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
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.
Select the type of exit offer you wish to offer—either 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. To download an example of the advanced exit offer template, click the link below:
- Example Advanced Exit Offer Template
Step 8: 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.
ClickTip: 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 9: 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 10: Once you are satisfied with your exit offer, click the Save Changes button.
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.
Using your ClickBank credentials, log in to your ClickBank account. If you have multiple linked accounts, or if you created an account on or before 10/29/2019, make sure you navigate to the sales account management page of the account you wish to work in by clicking the hyperlinked account nickname.
Step 2: Click the Vendor Settings tab.
Click the Vendor Settings tab on the horizontal navigation bar at the top of the screen. Clicking this tab will reveal a sub-navigation bar.
Step 3: Click the My Order Form tab.
On the sub-navigation bar, click the My Order Form tab. When you click this tab, you will be directed to the My Order Form page.
Step 4: Click the Exit Offers tab.
Step 5: Click the Add New Template button.
Step 6: Name the exit offer template.
In the Template Name field, provide a name for the exit offer template.
Step 7: Select exit offer type.
Select the type of exit offer you wish to offer—either 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.
ClickTip: 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. To download an example of the advanced exit offer template, click the link below:
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.
To select a product for this exit offer applies to click the Select Product button. You will be able to select a product from the Product Selection module. Once you have selected the product you wish to apply this offer to, click the Select Product button.
ClickTip: 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.
If you wish to apply a coupon on the new order form, click the Select Coupon button and then select a coupon from the module.
ClickTip: Coupons are vendor-enabled feature. To learn more about vendor enabled features CLICK HERE.
Step 12: Select an order form template.
Select an order form that you want to customer to be directed to after they have accepted the exit offer.
ClickTip: 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.
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.
ClickTip: 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.
Find the paylink that directs customers to the order form that you wish to attach an exit offer to.
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.
ClickTip: Exit offers are only compatible with new order forms. If you are using a classic order form you must migrate to a new order form before enabling an exit offer.
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.
Using your ClickBank credentials, log in to your ClickBank account. If you have multiple linked accounts, or if you created an account on or before 10/29/2019, make sure you navigate to the sales account management page of the account you wish to work in by clicking the hyperlinked account nickname.
Step 2: Click the Vendor Settings tab.
Click the Vendor Settings tab on the horizontal navigation bar at the top of the screen. Clicking this tab will reveal a sub-navigation bar.
Step 3: Click the My Order Form tab.
On the sub-navigation bar, click the My Order Form tab. When you click this tab, you will be directed to the My Order Form page.
Step 4: Click the Exit Offers tab.
Step 5: Locate the exit offer you wish clone.
In the Exit Offers table, locate the exit offer you wish to clone.
Step 6: Click the Clone icon in the Actions column.
To clone the exit offer, click the Clone icon in the Actions column on the left side of the Exit Offers table. This will clone the exit offer and direct you to the exit offer edit page.
Step 7: Make any adjustments necessary.
Make any adjustments that you see fit for this particular exit offer.
Step 8: 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 Delete an Exit Offer
If you wish to delete an exit offer, follow the steps below:
Step 1: Log in to your ClickBank account.
Using your ClickBank credentials, log in to your ClickBank account. If you have multiple linked accounts, or if you created an account on or before 10/29/2019, make sure you navigate to the sales account management page of the account you wish to work in by clicking the hyperlinked account nickname.
Step 2: Click the Vendor Settings tab.
Click the Vendor Settings tab on the horizontal navigation bar at the top of the screen. Clicking this tab will reveal a sub-navigation bar.
Step 3: Click the My Order Form tab.
On the sub-navigation bar, click the My Order Form tab. When you click this tab, you will be directed to the My Order Form page.
Step 4: Click the Exit Offers tab.
Step 5: Locate the exit offer you wish delete.
In the Exit Offers table, locate the exit offer you wish to delete.
Step 6: Click the Delete icon in the Actions column.
To delete the exit offer, click the Delete icon in the Actions column on the left side of the Exit Offers table. This will prompt a dialogue box asking if you're sure you want to delete the exit offer.
Step 7: Click the Okay button in the dialogue box to delete the exit offer.