How to Add a One Time Product in the Funnel Builder

July 31, 2024•2 min read

Follow these steps to learn how to add a one-time product to your funnel. Note that a one-time product can be added directly into the funnel and builder after it has been made in Payments>Products

Step 1: Configure the Product for your Funnel

Select the funnel you wish to add the product to.
Navigate to the Products tab.
Click the +Add Product.

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Select your product and price from the drop downs provided.
You can also identify if the product was a main or bump product here.

Click Save to confirm your changes.

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Step 2: Add the Product to your Funnel

Navigate to Overview and Edit Page to enter the funnel builder.
In the builder, you'll need to add an element. The element needs to be an order form.

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Then you can update the Two-step/One-step order form settings from the panel on the Right-hand side. You can customize the Shipping and Info tabs.
General Settings will allow you to customize the visual aspects.
Advanced Settings will allow you to customize the fields of the order form, and additional aspects that can be altered.

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NOTE: Changing the text in a two-step order form field doesn’t change where the field will populate in a contact record. For example, the email address field will always populate the information into a customer’s email address field within their record. Therefore, we’d recommend not changing “Email Address” to “Phone Number” but you could customize it to say “Personal Email Address” or “What’s the best email address to reach you at?”

NOTE: “Dynamic Item” and “Price”: In Step #2 of the order form, where it says “Dynamic Item” and “Price”, these are just placeholders, so long as you’ve followed step 1 and added the product before adding the form into the funnel builder. In preview mode, this will display your product and price.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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