboard, open the Sales tab.
2. Click Pricing.
3. Select the Title of the Offer you wish to permanently remove.
4. Click the more actions (…) menu in the top right corner of the Offer Editor.
5. In the dropdown menu, select Delete, and then confirm that you would like to delete the Offer: