1-To-Infinity - Funnel & Automation

Cart Funnel Upgrade

(From Funnel Setup to Course Setup & Automation)

Customer Journey Overview

The 1-To-Infinity follows a seamless process to convert visitors into paying customers and granting them access to their purchased course or membership. Here’s the journey:

Landing Page (Opt-in) → Captures lead details
Payment Page → Customer purchases the product
Thank You Page → Confirms the purchase
Course/Membership Access Setup → Ensures content is ready
Automation: Triggers & Actions → Grants access and sends a welcome email

 PART 1: Setting Up the Cart Funnel in Intellia

 Customizing the Funnel Template

Select a Pre-Designed Funnel Template (or create from scratch)
Customize Branding – Update logo, colors, and fonts
Set Up Sections – Ensure clear flow (Opt-in > Payment > Thank You Page)
Mobile Optimization – Check responsiveness across devices

You may refer to this link as a reference: https://info.theintellia.com/en/articles/38-1-to-infinity-1-prepare-assets

 Payment Page Setup

(This is where customers make a purchase)

Add Your Product(s) to the Payment Page

• Go to Products > Add Product

• Set Price & Currency

• Add Product Description & Image

• Select One-Time Payment or Recurring

You may refer to this link as a reference: https://info.theintellia.com/en/articles/38-1-to-infinity-1-prepare-assets

Set Up an Order Bump 

• Order bump = Extra offer at checkout 

Enable it under Payment Page Settings

You may refer to this Loom Video link on how to Add Order Bump https://www.loom.com/share/a52a79933373400f8ed7bacd8309fc9b?sid=0eb98d41-3853-4338-b198-62f65c455d5c

 Enable One-Click Upsell (Post-Purchase Offer)

• After checkout, direct buyers to an Upsell Page

• Example: Upgrade to VIP Coaching for $97

You may refer to this Loom Video link on how to Add The One-Click Upsell

https://www.loom.com/share/2e5283b2f089489f9fa436a325bceec5?sid=42fd722a-fdd5-4165-92bc-ce1c0fb5df59

 Test the Payment Integration

Ensure Stripe is connected

Thank You Page Setup

(Customers land here after a successful purchase)

Show Purchase Confirmation

• “Thank You for Your Purchase!”

• Display Order Summary

• Inform them to check their email for confirmation

Add Order Confirmation Section

You may refer to this Loom Video link on how to Add The Confirmation : 

https://www.loom.com/share/5bffd000301f4d1a92538e28345ae930?sid=8c9a788a-8ccd-4042-98a1-4f0f1c56ec10

PART 2: Setting Up Membership/Course Area

Preparing Membership/ Course Setup

(Before setting up, have these ready!)

Course Name & Structure

• Outline Modules & Lessons

• Example:

  • Module 1: Getting Started

  • Lesson 1: Introduction

  • Lesson 2: Setting Up Your Account

Content & Assets

• Videos (MP4)

• Thumbnails

• PDFs, Workbooks, Checklists

• Quizzes & Assessments (if applicable)

Upload & Organize the Course in fck

• Go to Sites > Memberships > Create New Course

• Upload Videos & PDFs into each lesson

• Enable Drip Content (if needed)

You may refer to this link on how to Setting Up Membership/Course Area :

https://info.theintellia.com/en/articles/55-how-to-create-a-membership-courseoffer

 Publishing the Course as an Offer

(Make the course available for purchase and grant access after payment.)

Go to Memberships > Offers

• Click “Create New Offer”

• Name your Offer (Example: “Complete Digital Marketing Course”)

• Assign the Course(s) to the Offer

• Set Pricing (One-time payment, Subscription, or Free)

Test the Offer Purchase Flow

• Complete a Test Purchase to ensure:
  Payment processes successfully
  Course access is granted
  Confirmation email is sent

You may refer to this link on how to Publishing the Course as an Offer :

https://info.theintellia.com/en/articles/55-how-to-create-a-membership-courseoffer

Part 3 : Setting Up Automation for Smooth Access 

Automation: Granting Course/Membership Access

Once a purchase is made, the system should:
Send a confirmation email
Grant access to the course/membership

Trigger:

• “Order Form Submitted” event

• Trigger fires when a product is purchased

Action:

• Grant Course/Membership Access

• Send Welcome Email with Login Details

Steps to Set Up in Intellia:

1. Go to Automations > Create New Automation

2. Set Trigger: "Customer Purchases a Product"

3. Add Action: "Grant Course Access"

4. Select the Course/Membership they bought

5. Add Action: Send Email Confirmation

   • Customize the welcome email (see previous section)

6. Save & Activate the Automation

You may refer to this link on how to Set-up The Automation and Welcome Email For Your Membership Course :

https://www.loom.com/share/3f14b16ae5414297a8cecd2f46219f4f?sid=c814e347-1bd9-4fff-bee4-6caddb9a58cf

PART 4: Testing & Launching Your 1-To-Infinity

Test the Funnel as a Customer

• Go through Landing Page > Payment > Thank You Page

• Complete a Test Purchase

• Ensure you receive the confirmation email

• Check if membership/course access is granted

Summary Checklist – Your 1-To-Infinity Is Ready When...

Landing Page is optimized (clear CTA, opt-in form)
Payment Page is set up (products, order bump, upsells)
Thank You Page confirms purchase (and provides next steps)
Membership Area is ready (videos, PDFs, modules uploaded)
Course Offer is published & linked to payment page
Automation grants course access (after successful payment)
Welcome Email is customized (login details & support info)
Test purchase was successful (emails, access, and payments work)