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Sales Links

Sales links create controlled checkout paths for selected products.

Checkout page from a sales link

When a user opens a sales link, the checkout page should show the selected product, login or account setup options, payment selection, vouchers or rewards, and order summary.

  1. Go to Marketing or Sales Links.
  2. Click Create Link.
  3. Enter the link name and basic details.
  4. Open the Products tab.
  5. Select the courses, bundles, memberships, or mentorships to include.
  6. If a bundle is selected, confirm the bundled products are disabled from duplicate selection.
  7. Review the calculated price.
  8. Turn on override price only when the link should use a special price.
  9. Add vouchers, rewards, or discount codes if they should be preselected.
  10. Save Draft or Publish when ready.

Product Selection​

A sales link can include:

  • Courses
  • Bundles
  • Memberships
  • Mentorships

When a bundle is selected, the products included through that bundle should be disabled from direct selection to avoid double charging or confusing the summary.

Pricing Rules​

Sales link pricing is determined in this order:

  1. Selected product prices are summed.
  2. Sales link override price is applied if active.
  3. Preselected voucher, reward, or discount values are applied.
  4. Manual checkout voucher, reward, or discount code may apply if allowed.
  5. SST and payment gateway settings are calculated according to finance settings.

Statuses​

Use readable status labels with color icons:

StatusMeaning
DraftLink is being prepared
PublishedLink can be used for checkout
ArchivedLink is no longer actively used

Audit Trail​

Sales links should keep audit logs for:

  • Product changes
  • Price override changes
  • Discount or reward preselection changes
  • Status changes
  • Publish and archive actions