How to Add Digital Products to Patient Base

Introduction:

Welcome to this tutorial on how to add digital products to Patient Base. In this video, we will cover the basic steps involved in adding a digital product, setting up its details, and customizing it according to your preferences.

Step 1: Add a Digital Product

• Log in to your Patient Base account and navigate to the Products section.
• Click on "Add a Product" and select "Digital Product" from the dropdown.
• Enter the name of your digital product, such as "Ebook Download."
• Add a description if you like or skip it.
• Set your pricing and choose if you want to show a sale price or set up a subscription.
• Select a product type and SKU, if applicable.

Step 2: Upload Your Digital File

• Upload your digital file, such as a PDF or ebook.
• Keep the file size as small as possible, but it can be up to 100 MB.
• Set up any custom thank you pages, track inventory, or ask additional questions, depending on your needs.
• Tag your customers to segment or filter them later in the contacts.

Step 3: Customize Your Product

• Add an image for your product and select the appropriate product categories.
• Create a dedicated URL for your product if you want.
• Review and adjust any other settings as needed.

Step 4: Add Your Digital Product to Your Store or Funnel

• If you have a dedicated store page, add your digital product to it.
• If you have a funnel, add your digital product to the checkout page.
• Preview the checkout to ensure it's working correctly.

Conclusion:

That's all for today's tutorial on how to add digital products to Patient Base. Always remember that you can customize your products and add them to your store or funnel as needed. If you have any questions or issues, please reach out to us as we are always happy to help.