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How to create an offer

Learn how to create and post your offer in OfferLab.

Updated over 3 weeks ago

Note: The image above may look slightly different from the current version.


Step-by-Step Instructions (Desktop)

  1. Log in to your OfferLab account.

  1. Navigate to the Sell tab.

  • Once logged in, click the "Sell" then click the "Vault" tab using the sidebar

  1. Start creating your offer.

  • Click Your Offers tab, then "Create Offer"

  • Note: For each step in this guide, click "Skip for now" to save it for later or complete the step and click "Next" to proceed

  1. Name your offer.

  • Type a name for your offer and click "Next" to proceed

  1. Select the type of offer.

  • Choose between:

  • E-Commerce Offer (for physical products).

  • Digital Offer (for online courses, e-books, etc.).

  1. Add the product(s) to your offer.

  • Choose one of the following methods:

  • Type a name here, then click it to create a product

  • Import products from supported platforms like ClickFunnels or Shopify

  1. Set your pricing structure.

  • Choose one of these pricing options:

  • Simple Pricing: Enter a single price for the entire offer

  • Tiered Pricing: Define multiple pricing tiers for your offer (e.g., "Buy 2, Get 1 Free")

  1. Set your pricing and payment plan.

  • Click "Add Price"

  • Click "Recurring", "One-Time", or "Payment Plan" to set a specific plan yourself.

  • Click the price or the pencil icon, type your desired price, and click "Create Price"

  • Ensure all details are correct, then click "Create Offer" to save your offer

  • Review everything and make any changes needed before continuing

  1. Publish your offer.

  • Navigate to the "Listing" tab on your offer’s details page.

  • Fill in the title, description, and include any necessary digital assets.

  • Once all the details are completed, click "Publish to marketplace" to list your offer on the marketplace.


FAQs

What are upsell offers, and how do they work in funnels?

  • Upsell offers are additional offers shown after a customer completes a primary purchase.

  • Test the placement by conducting a test transaction to ensure it appears correctly.

How can I troubleshoot offer visibility issues in funnels?

  • Verify the offer’s funnel placement settings, such as ensuring it’s correctly configured as a primary or upsell offer.

  • Test the funnel purchase flow to confirm visibility.

  • Adjust visibility settings as needed to match your sales flow.

Can I edit an offer after creating it?

Yes! To edit an offer:

  • Go to the Sell tab, then click Vault.

  • Click the offer you want to update.

  • Make your changes and save.

Can I delete an offer?

Yes, and please note that deleted offers cannot be recovered.


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