Step 1: Add the Product in Infusionsoft

  • Log in to Infusionsoft and select the Infusionsoft icon in the top left corner.
  • ¬†Click on Products at the bottom of the E-Commerce column.
  • Click on Add Product.
  • Give Your Product a Name.
  • Add the Product settings (price is required)
  • Click Save.

Important Tip: Make sure when you name it that it will be something unique because ClickFunnels will pull all of your product names from your full list of products and allow you to select them from a drop-down menu.

Step 2: Add The Product in Clickfunnels

  • Select the Order page or OTO page in your funnel.
  • Click on the Products tab.
  • Click on Add Product.
  • Enter the Product Name.
  • Select Infusionsoft as the Billing Integration.
  • Enter the Amount. (same as the price used in Infusionsoft)
  • Select the Infusionsoft Integration (Subscription or One-time)
  • Select the Infusionsoft Product from the drop down menu.
  • Click the box to Delete Declined Invoices/Orders from Infusionsoft (optional)
  • Click on Create Product.

Step 3: Add Fulfillment Settings For The Product.

If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.

Did this answer your question?