Creating new products within your CRM is a straightforward process that allows you to effectively manage and showcase your offerings. This guide walks you through the essential steps, from entering product details and enhancing listings with images to configuring pricing and inventory options. You will also learn how to optimize your product’s visibility with labels and SEO information, ensuring your offerings are both appealing and easily discoverable.

Start by visiting the Payments tab in your CRM, then click on the Products section at the top. You will see a blue Create Product button on the top right of the page. Click it to begin adding a new product to your account.

Product Information #

Begin in the Product Information section. First, choose whether the product should be included in your Online Store by toggling the switch.

Product Name and Description #

Enter the name of your product in the Title field, then provide any additional information or a detailed description in the Description field.

Product Labels #

Showcase your products by adding ribbons with Product Labels, which let you highlight the product you want to make the star of the show. Click the box to enable it; the Content is the text shown in the ribbon. You can also make the ribbon show for a limited time by setting the Visibility Duration.

Product Collection and Taxes #

Add the product to your collections by clicking the drop-down menu and selecting the collection it belongs to. Then select a relevant tax category for automatic taxes from the dropdown. If configured, the category chosen in your global tax settings will be displayed here.

Scroll down to add applicable taxes from those already set up in your account, where you can specify whether the products are tax-inclusive or tax-exclusive. By default, new products use the “As per Global Settings” option, which you can change to either Tax Inclusive or Tax Exclusive. “As per Global Settings” means the tax configuration set in Payments > Settings is automatically applied.

If the tax setting is left as “As per Global Settings,” any future changes to global tax settings will automatically apply to these products. If you override it to Tax Inclusive or Tax Exclusive, the product’s tax preference becomes independent of global settings and will remain in effect even if global settings are later updated.

Additional Product Options #

Add additional information related to your product by clicking the Additional Options button.

Statement Description #

Add a description that will show up on your customers’ bank statements.

Product Image #

Enhance your product listing by adding an image or video. For optimal display, use images with a resolution of 1024 x 1024 pixels, and ensure videos do not exceed 10 MB. Supported image formats include PNG and JPG. You can add multiple images to a product and organize them as you prefer.

Pricing #

In this section, define the pricing type and amount to charge.

Pricing Information #

Provide detailed pricing information, including the product name, price, currency, and whether it is a one-time purchase or a recurring subscription. For free products, enter “0” in the Amount field.

Recurring Payment Options #

If you select a recurring payment model, choose when your customer should be billed: Daily, Weekly, Monthly, Yearly, or a custom period. Optionally include the number of days for a trial period, the total number of payments required, and a setup fee.

General Options #

Enter a value higher than your price to display a markdown in the Compare-At Price section, shown with a strikethrough (e.g. $25.00). Toggle the Track Inventory button to track inventory; when enabled, you can specify the quantity in stock and determine the course of action when inventory is depleted. Enable the Add Margin option to define a cost price and margin for every product price or variant, which helps you calculate profit.

Additional Payment Options #

Click the Additional Options button to enter a price description or link the product to a membership offer.

Price Name #

If you have multiple prices for a single product, you will be prompted to enter a price name to easily distinguish between them.

Variants #

Click Add Variant to set an offering for different versions of the same product. Set the type of variant by giving it a title, add the different options by adding values, and click “Done” when satisfied. When offering variants, you can set different prices for them and track the inventory of each option.

Search Engine Listing #

Add SEO information for your products to improve discovery for new customers and your online presence by giving each a title, description, and specific handle of your preference.

Create New Product #

When you are ready, click Create New Product. Your new product will appear in the list of products in the Payments section.

Note: It is recommended that you use the platform as the system of record for products and prices. Any updates made within the system will sync with Stripe/PayPal automatically. Do not make changes in Stripe/PayPal for products and prices created from the system. The “Created by” entry in the metadata section will show “LeadConnector” if the product or price was created by the platform. If you update the product or price directly in Stripe/PayPal, that creates a new product in the system instead of updating it.

Frequently Asked Questions #

Where do I start when creating a new product? #

Go to the Payments tab, click the Products section at the top, then click the blue Create Product button on the top right.

How do I add a product to my online store? #

In the Product Information section, toggle the Online Store switch to include the product in your store.

What image specifications are recommended for products? #

Use images with a resolution of 1024 x 1024 pixels in PNG or JPG format, and keep videos under 10 MB. You can add multiple images per product.

Can I set up recurring billing for a product? #

Yes. Select a recurring payment model and choose a billing frequency of Daily, Weekly, Monthly, Yearly, or a custom period. You can also add a trial period, payment count, and setup fee.

How does tax handling work for products? #

Products default to “As per Global Settings,” which applies the configuration from Payments > Settings. You can override this to Tax Inclusive or Tax Exclusive, which makes the product independent of future global setting changes.

Should I edit products directly in Stripe or PayPal? #

No. Use the platform as the system of record. Editing products or prices directly in Stripe/PayPal will create a new product in the system rather than updating the existing one.