In this case we will show how to sell physical goods through the Sales Jet platform, using the example of selling a book.
In the section What to Sell > Products, click the Add Product button.
In field that opens fill in the lines:
- Name – Write the name of our product "Tasty breakfast".
- Description – Add a brief description of the product.
- Price – Specify the cost of the book.
- Type of product – Change to Physical Product.
Click Create and Exit. The product called "Tasty breakfast" will now be created, and a window will open where you can add an image – attach the cover of the book here.
Click Save. Now you can start selling this product.
Creating a funnel to sell the product
Go to Sales Channels > Websites > Funnels tab. Click the Create New Funnel button. Fill in the fields:
- Funnel Name – Your guests and leads will see this title.
- Funnel Description – Describe your product. This description will also be available to visitors.
- Sales Jet Domain – Create a funnel address. This is what people type in a browser to access your site.
- Funnel Language – Select a language from the list.
Click the Create a Funnel button. Now you will need to add a page.
Creating a page
Click Create New Page. In the window that opens, select the page template.
Click the Select button and fill in the form fields:
- Funnel – Select a funnel from the list.
- Name – Write the name of the page, which will be visible to visitors.
- Description – Visitors will also be able to see this.
- Page address – You can add values to the page address or leave it blank.
Click Save Page. Your page now appears in the list of pages.
Click the green Design button and go to the page editor. Here you can change the design of your page. For more on how to create a page design, read the section Page Editor of the article "General Overview of the Page Editor", "Sections, Columns and Rows", "Elements" and others.
When we created our page, we chose a ready-made template. Ready-made templates give you a framework to start from, but you will almost always need to edit and change it to suit your needs. To edit, select the main section and delete the background image, then replace it with a suitable image. Now add a form where someone could order a book. In the second section, we set the background color and added a title and text – a description of our product. And in the final section we added information about the author. To learn more about editing a page and adding elements see the articles outlined above.
Once you have set up the paeg you will need to configure the button used by visitors to purchase your product. In the right-hand menu go to the Click Action section and toggle this on. In the Action field, select Purchase, and in the Product selection field, select the product you want connected to this action from the list (in our case, this is the Tasty Breakfast product).
By clicking on this button, the client goes to the payment section. In the payment section, the client sees the amount to be paid and fills in the fields with the delivery information. He can choose a delivery method, which in our case, we only added one option - Delivery by courier personally in hand.
After the page is ready click the Publish button. A window will pop up with a link to the published page. Follow the link and see how your page looks for visitors. If necessary, go back to the page editor and edit it.
Creation of payment instruments
We now have a page where people can find and purchase our product by clicking the Checkout button. Once clicked the visitor is taken to the payment page. Here the possible payment methods for the product are listed. Payment methods are all possible ways you will receive payments, such as a debit or credit card, paypal and others. To add these payment tools you need to first create them in the Settings section.
To do this go to Settings > Project Settings > Payment Instruments. Click the button Create Payment Integration and add one of the payment options:
- Cash – This payment method is not suitable for selling e-books, because the seller and the buyer do not meet in person. Therefore, we would not add this payment method to this page.
For details on how to connect payment methods, please see the article "Payment methods".
See how to connect payment methods in the article "Payment Methods". After you have added payment methods, visitors can pay for purchases on your page.
Sales Jet will first create a new order in the Orders section, and once payment has been made this order will be transferred to the Payments section. Here you can see information about the client: name, e-mail, phone (those attributes that we set in step number 4, when creating the form). Information about payment will also be displayed here: the amount, time, status (paid), the name of the goods.
Add shipping methods
In Project Settings go to the Shipping Methods tab and add all the possible methods you wish to offer.
For more on how to add shipping methods, see the article "Shipping Methods".
Suppose we deliver only in one city and by courier – add this method. And we are going to charge a fixed cost fro delivery. Now, when a visitor places an order on your page, this delivery method will be shown to the visitor, and he can immediately pay for the delivery at the rate listed. If we create several delivery methods, the visitor will be able to choose the most convenient way for them.
In the Orders section you can see all the orders that have been created on your site. And in the Payments section your paid orders are listed.
Detailed information on the Orders and Payments section is available in the "Orders" and "Payments" articles. Once payment has been made the sales manager may want to call the customer and arrange delivery with him, or just process the shipment as noted.
If necessary, you can add a Sales Jet flow - this is a sequence of interactions between yourself and site visitors through automated actions (for example, sending an email with a special offer). In our case, we set up to send emails after a book has been purchased. In the email, we thank the customer for the purchase and give him his order number.
For how to set up a flow, read the articles "Sales Jet Flow" and "Page Flow". To learn how to create an email with data on a customer's order, read the article "E-mail Templates".