Creating a Product In FlexiFunnels To Sell

Modified on Tue, 16 Jun at 1:35 AM

What You're About to Build (The Simple Version)

Imagine a brick-and-mortar store:

  1. Display window = Your Sales Page (shows what you're selling)
  2. Checkout counter = Your Checkout Page (where customers pay)
  3. Receipt/confirmation = Your Thank You Page (proves they bought it)


FlexiFunnels lets you build this entire sales funnel in minutes. When someone clicks "Buy," they flow through your pages automatically—like a real customer journey.


Before You Start: What You'll Need

 A FlexiFunnels account (free or paid)
A digital product ready to sell (eBook, course files, templates, access credentials, etc.)
A payment method set up (Stripe, Razorpay, PayPal, etc.) — see Payment Gateways Setup
About 20–30 minutes
Optional but recommended: Email marketing tool (for order confirmations and follow-ups)




The Product Creation Workflow (Visual Overview)


Step 1: Create 3 Pages

├─ Sales Page (what you're selling)

├─ Checkout Page (where they pay)

└─ Thank You Page (order confirmation)

        ↓

Step 2: Create the Product

├─ Name, price, payment method

├─ Connect the pages

└─ Configure delivery (email, download link, etc.)

        ↓

Step 3: Connect the Sales Page Button

├─ "Buy Now" button points to checkout

        ↓

Step 4: Test & Verify

├─ Test a fake purchase

├─ Verify Thank You page displays

└─ Check payment records

        ↓

Step 5: Publish & Promote

└─ Share your sales page URL


Step 1: Create Your Three Essential Pages


Why you need three separate pages:

  • Sales Page: Focuses on persuading (benefits, testimonials, why they should buy)
  • Checkout Page: Focuses on transactions (credit card, payment info—nothing else)
  • Thank You Page: Focuses on delivering (order confirmation, download link, next steps)

Each page has a specific job. Mixing them confuses customers.

1. Go to Your Project

  1. Log into FlexiFunnels
  2. Click Projects in the left sidebar
  3. If you already have a project, click to open it
  4. If not, click + Create New Project
    • Give it a name (e.g., "My Product Sales Funnel")
    • Choose a template or start blank
    • Click Create





Step 2: Create and Configure Your Digital Product

2.1 Go to Products

  1. In FlexiFunnels, click Products in the left sidebar
  2. Click + Create New Product

2.2 Choose Product Type

You'll see two options:

  • Digital Product ← Choose this (for eBooks, templates, access codes, etc.)
  • Membership Product (for courses inside FlexiFunnels)

Select Digital Product and click Continue.





2.3 Fill Out General Settings

SettingWhat It IsWhat to Do
Product NameWhat your product is calledEnter your product name (e.g., "Email Marketing Masterclass")
Product StatusIs it live or draft?Choose Live if you're ready to sell. Choose Draft to test first.
Product DescriptionInternal note (customers don't see this)Write a brief note for your own reference


2.4 Enable Payment

Payment Toggle:

  1. Find the Payment section
  2. Turn the toggle ON

Connect a Payment Gateway:

  1. Click Select Payment Gateway
  2. Choose which one you use (Razorpay, Stripe, PayPal, Cashfree, Paddle, etc.)
  3. If you haven't connected one yet, click + Add New and follow the setup wizard

Important note:


2.5 Set Your Price

  1. Find the Pricing section
  2. Enter the Product Price (e.g., 99.99)
  3. Choose your Currency (USD, INR, etc.)

Optional pricing setups:

  • One-time payment ← Most common for digital products
  • Subscription/Recurring (if you want monthly charges only works USD with Paypal, Stripe)
  • Payment plans (split payment into installments)

For a digital product, use One-time payment.



2.6 Connect Your Pages (Critical!)

This is where you link your Sales, Checkout, and Thank You pages to this product.

  1. Find the Sales & Checkout section
  2. Select Project: Choose the project where you created your pages
  3. Sales Page: From the dropdown, select your Sales Page
  4. Checkout Page: From the dropdown, select your Checkout Page
  5. Save

This connects the "Buy Now" button to the actual checkout.



2.7 Configure What Happens After Purchase


This is where your customer gets access to what they bought.

  1. Find the After Purchase Settings section
  2. Support Email: Enter an email where customers can contact you with issues
  3. Support URL: (Optional) Link to your help desk or FAQ page
  4. Digital Asset/Download:
    • If you're delivering a file (eBook, template, etc.), click + Upload File
    • Choose the file from your computer
    • This file will be emailed to the customer automatically
  5. Thank You Page:
    • Select your project
    • Select your Thank You Page from the dropdown
    • This page displays immediately after payment succeeds

Important: If you're not delivering a file (e.g., you're granting course access instead), you can skip the file upload and use the Thank You page to explain what they'll receive.


2.9 Set Up Cart Abandonment Emails (Recommended, Not Required)

What is this? If someone reaches your checkout page but doesn't complete the purchase, FlexiFunnels can automatically send them reminder emails.

How to set it up:

  1. Find Cart Abandonment section
  2. Toggle ON
  3. Click + Add Email Sequence
  4. Create emails like:
    • Email 1 (sent 2 hours after abandonment): "Did you forget something?"
    • Email 2 (sent 24 hours later): "Your order is waiting"
  5. Save

Why do this? Cart abandonment recovery typically recovers 10–20% of lost sales with minimal effort.


2.10 Configure Conversion Tracking (If Using Facebook Ads)

If you're running Facebook ads, you want Facebook to know when someone buys so it can optimize your campaigns.

  1. Find Conversion API section
  2. If you've already set up Facebook Conversion API in FlexiFunnels:
    • Select your CAPI connection from the dropdown
    • Toggle ON
  3. Save

Note: See How to Set Up Facebook Conversion API for full instructions.


2.12 Add a Bump Offer (Optional Upsell)

What is this? A smaller product you offer on the checkout page (e.g., "Add a bonus template pack for $19?").

How to set it up:

  1. Find Bump Offer section
  2. Click + Add Bump Offer
  3. Select an existing product, or create a new one
  4. Set the offer wording (e.g., "Add premium templates? +$19")
  5. Choose where it appears (above or below the payment field)
  6. Save

When to use: Only if you have a natural complementary product. Don't add bumps just for more revenue—it can lower conversion rates if forced.


2.13 Add Webhooks and Integrations (Optional, For Advanced Users)

What are webhooks? Automated triggers that send data to other tools when something happens.

Common examples:

  • Send order data to your email marketing tool
  • Add customer to a Google Sheet
  • Create a task in your project management tool
  • Grant access to a course platform

How to set it up:

  1. Find Set Rules section
  2. Click + Add Webhook
  3. Choose your integration (Zapier, Make, or custom webhook)
  4. Specify what data to send and when
  5. Save

For most people: You don't need this yet. Start simple, add integrations later if needed.


2.14 Review Statistics Settings

The Statistics section shows you:

  • How many times your sales page was viewed
  • How many people started checkout
  • How many completed purchase
  • Cart abandonment rates

This is automatic — FlexiFunnels tracks it without you doing anything. Just check it periodically to monitor performance.

2.15 Save Your Product

Once all sections are configured, click Save Product at the bottom.

Your product is now created.


Step 3: Link the "Buy Now" Button to Checkout

Now you need to connect the button on your Sales Page to the checkout.


3.1 Go Back to Your Sales Page

  1. Click Projects in the sidebar
  2. Open your project
  3. Click on your Sales Page to edit it

3.2 Click the "Buy Now" Button

  1. On your Sales Page, find the "Buy Now" button (usually near the bottom)
  2. Click on it to select it
  3. You'll see a properties panel on the right side

3.3 Set the Button Action

  1. In the button properties, find Button Action or On Click
  2. From the dropdown, select "Go To Next Step In Product"
  3. If prompted, select your product from the list
  4. Save


When customers click "Buy Now," they're now sent directly to checkout.


3.4 Add More "Buy Now" Buttons (Optional)

If your Sales Page has multiple sections (top, middle, bottom), add the same button to each:

  1. Click on another empty area on your Sales Page
  2. Add a Button element
  3. Label it "Buy Now" or "Get Access Now"
  4. Set the action to the same checkout
  5. Save

Why? More purchase buttons = more conversions. People convert at different points while reading.


Step 4: Test Your Setup Before Going Live

Never launch without testing. It takes 5 minutes and saves you from embarrassing failures.

4.1 Test a Complete Purchase Flow

  1. Go to your Sales Page (published version, not the editor)
  2. Scroll down and click "Buy Now"
  3. Verify: You're sent to the Checkout Page ✅
  4. Fill in test information:
  5. Complete the purchase
  6. Verify: You're sent to the Thank You Page ✅
  7. Check:Your Thank You Page shows:
    • Order confirmation message
    • Download link (if applicable) or access instructions
    • Next steps

4.2 Verify Email Confirmations

  1. Check the test email inbox (testcustomer@example.com)
  2. You should receive:
    • Order confirmation email (sent automatically)
    • Digital file attachment (if applicable)
    • Access instructions

If you don't receive emails:

  • Check spam folder
  • Verify your support email is correct (in product settings)
  • Check autoresponder connection (if set up)

4.3 Check Your Payment Records

  1. Log into your payment gateway (Razorpay, Stripe, PayPal, etc.)
  2. Look at recent transactions
  3. Verify: Your test purchase shows up as a successful transaction

If it doesn't:

  • Check if payment was declined (check transaction status)
  • Verify payment gateway is connected correctly
  • Check if it's in a "pending" status (some require manual approval)

4.4 Test on Mobile

  1. Open your Sales Page on a smartphone or tablet
  2. Click "Buy Now"
  3. Verify the checkout form looks good (not cut off, all fields visible)
  4. Complete a test purchase
  5. Verify the Thank You page displays correctly on mobile

Step 5: Publish and Promote Your Product

5.1 Publish Your Sales Page

  1. In your project, click on your Sales Page
  2. Click Publish (top-right corner)
  3. Confirm you want to publish

5.2 Copy Your Sales Page URL

  1. After publishing, you'll see a "Published" button or link
  2. Click it to view the public version
  3. Copy the URL from your browser's address bar
  4. This is your sales page URL — use this to promote your product

Example: https://yourdomain.com/my-product-sales-page


5.3 Promote Your Product

Now that it's live, share your URL:

  • Email list: Send to your email subscribers
  • Social media: Post on LinkedIn, Facebook, Instagram
  • Ads: Run paid ads (Google Ads, Facebook Ads, TikTok Ads)
  • Content: Link from blog posts, videos, podcasts
  • Direct: Tell people one-on-one

Common Situations & Quick Fixes


❌ "I clicked 'Buy Now' but it didn't go to checkout"

Diagnostic steps:

Step 1: Verify the button action is set correctly

  1. Go back to edit your Sales Page
  2. Click the "Buy Now" button
  3. Check the button properties — it should say "Go to Checkout" or similar
  4. If it's blank or says something else, select the correct action
  5. Save

Step 2: Verify your product is selected

  1. Click the button again
  2. Check if a product is selected in the dropdown
  3. If not, select your product from the list
  4. Save

Step 3: Republish your page

  1. Click Publish on your Sales Page
  2. Wait 10 seconds
  3. Click the published link to view the public version
  4. Try clicking "Buy Now" again

Still not working? Submit a support ticket with a screenshot of your button settings.


❌ "Checkout page displays but button says 'Payment Not Enabled'"

The problem: Your payment gateway isn't connected properly.

How to fix:

  1. Go to Products → click your product to edit it
  2. Find the Payment section
  3. Verify the toggle is ON
  4. Click Select Payment Gateway
  5. If it says "No gateway connected," click + Add New
  6. Follow the setup wizard for your chosen gateway (Razorpay, Stripe, etc.)
  7. Once connected, Save Product
  8. Republish your Sales Page

Common payment issues:

  • Razorpay: Make sure you entered your API keys correctly
  • Stripe: Verify your account is in "active" status
  • PayPal: Make sure you authorized the app

❌ "Thank You page doesn't display after purchase"

The problem: The Thank You page isn't linked to your product.

How to fix:

  1. Go to Products → click your product to edit
  2. Find After Purchase Settings
  3. Look for Thank You Page
  4. Click the dropdown and select your Thank You (Purchase) page
  5. Save Product
  6. Test again: Do another test purchase to verify

❌ "Customers aren't receiving the digital file"

Diagnostic steps:

Step 1: Verify the file is uploaded

  1. Go to Products → your product
  2. Find After Purchase Settings
  3. Check if a file is shown (look for a file icon or name)
  4. If not, click + Upload File and select your file
  5. Save Product

Step 2: Verify the support email is correct

  1. In After Purchase Settings, check Support Email
  2. This is where the download email comes from
  3. If it's wrong, update it
  4. Save Product

Step 3: Check spam folder

  1. Ask customers to check their spam/promotions folder
  2. The automated email might be filtered there

Step 4: Check file size

  1. Is your file larger than 10MB?
  2. Very large files may fail to attach
  3. Solution: Compress the file or host it on cloud storage (Google Drive, Dropbox) and send the link instead

❌ "Cart abandonment emails aren't sending"

The problem: Cart abandonment might not be enabled or your email tool isn't connected.

How to fix:

  1. Go to Products → your product
  2. Find Cart Abandonment section
  3. Verify the toggle is ON
  4. If there are no email sequences listed, click + Add Email Sequence
  5. Create at least one email:
    • Trigger: "When customer abandons cart"
    • Delay: "2 hours later"
    • Subject: "You left something behind"
    • Body: Write your reminder message
  6. Save Product

Optional: Connect your email tool (MailChimp, Klaviyo, ActiveCampaign, etc.) so you can use your email templates:

  1. Find Email Service Integration
  2. Click + Connect Email Tool
  3. Follow the authorization flow
  4. Save

❌ "The checkout page looks broken on mobile"

How to fix:

  1. Go back to Projects → your project
  2. Click on your Checkout Page to edit it
  3. At the top-right, find the Mobile Preview button (phone icon)
  4. Switch to mobile view
  5. Check each field:
    • Are they too wide for the screen?
    • Are buttons clickable?
    • Are error messages visible?
  6. If anything looks wrong, adjust the page:
    • Select the element
    • Adjust padding/margins
    • Adjust font size
    • Save
  7. Test again with mobile view

❌ "My bump offer (upsell) isn't showing on checkout"

The problem: The bump offer might not be configured correctly or placed below the payment field.

How to fix:

  1. Go to Products → your product
  2. Find Bump Offer
  3. Verify the toggle is ON
  4. Check the product selected (make sure it's a real product with a price)
  5. Change Position to "Below Payment Field" (if available)
  6. Save Product
  7. Test with a new purchase to verify the bump appears

Pre-Launch Checklist

Before you share your Sales Page URL, verify each of these:

Sales Page

  •  Headline clearly explains what the product is
  •  Benefits are listed (not just features)
  •  At least one testimonial or proof included
  •  "Buy Now" button is visible and says something like "Buy Now" or "Get Access"
  •  Product image is clear and professional
  •  Price is shown clearly
  •  FAQ section answers common questions

Checkout Page

  •  Form fields are clearly labeled (First Name, Email, etc.)
  •  Payment field is present and ready
  •  No distracting elements (no testimonials, no extra sales pitch)
  •  Looks good on mobile
  •  Button says "Complete Purchase" or "Pay Now"

Thank You Page

  •  Congratulations message is clear and positive
  •  Order confirmation is shown (order number, date, amount)
  •  Instructions for accessing the product are clear
  •  If it's a download, the link is working
  •  If it's course access, login instructions are included
  •  Contact email or support link is visible

Product Setup

  •  Product name is set
  •  Price is set and correct
  •  Payment gateway is connected and enabled
  •  Thank You page is assigned
  •  Digital file is uploaded (if applicable)
  •  Support email is correct
  •  Cart abandonment emails are set up (if desired)

Testing

  •  You completed a full test purchase yourself
  •  You received order confirmation email
  •  You received the digital file/access (if applicable)
  •  Thank You page displayed correctly
  •  Transaction shows in your payment gateway
  •  Tested on mobile (looks good)

Promotion Ready

  •  You have the Sales Page URL
  •  You've decided where to promote (email, ads, social, etc.)
  •  You have a launch plan (when and where you'll share)

If you can check all these boxes, you're ready to launch!


How to Know Your Product Is Selling Well

? Metrics to track:

MetricWhat It MeansGood Target
Sales Page ViewsHow many people see your offer100+ per week (once promoted)
Checkout StartsPeople who click "Buy Now"5–10% of page views
Completed PurchasesActual sales30–50% of checkout starts
Cart AbandonmentPeople who reach checkout but don't buy50–70% is normal; use emails to recover
Customer FeedbackPeople tell you the product is valuableMore positive comments = keep selling

Where to find these metrics:

  • Go to Products → your product
  • Click Statistics tab
  • View Sales Performance and Funnel Analysis

FAQ: Common Questions


Q: Can I change the price after launch? A: Yes. Go to Products → your product → change the price → Save. New purchases will use the new price. Existing customers keep their original price.


Q: What if I want to offer a discount/coupon? A: Go to Products → find Coupon or Discount section → create a code (e.g., "SAVE20") → set the discount (20% off or $20 off) → save. Share the code with customers.


Q: How long does it take for payment to appear in my bank account? A: Depends on your gateway:

  • Razorpay: 1–2 business days
  • Stripe: 2–3 business days
  • PayPal: 1–2 business days Check your payment gateway dashboard for exact timelines.


Q: Can I sell the same product in multiple projects? A: Yes. Create the product once in FlexiFunnels. Then create multiple Sales Pages in different projects and link them all to the same product. Useful for A/B testing different sales pages.


Q: What if I want to give free access to someone? A: Instead of having them go through checkout, send them the digital file directly via email, or grant them access to a course login. Not everyone needs to pay.


Q: Can I sell both digital products and memberships? A: Yes, separately. Use "Digital Product" for one-time purchases. Use "Membership Product" for recurring courses or access. They're different product types in FlexiFunnels.


Q: What should my refund policy be? A: Add it to your Thank You page and Sales Page. Common options:

  • 14-day money-back guarantee (builds trust)
  • 7-day refund window
  • No refunds (common for digital products, but hurts credibility)
  • Keep the digital file, refund the money (protects you from abuse)

Submit a Ticket

If you've tried the troubleshooting steps above and still need help, mail us at help@flexifunnels.com with:

  • Your product name
  • Screenshots of your Sales Page, Checkout Page, and Thank You Page
  • Your payment gateway (Razorpay, Stripe, etc.)
  • What you've already tried to fix it
  • The specific error message (if any)

Our team will help you diagnose the issue within 24 hours.


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