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How to set up payment forms to sell your products

How to create an offer and set up a payment form or button to sell your products: configure products, payment methods, and checkout flow

Written by Eduardo Stewart

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?

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