[Wizebank Guide] - How to Create Your First Product

Have more questions? Submit a request


Creating a new product to sell through Wizebank is easy. This guide provides a step-by-step walkthrough on how to create and modify your products.

Want to make sure your Wizebank checkout links are unique for a specific product? Stick until the end to see how.


Step-by-Step Instructions

  1. Go to Products Dashboard in Wizebank: Log in to your Wizebank account and head over to the Products dashboard. Click on the blue button that says 'Create Product'.


  2. Configure Your Product: Here is where can set up our product details.
    First, some key terms:

    Key Terms Description
    For Sale This toggle allows you to make your product active or inactive
    Name This is the name of the product your customers will see when they are making their purchase
    Description This is an optional field used for internal purposes; this will not be viewed by customers
    Price The dollar amount that you are selling the product for (e.g. $1,000.00)
    Currency We currently only support United States Dollars
    Redirect Page Have a thank you page you want your customers to be redirected to? Put the URL here.

    Once you've successfully created your product you will be able to see it in the Products dashboard.

  3. Get Your Checkout Link: In the Products dashboard, selecting the button next to 'Update' that says '...' will give you your new checkout link for this product.


  4. Product Display Options: 

    Option 1 - Copy ID:
    this is the Product ID that you can use when configuring your Zapier automations.

    Option 2 - Default: this link will automatically pre-select the product according to the URL but this will give your customers the ability to view your other products that are actively for sale within your Wizebank account. This is a great option for those that want customers to potentially upsell themselves through Wizebank.

    Option 3 - Copy Link - Disabled Selection:
    when you select this you disable the ability to change the product in your checkout. This means it can be treated as a product-specific checkout link. Once done, you will get a slightly modified checkout link that can be used moving forward. This will prevent customers from seeing other products available in your Wizebank account.

  5. Done!🎉 You have just successfully created your first product in Wizebank. Want to set up a connection with Zapier for when this product gets purchased? Check out this article for more information.


Need More Help?

If you need a hand please don't hesitate to reach out to our customer support team at help@wizebank.co.

Articles in this section

Was this article helpful?
0 out of 0 found this helpful