Connecting your course or product to a funnel checkout is key to giving your customers a smooth buying experience. Whether you're using the Membership Offer toggle or creating a custom workflow, this guide walks you through both options.

To get started, you'll need to create an offer in the membership editor. Here's how:

Access the Membership Area

Navigate to Membership > Courses > Offers, and click +Create Offer.

Create Your Offer

Enter a title for your offer and select the relevant products from the dropdown. You can also choose the offer type and add a custom phrase to describe the price.

Once you're happy with the offer, remember to change the visibility from draft to published.

📌Note: Once your offer is created, you have two options for connecting it to your funnel checkout: a Workflow or the Membership Email Default.

Using the Membership Offer Toggle

With your offer set up, go to Payments > Products and select the product you want to connect.

Click the price.

Scroll to the "Pricing" section and toggle "Membership Offer" within the Additional Settings. You can then choose your offer from the dropdown.

Save your changes to confirm.

Remember to add or re-add the product to the funnel page with the order form to make sure it's connected.

Integrating a Funnel With Workflows

Creating a Workflow

A workflow gives you more flexibility in how your offer connects to the funnel checkout. Go to Automation > Workflows, click "Create Workflow", then choose "Start from scratch".

Add a trigger for "Order Form Submission." In the Filter selection, within the Standard fields, select the "In funnel/website" filter. Choose your Funnel. Then select the page within the funnel/website, presumably the Checkout page, and choose the Submission type.

Add a Course Grant Offer action and select the offer you want to connect. Save everything, then publish the workflow to activate it. Make sure it's not left in draft mode.

Connecting your course or product to your funnel checkout is key to a smooth customer journey. Both the Membership Offer toggle and a customised workflow give you flexibility and control over the process.

Troubleshooting Tips and FAQs

Q: My offer isn't showing up in the funnel checkout.

  • Check that you've added or re-added the product to the funnel page with the order form after making any changes.

Q: Workflow not triggering?

  • Check that the workflow isn't in draft mode and that all triggers and actions are set up correctly.