In this tutorial, we’re going to walk you through how to create a one-time payment product using OptimizeCheckouts.
1. Add New Product
To get started, click on OptimizeCheckouts > Products
Next, click on the blue Create First Product button.
A pop-up window will appear with a list of fields to fill in.
Here’s an explanation of each of these fields:
Product Name: Give your product a name and description. This will be shown on your checkout forms.
Product Description: Add details about this product – you can use this for internal notes as it will not be seen by customers.
Category: You can either choose to leave the Category to Uncategorised by default to set it to a category of your choice. This can help organise your products if you have a lot of products on your site.
Success Redirect URL: This is the default URL that buyers will be sent to after a successful purchase. You can leave this blank if you plan to set this on each specific checkout form, but it’s useful to add a default (fallback) page here in case you don’t set it on the specific form.
Once you’re happy with the settings, click the blue Create New Product button for your product to be created.
2. Pricing Information
The next step will be to set a price for your product.
Click on the blue Add New Plan button.
You will be shown another pop-up box to set up a new pricing plan for your product.
Type in the name of your pricing plan, the type of payment it is, which in this example will be a One-time fee.
Set the price of your product and click the blue Save button to confirm.
3. Payment Gateways
The next step is to select the payment gateways you will be adding to your checkout for customers to submit their payments.
For this example, we’ve selected Stripe and have turned on Test mode.
We strongly recommend turning this on in order to test that your checkout process works correctly and setting it to Live once you’re happy to begin selling.
Please Note: For more information on how to set up your payment gateways, please refer to the relevant articles in the Knowledgebase.
4. Included Files
This section allows you to upload the product files that your customers will be able to download after completing payment.
The Download Limit refers to the number of times a customer will be able to download their products before the link expires.
The Add Download button will allow you to upload your product files to your server.
5. Integration Rules
Finally, the integration rules area will allow you to set specific rules for your product. This will allow you the flexibility to automate tasks.
You will be able to add or remove customers from your email autoresponder or membership site.
With your new product created, you will now be ready to add it to your checkout forms and begin making sales.