Creating an offer is the first step to selling your course through Learnybox. This guide walks you through the setup process to configure your payment form, products, and checkout experience.
Step 1: Create an Offer
Navigate to Sales → Offers
In the Forms tab, click Create offer (to create a payment form), or
In the Payment buttons tab, click Create payment button (to create a payment button)
You can choose between:
A one-step offer
A three-step offer
Select the format that best fits your sales flow.
Step 2: Set Up Initial Details
Offer Name: Name your new offer
Product Name and Price: Set the name and price for your main product (you can add more products later). If you're selling access to a course, select the course as the product
Payment Methods: Set the payment methods you want to offer
VAT (Sales Tax): Set applicable VAT rates
Note: All these settings can be updated later if needed.
Step 3: Configure Additional Products
Open the Products tab
Click Add product or edit an existing one
In the Access from purchasing this product section, you can link your product to a course, community, or live webinar.
Step 4: Set Up Payment Methods
Open the Payment methods tab
Add or remove payment methods as needed
Benefit from flexible payment options such as installment plans (e.g., 2x, 3x payments)
Ensure all added payment methods are properly set up and integrated with Learnybox
Step 5: Customize Form
Redirection After Payment: Choose where customers are redirected post-purchase
Form Fields: Add any custom fields to collect specific customer data
Design & Theme: Personalize your form’s visual appearance
Email sequences: Set up pre-sale and post-sale emails
Advanced VAT Rules: Fine-tune your VAT configuration
Note: Always remember to save your configuration changes.
Important: Prevent Cart Abandonment Conflicts
If using pre-sale email sequences (for users who begin the checkout process by filling out their details but don’t complete their order), make sure to add an automated action to the first step of your Customers sequence (for confirmed payments).
This action should remove contacts from the Cart Abandonment sequence upon purchase to avoid sending conflicting emails.
Want to sell multiple products through one payment form?
See our article: How to sell multiple products through the same payment form
