Add products
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Written by Support
Updated over a week ago

November 10, 2010
March 1, 2020

To start creating your products, go to Products>Products, and click on “Add Product” from the drop-down menu located next to Actions. For products that you have already created, you can search for them by Id, Name, Description, SKU #, or a list of Product Id's by entering the search criteria in the search field. The system will automatically populate the results for you once the search criteria is entered.

You will have the flexibility to create many different types of products whether it’s a one-time sale, a free trial, a risk free trial, or a recurring product. Also, you will have the ability to create your up-sell product(s) that will be used when creating your campaign(s).



Assign a name to your product; this will help you to identify a specific product from the list of products that you will create.

SKU Identifier

This number should be unique for each single product, and it will help you to easily identify a specific product among several products within the system.


This is where you would select the Vertical for your product. The industry or market sector that the product falls under.


This is where you would select the category for your product.

Price (MSRP)

In this field, you will enter the price that you want to charge your customers for this particular product. Please be aware that the shipping price points will be set up separately on the shipping page under Offers>Shipping.

Cost of Goods Sold

Cost of goods sold is the accumulated total of all costs used to create a product or service, which has been sold.

Restocking Fee

Set a restocking fee amount that will be used in conjunction with a return or customized RMA actions profile. The restocking fee amount that is set will be the amount that will be excluded from a refund if it fits the criteria of a return or customized RMA actions profile.

Max Quantity

This is where you specify the maximum purchase quantity allowed for a product. This field will accept values from 1 to 999,999.

Product Description

Here you will enter a brief description of the product you are creating. But you can always have a short script to assist your call center reps when they are placing orders over the phone. This will allow your reps. to provide your customers with correct information and what is better, it will also help them to upsell the customers!


If the product that you are offering will be subject to sales tax, then select the box. The box must be selected in order for the product to become taxable.
Also, when selecting 'Taxable', a 'Tax Options' section will appear at the bottom where you can enter in a 'Tax Code'.  This will be used to send tax information per product to your Tax provider.  If there is a tax code present on the product, it will be sent to either Avalara or TaxJar depending on the provider you are using.

Note: The product tax code is not supported when using manual Sales Tax profiles.


Single Purchase Limit

Select the box if you would like to limit your product to one purchase per customer. If you are creating a single purchase limit product, the system will apply the initial shipping price to it, which you will set up when creating your shipping methods on the shipping page.

When you add a single purchase limit to a product, the system will automatically prevent your customers from placing more than one order for this particular product based on the use of the same credit card and/or email address.

*** Please be aware that if you are doing a one-time offer, the system will automatically apply the initial shipping price to the product because it will be the first order to be submitted in the system, and not a recurring order. The system treats the initial shipping price as a one-time shipping price. ***


Enable Collections 

Select the box if you would like to enable collections for this product. If you enable collections, this will allow you to receive an export of customers whose risk free trial rebill orders have declined, and are now on hold by the system. The export that is generated will allow you to pursue customers for payment of their risk free trials. The exports that are generated can be viewed by going to Clients & Fulfillment>Collections.

  • Collections must be enabled on the product and campaign levels before the collection exports start to generate.


Select the box in order to build and manage product attributes and variants. In order to create variants, you will first need to choose” Add/Edit Attributes” from the Actions select box under the Variants heading, then choose add. From there, you will create your attributes, e.g. Color and Size, and the options for each attribute, e.g. Red, Blue Green, and S, M, XL. Once the attributes are saved, you will have the option to have the system automatically create the different variants based on your attributes and options, or you can create custom variants.

Moreover, once your variants are created, you are able to edit them if you select a variant, then choose “Edit Variants” from the Actions select box under the Variants heading. This selection will allow you to edit a variant as well as select a different next recurring variant if needed.

 Product Images

As you add a product you will see a section for Product Images. In order to add images and /or variants you will need to SAVE the product.

Once the product is saved - access the product through the edit feature. You can either browse to the images store on your computer or drag and drop them to upload to the platform.

When an image is uploaded the url automatically is copied to your clipboard - so that you can easily attach it to your front end. To get the url you can also click on the image - it will take you to the url page. Copy the url from there. Or you can click on the bottom right of each image to get the url link.

You can also add images to each of the product variants. Click on the variant and then add your images.

There is also the option to add the product image to your email notifications:

You'll need to select the envelope symbol to make the product image the default for email notifications. Anytime this is selected, the image will be the default for the email notification. If the default image isn't selected, then the image will not appear on the email notification.

Digitally Delivered Products

Select the box if you are offering a digital product such as an e-book or an informational product. The system will ask you for the Product URL; this is the URL where your product is located and that you will deliver to your customer via email.


Custom Notifications offers you a list of email notifications that you can send from the Platform using your SMTP server. These email notifications are:

  • Order Confirmation

  • Order Refund

  • RMA/Return Notification

  • Void Notification

  • Payment Issue Notification

  • Cancellation Notification

  • Shipping Confirmation

  • Consent Notification

  • Expired Credit Card Notification

  • Declined Notification

NOTE: email notifications should only be enabled on your main products, not on your upsells.

In order to add an email notification event to your product, just select the type of email notification event you wish to create, and then select the desired trigger event which has your message template and SMTP profile mapped together. 


If this box is selected when creating your new product, the product will be marked as a shippable product. It is very important to keep in mind that a product marked as shippable will add shipping charges to the product price. On the other hand, if this box is de-selected, your product will be marked as non-shippable, and there will not be any shipping charges added to the product price.

The non-shippable option is most frequently used for the re-bill product of a risk free trial; it will inform the system that it just needs to charge the customer for a product, but the product that has been already shipped.

The non-shippable option is also used for digitally delivered products, or for instant access products such as e-books or informational products.

Signature Confirmation & Delivery Confirmation

Another important option that you may want to consider is the “signature confirmation” or the “delivery confirmation” of the order. It will notify your fulfillment department to include signature or delivery confirmation at the time of shipping out the orders; it will be very helpful in case of any possible chargeback due to the product not being delivered, since you will be able to pull up the delivery confirmation records.

Product Shipping Weight

Your product weight needs to be submitted in oz. This will be helpful at the time of processing the order to be shipped out.

Email Confirmation for a Digital Product

If you are offering a digital product, the same can be delivered to your customer by including the field {producturl} to your personalized message.

Email Confirmation for a Product with Upsells

If you are offering a main product with several different upsells, only one confirmation email will be sent out regardless of how many items your customer purchased. The email that you need to personalize will be the email in your main product. will not show a price breakdown on the confirmation email; however, the total amount can be included in the email if you choose to. You can also include, the name of each product that the customer purchased, by including the field code {productname} in your email.

One-time Paired products

Each product selected here will automatically accompany the main product the first time it is purchased, free of charge. Any subsequent purchases of the main product by the same customer will not include any one-time paired products. In addition to being free, products added to an order in this manner will not recur with the order (if applicable)

To configure any custom fields to the product, please check out our Custom Fields article for further instructions.

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