Sales

Products and deliveries

Decide what each buyer gets after purchase: an access email, a PDF on WhatsApp or a link.

1 min read

For each product you choose what the buyer receives as soon as the payment is approved.

Set up the delivery

  1. In Sales, open Products and deliveries and pick the product.
  2. Under What the buyer receives, choose one or more deliveries:
    • an Access email, with instructions and the link;
    • a PDF on WhatsApp, such as an ebook or a ticket;
    • a Link, to a members' area or a group.
  3. Review the message texts, which already use the buyer's and the product's names.
  4. Select Publish changes.

Follow along

The sales list shows each purchase, its payment status and whether the delivery went out. If a delivery fails, say from an invalid phone number, the sale is flagged for the team to fix.