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Products are individual items your practice sells. They are shown to leads who don’t qualify for a care plan, giving them an alternative way to engage with your practice. Each product listing includes a photo, pricing, features, and a link to your sales page. AI uses this information when generating funnels and marketing content.

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How to create a product

1

Go to Offers > Products

Open the Offers module from the sidebar and select Products.
2

Click Create Product

Click the Create Product button in the top right corner. This opens a new product form.
3

Fill in product details

Complete the required fields:
  • Product Name — Internal name for the product
  • Product Title — The display title shown to customers
  • Product URL — Link to your sales or landing page (must start with http:// or https://)
  • Product Photo — Upload an image (JPG, PNG, WebP, or GIF). A preview will appear after upload.
  • CTA Button Text — The text on the call-to-action button (e.g. “Buy Now”, “Learn More”)
  • Original Price — The original or retail price (formats: $99, $99.99, or 99)
  • Current Price — Your selling price (same format as above)
Optional fields:
  • Product Subtitle — A short tagline or secondary title
  • Product Description — Detailed description of the product
4

Add features

Scroll to the Features section and add at least 2 features. Click the add button to include more. Features describe the key benefits or specs of your product.
5

Save your product

Click Create Product (or Save Product when editing). Your product status is automatically set based on completion:
  • Complete — All required fields filled, a description provided, a photo uploaded, and at least 2 features added
  • Draft — Any of the above are missing

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How to manage products

  • Search by product name or title
  • Edit any product by clicking on it
  • Delete a product (click the delete icon, confirmation required)

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Product fields

FieldRequiredDescription
Product NameYesInternal name for the product
Product TitleYesDisplay title shown to customers
Product SubtitleNoShort tagline or secondary title
Product DescriptionNoDetailed product description (needed for “Complete” status)
Product URLYesLink to your sales page (must start with http:// or https://)
Product PhotoYesProduct image (JPG, PNG, WebP, GIF)
CTA Button TextYesCall-to-action button label
Original PriceYesOriginal or retail price
Current PriceYesYour selling price
FeaturesYes (min 2)Key benefits or specs of the product

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Tips

  • Show the value gap. Set the Original Price to the full retail value so the Current Price looks like a deal.
  • Write clear features. Each feature should describe a specific benefit or outcome, not just a technical spec.
  • Link to a real page. The Product URL should point to a working sales or landing page where customers can take action.

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What to do next

Analyze the profitability of your offers in Measure > Economics.