Setting up sales funnels in legal agreements
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Setting up sales funnels in legal agreements
setting up sales funnels in legal agreements
With airSlate airSlate SignNow, businesses can efficiently manage their legal agreements, ensuring a secure and reliable process for all parties involved. By incorporating sales funnels into your documents, you can enhance the workflow and streamline the agreement process.
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FAQs online signature
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What is a legal funnel?
Legal Funnel helps lawyers grow and automate their dream virtual law firm. Sam Mollaei is a lawyer who runs a multi 6 and 7-figure automated virtual law firm from his bedroom while generating 400 clients a month using the Legal Funnel system.
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What is the sales funnel rule?
The sales funnel follows a much more customer-centric journey, outlined by at least four high-level stages: Awareness, Interest, Desire, and Action (or AIDA). These stages occur before a potential customer is even identified as a lead.
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What is the sales funnel theory?
The sales funnel is one of the most fundamental concepts in sales and marketing. The top of the funnel signifies the goal of every business — to generate as many leads as possible — while the narrow bottom reflects how many of those leads are converted to customers by the end of the sales process.
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Does every business need a sales funnel?
A sales funnel is important because it allows you to guide potential customers through the buying process, build relationships with them, and provide value at every step along the way. This can lead to increased conversions, improved customer experience, and ultimately, increased revenue.
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How do I set up a sales funnel?
Here are five steps to help you create a sales funnel: Build a landing page. A landing page will most likely be the first time prospects learn about your company. ... Offer something of value. ... Start nurturing. ... Upsell. ... Keep it going.
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What is the sales funnel method?
How to Create a Sales Funnel Define the problem you want to solve for your customers. Define your goals. Create a preliminary offer to generate leads. Qualify leads to confirm interest in the product. Nurture your qualified leads. Close the deal. Track the final results and analyze sales data.
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What is a sales funnel with examples?
A sales funnel is a customer-centric marketing model that represents the journey customers take from the moment they become aware of the need to the moment of making a purchase decision. The different steps as leads progress from prospects to customers depict the sales process from awareness to action.
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What is the formula for sales funnel?
The sales funnel conversion rate formula is the same regardless of which stages you're measuring — number of contacts in the later stage of the funnel divided by number of contacts in the earlier stage, all multiplied by 100.
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hey it's Nathan with crazy mark.com and in this video I'm going to do a full Thrive cart tutorial where I'm going to go over several settings show you how to set up products build a funnel and do a few other things so that way you can get started with Thrive cart right away now real quick before we get into this tutorial just want to point out that I have a link to a lifetime membership to thrivecart so this is one of the great benefits of thrivecart is their lifetime membership option so instead of paying $100 or more a month for a tool or service that lets you build sales funnels you just have a onetime fee for your whole life so you save a ton of money and there's a ton of features available within Thrive cart and I'll have the link in the description down below but just real quick some of the features that come with Thrive cart and we'll scroll on down here of course there's more you could go ahead and read if you want to but they have oneclick bump offers oneclick upsells modal and embeddable carts AB testing an affiliate Center if you go with the pro version retargeting and Link tracking opportunities we could add your Facebook pixel and Google analytics tracking codes and track your advertising efforts there's a customer Hub so customers can go ahead and log in and update their billing information or cancel their subscriptions so you don't have to manually update your customer's information there's coupons it supports physical products there's a bunch of different analytics information as well from frontal stats to predicted Revenue to more detailed stats and it integrates with a whole bunch of other tools as well like membership platforms and autoresponders and it just has a whole lot going for it I really like thrivecart so again Link in the description down below if you're interested but let's go ahead and get get into the tutorial here so this is what it looks like when you log into thrivecart so we're on the dashboard right here and it gives you a breakdown of your daily sales or you could go ahead and change your date range as well and it'll give you all the information for that particular range and if we scroll on down we can get even more details if we want to and we could go ahead and customize this page to include the information that is important to us so that's the initial dashboard page but where I really want to start is over here into the settings area so click into the menu and we'll go ahead and click on settings and I want to go through a few of the settings that you want to go ahead and set up right away so first things first we have Integrations right here and we can go ahead and click on payment processor so you want to integrate with a payment processor so that way you can take your customers money so there's stripe and also PayPal as well as authorized.net then you probably want to go ahead and integrate with your autoresponder tool so I'm integrated with active campaign right here they have a whole bunch of different options as well like aweber convert kit drip MailChimp and even zappier right here so you can integrate with a whole bunch of other tools if you want to by using zapier so a bunch of different options that are supported within Thrive cart there's also the membership platform so there's digital access pass lifter LMS member Mouse member press teachable wish list not to mention there is Thrive cart learn right here which we'll get to later in the video and it lets you build a membership site where you can go ahead and deliver courses and things like that a bunch of different options and there's webinar platforms which includes demio or zapier we also have fulfillment services is right here so disc.com Lulu Shopify printful shipo ship station or Google Sheets you can push your information right into Google Sheets and notification platforms so Google Sheets or slack right there and then finally there's sales tax platforms which includes quaderno and zapier so a bunch of different Integrations are supported within Thrive cart which is something that I find very useful let me come back out to the settings area there's also the Blacklist option so you could go ahead and Blacklist IP addresses or email addresses so that way if you have people spamming so you can see you can adjust their invoices finances customer Hub the affiliate area Thrive cart learn Friday prevention Facebook domain verification and C name settings so that way you could go ahead and set up a custom domain for your Thrive card account and so you probably want to go through each of these options real quick just to see what's in them as you may need to change some default settings for your account let's come back to settings so there's also manage users right here so depending on your level of your Thrive card account you can go ahead and add additional users that could log in and do certain things within your account like maybe you have a customer support person that you want to allow to go ahead and refund customers or change account settings and things like that you can go ahead and add them to your account I'm going to click on it real quick just so you can see the option so you can go ahead and fill in their contact information but then their app permission so there's a few default settings so assistant or client and you can see assistants are for team and staff members who will be managing products and customers on your behalf and then there's also clients have their own products and a separate customer hub for their customers to new purchase history and update billing info so depending on the type of user you want you can go ahead and select this option and then you can choose what all they have access to so if they can create coupons look at statistics Affiliates users settings Etc and also their product access as well so whether they have access to certain products or none of your products and so on so it's quite flexible in what permissions you want to give to somebody there's also Dunning which is very useful and also it saved me a lot of money so what this does is it lets Thrive carts send emails out when people's payment methods don't work like for example if they have an overdue payment like they get builded but for whatever reason their credit card number may have changed or something like that and the payment doesn't go through well then they can receive emails reminding them to update their payment information or if their card is expiring soon well they can get a reminder email to come in there and update their billing information before their subscription renews or if their card has expired dve card can go ahead and send emails to the customer so that way they can come update their billing info before the payment takes place and you can also see the stats of your Dunning services to see if it's actually working for you so I like that they give you the analytics so you know if it's working or not let's come back up here and go back to settings there's tax report so when you're creating products you have the opportunity to collect sales tax so if you set that up on your products well then you can go ahead and run a report on all the sales taxs you've collected during a specific period of time and when we create a product I'll point this out to you let's go ahead and go back there's legal in compliance so you probably want to go through here real quick and just make sure that you have everything that is relevant to your business so that way you don't get in trouble or anything like that coming back out there's custom text and translation so if you're not a native English speaker you could go ahead and add a language profile and you can come in here and update all the different default texts that are going to pop up in your pages and funnels and things like that or you could go ahead and use it based off of an existing translation so there's several translations available in here so if most of your customers are from the Netherlands for example you could go ahead and select this option and know translate everything to Dutch I believe is what they speak in the Netherlands so this might be a useful setting if you're not you know us-based or english- speaking based we come back out and then there's API and web hooks as well so if you want to use API or web hooks with r cart you can I think it offers almost full control if you know what you're doing with those settings and so that's the settings section let's go ahead and set up a product and build us a funnel because I think that's why we're here so here we are in the products area and you can see that there's a few different options there's products upsells downsells AB test and coupons and we'll basically make our way across all these tabs in this video but let's go ahead and create a brand new product real quick and we can select between a digital or a physical product I'm going to go with digital but it is nice that they support physical products within Thrive cart so that way you can add shipping information and things like that to your particular product we'll go ahead and create a new product now and a lot of this is pretty self-explanatory so product name go ahead and enter a name you can add a label for this product so that way you can keep track of your products so I'm going to do that real quick and you can go ahead and customize the check out page URL if you want to the product status so there's disabled test mode or live going to keep it in test mode until we're ready to go live then we can come in here turn it live and then we can start accepting actual payments for our products there's the cart language which is English and then the owner of this product will be myself right here and then we can go ahead and click on next then we have our pricing options right here and this is actually quite flexible so let's click into here real quick so we have payment type we have onetime fee subscription split pay pay your own price let's do a onetime fee and let's say that we have a $97 onetime fee for our product I'm not going to set a trial period in this particular pricing option but I will in the next one if we want to send an email for this particular purchase we can go ahead and select this option and then we could also limit the quantity available so if you have a limited amount you want to go ahead and sell you could go ahead and select that option so a lot of different options here I'm just going to click on next and I named this pricing option my onetime payment of $97 but I could customize it if I wanted to and I could allow people to buy more than one at a time if it makes sense to do that since this is a digital product I'm not going to do that but if you're selling a physical product maybe you want to allow people to buy a different quantity of the product so you would change that option there I'll click on Save and let's go ahead and add another pricing option real quick so this time we're going to go ahead and do a subscription and we can select our billing frequency so I'll just go with annual and we'll just say that it's $10 a month however today's price is only $1 because we're going to be offering a 3-day trial and it gives you the details of what's going to happen so your customer will be charge $1 immediately for their 3-day trial and then $10 USD every month until they cancel but I could go ahead and change this number of rebills as well right now it's indefinite maybe I want to go ahead and custom and I'll do 12 rebills right here so have to make 12 payments then their payments will stop and they'll continue to have access to the product or service that I'm selling right here and then we have the customer purchase email so send for initial purchase and we could also send them an email for every recurring purchase now I always turn this on so people know that they've been build and they don't look at their credit card statement and see a random charge from me and then get upset and do a charge back or something so I always send them an invoice so that way if they meant to cancel their account they just contact me ahead of time I can manually refund them or something before they go and they do a charge back and then I got to pay a fee and all this other stuff but maybe that's just my personal preference anyway I'm going to leave that on and we could go ahead and set the quantity if we want to and I could go ahead and name this pricing option if I want to but I'll leave it as the default and I had to take my jacket off because I'm going all warm shooting this video here anyway we can go ahead and calculate the sales tax as well so if you want to track your sales tax within Thrive cart you can go ahead and turn this on and go through the settings right here and then you can go ahead and pull that tax report that we saw under the settings area a few minutes ago but I'm going to go ahead and turn that off and turn this off and we can also go ahead and customize our customers payment notification as well and there's a couple different options or detailed notification and basic I'm going to open up the detailed notification real quick and so this is what their invoice or payment notification will look like right here you can go ahead and upload your logo you can change your colors you can add a custom text right here and a custom bottom text as well so that way you can make it unique to your business and all that type of stuff I'm going to go ahead and click out of here and cancel and we'll go ahead and move on to the next option so there's a bump here so you can offer a bump on your products as well and we could offer a digital or a physical bump I'm just going to do a digital bump and continue and we can go ahead and name our bump and give it a price and we have the option to select whether our bump should be pre- selected by default so we can say no so the customer must add it to the order or we could go ahead and leave the bump checked already so it's already added to their order and they have to uncheck the Box in order to not get the bump so personal preference on that one but I'm going to go ahead and click on next now now we need to go ahead and select our payment processor so hopefully you've set them up under the settings area so let's go ahead and just turn on stripe real quick turn on stripe enhanced and we'll go ahead and select my stripe account and save and next now we have the option to allow Affiliates to promote this particular product I'm going to have another video on the affiliate platform available in Thrive cart so please check out my channel if you're interested in that but real quick I'll click this option just so you can see what's here so you can go ahead and set up the affiliate commissions so how much Affiliates will earn when a customer purchases your product through one of their affiliate links and then you can go ahead and choose your affiliate options as well and again I'll have another video all about the affiliate platform but I do like that thrive cart lets you have Affiliates that's very nice thing coming to the next tab here we have fulfillment right here so this is what'll happen after they make the purchase so right now it's set to display their total invoice so that's an option alternatively you could go ahead and send them to a URL so that way they could go ahead and access their purchase and you can select different URLs based off of the different pricing options as well so for example if you want to send them to a different URL for the onetime payment you could or a different URL for the subscription or a different URL for the bump offer you can go ahead and do that you could also make the links expire however the links will only expire within that email that they receive and it won't make like the links on your website expire so I would go ahead and set this to never because you don't want somebody getting an email and then coming back to that EMA email a day later and the link not working it's just going to irritate people so I recommend if you're sending people to a link make sure that it is active for them and another option you can go ahead and select is to add them to your membership site so depending if you've integrated with the membership platform you can go ahead and select it right here and I have Thrive cart learn available to me which will'll cover in just a minute here but if you have any other membership platforms you would select it there and then you could go ahead and give them access to different options based off of the pricing option that they selected so it's quite flexible and probably supports what you want to go ahead and do you could also go ahead and ship a CD or dvd to your customer via Kaki now I don't know how many people are using CDs or DVDs nowadays so I don't know how viable this option really is anymore but it's here if you want it anyway I'm going to go ahead to the checkout area now and we can go ahead and design our checkout pages so I click on browse gallery and so they have several templates you can go ahead and choose from and you have the opportunity to customize them a little bit as you'll see in just a minute here but typically I just go with like a basic order form like this one right here I'll go ahead and s that because your page builder is not like the most sophisticated thing in the world like clickfunnels definitely has a better page builder than Thrive cart so I find the simpler Pages tend to work a little bit better or are easier to customize at the very least and it seems I missed a step I need to enter a support email so let me do that and I'll click on continue so here's the page builder available within Thrive cart right here in the middle is the page that we have on the left hand side we could go ahead and choose to add blocks and elements and we'll go through some of that in just a second here we can switch between what it'll look like on a desktop view or mobile view make sure it looks good on all devices also we can go ahead and change which page we're looking at so right now I'm looking at the cart page and we could also go ahead and edit the success page as well so you want to make sure that you're flipping between all the pages that people will land on when you're updating your various pages that are available to you now you can click around on the different elements like right here this is basically a text element so I could come up here and write a headline if I want to and I can do some stuff with the text as well like if I want to underline super I could go ahead and do that or I could go ahead and change the color as well you know some basic things like that there's some additional element options over here like I could change the font and color and font size and stuff so it's pretty self-explanatory and just take some clicking around in order to get things where you want it now some elements have additional information for example this contact information element if I click on it I can see that it popped up some different options so if I want to accept a customer name let's go ahead and enable that you can see that it adds that field right there and I could put it before or after the email address so I could change that around if I want to accept their business name I can make it optional or required if I want to I could request their contact number or their address so maybe I want to accept their country and I could also add custom Fields if I want to as well show terms and conditions checkbox show opt-in checkbox and so on so several different options for customizing this particular element so you want to kind of click on the different elements that are available and make sure there's no options that you need to adjust or anything like that let's scroll on down here let's click on the payment one and I can see there's a layout option right here so there's ion or I could go ahead and do tabs right there so there's a different option for the payment method that people could go ahead and select and let me click on the bump real quick and basically I can change the Border style here if I want to do that so nothing super fancy but I think you get the idea you just kind of Click around and you can go ahead and adjust some things now there's blocks as well so if you want to go ahead and try and design a page you could some use some of their blocks they have and you just click and drag over here so now I have a feature section that I could go ahead and update if I want to add that to my page I can you know click on it and update the image for example and change the text around if I want to or I could go ahead and delete it if I want to and delete element and so on so it just takes some playing around with it to get things looking the way you want and actually when you do actually get things looking the way you want you can go ahead and save it as a custom template so that way you can reuse the template again and again and again and you're not coming through here and updating all your colors and everything again and again and again it can just save you a whole bunch of time but also don't forget that there's various Pages up here so you'd also want to come over to the success page and make the changes to this page as well so that way everything matches and all that type of stuff anyway I'm going to go ahead and click on complete up here in the top right corner and the next thing we have right here is tracking so you definitely want to make sure that you're tracking all your conversions so if you're advertising on Facebook or even if you're not advertising on Facebook it's a good idea to get your tracking pixel installed so that way you're at least collecting data so if you decide you do want to advertise on Facebook you have a whole bunch of data already uploaded so you want to go ahead and enable Facebook integration probably the Google analytics integration or maybe the Google tag manager or vwo or you could also add custom Integrations as well so definitely make sure you're tracking all your conversions on the various advertising platforms and finally let's get to behavior here you can go ahead and set up rules based off of what products people buy so let's go ahead and add a rule real quick quick so when the main product is purchased or the main product is refunded or card is abandoned so you could go ahead and set up a card abandonment email series if you want to do something like that or if your payment gets declined or if they buy a bump offer or there's subscriptions right here A bunch of different options there's Dunning options right here so a whole bunch of different triggers for these different rules let's just do main product is purchase cuz you know that's a common one and you can go and select for which pricing option so for any of your pricing options or for specific pricing options options so you select what's relevant of course it's all very flexible and then you want to select which integration you're using it for so I have active campaign or I could go ahead and do custom HTML but I'll keep it on active campaign and then we can have add them to or remove them from a list and automation an existing tag a new tag and so on so this way you can make sure that your customers are winding up on the correct list with the correct tags for the products and services that they're buying you could also only run in specific locations so for example if you want to only run this for people outside the European Union so the EU and UK you could do that or inside the European Union or United States or UK or France or Germany and so on so I don't really know why you might want to set that up but this option is available to you if you want to anyway I'm going to go ahead and click on Save and so now we're basically done with this product so I could go ahead and click on Save and get URL and I could go ahead and copy this URL right here and go to it and I can see my beautiful sales page right here so somebody could go ahead and fill out this information and select which payment option they want to go ahead and use and enter the billing information choose whether or not they want the bump and then they can go ahead and complete the order and we'll go through the process of testing our checkout in a few minutes here I want to go ahead and build a funnel first so let's come back over here and let's go to the products area again and we're going to go a lot faster this next time so let's say that we want to go ahead and make an upsell for our product we just come over here to upsells and we'll create an upsell and we can choose digital or physical create a new upsell and we can go head and name it and you can give it a label and then we come to pricing options and you can select the product type so one time or subscription or split play Let's do one time and there could be a limited number of quantity and you can let people select one at a time or select a quantity if that's relevant but I'm doing a digital product so quantity is not relevant of course we need to go ahead and set the price so we'll just do $10 right there then come over to tracking and of course you'd want to go ahead and enable tracking so that way you're tracking people as they buy your upsells and I'll have another video on tracking if you need more information on it and then if you want to go ahead and allow Affiliates to earn a commission on this particular upsell you can go ahead and do that then moving on we have fulfillment so there's some information for the success page link so customize the title or customize the text so a couple different options and you can play with it to see where it actually shows up and then we have Behavior so we could go ahead and do the same type of behaviors as before so if this upsell is purchase we can add them to active campaign add them to a list and so on so all stuff we've been through already I'm just going to save it and click on save my upsell and I'll go ahead and click on continue and let's go ahead and add a down cell as well let's create a down cell we'll do a digital down sell and this will be my super awesome down sell and pricing and I'm going really quick right now cuz I think you understand the concept at this point in time next next fulfillment no next Behavior that's good and continue all righty so we've created a product and upsell and a down sell at this point in time let's come back to the products Tab and actually put it into a funnel so we're going to click on create funnel right here for our product and it brings us to the page builder thing and kind of gives us an idea of how to actually build a funnel here so there's an option to add funnel item so okay we'll do that and click down here so we have our cart and our success page let's go ahead and add a funnel item and we can go ahead and add an upsell so I have my super amazing upsell we'll go ahead and click on next and then we have the option to design a page within Thrive cart or use my own custom page we'll keep it inside a Thrive cart we click on next and then it asks us if we want to allow this upsell to replace a fulfillment for a previous purchase so if you click this option the individual will be charged still for the previous item but they'll only be given access to this particular item so maybe you're selling like two different courses or something like that and this upsell offer has a bunch of different videos or something and so you only want to give them access to this second course and not both courses because then it would be confusing then you can go ahead and enable this option and then they would only have access to the upsell course instead of that initial course that they purchased and you can go ahead and choose which item or product that this upsell is replacing so I'm just going to have it replace the best product right here and I'll click on ADD upsell and then I can go ahead and design my page right here so similar concept as the other page I can go ahead and edit the elements and customize it to my needs now let's go ahead and add that down cell as well so we'll add another funnel item and this time I'm going to add a down cell and my super awesome down sell and next and what upsell does this relate to so I need to go ahead and select my only upsell option I have available and next and then I'm going to go ahead and design a page within the Thrive cart Builder and I'm not going to replace a fulfillment so we'll just go ahead and add this down cell so then I can go ahead and update this page right here to sell and promote my down sell now my funnel is set up where they'll buy the initial product and then they'll be presented with an upsell offer if they say no to this upsell offer they'll be presented with a downsell and then they'll be brought to the success page page however if they buy my upsell they'll skip over the down sell and go directly to my success page and I could add additional funnel items as well by clicking this button right here so I could have you know 50 upsells if I wanted to however that would probably drive people crazy so anyway I'm going to go ahead and click out of here and click on next and My Success page is still good so I'll click on complete and let's come back up to products real quick and go to AB tests and let's click on create first AB test so an AB test will compare two products to see which is most successful achieving your specific goal once set up you will receive a given URL which will automatically rotate between the two products for a specified period of time the winner will automatically be displayed after the time period ends so maybe you designed two separate pages and you want to see which one converts the best well then you can go ahead and set up an AB test and I'm not going to go into it in this video I'll have another video on the ab test because I think this video is already long enough but it is great that this option is available I'm going to click on cancel we also have the opportunity to add coupons to product so I'm going to go ahead and create a brand new coupon real quick and I'll call this my super awesome coupon and I can design a coupon code so I'll just call it super and then we need to go ahead and make sure our coupon is enabled and we could do a f fixed discount or a percentage or maybe free shipping so a few different options I want to do a percentage we'll just do yeah 15% and applies to the main product only main product and bump if any or the entire entire funnel so a few different options Hest do main product only and you could also apply to recurring SL future payments if applicable so if you have a subscription product and you want this coupon to be applied to all future bills you can go ahead and click this option right here and then we get to usage this coupon is redeemable immediately or from a set date so if you're doing a promotion with the coupon you can go ahead and set up a date and how long this coupon is redeemable for again you can go ahead and set a date here so that way it automatically becomes inactive and you can make this coupon work for only specific Affiliates so if you have like a big time affiliate and you want to give them your their own unique coupon code you can go ahead and do that right here and there's also the option to disable after a fixed number of uses if you want so if you want like the first 10 people to use the coupon code you could go ahead and set that to 10 and then it would automatically disable after it's been used 10 times so quite a bit of flexibility there now you can go ahead and Su what products this coupon will work on so I'm going to go ahead and set it for a specified product so the best product right here and then it's available on both payment options so I'll click on next now and then I can go ahead and add rules for people that use this coupon and I'm not going to do that right now but I think you get the idea at this point I'll go ahead and click on Save now one of the cool things about creating a coupon is it will generate a URL that incorporates the coupon automatically so you can go ahead and pass this URL out and it'll apply the coupon to the individual's cart automatically so let's copy that URL and select the product that we're applying the coupon to and we can come over here and we'll go to the URL and if I scroll on down I can see that the coupon was automatically applied to my order form right here so I have a discount of $455 or 15% and you can see the coupon was super was applied right there if I click on subscription it should tell me the discount right here and I can see it's applied to my initial payment as well as my future payments because I selected that option let me go ahead and click the onetime payment and I'm actually going to fill this out this time and we're going to test out our funnel and let's come on down here I'm going to copy the test credit card number and throw and plug it in here and expiration can be anything just in the future and CVC can be anything and country is fine zip code throw something in there and as if I want to save my info for secure one click checkout with link so link is a Nifty tool that thrive card supports but I'm going to go ahead and turn that off and I might as well buy the bump offer as well and let's go ahead and complete order which should bring me to the upsell page and so here's my upsell page and you can see that if I click the button above a total of $10 will be added to your order I'm going to go ahead and say no thanks so that way I go to the downsell page so here's my down sell page for my $7 product we'll go ahead and add that that to the order and there we go I'm on my order success page so I purchased the best product I got the bump and I also got the super awesome downsell and I also use the coupon super right there to save some money and the individual could go ahead and download PDF which is just a PDF of their invoice right here and so that's how you can go ahead and create products and upsells and downsells and connect them all into a funnel and also how to create coupons let's come back into Thrive cart real quick and finish this video up so the next area we have is transactions so this will show you all the transactions that I happen in a period of time so as of today I don't have any transactions occurring but if I selected a different time frame there might be some transactions to look at and then you could also switch over to subscriptions here and this is kind of nice because it'll tell you how many active subscriptions you have what your monthly recurring revenue is and also a projection of your yearly Revenue as well so if you're selling subscriptions these are some great metrics to know so that way you can get an idea of how much money you'll be bringing in every month and also every year moving over here we have partners and Affiliates so again again I'm going to have another video on Affiliates and JV partner so check out my channel if you're interested in that but it gives you all the details you can see all your Affiliates the payments the product options the rules and there's also JV Partners as well so if you want to do like a REV share or split the revenue between you and somebody else so you can go ahead and set that up right here and finally let's get into the learn area and I'm going to go quickly over this because I have another video on the learn part of Thrive cart so if you want more details please look for that video but anyway this area lets you go ahead and build courses that your customers can go ahead and join so first things first you need to go ahead and create a brand new project so I'll just say example project and you can have multiple projects and you can think of a project like a folder of courses so we'll go ahead and create a project and then I can create a brand new course in here and so I'm going to go ahead and name it and I can go ahead and assign an author to it I can write a description here I can update upload a logo and a profile image of the author and support email and language and so on and I can select my course layout as well and I'm going to go with the sidebar option right here and I'll go ahead and create my course and then I just walk through the process here so I need to create a module so a module is a group of lessons and each course can have multiple modules so create a module one and this module is available to all students or only students with specific tags and right now I don't have the learn plus option so I can't limit this module to specific students but I'll cover the learn plus option in my learn video so please check that out if you want more information anyway I'm going to do all students and create module and then we can go ahead and add lessons to the module so we'll just drag a lesson over here and first lesson and create my lesson and then I can go ahead and edit my lesson so we'll click on edit here and so here you can go ahead and edit your lesson and it's pretty self-explanatory like if you want to add a video right here you could add a video and then you could go ahead and we'll delete this headline element out of there and then you could go ahead and have text down here if you want to do that now one thing about this learn platform form is that you have to host your videos somewhere else like you can't host them within Thrive cart so that's one thing to take into consideration but assuming you have your video uploaded somewhere else you can go ahead and just paste your embed code right there and then your video would load for your students and what I recommend doing is going through and actually customizing you know this one lesson to make it suit your needs and be how you want all your lessons to be so once you're happy with your lesson design like maybe you want to include some bullets as well throw a bullets element in there just for the sake of example and if you're happy with it we can go ahead and publish it and then you can go ahead and come in here and you can clone that lesson and then you can just edit the lesson and you don't have to rebuild the template every single time by dragging the elements over and all that type of stuff so make sure you get it right on that first lesson and then go ahead and clone it for all the follow on lessons I'm going to go ahead and exit without saving you can also choose how your content is presented so right now it's instant so as soon as somebody joins my course they'll have access to all the different content alternatively go ahead and drip the content if you want to so so you could drip it over a time period or day of the month or specific calendar date or after a trial or rebu so a few different options here and I go into more details in my learn video so check that out if you want more information and once you're all happy and everything you can come up here to save and then we can go ahead and preview our course if we want to so we'll click on preview and so this is what the course would look like right here now since I didn't actually embed a video nothing's popping up right here but if I did embed a video there would be one right at the top and then you can see that if I click to the next lesson it would go to that next lesson and so on so this is kind of how the course or learn area works you could also give them the link to the learn area so here's the quick link or copy login URL or you can go ahead and clone a course if you want to do something like that so anyway I know this was a quick demo of the learn area I'm going to have a whole other video on the learn platform so please check out my channel if you want to learn more about it and that's pretty much it for this tutorial hopefully you found it helpful just a quick reminder if you want to get the full lifetime membership to thrivecart I have a link right here isn't link so I'll earn a commission however you won't pay anything extra and I'll really appreciate it other than that I hope you found this video helpful if you did I appreciate s of likes comments subscribes Andor check out crazy marketing.com and I hope you have a great rest of the day
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