Add and Manage Products


This article applies to:

Set up a product

  1. Click on your user avatar and choose Settings

  2. Click Products and services

  3. Click Add a product or service to create a new item or click Edit on an existing item to update it

  4. Enter a product name, description and price

  5. Click Add or Save


Product Automation

While setting up your products, you can view, edit or create a brand new automation.

  1. Click the number to view the automation(s) associated with the product
  2. You can now make any changes to an existing automation
  3. Or, you can create a new one, by clicking the Plus button
  4. Click When
  5. Choose Purchase is made
  6. Choose the product
  7. Click to choose what will be automated
  8. Choose what things will happen
  9. Click Publish when you are finished