Offer Building Overview
An offer is everything a customer experiences from clicking your link to completing their purchase. This guide shows the full path to launch, from setting up your account to driving sales through affiliates. Each step links to a detailed article.
The path at a glance
Step | What you do | Location | Required? | Article |
1 | Set up your account | My Site | Required | |
2 | Add products to the Product Catalog | Offer Studio → Product Catalog | Required | |
3 | Products Approval | Offer Studio → Product Catalog | Required | |
4 | Build a basic funnel | Offer Studio → Funnels | Required | |
5 | Configure advanced purchase options | Offer Studio → Funnels | Optional | |
6 | Add order bumps | Offer Studio → Funnels | Optional | |
7 | Build an upsell flow | Offer Studio → Funnels | Optional | |
8 | Customize your order form | Offer Studio → Funnels | Optional | |
9 | Funnel Approval | Offer Studio → Funnels | Required | |
10 | Build and test paylinks | Offer Studio → Funnels | Required | |
11 | Create a marketplace listing | My Site | Optional |
How the pieces fit together
Products are the core items you sell, such as a product with flavor variants. They don't include pricing.
Purchase options are how a product is sold: quantity, bundle, price, shipping, and subscription terms.
Funnels compile your purchase options, pitch pages, order bumps, and upsell flows.
Paylinks are the output of a funnel. A paylink controls the order form content and which post-sale experience the customer sees. You’ll place a paylink on your sales page to direct customers to your order form.
Compliance review approves your products and funnels before real customers can use them.