This article is designed as a comprehensive guide for users looking to enhance their CRM funnels by adding products, order bumps, and one-time offers (OTOs). It aims to serve both beginners and advanced users by breaking down the process into simple, actionable steps. 

By following this guide, you'll learn how to effectively use these features to increase your sales and improve customer experience.

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.

Setting Up Products

To get started navigate to the Payment section of your CRM, hover on the Products dropdown, and click on Products.

Creating a New Product

Click on Create 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

On the product creation page, scroll down to Pricing and choose whether the product is a one-time purchase or a recurring subscription. 

If it's recurring, specify the frequency (e.g., daily, weekly, monthly, yearly, etc).

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. 

NOTE: This is a secondary product offered on the checkout page as a checkbox option for customers to add to their order. OTOs are special deals presented to customers immediately after their initial purchase, usually on a one-time basis.

Create the order bump product following the same steps as above, specifying it as an order bump in the product options.

Linking Products to Your Funnel

Navigate to the Sites section in your CRM, and access the Funnel tabs. Once there pick the funnel where you want to add OTO Order bump, or create a New funnel by clicking the +New Funnel button.

Once you've found the funnel you want to use, proceed to editing the funnel step. On the right-hand panel, navigate to products and click on the +Add Product button.

Add an already existing OTO product of your choice and fill out the necessary details like name and pricing.

Click on the Additional Options dropdown to access the Bump product option, once you turn on Bump products, click on Save to activate the option.

This is how it appears in your funnel.

Add the Offer Bump To The 2-Step Order Form

Now proceed to edit the Funnel. Once inside a 2-Step order form to the page on the right-hand panel, click on Advanced, then scroll down to toggle on the Order Bump option. Add the necessary details and click on Update. 

NOTE: You can toggle on Enable by default to allow the Order bump option to be ticked by default when the customer is on the checkout page.

Preview The Order Form

On the order form preview, ensure to fill out the info on the 'Where Should We Ship it" page before you can access the main checkout page. Make sure the order form includes your main product and order bump, with clear descriptions and pricing.

By following the steps outlined in this guide, you should now be equipped to add products, order bumps, and OTOs to your CRM funnel effectively. These features are powerful tools for increasing sales and enhancing the customer buying experience. 

Remember to test your funnel thoroughly to ensure a smooth process for your customers. With these strategies in place, you're well on your way to maximizing your funnel's potential.

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

Q: Can I add multiple OTOs to a funnel?

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

Q: How do I know if my order bump is working?

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

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

• A: 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.