Steps to create a Free Product.

Modified on Mon, 22 Jun at 11:30 PM

What Is a Free Product?

A Free Product is a digital product you offer at no cost in your funnel.

Think of it as a gateway drug—you give something valuable for free to:

  • Capture leads
  • Build trust
  • Attract warm prospects
  • Provide samples
  • Create an entry point to paid offerings

Examples of free products:

  • PDF guide, checklist, template
  • Video training, webinar recording
  • Email course, mini-course
  • Tool, calculator, spreadsheet
  • Software trial, SaaS demo
  • Sample chapter of a book
  • Discount code, free coupon
  • Podcast episode, audio file

 
 Step-by-Step: Create a Free Product

Step 1: Log In to FlexiFunnels:

Go to app.flexifunnels.com
Enter your email and password
Click "Sign In"
You're now in the FlexiFunnels dashboard

Step 2: Navigate to Product Settings

  • Look for "Products" in the main menu (left sidebar or top menu)
  • Click it
  • You're in the Products section


Step 3: Click "Add New Product"

  • Look for a "+ Add New Product" or "Create Product" button
  • Click it


Step 4: Choose Product Category

  • Find the "Product Category" dropdown
  • Click it
  • Select a category that matches your product


Step 5: Fill Out General Settings

Fill out the necessary details like:

  • Product Name

  • Description

  • Thumbnail, etc.

Once you're done with the general settings...


Step 6: Go to Payment & Pricing Settings

Now you'll set up the pricing (which is $0 for free products).

Click on the "Pricing" or "Payment & Pricing" section/tab


Step 7: Set Product Type to "Free"

Find the "Product Type" dropdown or option.

Click "Free"

This tells FlexiFunnels there's no payment required.


Step 8: Confirm No Payment Provider Needed

After selecting "Free," you'll see a note:

"Since this is a free product, no payment provider is needed."

This is correct. Don't select payment providers (Stripe, PayPal, etc.) for free products.



After Creating: Use Your Free Product

Option A: Add to Checkout Page

To give the free product away on a checkout page:

  1. Create a checkout page in your funnel
  2. Click "Add Product" on that page
  3. Select your free product
  4. Visitors see it as an option to add to their cart (no cost)
  5. They download it after clicking "Continue"

Option B: Send via Email Automation

To deliver the product via email:

  1. Set up an email in your autoresponder
  2. Include a download link to the free product
  3. After form submission, the email is sent
  4. Visitor clicks link to download

Option C: Create a Landing Page for It

To promote the free product separately:

  1. Create a landing page in FlexiFunnels
  2. Add a form element (email required)
  3. Point the form to send to a funnel or email list
  4. After submission, show download link
  5. Share page URL to drive traffic

Real Example: Create a Free Lead Magnet

Scenario: You're selling a paid email course. You create a free guide to attract emails.

Settings

Product Name: "The Complete Email Marketing Playbook (Free)"

Description: "Get the exact email templates, sequences, and strategies we use to generate $50K+ per month with email marketing. Includes 30+ email swipes, subject line formulas, and a complete email calendar."

Category: Guides/Templates

Product Type: Free

Thumbnail: Professional cover image of the playbook

Tags: email, marketing, free, lead-magnet

Funnel Flow

  1. Visitor lands on page "Free Email Playbook"
  2. Sees headline: "Get Our Proven Email Templates (Free)"
  3. Sees form: "Enter your email to download"
  4. Enters email
  5. Form submits
  6. Gets added to email list
  7. Receives email with download link
  8. Downloads the free playbook
  9. Becomes a warm lead
  10. Receives emails pitching paid course
  11. Some buy the paid course

Common Situations & Quick Fixes

Situation 1: "I Created a Free Product, But I Can't Find It"

What's happening: Product was created but you can't locate it.

Diagnostic steps:

  1. Go to Products section (same place you created it)
  2. Look for a list view of all products
  3. Search by name — Use search bar if available
  4. Filter by type — Filter to show "Free" products only
  5. Check visibility setting — Is it set to "Public"?

If still not found:

  • Try refreshing the page (F5)
  • Clear browser cache
  • Try a different browser
  • Contact support

Situation 2: "I Want to Change the Product Name"

What's happening: You created it but want to rename it.

Solution:

  1. Go to Products section
  2. Find the product in the list
  3. Click "Edit" or the product name
  4. Change the "Product Name" field
  5. Click "Save"

Situation 3: "Should I Make My Paid Product Free?"

What's happening: You're considering making a paid product free.

Think about:

  • Why? (attracting more leads, clearing inventory, testing market?)
  • What's the downside? (lost revenue from buyers who would have paid)
  • What's the benefit? (more leads, testing, goodwill)

Better approach:

  • Keep the paid version
  • Create a new free version (sample/teaser)
  • Use free version as lead magnet
  • Upsell to paid version

Situation 4: "I Created a Free Product But Don't Know How to Use It"

What's happening: Product exists but you need to integrate it into a funnel.

Next steps:

  1. Create a landing page offering the free product
  2. Add a form requiring an email to access
  3. Create email automation to deliver the product
  4. Set up email sequence to sell the paid product
  5. Launch and drive traffic to landing page

Or use existing checkout page:

  1. Add the free product to an existing checkout page
  2. Visitors see it as an option
  3. They add to "cart" and download

Situation 5: "Can I Change a Free Product to Paid?"

What's happening: You want to start charging for what was free.

Answer: Yes, but carefully.

Steps:

  1. Edit the product
  2. Change Product Type from "Free" to "Paid"
  3. Set a price
  4. Select a payment provider (Stripe, PayPal, etc.)
  5. Save

Warning: Existing free download links won't work. Consider:

  • Creating a separate paid version
  • Notifying email list about the change
  • Offering transition period

Best Practices for Free Products

Naming

Include "Free" in the name (manages expectations)
Be specific (not just "Free Guide")
Highlight benefit ("Email Templates" not "Stuff")

Description

Lead with benefit (what will they get?)
Be concise (2-3 sentences max)
Include what's inside (5 templates, 10-page guide, etc.)

Thumbnail

Professional design (not sloppy)
Clear, readable text (title visible)
Brand colors (matches your other products)

Value

Actually valuable (not just fluff)
Relevant to your audience (solves a problem they have)
Complements paid product (previews what they'll learn)


Free Product Checklist

Before launching:

  •  Product Name is clear and specific
  •  Description explains what they get
  •  Thumbnail image is professional
  •  Product Type is set to "Free"
  •  No payment provider is required
  •  Product is saved and visible in Product list
  •  Plan for how to deliver (email, landing page, checkout)
  •  Email sequence ready (if using email delivery)
  •  Landing page created (if promoting separately)
  •  Traffic plan ready (where will traffic come from?)

Next Steps

  1. Create the free product (follow steps above)
  2. Create a landing page offering it
  3. Add a form to capture emails
  4. Set up email automation to deliver it
  5. Create follow-up sequence to sell your paid product
  6. Launch and drive traffic


Still Stuck?

Work through the troubleshooting section first, then submit a ticket.

When submitting a support ticket, include:

  • What you're trying to do (create free product, use it, etc.)
  • Where you got stuck (which step)
  • What error message you see (if any)
  • A screenshot of the Product settings
  • What you expected vs. what happened

Submit a support ticket and our team will help within 24 hours.


Congratulations! You've created your first free product and are ready to build your lead-capture funnel! ?


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