Adding Bump Products & One-time Offers to a Funnel

Welcome to our guide on how to boost your CRM funnel with products, order bumps, and one-time offers (OTOs)! If you're looking to make your sales process more exciting and profitable, you're in the right spot. This article is perfect for both beginners and those who already know a bit about CRM funnels. We're going to walk you through everything step by step, making it super easy to follow along.

First off, we'll talk about why adding products, order bumps, and OTOs to your sales funnel is a game-changer. These additions can really pump up how much people spend on average and make your deals hard to resist.

You'll learn how to:- Set up your products in the CRM, including all the details like price and whether it's a one-time thing or a recurring subscription.- Add an order bump, which is a little extra offer people can add to their purchase with just a tick of a box.- Create a one-time offer that pops up right after someone buys something, giving them a special deal they won't want to miss.- Link all these new offers to your funnel and make sure they show up where they're supposed to, on your sales and OTO pages.

We've also got some troubleshooting tips in case you run into any snags, like making sure your payment processing is set up right and how to test everything to make sure it works perfectly.

You might be wondering:- Can I add more than one OTO to my funnel?- How can I tell if my order bump is actually working?- What should I do if my product isn't showing up in the funnel?

Don't worry; we'll cover all of that and more. By the end of this guide, you'll be all set to make your CRM funnel more powerful and give your customers an even better buying experience. Let's dive in and start boosting those sales!

Introduction to Adding Products in the CRM

Before diving into the specifics, it's crucial to understand the importance of integrating products, order bumps, and OTOs into your sales funnel. These elements can significantly increase the average order value and provide your customers with additional value, making your offers more compelling.

Step-by-Step Guide

Setting Up Products

Accessing the Payment Screen: Navigate to the payment section of your CRM and select the 'Products' tab to start adding your products.

Creating a New Product: Click on 'Create New Product'. Enter the product name, description, and pricing details. Remember, all information entered here is client-facing, so ensure it's clear and accurate.

Product Options: Choose whether the product is a one-time purchase or a recurring subscription. If it's recurring, specify the frequency (e.g., monthly, or yearly).

Additional Options: Here, you can set a trial period, the number of payments, and if applicable, a setup fee. For membership offers, ensure the product is linked to the correct offer in your membership area.

Adding an Order Bump

After creating your main product, you can add an order bump. This is a secondary product offered on the checkout page as a checkbox option for customers to add to their order.
Create the order bump product following the same steps as above, specifying it as an order bump in the product options.

Incorporating a One-Time Offer (OTO)

OTOs are special deals presented to customers immediately after their initial purchase, usually on a one-time basis.
Create the OTO product, ensuring the description clearly differentiates it from standard offerings. Set this as a one-time charge.

Linking Products to Your Funnel

Navigate to the funnel where you want to add these products.
For each product (including order bumps and OTOs), select the appropriate funnel step and link the product by choosing it from the list of products you've created.

Configuring the Sales Page and OTO Page

On the sales page, ensure the order form popup includes your main product and order bump, with clear descriptions and pricing.
For the OTO page, link the 'Yes' button to the one-click upsell for the OTO product and the 'No' button to proceed without adding the OTO.

Troubleshooting Tips

Stripe Integration: Ensure your Stripe account is connected under 'Integrations' for payment processing.
Testing Your Funnel: Before going live, switch your funnel to test mode and run through the purchase process using test credit card details to ensure everything works as expected.

Frequently Asked Questions

Can I add multiple OTOs to a funnel?

Yes, you can add multiple OTOs by creating additional OTO pages in your funnel and linking each OTO product accordingly.

How do I know if my order bump is working?

Test the purchase process in test mode. The order bump should appear as an optional add-on in your order form.

What if my product isn't showing up in the funnel?

Ensure you've added the product under the 'Payments' section first. If it's still not showing, double-check the product settings and funnel integration.

Conclusion

Thanks for checking out our guide on how to add products, order bumps, and one-time offers (OTOs) to your CRM funnel! We've walked through the basics of why adding these elements to your sales funnel can help boost your sales and make your deals more attractive to customers. We started with how to set up products in your CRM, including choosing between one-time purchases or subscriptions, and how to add extra options like trial periods. Then, we showed you how to add an order bump to your checkout page and create special one-time offers that customers see right after they buy something. We also covered how to link these products to your sales funnel and set up your sales and OTO pages. Plus, we gave some troubleshooting tips, like making sure your Stripe account is connected and testing your funnel before it goes live.

If you follow these steps, you'll be all set to make your CRM funnel even better and provide a great buying experience for your customers. Remember to test everything to make sure it works smoothly. Thanks for reading, and good luck with your sales funnel!