MRR Course Setup Checklist

Use this as a cheat sheet for setting up and connecting your funnels for your personal MRR courses to make sure everything is connected correctly.

Before you dive in - let me note - there is NOT much to do. This list appears to be a lot but it's not so don't let it give you an overwhelmed feeling when you look at it!! I provide explanations as needed. There really are only a handful of actual steps. I just want to help give you additional explanations where needed to help you learn the software :) ....

Prefer to print so you can cross things off?

STEP #1: Create your product Pricing...

Your first step needs to be creating the "Product" you're going to sell so it's connected to your payment processors.

There are 2 ways to do this:

  1. OPTION 1: Create your product in the Simply Digital software. [Go to "payments" > "products" > "create new product" and add in the appropriate details]

  2. OPTION 2: Create your product in Stripe and import into Simply Digital software.

    1. Log into Stripe on the left go to "product catalog" > "add product" and add the appropriate details

    2. Then go into Simply Digital "payments" > "products" > "import from Stripe" and select the correct item and import.

NOTES: Adding the product directly into Stripe first is ideal if you have payment conversions due to being outside of the US. If you want your products to all be in US currency it's recommended to go with option2.

STEP #2: Update Your Funnel pages...

Navigate to the correct MRR course funnel template you need to use and use this checklist to insure all of your pages are updated as needed.

SETTINGS: (Inside the funnel you are using)

  1. Inside the funnel template go to "settings"

  2. Select your domain

  3. Save

PAGE 1: (SALES PAGE & ORDER PAGE - 2 STEP ORDER FORM)

  1. Before entering the editor for this page go the "products" on the right side where you see "overview, products, publishing". Select your product and the right price option and save. Add a second price if needed.

  2. Enter the editor

  3. Change the payment plan wording if needed

  4. Updated any applicable wording

  5. Add your bonuses if you have them

  6. Change colors or fonts if you wish

  7. Add your personal photo and your story in the "about you" section

  8. Footer:

    a. Add your social links

    b. Add your website terms & conditions link

    c. Add your logo if you wish

    d. Add your business name

    e. Add the link for the distribution rights for DWA (get this from the distribution rights funnel page)

  9. Update SEO

  10. SAVE

  11. PUBLISH!! Do NOT forget to do this step otherwise your changes will not be live.

PAGE 2: (CONFIRMATION PAGE)

  1. Change any applicable wording

  2. Add link to direct them to the course if you'd like (or just prompt them to check their email)

  3. Check that global the footer updated from your changes on page 1

  4. SAVE

  5. PUBLISH!!

STEP #3: Connect your workflow / automations...

PART 1 - CREATE YOUR DELIVERY EMAIL:

  1. Navigate to "marketing" then hover "emails" and click "templates". You should find an email template there called "MRR Course Delivery Email Template"

  2. I would edit to your liking with your header, footer, signature etc and save. This can be your personal template to use as needed. To clone click the 3 dots on the right and click "clone"

  3. Personalize the email to be specific to the MRR course you will be sending this email for. Add links and instructions as needed. FYI - THIS IS the email that will go out to your customer after purchase.

  4. Name the email at the top a name that makes sense. The more organized you are in the email marketing section the better as you continue to create more and more email sequences. I name my MRR delivery emails like this "DWA Course Delivery", "SIMPLY PASSIVE Course Delivery, "ROADMAP Course Delivery" etc. I personally keep all of my course delivery emails in 1 folder but find the best method of organization for you and remember you can always change your organization method later if needed.

PART 2 - COMPLETE YOUR AUTOMATION/WORKFLOW SEQUENCE:

  1. Navigate to "automation". You should find an automation template there called "[NAME OF COURSE] MRR Course Buyers"

  2. Open workflow and rename the flow at the top according to the course

  3. Add your trigger(s): In this case they made a purchase so here are your steps:

    1. click "Add new trigger" and search "form".

    2. Select "Order Form Submission". This is for purchases (fyi 'form submitted' is for basic opt in forms without a purchase).

    3. Click "Add filters" and you'll walk through the funnel steps for the exact trigger

    4. Click dropdown and select "in funnel/website" and select the right funnel

    5. Click "add filters" again and dropdown and select "page is" and select the page where your ORDER form is located

    6. Click "add filters" again and dropdown and select "Submission type" and select sale

    7. Click "add filters" and dropdown one more time and select "product is" and select the product.

  4. NOTE: fyi- if you have more than 1 payment option you will notice multiple products on that last filter option. Select the first one in the list. If you have a payment plan also you will want to go through step #3 again and add a SECOND trigger and choose the other product next time so BOTH purchase options will trigger this workflow to activate.

  5. "Disable DND" (do not disturb aka unsubscribe): This step is already done I just want to give you an FYI. This step is removing an unsubscribe just in case they were already on your list and unsubscribed in the past. I recommend starting EVERY SINGLE workflow with this otherwise if they are unsubscribed and they are trying to purchase or opt in again they will not receive anything. (Pro tip here!).

  6. Add a tag: Create a tag that makes sense for you and this purchase. I like to do the cost and abbreviation for the course name. Example: "$497 dwa", "$387 sp". $259 sd" etc. You can write them out if you prefer. Tags can be anything you want!

  7. Email Delivery: This is where you will select the email you created in "marketing" above to connect it to this workflow. Click "email", add your email credentials, change the subject line if you'd like, and select the dropdown under 'template'. You can search and easily find the email you just created in marketing. This is where you can see the name you give it is so important bc it helps you locate the email and know it's all matched up. Select your email and click "save action" to save your email.

  8. SAVE the workflow at the top

  9. PUBLISH - make sure the workflow is published and no longer drafted.

THAT'S IT - ALL OF YOUR PIECES ARE CONNECTED...

LAST THING TO DO IS RUN A LIVE TEST.

STEP #4: Run a LIVE Test...

Our last step is simply running a full live test to make sure everything happens as it should....

PRO TIP: Create a coupon code for yourself so you can purchase the actual course live but not pay full price. I just set the discount for a fixed amount and $1 less than the price that way I only actually pay $1 after the coupon code is applied.

To create a coupon code:

  1. Navigate to "payments" > "coupons" "create new coupon". Fill in the info and save. Make sure it shows activated after you are complete.

  2. Also make sure the coupon button is turned ON for your order form as well. I probably turned them off for the MRR courses since they can't be used for a real purchase. To turn it on simply navigate to your funnel. Go to the page where your order form is located and enter the editor. Click the order from element. On the right you will see where you can turn the coupon section on and off. Turn it on and continue with your test purchase.

RUN YOUR TEST. I recommend using an incognito window to prevent any interference with cookies on your computer. Grab your sales page link and buy your product!

Checklist for your official live test.

  1. Test all links on page 1 to make sure they do what they should

  2. Place the actual order (don't forget your coupon code if you created this)

  3. Is your confirmation page correct? (check links here if applicable)

  4. Check your email - did you get the delivery email?

  5. Click the link in your email - does it direct correctly? (check all links)

  6. Did the payment go through to Stripe or Paypal?

  7. Did your credit card charge correctly. (correct amount, name etc)

  8. Go to "Contacts" in Simply Digital. Were you added as a new contact?

  9. Did a tag get added to your profile?

IF ALL WENT WELL IN YOUR TEST RUN - YOU ARE OFFICIALLY READY TO GO LIVE AND GIVE OUT YOUR LINK FOR PEOPLE TO PURCHASE....

CONGRATULATIONS!!

P.S. Once complete, you can delete this funnel step in your funnel by clicking "delete funnel step" in the bottom right hand corner.

QUICK NOTE:

Since Simply Passive has the order form on page 1 rather than page 2 the video will have an extra step that you won't need. Please refer to your checklist to make sure you edit product/order area correctly.