Build a Basic Funnel
A funnel is the set of components that determines what customers see and buy. Building one produces a Paylink, which you place on your sales page to send customers to your order form. This guide covers the minimum setup for a working funnel.
Before you begin
Add your products to the Product Catalog first. See Products and Variants.
Products don't need to be approved to build a funnel. They must be approved before customers can use it.
Have these ready:
Your URL. pitch page
Product images for at lease one purchase option
The shipping regions you plan to sell in
Funnel components
Component | What it does |
Pitch Pages | Your external sales pages, where you place your Paylink. |
Purchase Options | How a product is sold, including pricing, quantity, bundles, and discounts. |
Order Bumps | Add-on recommendations shown on the order form. |
Upsell Flow | One-click offers shown after the initial purchase. |
Paylinks | The link that ties the whole experience together. It controls the order form content and which upsell flow is shown. |
This article covers only the minimum: Funnel Settings, one Pitch Page, one Purchase Option, and one Paylink. Order Bumps, Upsell Flows, subscriptions, and discounts are not covered here.
Steps
Create the funnel
Go to Vendor Settings → Offer Studio
Open the Funnels tab.
Click Create Funnel.
Enter a funnel title (for example, Daily Wellness Supplements), then click Next.
Tip: Set your currency and all shipping regions before creating purchase options. You'll need a shipping rate for every region, so adding regions later creates extra work.
Configure Funnel Settings
Confirm the funnel title.
Select at least one currency (for example, USD).
Select at least one shipping region (for example, United States, Mexico, and Canada).
Optional: toggle on Custom Thank You Page and enter your URL. Leave it off to use ClickBank's branded confirmation page. This is an advanced feature with additional requirements.
Add a Pitch Page
In the Object Library, open Pitch Pages.
Enter the URL of the sales page where you'll place your Paylink.
Click Add. You can add more than one.
Add a Purchase Option
NOTE: You need at least one Purchase Option before you can build a Paylink.
In Purchase Options, click Add.
Enter a name (for example, Daily Wellness Supplements 4 pack) and a description (for example, 120 capsules).
Select a cover image.
Add a product. Select from product variants you created in your Product Catalog.
Confirm the SKU for that product variant.
Set the quantity for that product variant.
Set recurring to “yes” for subscription, otherwise leave “no”. See Purchase Options for details on how to configure subscriptions.
Leave commission set to your default rate or toggle default to off and set a custom commission rate. Affiliates receive the default rate unless you toggle it off and set a custom one.
Enter the price for the variant. If there is only one variant, this will also be the price for the entire purchase option.
Enter a shipping rate for each region you selected.
Review the refund policy, customer return instructions, and billing descriptor. Each defaults to your account settings. Toggle the default off to enter a custom one.
Click Save. The option now appears under Purchase Options in the Funnel Builder.
Add Order Bumps
This is not required for a basic funnel. See Order Bumps for details on how add.
Add an Upsell Flow
This not not required for a basic funnel. See Upsell Flows for details on how to add
Preview a Paylink
In the Paylinks section, click Build a Paylink.
Enter a Paylink name.
Enter a custom URL slug (for example,
4pack).Optionally select an exit offer.
Select an order form template. For a basic funnel choose the standard template. See <Custom Order Forms> to learn how to customize your order form.
Select one or more Purchase Options to include on the order form.
Configure paylink settings for purchase options. See <Paylinks> for more details on how to configure multi-option order forms, subscription settings, quantity settings, and discount settings.
Optionally select an order bump.
Optionally select an upsell flow.
Click Preview to see a preview of the order form with your selections.
If you choose to Publish your paylink, the link URL will be saved, but only approved contents will be available to customers. If you do not want to publish, you can click Cancel.
Submit Funnel for Review
Once Approved
Place the Paylink on your pitch page.
Wait for product approval before sending customers to the order form.