How to sell a course through a funnel
Selling a course in SystemeScale works through a sales funnel. When a customer completes a purchase on the funnel's order form, they automatically receive access to the course — no manual enrolment needed. This guide walks through the complete setup from funnel creation to a tested, live checkout.
Before you start
Your course must exist and be fully set up before you sell it. If you haven't created your course yet, see: How to create a course in SystemeScale. Also ensure a payment gateway is connected: How to connect a payment gateway.
Step-by-step: setting up the sales funnel
1
Go to Sites → Sales funnels
In the top navigation bar, hover over Sites and click Sales funnels.
2
Create a new funnel
Click Create. In the popup: enter a funnel name, select your domain, choose currency, and select the funnel type Sell. Click Save. SystemeScale creates a Sales page + Order form + Thank-you page automatically.
3
Configure the order form
Click the Order form step in your funnel. In the settings panel:
- Set Offer type to Digital product.
- Click + Add resource → select Courses → choose your course.
- Click + Add price plan → select Create a new one.
- Choose the price plan type:
- One-time payment — enter the price → Save.
- Subscription — set billing interval and price → Save.
- Payment plan — set per-instalment amount, interval, and number of payments → Save.
4
Design your funnel pages
Click Edit page on the Sales page to write your sales copy, add testimonials, and include a call-to-action button linking to the order form. Edit the Order form page to match your brand. Edit the Thank-you page to confirm the purchase and explain next steps (how to access the course, what to expect).
5
Set up post-purchase automation (recommended)
Automations → Rules → Create.
- Trigger: New sale (select your order form).
- Action: Subscribe to campaign → select your onboarding email sequence.
- Action: Add tag → e.g. "Course Buyer" for segmentation.
6
Test with a test purchase
Set your payment gateway to test mode, then complete a full purchase on the order form using your payment gateway's test card. Verify that: (1) the thank-you page loads, (2) the student receives course access, (3) the automation fires. See: How to make a test purchase.
7
Activate the funnel
In the funnel overview, toggle each page and the funnel itself to Live. Share your sales page URL.
💡
Add an order bump for extra revenue
An order bump is a checkbox add-on shown on the order form checkout page — for example, a companion workbook or extra module. Students can add it with one click using their already-entered payment details. See: How to add an order bump.
What happens automatically after purchase
- The customer is saved as a contact in your CRM.
- Course access is granted immediately and a login email is sent.
- Any automation rules with a New sale trigger fire immediately.
- The purchase is recorded under Sales → Transactions in your dashboard.
ℹ️
0% platform transaction fees on all plans
SystemeScale charges 0% platform transaction fees. You only pay the processing fee charged directly by your payment gateway (typically 1.4–2.9% + a fixed amount depending on the gateway and your plan with them).
🎓
Explore everything the course builder can do
Video hosting, quizzes, drip content, certificates, and built-in payments — all in one place.
Was this article helpful?