Getting Started - Create & Sell Products

Modified on: Wed, 19 Nov, 2025 at 10:04 AM

Ready to see those sales roll in? Your online store is all set up to handle whatever you're selling—physical products, digital downloads, subscriptions—you name it! Let's dive into how you can easily get started and start generating revenue right away.

TABLE OF CONTENTS

How to Create a Product
How to Make Products Available
How to Add Order Element
Related Articles

How to Create a Product

First things first, let's get your amazing product listed. Think of this like setting up your store shelves—you want everything clear, attractive, and inviting!

Navigate to Payments > Products
Click + Create Product
Fill in Product Information: The Product Information section is where you define the foundational details for your product.
- First, the “Include in Online Store” toggle allows you to determine whether this product should be visible and available for purchase through your online storefront. If you want your product to be publicly available, this toggle must remain enabled.
- Next, the Title field is a required input where you name your product—this will be shown across your checkout, internal views, and potentially public listings. Below that, the Description field allows you to provide a detailed overview of the product, using rich text formatting options such as bold, italics, links, bullet points, and font customization to enhance readability and appeal.
- The Media section lets you upload an image or video file to visually represent your product. This helps users quickly recognize what they’re buying. It’s recommended to upload files with a resolution of 1024×1024 and a size not exceeding 10MB for optimal display and performance.
- There is also an Enable Product Label checkbox. If enabled, you can assign a custom label (e.g., “New,” “Top Pick,” etc.) to the product which may be used for visual badges or internal organization.
- Lastly, the Product Collection dropdown lets you assign this product to an existing collection. Collections help group similar products together for better organization and presentation, especially when managing a larger catalog.
Configure Tax Options: The Product Information section includes several key fields to define how the product is presented and taxed.
- One of the first elements here is the Product Tax Code, which allows you to select a specific tax category for your product. This is important for enabling automatic tax calculations during checkout. If left blank, the system will apply your default global tax settings.
- Next, the Include tax in prices option gives you control over whether your product pricing should be shown as tax-inclusive or tax-exclusive. You can either follow the global setting or manually choose “Yes” to include tax in the displayed price or “No” to show it as a separate charge.
- Additionally, there’s an option to Attach Tax Rates, which is useful if you’re handling taxes manually or have buyers outside the U.S.
- Finally, the Statement Descriptor that opens on clicking Additional Settings field allows you to override the default account name that appears on a customer’s bank statement. This ensures clarity for the buyer and can help reduce payment disputes or confusion.
Set Pricing: In the Pricing section of the product setup, users can define how their product will be offered to customers by configuring a range of pricing-related fields.
- Start by entering a Pricing Name, which serves as an internal label to help distinguish between different pricing options if you’re offering multiple tiers or plans.
- Next, select the Type of pricing from the dropdown—either Onetime, which charges the customer a single fee, or Recurring, which adds options for billing cycles, trial periods, and setup fees.
- In the Amount field, input the exact price you want to charge for the product. You can optionally enter a Compare-at Price, which is useful for showing discounted pricing by displaying the original price next to the actual price being charged.
- Below this, use the Currency selector to define which currency the payment will be made in, such as USD.
- If inventory tracking is relevant, check the Track Inventory box to manage stock levels and input available quantities.
- Clicking on Additional Options reveals more advanced pricing settings like purchase limits or metadata fields.
- Use the Price Description field to add a brief note or context for this pricing entry (visible internally).
Add Product Variants: The “Variants” section lets you create different versions of a product, such as multiple pricing tiers, content levels, or access durations.
- To set this up, you first add an Option name like “Course Level” or “Access Plan.”
- Then, under Option values, you input the specific variants (e.g., “Basic,” “Premium,” “Pro”) and click Done.
- Each variant can have its own price, compare-at price, and available quantity, making it easy to manage inventory and pricing for each option.
- You can also enable Track Inventory if you want to limit how many of each variant can be sold. This is especially useful when offering bundles or time-limited enrollment.
Optimize Search Engine Settings: The Search Engine Listing section helps optimize your product for search engines and improves its discoverability online.
- In the SEO Title field, you can enter a concise and relevant title that clearly identifies the product and includes keywords users might search for.
- The SEO Description allows you to provide a brief summary of the product that also incorporates relevant keywords, enhancing visibility in search results.
- Lastly, the Handle defines the product’s unique URL slug (e.g., /product/my-course-name), which can be customized to make the link more readable and SEO-friendly. This section is optional but highly recommended for improving online reach.
Click Save.

Congrats! Your product is now created. Next, you can check out these handy guides to enhance your product listings even more:

How to Make Products Available

Great job creating your product! Now, let's make sure customers can actually find and buy it. Think of this step like stocking your storefront—visibility is everything!

Navigate to Sites and choose where you want your product to appear: Website, Funnel, or Store.
For Funnels specifically:
1. Click Funnels and select your desired funnel
2. Go to the Products tab
3. Click Add Product
4. Configure your product details
5. Click Save

How to Add Order Element

Alright, your product's ready and visible—now let's get the checkout process streamlined! Think of this step like opening the cash register—quick, easy, and secure.

Navigate to the Site Editor
Select the funnel page that will have the checkout form. If that page doesn't exist yet, create it:
1. Click Add New Step.
2. Fill out the details and click Create Funnel Step.
On the page, Add a full width section element.
Inside the section, Add a one column row.
Inside the row, Add a one or two step order form.
Customize the order form, then click Save and Publish.
Make sure the product is added to the same page as the order form.