Offering a free product is a great way to attract leads, provide value, and build trust with your audience. Whether it’s a downloadable guide or a complimentary service, the platform makes it easy to set up and automate the delivery of free products.

Setting Up Your Product #

Start by accessing the Payments tab in your account. Select Products, then click the Create Product button. Enter the following product details:

• Name: Choose a descriptive name (e.g. “Free Ebook Download”).
• Description: Briefly describe what the product is.

Add other product information, such as a statement descriptor, then upload a product image for branding purposes if applicable. In the Pricing tab, set the price to $0.00 and choose the currency to be displayed on the order form.

Enter a value greater than the product price to display a markdown. This value appears with a strikethrough (e.g. $25.00) to indicate the original price before the discount. Expand the Additional Options to add a price description or link the product to a membership offer. Configure each setting to your requirements, then save the product.

Build a Checkout Page in a Funnel #

Now that you have created your product, open or create a funnel where you’d like to offer the free product. In the Products tab of the checkout step, add the free product you just created. Customize the page with headlines, images, or testimonials to increase conversions. Next, choose whether to disable the credit card field in the funnel settings.

Automate Delivery via Workflow #

Once someone claims your free product, you’ll want to deliver it automatically. Go to Workflows and create a new workflow. Use a Trigger like “Order Form Submission” specific to your free product funnel step. Add relevant actions such as:

• Send Email: Include the download link, access instructions, or login details.
• Add Tag: For segmentation (e.g. “Free Product – Ebook”).
• Create or Update Opportunity: If this is part of a larger lead nurturing sequence.

Once you are satisfied, save and activate the workflow.

Test the Full Flow #

Before going live, submit the order form as a test user and confirm that the product can be “purchased” without a credit card and that the follow-up email is delivered correctly. If added, check that any tags or pipeline updates are functioning as expected.

Creating a free product is a simple yet powerful strategy to attract leads and drive engagement. By leveraging the built-in product tools, order forms, and workflows, you can streamline the process and provide a seamless experience for your audience.

Frequently Asked Questions #

How do I make a product free? #

In the Pricing tab of the product, set the price to $0.00 and choose the currency to display on the order form.

Can I show a “discount” on a free product? #

Yes. Enter a value greater than the product price as a compare-at value, which appears with a strikethrough to indicate the original price.

Do customers need to enter a credit card for a free product? #

No. You can disable the credit card field in the funnel settings so customers can claim the free product without payment details.

How do I deliver the free product automatically? #

Create a workflow with an “Order Form Submission” trigger for your free product funnel step, then add a Send Email action with the download link or access instructions.

Can I tag or track leads who claim the free product? #

Yes. Add Tag and Create or Update Opportunity actions in your workflow for segmentation and lead nurturing.

Should I test before going live? #

Yes. Submit the order form as a test user to confirm the product can be claimed without a credit card and that the follow-up email, tags, and pipeline updates work correctly.