How to create & Sell Products in Flow

Contents

Why sell products in Flow

Types of products you can sell

Creating a product

Selling through Forms

Selling through a calendar

Coupons & discount codes

Best Practices

Common Mistakes to Avoid

Why Sell Products in Flow?

Most businesses use multiple tools to sell products & services: forms capture leads, email software sends campaigns, payment processors handle transactions, and spreadsheets track sales. Flow brings it all together.

When you sell products in Flow, you get:

• Unified payments: Accept payments directly without leaving Flow. All transactions in one dashboard.
• Automatic contact creation: Every purchase creates or updates a contact. No manual data entry.
• Inventory tracking: Know how many units you have and when to reorder.
• Coupon automation: Create discount codes that work across all sales channels.
• Reporting and analytics: See revenue, average order value, top products, and customer lifetime value.
• Post-purchase automations: Trigger delivery, follow-ups, upsells, or support workflows automatically.
• Multiple sales channels: Sell the same product through forms, email, SMS, and landing pages without setting up each separately.
• Customer history: Every purchase appears on the customer's contact record, building a complete sales history.

Types of Products You Can Sell

Physical Products

• Physical goods
• Merchandise
• Books and printed materials
• Hardware
• Subscriptions (if physical items ship regularly)

Recurring Revenue

• Monthly subscriptions
• Annual memberships
• Quarterly billing
• Subscription tiers
• Payment plans

Creating a Product

Step 1: Navigate to Products & create a new product

In your Flow dashboard, navigate to Payments → Products. Here you can view all of your products that have been created.

Click Create Product in the top right. This opens the product creation form.

Step 2: Fill in Basic Information

You'll need:

• Product name: What you call it (e.g., "1 Hour Massage", "My SEO Guide")
• Description: What it is and what problems it solves
• Category: Group products by type (e.g., "Services", "Digital Guides")
• Product image: A photo or illustration (helps with trust and marketing)

Step 3: Set Up Pricing

Enter your pricing. You can select a one-time payment or a recurring subscription, set billing and trial periods and even have multiple variants.

💡 Pro Tip: Offer multiple versions of the same product at different price points with tiered pricing

Tiered Pricing Example

Customers choose their tier at purchase. Each tier can have different content, features, or support levels.

Step 4: Configure Inventory (if applicable)

If you're selling physical products or have limited quantities:

• Tick track inventory
• Enter the quantity you have in stock
• Flow will automatically track units sold until you are at 0 stock.

Digital products usually don't need inventory tracking because they're unlimited.

Step 5: Add Product Details and Delivery

Step 6: Save the Product

Selling through Forms

💡 Pro Tip: We strongly recommend completing the lesson How to create Forms and Surveys in Flow first to learn the basics on creating forms.

Step 1: Create a form for your product

Go to Sites - Forms to create a new or edit an existing form.

Step 2: Add a Products Field

Drag the form element 'Sell Products' under Payments into your form alonside your other fields e.g. Name, email etc.

Click the Add Products button and select the product you created earlier from the dropdown on the right. Click Add Product at the bottom of the screen to finish adding it to the form.

💡 Pro Tip: Add more than 1 product to your sell products field and make one a Bump Offer as an optional add on

Step 3: Configure Post-Purchase Actions

This is where Flow really shines. After someone buys, you can trigger automations:

• Send access email: Email with download link, login credentials, or course access
• Tag the customer: Add tags like "Customer" or "Course Purchaser"
• Send SMS notification: Notify customer their purchase was received
• Create a task: Task for your team to follow up or prepare delivery
• Start an automation: Trigger onboarding, upsell, or delivery workflows

💡 Pro Tip: Visit our lesson How to create automations in Flow to learn how to create automations such as these.

Use the trigger Order Submitted with filters to choose the product you want to automate the next steps for.

Step 4: Publish and Share

Selling Through a Calendar

Sell services by letting customers book appointments directly from your calendar. When they book, they pay at the same time. Perfect for consulting, coaching, strategy sessions, demos, or any time-based service.

For full instructions on setting up a calendar for the first time we would recommend first reading our lesson on How to create booking calendars in Flow.

Option 1 - Set up a payment directly in the calendar

Option 2 - Add your calendar to your form

Coupons and Discount Codes

Creating a Coupon

💡 Pro Tip: Make sure you link the coupon to a product you want it to be used on. Otherwise it will apply for any products you create.

Once the coupon is created you must enable coupons back on either your form or calendar settings to allow a coupon code entry field to appear for customers.

Best Practices

• Clear Product Descriptions: Tell customers exactly what they're getting. If it's a massage, what type and for how long? If it's for a product, what exactly will they receive? Remove ambiguity.
• Set Expectations on Delivery: When will they get access? Same day? 24 hours? Let them know upfront to avoid support queries.
• Use Post-Purchase Automations: Don't just take money and disappear. Send access, welcome emails, and onboarding automatically by using automations to ensure customer success.
• Price Strategically: Too cheap undervalues your work and leaves money on the table. Too expensive and nobody buys. Test and iterate.
• Bundle and Tier: Offer multiple price points (but not too many). Let budget-conscious buyers get value. Let high-ticket buyers get premium experience.
• Create Urgency Around Offers: Limited-time offers and countdown timers drive action. Use them, but be honest. Don't claim "last chance" forever.
• Track What Sells: Review sales reports to see which products are winners and which aren't. Double down on what works.
• Segment Customers: Tag customers by what they bought. Use tags to send relevant follow-ups (e.g., course buyers get course support emails; template buyers get template updates).

Common Mistakes to Avoid

• No Clear Delivery Instructions: Customer buys but doesn't know what to do next. Set up automated delivery emails so they get access immediately.
• Overcomplicating Pricing: Five different tiers, multiple options, payment plans, and offers confuse customers. Simplify. Just a couple of clear options work better.
• Setting Price Too Low: Underpricing feels safe but trains customers to expect cheap products and makes revenue targets impossible to hit.
• Not Using Coupons Strategically: Running constant 50% discounts trains customers to never pay full price. Reserve big discounts for launch, seasonal sales, or special partnerships.
• Forgetting Post-Purchase Experience: Capture the sale, then ghost the customer. Use automations to deliver, onboard, and upsell. Happy customers buy again.
• No Inventory Management: Overselling physical products leads to backorders, refunds, and angry customers. Track inventory carefully.
• Creating Too Many Products: Every new product fragments your focus. Start with 2-3 core offerings. Master them before adding more.
• Ignoring Sales Data: Many sellers don't review their sales reports. You're missing insights about what works, peak seasons, and revenue trends.
• Not Testing Checkout: Technical problems at checkout kill sales. Always test the full purchase flow before launching.

Turn Flow Into Your Complete Sales Engine