Products and sales
Present your offers and manage sales.
01Create your first productA product represents what you want to offer your customers: a digital resource, access to content, a course, or a service offer with a related delivery method or destination. Steps 1. Open P02Decide what the customer receivesDelivery for a digital product should be simple and predictable. Customers should know where to find their purchase after checkout. Downloadable resource For a PDF, template, or compressed f03Set a price and billing methodPrice is one of the most important details on your product. It should match its value and what the customer receives. One-time payment The buyer pays once. This option works well for ebooks,04Connect a payment methodTo receive payments from your customers, connect Plumfolio to the payment provider supported by your account. Start the setup Go to Settings → Payments . Select the provider shown and start 05Build a sales pageA sales page explains your offer and helps visitors decide whether it meets their needs. Essential information Describe the result customers can expect, exactly what the offer includes, who 06Understand the sales funnelA sales funnel is the path visitors follow from discovering an offer to completing an order. Main steps A visitor discovers the offer page, chooses to buy, reaches checkout, and then receive07Create a discount codeA discount code applies a reduction to an offer. You can use one to thank customers, support a launch, or provide a special deal. Set up the discount Choose a code that is easy to enter and 08Offer an add-onAn add-on presents a second product that relates to the original purchase. Depending on the steps available in your funnel, it may appear before payment confirmation or after a purchase. Bef09Review sales and ordersThe Sales section helps you track transactions related to your business. Find an order Open Sales and review the transaction list. Key details include the date, product, customer, amount, an10Manage refundsHandle a refund request from the relevant order, taking into account the payment method and your terms of sale. Steps 1. Open Sales . 2. Find the relevant transaction. 3. Check its status an11Review a product’s performanceProduct metrics can help you understand the interest it attracts and the purchases it generates. Which numbers should you track? When available, review the number of visits, recorded orders,