A Note on the Legacy Exit Offer Tool
Sellers can new use ClickBank's new Order Form Tools to create and customize their order forms. This new tool is incredibly easy to use and replaces all the functionality of both basic custom order forms and advanced custom order forms, including the exit offers tools.
All sellers are encouraged to make the switch to the new tool to take advantage of the new standard order form, which is the foundation that the new order form tools build on. All legacy order form tools will be retired October 30, 2024.
If you do not move your order form to the new order form tools by that date, don't worry. Orders of your products will still occur as expected, however your order form will lose all customization and default to a "naked" standard order form, which outperforms our legacy order form in load time and design.
For more information on moving your order form over to the new tools and getting the most out of this product, please check out these resources:
- KNOWLEDGE BASE: Using the Exit Offers Customizer
- KNOWLEDGE BASE: Using the Order Form Customizer
- KNOWLEDGE BASE: Using the Countdown Timer
- KNOWLEDGE BASE: Using the Custom CSS Editor
- KNOWLEDGE BASE: How to Switch to the New Order Form From the Legacy Order Form
- How to Build a High Converting Custom Order Form on ClickBank [VIDEO]
Overview
Exit offers are a sales tactic tool that is offered to ClickBank users to help reduce order form abandonment and increase the number of transactions made by existing traffic. Exit offers display when customers attempt to leave the order form without placing an order.
Users can customize the content and appearance of the exit offer. Additionally, they can determine the action that takes place when a customer clicks a button in the exit offer.
There are two types of exit offers that ClickBank Sellers can use: basic and advanced. The basic option uses the WYSIWYG (What-You-See-Is-What-You-Get) builder that is available in the account. The advanced exit offer allows sellers to further stylize the exit offer through an uploaded CSS file.
For each kind of exit offer, users have the change to either keep the user on the same order form by selecting the Stay on Page option from the Exit Offer Dropdown Menu or, they can redirect the user to a new order form that has a lower price point or additional bonuses by selecting the New Paylink option.
NOTE: Exit Orders are not yet formatted for mobile usage and can only be used on a desktop.
This article contains the following sections:
- How to Create a “Stay on Page” Exit Offer
- How to Create a “New Payment Link” Exit Offer
- How to Use an Exit Offer
- How to Clone an Exit Offer
- How to Delete an Exit Offer
- Additional Resources & Related Articles
How to Create a “Stay on Page” Exit Offer
Step 1: Log in to your ClickBank account.
Step 2: Click Accounts.
Step 3: Select the nickname account that houses the order form you want to add the exit offer to.
Step 4: Click Vendor Settings.
Step 5: Click My Order Form then click Exit Offers.
Step 6: Click Add New Template.
Step 7: Name the exit offer template.
Step 8: Select exit offer type. You can select basic or advanced. If you are offering a basic exit offer, you can edit it using the editor options on the right hand of the screen. If you wish to create a more advanced exit offer, you can upload a CSS file.
NOTE: Developing a CSS file for upload may require the assistance of a developer if you are unfamiliar with HTML and CSS.
Related: Example Advanced Exit Offer Template (Click to download.)
Step 9: Select Stay on Page from the Exit Offer Action drop down menu.
You can choose Stay on Page or New Payment Link. If you select Stay on Page, the customer will not be redirected to a new page. Instead, you can use the module to remind the customer of the benefits of the product or ask them if they are sure they want to navigate away from the page.
NOTE: If you select the New Payment Link option, the customer will be redirected to a new page through a paylink that will offer the product at a lower price or include additional bonus items. To learn more about how to do that, CLICK HERE.
Step 10: Select the appearance options and text for your exit offer from the editor sections on the right side of the screen.
You will be able to edit and preview the appearance of your exit offer by adding text to the Headline Editor, the Body Editor, and the Button Text Editor. If you have chosen to upload a CSS file, select your CSS file by clicking the Choose File button in the Custom CSS field on the left side of the screen.
Step 11: Once you are satisfied with your exit offer, click Save Changes.
Once you click the Save Changes button, your exit offer will be submitted to the ClickBank team for review. Once the exit offer has been approved, the status will change from “Pending Review” to “Approved.” Once the exit offer has been approved you can copy the exit offer parameter from the it from the exit offers table and add it to your original paylink. For more information on how to do that, CLICK HERE.
How to Create a “New Payment Link” Exit Offer
To create an advanced exit offer, which will redirect the customer to a new order form via a paylink, follow these instructions.
Step 1: Log in to your ClickBank account.
Step 2: Click Vendor Settings and then My Order Form.
Step 3: Click Exit Offers.
Step 5: Click Add New Template.
Step 6: Name the template.
Step 7: Select the exit offer type.
NOTE: If you are offering a basic exit offer, you can edit it using the editor options on the right hand of the screen. If you wish to create a more advanced exit offer, you can upload a CSS file.
Developing a CSS file for upload may require the assistance of a developer if you are unfamiliar with HTML and CSS. A sample CSS file is located for download at the bottom of this article.
Related: Example Advanced Exit Offer Template (Click to download.)
Step 8: Select New Payment Link from the Exit Offer Action dropdown menu.
Step 9: Select the product you wish to apply this particular exit offer to.
NOTE: Unlike the Stay on Page exit offers, the New Payment Link exit offers apply to a specific products.
Step 10: Select the upsell that will be initiated once the customer purchases the exit offer.
If you wish to initiate an upsell once the customer has purchased the exit offer, you can select one by clicking the Select Upsell button. Clicking this button will prompt the PitchPlus Upsell Selection module. From the list, select the upsell you wish to offer and then click the Select Upsell button.
Step 11: Select a coupon to apply on the new order form once the customer has purchased the exit offer. NOTE: This step is optional.
Step 12: Select an order form template.
NOTE: You can select the order form that was used for the original purchase, but you can also consider building a custom order form that highlights the exit offer. To learn more about creating an order form, CLICK HERE.
Step 13: Add a vendor tracking ID (VTID).
If you wish, you may also add a vendor tracking ID to the paylink by entering it into the VTID field. For more information on how to use vendor tracking IDS, CLICK HERE.
NOTE: If you wish to add additional custom parameters to the paylink, check the Add Custom Parameters box and enter it into the field provided.
Step 14: Customize the exit offer.
You will be able to edit and preview the appearance of your exit offer by adding text to the Headline Editor, the Body Editor, and the Button Text Editor. If you have chosen to upload a CSS file, select your CSS file buy clicking the Choose File button in the Custom CSS field on the left side of the screen.
Step 15: Click the Save Changes button.
Once you have stylized your exit offer and are ready to submit it for review, click the Save Changes button. Once your exit offer is approved the status will changes from “Pending Review” to approved. Then, copy the exit offer parameters and add it to your original payment link.
How to Use an Exit Offer
To add the exit offer parameter to your original paylink, follow these instructions.
Step 1: Locate the original paylink.
Step 2: Add the exit offer parameter to the end of the paylink.
Here’s the format of a paylink with an exit offer added:
https://VENDORNICKNAME.pay.clickbank.net/?cbitems=ITEM&cbexit=X
Step 3: Proceed to use the payment link as you normally would.
How to Clone an Exit Offer
You may want to clone an exit offer to use it as a template for a new exit offer to apply to a different product. Here’s how to do so:
Step 1: Log in to your ClickBank account.
Step 2: Click Vendor Settings and then My Order Form.
Step 3: Click Exit Offers.
Step 4: Find the exit offer you wish clone.
Step 5: Click the Clone icon in the Actions column.
Step 6: Make any adjustments necessary.
Step 8: Click Save Changes.
Once you have stylized your exit offer and are ready to submit it for review, click the Save Changes button. Once your exit offer is approved the status will changes from “Pending Review” to approved. Then, copy the exit offer parameters and add it to your original payment link.
How to Delete an Exit Offer
Step 1: Log in to your ClickBank account.
Step 2: Click Vendor Settings and then My Order Form.
Step 3: Click Exit Offers.
Step 4: Find the exit offer you want to delete.
Step 5: Click the Delete icon in the Actions column.
Step 7: Click the Okay button in the dialogue box to delete the exit offer.
Additional Resources & Related Articles
- KNOWLEDGE BASE: Using the Coupon Feature
- KNOWLEDGE BASE: Basic Custom Order Form