ClickBank Onboarding Optimizer

Step 1: Log in to your ClickBank account. 

Step 2: Click the Accounts tab.

Step 3: Click Create Account.

Step 4: Select the type of ClickBank account you want to create from the Account Type dropdown menu.

Step 5: Create an account nickname. NOTE: You cannot change your account nickname once you create it.

Step 6: Click Sign Up. Click the hyperlinked account nickname to access the sales account interface, NOTE: If you create a new sales account, it cannot be deleted from your linked accounts and will always display in the list of accounts.

Creating Users:

Step 1: Log in to your primary ClickBank account. 

Step 2: Click the Users tab on the vertical navigation menu.

Step 3: Click Create New User.

Step 4: Enter the clerk information into the fields. Click Save.

Managing Permissions:

Step 1: Log in to your ClickBank account. 

Step 2: Click Users.

Step 3: Find the user that you want to manage permissions for. Click Manage Permissions.

Step 4: Select the appropriate level of access and permission for the user. There are several permission types per user that can be updated on this page. NOTE: User permissions will be updated when you log out and then log back in of your primary ClickBank account.

Step 1: Log in to your ClickBank account. 

Step 2: Click the Accounts tab.

Step 3: Select the nickname account that you want to enable to feature in. NOTE: Seller features are enabled on a nickname account level. At this time, you cannot enable features in bulk for each linked nickname account.

Step 4: Click the Vendor Settings tab.

Step 5: Click My Features. NOTE: The My Features page includes two specific tables: the Always Available table and the Vendor Enabled table. The Always Available table features a list of features that are always available to ClickBank Sellers. Each of the feature rows has a short summary and a link under the Additional Information column that directs out to more information including “how to” articles and tactical advise for how to make the feature best work for you.

Step 6: Check the boxes to enable the vendor features you want to utilize.

Once you check the box and navigate away from the “My Features” page, your features will be updated.

ClickBank requires that sales pages make reasonable attempts to reflect the actual or typical effort required to achieve typical results. Salesmanship is encouraged, but do not over-embellish; it’s generally unreasonable to assume that someone with little or no experience in Internet marketing can achieve a 6-figure income with an hour or less of effort per day.

It is more reasonable to assume that with attention, effort, and spare time, the average person with little or no Internet marketing experience can achieve a supplemental income.

 Earnings Claims: cannot use false or deceptive statements; earnings claims must be substantiated by reliable evidence and reflect typical results. Cannot guarantee results of any kind.

Transparency: must be clear and descriptive about what techniques or tactics the product teaches or utilizes to achieve results for the customer. Claims about a product’s performance or quality must be capable of substantiation.

Testimonials: must be genuine, substantiated, and reflect typical consumer experiences. Deceptive endorsements or fake testimonials are strictly prohibited.

Scarcity & Urgency Claims: claims must be truthful; false statements regarding low stock, baseless countdown timers, limited time offers, exaggerated demand, or misleading purchase activity banners are prohibited.

Pricing: must be clear and easy to understand, free from false discounts, hidden fees, or drip pricing. Additionally, it should avoid preselection, forced continuity, nagging, and confirmation shaming tactics.

Disclaimer: Testimonials, case studies, and examples presented on this page reflect results shared by users of “Enter Product Name” and related products. These do not guarantee that anyone will achieve the same results. While we have made every effort to accurately represent this product and its potential, there is no assurance that you will earn money using the techniques and ideas provided. The earnings statements are examples of the author’s success with these methods and should not be interpreted as promises or guarantees of earnings. Your earning potential is entirely dependent on your own efforts in applying the product, ideas, and techniques.

Product Content:

• There must be a clear path through the members area / to the product, with directions for the consumer?
• Is your expertise actually valuable. Can’t be the fist result you put into google.
• If they buy anything after purchase it needs to be disclosed on the sales page
• Stating that something is “Done for You” or “Turnkey Systems”, but simply directs the consumers away from the member’s area to a free service online and/or requires additional purchasing is prohibited.
• Product(s) must be of high quality, professional and compliant. Having non-compliant content will be taken into account when reviewing the product. For example; email swipes, banner ads, images, and other marketing material. Per the FTC, a company may be liable for providing deceptive marketing materials for others to use.

Digital Landing Page VSL

Digital Landing Page TSL

ProDentim Thank You Page 

WellMe Thank You Page

Gated Offer Affiliate Tools Page Example

Open Offer Affiliate Tools Page Example

NOTE: If your product requires log in information then you will need to pass that to your BDM or Onboarding Specialist. 

Product Creation: In this step, you will upload all products to be offered in each specific nickname account, including upsell and downsell products. We recommend creating a product in the ClickBank system for any items you might potentially offer

Step 1: Log in to ClickBank.

Step 2: Click the Accounts tab.

Step 3: Select the nickname of the account you want to update.

Step 4: Click the Vendor Settings tab.

Step 5: Click My Products.

Step 6: Click Add New Product.

Step 7: Select the type of product you want to add from the Select Product Type dropdown menu.

Step 8: Complete the workflow. Each workflow is specific to a particular product type.

Step 9: Enter in the required product details and then click Next.

Step 10: Once you have completed every section, click Save & Exit. 

Upsell Flow Creation:

Step 1: Log in to your ClickBank account.

Step 2: Click the Vendor Settings tab.

Step 3: Click My Products.

Step 4: In the Add New section, click Upsell Flow.

Step 5: Enter a name for the upsell flow, then click Save.

Step 6: Configure each offer by clicking Add Offer, then entering the offer information.

Step 7: When you have completed the upsell flow, click Close.

Step 8: Click Request Approval in the status column.

Order Form Customizer:

Step 1: Log in to your ClickBank account, select the Accounts tab, then select the account nickname you want to access the Order Form Customizer in.

Step 2: Select Vendor Settings and then select My Order Forms.

Order Form Template:

Step 1: Access the Order Form Customizer.

Step 2: Click the New Order Form Template button. 

Step 3: Add a template name.

Step 4: Provide an order form template URL parameter. This value is used on your payment link, which is the link that potential customers click to be directed to this order form.

Step 5: Enter in a description for your order form template.

Step 6: Click Start Customizing to enter the Order Form Customizer. Click Cancel to discard this order form template.

Paylinks:

Payment links are always built using the following format:

https://VENDOR.pay.clickbank.net/?cbitems=ITEM

Replace ITEM with the item number of the product for sale. As you add products to your ClickBank account, each product will be assigned a unique product number. Use this number in your payment link.

Replace VENDOR with your ClickBank account nickname. 

You can replace CLICK HERE TO PURCHASE with any text you prefer. Or, if you are familiar with HTML, you can insert code to make the payment link an image

Adding Parameters:

cbfid= Used in an upsell flow.

template= order form customizer ID

To use a Vendor Tracking ID, you can add the variable vtid=example to the end of your paylink.

Step 1: Log in to your ClickBank account, select the Accounts tab, then select the account nickname you want to access the Marketplace Listing in.

Step 2: Select Vendor Settings and then select My Site. 

Step 3: Click the Manage Marketplace Listing button. 

Step 4: Click Save as Draft until you are ready to publish in the Marketplace.

Commission Groups: 

Step 1: Log in to your ClickBank Account. 

Step 2: Click the Vendor Settings tab.

Step 3: Click the My Site sub-tab.

Step 4: Locate the Managing Affiliate Commissions section and click Manage Commission Groups.  

Step 5: Click Add New Commission Group.

Step 6: Fill in the fields

NOTE: Default Rate is the commission rate that applies to the commission group if there are no commission overrides such as specific product type rates, product overrides, or upsell flow overrides. Product Type Rates are commission rates that apply to specific product types. If these rates are set, they override the default commission rate for the commission group. Product Overrides are commission rates for specific products. These rates override the default commission rate and any specific product type rates. To learn how to add a product override, check out this section of the article. Upsell Flow Overrides are commission rates for specific offers within the upsell flow. These commission rates override product rates, product type rates, and the default commission rate for the group. To learn how to add an upsell flow override, check out this section of the article.

Step 6: Click Save & Add Affiliates.

Step 7: Input the name of the affiliate you wish to add to this commission group by entering their account nickname in the Account Nickname text field. Then, click Add. 

Step 8: Click Save.

HopLinks: 

A HopLink, in its unencrypted, readable format looks like this:
https://hop.clickbank.net/?affiliate=[affiliate account nickname]&vendor=[seller account nickname]

Step 1: Log in to your ClickBank account.

Step 2: Access the nickname account you want to generate a new test credit card number in.

Step 3: Select Vendor Settings, and then My Site.

Step 4: Locate the Testing Your Product section and click Edit.

Step 5: Click Generate New Card Number.