Create Products and Services

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 Add A Product In Infusionsoft
  If you only have a few products or you're ready to add some new products to Infusionsoft, you can enter each one manually instead of using the import tool to upload a list. These instructions apply to adding any product that is not a...
Import Products
  Before you can sell products through Infusionsoft, you need to add the products you offer to Infusionsoft. If you have a lot of products, it is faster to add them using the product import tool. If you are transitioning to Infusionsoft f...
Access And Manage Your Product List
Go to E-Commerce > Products in the main navigation menu. From this list you can do the following: Delete individual products.   Run actions on the product list: Delete, Export, Mass Update and Print your product list The...
Create A Recurring Subscription Product
A subscription plan is a purchase method that involves recurring billing intervals (e.g. monthly) as opposed to being a one-time purchase. They are often used in conjunction with a membership program, a recurring service, or a recurring product orde...
Import A List Of Subscription Products Into Infusionsoft
If you have a lot of products or subscriptions, you will want to add them through the import tool. If you are coming from another system, you should be able to export product lists and save them in . csv file format.  Note: If you sell both p...
Create And Organize Product Categories And Subcategories
Product categories organize the product display in the Infusionsoft storefront. The subcategories organize products within particular categories (e.g. Books = Category, Children's Literature = Subcategory), making it easier for shoppers to find ...
Product Options
You are able to add product options to an existing product record. These options give your customers the ability to select preferences when purchasing from an order form or from the shopping cart. You can also adjust pricing based on a product optio...
Manage Product Images
For the best display, the image must be at least 340 x 340 pixels and no more than 3 MB in size. The image is re-sized to display properly in the storefront, shopping cart, and Infusionsoft product list. Product images are displayed: On the pr...
 Create Digital Products In Infusionsoft
  If your company sells digital products, like eBooks or audio downloads, you will need to create digital products in Infusionsoft. A digital product is specially designed to store the product file (under 10 MB), deliver a download link, ...
How To Create A Paid Trial Subscription
Create a pricing plan for a subscription to have an initial price (i.e. a start up price) and a recurring amount that differs. Please Note!  Promotions/discounts can be used in some cases but not all. This does not work for PayPal orders (Inf...
Inventory Notifications And Sold Out Automation
Important!  Inventory tracking is disabled by default. You must turn it on through E-Commerce > Settings > Product . Basic inventory tracking is integrated with each product record. This feature allows you to put an inventory number...
Product Interest Bundles
Product interest bundles are groups of products that are commonly purchased together. They can be used to automatically generate the product/subscription program when an opportunity is created through an action, or a sales rep can manually add a pro...