Products

Overview of the "Compared At" Functionality The "Compared At" option is a valuable addition to our CRM's e-commerce tools. It enables business owners to display both the regular and discounted prices of products side by side. This capability is particularly advantageous for: Showcasing Price Competitiveness: By presenting original and reduced prices, customers can clearly see the discounts offered, highlighting the value and affordability of your products. Creating a Discount-Driven Experience: Offering lower prices on selected products promotes a sense of savings, motivating customers to complete their purchases. User-Centric Development: This feature was developed based on user feedback, reflecting our ongoing commitment to enhancing the platform based on user needs and suggestions. Steps to Activate the "Compared At" Feature Setting up the "Compared At" option is a simple process. Here's how you can display discounted prices effectively: 1. Go to the Payments Section:  Start by clicking on "Payments" in the left-side navigation menu. 2. Access Products:  Within the Payments section, navigate to the "Products" tab found in the upper menu. 3. Add a New Product:  Click on the “+ Create Product” button to add a new item to your store. 4. Set the "Compare-At Price":  While adding product details, you'll find the "Compare-At Price" field. This is where you should input the original price of the product. Keep in mind, the compared price should always be higher than the discounted price. 5. Preview Your Pricing:  You can instantly preview how the original and discounted prices will appear to customers, ensuring that everything is properly displayed before launching your product. Practical Applications and Benefits Here are a few examples of how the "Compared At" feature can be effectively used: Holiday Promotions: Use this feature during holiday sales to show the original prices of seasonal products, like winter apparel, alongside discounted rates, making your promotions more appealing. Clearing Out Inventory: For products you wish to sell quickly, displaying the original price next to the reduced clearance price can create a stronger sense of urgency among customers, leading to faster sales. Troubleshooting and Common Questions What happens if the compared price isn't higher than the sale price? If the original price is set lower than the sale price, the system will notify you to correct it since the compared price must always be greater to effectively display the discount. Can the "Compared At" feature be applied to all products? Absolutely! You can use this feature across all items in your e-commerce store integrated within our CRM system. This updated tool helps you drive sales by highlighting savings in a transparent and compelling manner.

Advantages of Adding an Online Store to Your Business Before getting into the details of setting up your online store, let’s examine the key benefits this feature offers: Expanded Customer Base: Reach a global audience and eliminate the limitations of operating in just one geographic area. Convenience for Shoppers: Allow your customers to browse and shop at their convenience, anytime, from anywhere, creating a seamless shopping experience. Lower Operational Costs: Avoid the expenses tied to maintaining a physical storefront, leading to more efficient use of resources. Step-by-Step Process for Launching Your Online Store Building your online store is a simple and straightforward process. Follow these steps to begin: 1. Set Up and Customize Your Products: Head over to the "Payments" section, then click on "Products" in your CRM to start adding products for your store. In this section, you can name your products, write descriptions, upload images or videos, set prices, and configure different product variations. Utilize the toggle option to choose which items you want to showcase in your online store. 2. Activate Your Online Store: You can either integrate the store into an existing website or create a new one by selecting the "+" icon in the website builder. When you do this, five critical pages are automatically generated: Product Listing, Product Details, Cart, Checkout, and Thank You pages. Personalize these pages to fit your brand by adjusting the settings in the General and Advanced sections. 3. Manage Orders and Payments: Track your incoming orders and monitor payments by navigating to "Payments" -> "Orders and Payments" -> "Transactions." Refunds can also be processed directly through this interface, offering convenience to your customers. 4. Fulfilling Orders and Shipping Details: Mark your orders as fulfilled and share tracking and shipment details with your customers. Be sure to provide tracking numbers, shipping providers, and URLs to allow customers to follow their deliveries. Important Information: The online store currently supports one-time purchase products only. For recurring products, consider using funnels or order forms. Automation options such as order submission triggers, coupon codes, and sales receipts are fully supported by the online store. You can choose which products to display using the toggle feature in the product setup section. All aspects of orders, payments, and refunds can be managed through the Orders and Transactions section in the Payments menu. Troubleshooting and Common Questions Even though the setup process is designed to be straightforward, you may still run into questions or issues. Below are some common queries to help you: Q: Is it possible to personalize my online store’s layout? A: Yes, you can tailor the design and layout of your store’s pages to align with your brand’s style using the website builder. Q: How can I issue a refund? A: Refunds can be easily processed via the "Payments" -> "Transactions" section by selecting the relevant order. Q: Can I sell digital products through my online store? A: Absolutely! You can offer both physical and digital products. Be sure to include download instructions or access details in the product description or in your follow-up emails.

Within the Payments section of your CRM, there is a dedicated "Products" area where you can handle and generate products for Stripe and PayPal. This functionality allows your clients to make purchases directly through your CRM, improving convenience and efficiency. By integrating widely-used payment systems like Stripe and PayPal, you ensure a seamless buying process, enhancing the overall customer experience. Note: Your access to certain features might depend on your user permissions. Importing Products from Stripe If you're looking to import existing products from Stripe, you can do so using the "Import from Stripe" option provided. Creating a New Product To create a new product for your customers, follow this guide for detailed instructions. Searching for Products To quickly find any product you’ve previously created, simply type the product’s name into the search bar located within the Products section of your CRM. Product List Overview All your created products will appear in a table format, displaying important details about each one. If no products have been added yet, this section will be empty. Product Name: Displays the name of the product. Product Type: Shows what type of product it is. Last Updated: Indicates the most recent update for each product. Actions You Can Take on Each Product View: Click to see the details of the selected product. Edit: Modify the product’s information, including: Product Name: Change the name of the product. Description: Add or update the product's description for internal use. Product Type: Adjust the type of the product. Product Image: Upload or replace the image of the product. Additional Options: Customize the statement descriptor, which will appear alongside your business name on your customers’ credit card statements.

Enhancing your sales can be as simple as offering customers an engaging and appealing shopping experience. Organizing items into collections encourages customers to explore a wider range of products, creating a more unified shopping experience and making cross-selling easier. Grouping products into collections not only helps organize your offerings but also provides a streamlined browsing experience, allowing customers to find related items quickly. This approach increases the likelihood of them returning for additional purchases and drives up overall product interest. How to Set Up a Product Collection To begin creating a product collection, navigate to the "Collections" option under the "Products" tab, located in the "Payments" section. Select "Create Collection" in the top right corner, which will prompt a new window to appear where you can enter the necessary details. In this window, you can input the collection’s name and add an image to represent it. By clicking on "Additional Options," you have the ability to include SEO information. Once all fields are completed, click "Add." Adding Products to Your Collection To add products to your collection, click the three-dot icon next to the product to modify its details. Within the product details, there will be a drop-down menu allowing you to assign the item to the appropriate collection. If you're creating a new product, you can follow these same steps to include it in a collection. For even quicker access, you can instantly create a collection to add products by selecting the plus sign button. By utilizing product collections, you can improve customer satisfaction by making it easier for them to discover related products. This approach not only boosts your sales but also strengthens your SEO and encourages repeat purchases by offering a seamless shopping experience.

Importing Stripe Product Details When you're importing products into Stripe, it's important to note that only recurring or subscription plans are eligible for this process. One-time pricing models cannot be imported and must instead be created manually in Stripe. Understanding this distinction ensures a streamlined workflow and helps manage product pricing efficiently. Important Tip: Any plan or price you wish to import from Stripe must be in Live mode; test mode data cannot be imported. Also, note that metered pricing cannot be brought in during the importation of a recurring plan or price. If the plan or price has already been imported into your CRM, it will no longer appear as an option when you use the "Import From Stripe" function. To begin, click the "Import Stripe" button. Choose Stripe Product and Pricing Use the dropdown menu to select the Stripe product you wish to import and view its associated pricing. Adding Setup Fees If your product requires setup fees, you can add those during the import process. These fees will be included when the product is sold to customers. Finalizing the Import Once you've chosen your product and pricing, hit the "Import Product and Price" button to complete the process. Understanding the Types of Stripe Pricing Plans In Stripe, there are three different types of pricing plans you may encounter or create: 1. Admin Level Pricing Created in the SaaS Configurator: When pricing is generated at the admin level, it will carry an "Agency Plan" tag within your product listings and details page. Prices made at this level can't be modified within your CRM. If you update a price directly in Stripe, the CRM won’t automatically reflect this change. Instead, you’ll need to import the updated price from Stripe, which will create a new CRM product tagged as an “Agency Plan.” 2. Pricing Created Directly in CRM: When a product is made through your CRM, a matching plan or price will be created in Stripe. Any adjustments to the price in your CRM will automatically sync with Stripe. However, changes made to pricing within Stripe will not sync back to your CRM. If you modify a price in Stripe, you’ll need to import it again as a new CRM product. 3. Pricing Generated Directly in Stripe: If you’ve established plans and pricing directly within Stripe, these can be imported into your CRM using the “Import From Stripe” feature. Any price changes made within CRM will sync with Stripe, but edits made within Stripe will not reflect in your CRM. You’ll need to import any updated plans or prices into your CRM as new products.

Adding new products to your CRM can be done quickly and easily. Start by navigating to the Payments tab within your CRM and then click on the Products option located at the top of the page. On the right-hand side, you'll find a blue button labeled Create Product. Once you click this button, you'll be directed to a new screen where you can input the necessary details for your product.  It’s important to use the CRM as the primary tool for managing product information and pricing. Any updates made within the CRM will be synced automatically with Stripe and PayPal. Avoid making changes directly on Stripe or PayPal for products created in the CRM, as this will result in creating duplicate entries rather than updating existing ones. If a product or price has been generated via the CRM, the metadata section will display "LeadConnector" as the creator. Product Details  Start by entering the product’s name in the Title field. You can add additional information, including a detailed product description,in the Description section.  You also have the option to include an image or video to visually represent your product. To add media, click the designated button and choose the file from your device. The recommended resolution for images is 1024x1024 pixels, and videos should not exceed 10MB. Supported formats for images are PNG and JPG.   Highlighting Products with Labels  To make specific products stand out, you can apply ribbons with Product Labels. Check the box to activate this feature, then enter the text that will appear on the ribbon in the Content field. You can also set the ribbon to appear for a limited time by configuring the Visibility Duration. Product Collections and Tax Settings  You can categorize your products by assigning them to collections. To do this, use the dropdown menu to select the appropriate collection. Additionally, if taxes apply to the product, you can add them by checking the relevant box, which will display a list of available tax options created within your account.   Additional Product Information  In this section, you can provide any extra details about your product that don't fit elsewhere.  Credit Card Statement Description  You can specify what description will appear on your customer’s credit card statements. This field allows you to enter a brief note that will provide clarity about the charge.  Product Pricing  In the pricing section, you’ll need to enter essential information such as the price, currency, and whether the product is a one-time purchase or part of a subscription plan.  If the product has a recurring payment structure, you'll need to determine how frequently the customer will be billed—options include daily, weekly, monthly, yearly, or a custom schedule.  Additional Payment Settings  Other customizable payment settings, such as the Trial Period or the ability to apply Setup Fees, can be configured in this section.  Inventory Management  To track product inventory, check the appropriate box and input the available stock quantity. The system will automatically update the inventory after each sale. Once the stock reaches zero, the product will be marked as unavailable unless you choose to allow sales to continue regardless of stock levels.   Connecting to Membership Offers  If your CRM has a membership portal, you can link new products to membership offers by enabling this option. Use the dropdown menu to select the relevant membership offer.  Product Variants  If your product comes in multiple variations, you can add those options by clicking Add Variant. Provide a title for the variant type. List the available options by adding the specific values. Once you're done, click Done to save your changes.   Each variant can have its own price and inventory settings, allowing for customized tracking and pricing per option.  Search Engine Optimization  To improve product visibility, you can add SEO details such as the product’s title, description, and a custom URL handle. This can help new customers discover your products more easily online.  Finalize Your Product  When all details are in place, click the Create Product button to save your new product. It will then be listed under the Products section within the Payments tab. 

Overview of the "Compared At" Function The "Compared At" function is a key update to our CRM’s e-commerce capabilities. It enables business owners to show both the original and current discounted prices for their products. This functionality brings several advantages: Enhancing Price Competitiveness: By displaying the original price next to the discounted price, customers can easily see the value of the deal they are getting. Driving Sales Through Perceived Savings: Offering discounted prices creates a perception of savings, encouraging customers to complete their purchases. User-Driven Update: This feature was introduced based on user feedback, showcasing our commitment to continuously improving our platform based on user requests. How to Use the "Compared At" Feature Utilizing the "Compared At" feature is straightforward.  Here’s how you can start: 1. Navigate to the Payments Section: Start by selecting the "Payments" option from the left-hand menu. 2. Go to the Products Tab: In the Payments area, click on the "Products" tab in the top menu. 3. Add a New Product: Click the “+ Create Product” button to add a new product to your inventory. 4. Enter the "Compare-At Price": When entering the product details, you’ll see a field for the "Compare-At Price." This is where you input the original, higher price. Ensure that this price is greater than the product’s current sale price. 5. Live Preview of Discounts: After setting the compare-at price, you can preview how the discount will appear on your site in real time, ensuring everything is properly displayed before making the product live. Practical Applications & Scenarios Here are some real-world cases where the "Compared At" feature can prove valuable: Holiday Discounts: During major sale events, use this feature to show the original prices of items like winter apparel, alongside their promotional prices, making the discounts more appealing to customers. End-of-Season Clearance: For products that are being phased out, presenting the original price next to the clearance price creates a sense of urgency and encourages quicker sales due to the perceived larger savings. Troubleshooting & Common Questions What happens if the "Compare-At" price is lower than the actual price? If the compare-at price is lower than the current price, the system will prompt you to correct it, as it must always be higher than the sale price. Can this feature be applied to all products? Absolutely. The "Compared At" feature can be used for any product in your online store via our CRM’s platform.

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. Adding Products to Your Website You can also add a product to a website by first creating a website. Step 1: Create a New Website To create a new website, click on New Website and name your website. Once the website is created, you'll be directed to the section where you can Add a New Page. Step 2: Add a New Page To add a product, create a new page by clicking on +Add New Page. After clicking on Add Page, you'll receive a pop-up notification where you can create a new page. Step 3: Name Your Website Page Naming your website page helps organize your content. Visitors can easily navigate to specific sections of your website, such as "Contact Us" or "About Us." Step 4: Website Path Add a path to your website page. Step 5: (Optional) Import from ClickFunnels If you have pre-built funnels or content from ClickFunnels, paste your ClickFunnels URL here. Adding a Product to Your Website Page To add a product to a page, click on the +Add Product button. Once you click on the +Add Product button, follow the steps outlined in the "Add Product to Funnel" section, as the process is the same for both funnels and websites. 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.