ClickBank Onboarding Optimizer
For Digital Products
Welcome to a page built just for you as a digital product seller. Here, you’ll find all the vital next steps you’ll need to take to kickstart and streamline the onboarding process. You’re just three steps away from your next checkpoint. Ready to get started?
STEP 1
Start Here!
Everything starts with a first step. At ClickBank, that means creating a primary account; establishing your very own designated account nickname; and updating important information like your payment details (so you can start #makingbank!). Not sure what all that means? No worries. We’ve got the breakdown here.
The onboarding process takes between 2 to 6 weeks, with weekly milestones to ensure smooth progression. The goal is to get your offer ready for transactions as quickly as possible.
Learn More: Sample Timeline
First things first, let’s get you an account. Before you get started make sure you have:
-
- An email address
- Chatted with a business development manager
Once you have a primary account, it’s time to create an account nickname. Account nicknames facilitate sales management, analytics, tracking, and house your awesome products.
Learn More: Creating a Nickname Account
You’re not doing this for free. Make sure you add your payment details to your account nickname so we know where to send your hard earned money. Don’t worry–ClickBank tracks all your sales, takes care of taxes, and pays your affiliates their commission on time, every time.
Learn More: How Do I Update my Payment?
STEP 2
Time to Build Pages.
Bringing your product to ClickBank requires some assembly. Part of sellers’ success on this platform is due in part to their ClickBank-specific pages that each play a very important part in the sales funnel.
You will need the following pages:
- Front End Landing Page
- Thank You Page
- Upsell/Downsell pages
- Affiliate tools page.
And remember! All of this must be compliant.
Something Compliance will be looking for is ClickBank Page Requirements, you will find these in the following link. Please add these to ALL of your pages Digital Page Requirements
As a ClickBank Seller, you have a responsibility to be fair and truthful in your advertorial claims. We’ve put together a handy guide for what you can say and what you definitely cannot say about your product.
Learn More: Claims Guide
The landing page. What is it? How does it work? How to create the very best one that is effective and compliant? We have all of those answers and more in the content linked here. We highly recommend that you pay extra attention to the compliance requirements. It might seem like a lot, but it’s all super important.
If you have or are planning on featuring a video sales letter (VSL) on your page, you must submit the script of the video to us for review. If you want to get ahead and have your VSL ready, send it to kelsea.thomas@clickbank.com.
Learn More: Creating and Submitting a VSL
NOTE: If your product requires log in information then you will need to pass that to your BDM or Onboarding Specialist.
The “thank you” page is the post-purchase page. It’s the last moment a customer has with your brand and product… or is it? With the right post-purchase care, sellers can create repeat customers with higher average lifetime value than those who don’t nurture the customer relationship. We’ll show you how to create a compliant thank you page that has customers loving (and trusting) your product.
Example: Bubs Natural Thank You Page
Example: ProDentim Thank You Page
Example: WellMe Thank You Page
Learn More: Creating a Thank You Page
So, here at ClickBank, we give our sellers some pretty awesome tools. One of those tools is called the Upsell. This powerful feature empowers sellers to present potential customers with upsells or downsells, all depending on their sales funnel. What is a sales funnel? Well, dive in and learn more and see what you need to be prepared.
Note: Upsell functionality is one-click and the customer would not need to go back through an order form or re-enter credit card information.
Learn More: Upsell and Downsell Pages
How can you help your affiliates achieve awesomeness? Three words: Affiliate Tools Page. Okay, so what is it and how do you build it?
Glad you asked. We have some examples from actual ClickBank Platinum Clients and helpful tips and tricks for setting your affiliates up for success.
Example: Gated Offer Affiliate Tools Page Example
Example: Open Offer Affiliate Tools Page Example
Example: Supplement Affiliate Tools Page Example
Learn More: Building an Affiliates Tools Page
STEP 3
Account Building 101.
Two steps down, and now it’s time for your check-in with an onboarding specialist and build out your ClickBank account to start selling.
Now it’s time to create your products and upsell flow in the ClickBank system.
Product Creation:
You can create one-time and recurring products or a mixture of both in your account.
Learn More: One-Time Digital Products
Learn More: Recurring Digital Products
If the compliance team is requesting reviews they will comment on the product ticket within the nickname account. See below for more info.
Learn More: Product Review- Compliance Ticketing System
Upsell Flow Creation:
The Upsell Flow feature allows sellers to add to the value of an order by offering additional related or value-add products to a customer once they’ve purchased an initial product. The consumer only needs to click a single button to immediately buy one or more additional products and charge the payment method used in their original purchase.
Learn More: Upsell Flows Explained
Learn More: Creating Upsell Flows
The ClickBank Order Form Customizer is a powerful tool that provides ClickBank Sellers with tools to customize their order form to include brand elements, images, information, and styling congruent to their offer page.
Learn More: Order Form Customizer
Order Bump: A ClickBank feature that allows ClickBank Sellers to add additional product options to an order form for customers to select. The order options are displayed as checkboxes that customers can check if they wish to add the product to their existing order before purchase.
Learn More: Order Bump Tutorial
Countdown Timer: This feature has been enhanced to work seamlessly with the order form customizer and can be used to create a sense of urgency for customers, thus boosting conversions.
Learn More: Countdown Timer
Exit Offer: The Exit Offer Customizer is a powerful tool that allows you to quickly build, style, add images to, and modify your exit offers. Exit offers are simple modals that load if a user shows intent to exit by moving towards the navigation bar or browser close button while on your order form.
Learn More: Exit Offer Build
Paylinks: A payment link is the link that customers click that directs them to the ClickBank order form where they can purchase seller products. ClickBank Sellers must manually create their own unique payment link and add it to their Pitch Page.
Learn More: Paylink Information
Shopify Integration: The Shopify-ClickBank integration is ideal for sellers who are currently using Shopify as their primary e-commerce platform. It allows sellers to send all ClickBank orders and customer data back to Shopify without requiring a third party integration.
Learn More: Shopify
API Integration: The ClickBank Application Program Interfaces, or APIs, are tools that let you create applications to get information on your account.
Learn More: APIs
Customer Support: Providing customer support is a critical element of your success as a ClickBank Seller. Refund, tech support, and cancellation tickets submitted by your customers can be managed and actioned from your primary ClickBank account. If you have not linked your account nickname to a primary ClickBank account, do so now before proceeding.
Learn More: Adding Customer Support Info
Customer support tickets are one of the primary ways customers communicate with ClickBank users. In order to be successful in building their enterprise, ClickBank users (or authorized Clerks) must diligently review and manage their customer support tickets.
Marketplace Listing: The ClickBank Marketplace is a space where ClickBank Sellers provide information about the products they offer. Affiliates can search the marketplace to find offers they’re interested in promoting—including their available promotional materials and sales statistics.
Learn More: Marketplace Listing
Learn More: Creating Marketplace Listing
Commission Groups: These provide a seller with the ability to offer custom commission rates for select affiliates that differ from their standard settings.
Learn More: Commission Group Set Up
HopLink™: A referral tracking URL is a referral URL that links potential customers to a seller’s landing page and it informs ClickBank which affiliate directed that traffic for commission purposes.
Learn More: HopLink Guide
It is very important to test at the end of onboarding. Here are some things you want to look for.
- Make sure your integrations are set up properly
- Look for any pages that dont work how they are supposed to
Added Value
Additional Resources
At ClickBank, we value our relationships with our preferred partners, experts and integration services. Here, you’ll find the service providers and tools we trust to support your business growth. From physical product fulfillment to analytics and tracking, here are the resources that many top ClickBank clients turn to.
A curated hub of affiliate marketing know-how, e-commerce insights, and ClickBank education. Our team has designed the ClickBank Blog, YouTube Channel and Podcast to be both informative and entertaining. This is done by featuring ClickBank writers, guest, and valuable guides to help you find out what you want to know.
At ClickBank, we value our relationships with our preferred partners. On this page, you’ll find the service providers and tools we trust to support your business growth. From physical product fulfillment to analytics and tracking, here are the partners that many top ClickBank clients turn to.
At ClickBank, we know how important it is to hire the right people for your business. That’s why we’ve curated a list of highly talented and trusted experts in our industry. From copywriters to business consultants and more, here are the experts who can take your business to the next level.
At ClickBank, our team is dedicated to providing powerful e-commerce tools, a vast affiliate marketplace, and industry-leading education – but our platform is still just one piece of the puzzle. That’s why we support robust native integrations with dozens of the companies and tools you rely on.
Be sure to check back here often, as we’re always adding more integrations to support you and your business!