- ADMIN -
Team Leader Onboard - 3
3a - PRODUCTS (Official Products)
CREATE ALL THE PRODUCTS FOR THE NEW LEADER:
The PRODUCT LIST below is already filtered to show the products of the category: _Duplicate.
For Each Product of ‘_Duplicate’ category:
- Duplicate – Hover over the product name on the list > Click Duplicate.
- Open to Edit – When duplication process is finished, Click on the name of the duplicate (copy) product – it will have the same name followed by the word: ‘Copy’.
- Edit Title – Trim the word ‘(Copy)’ from the product name (** FOR CLUB ONLY > Replace FirstName and LastName with the Leader’s First & last name).
- Edit Permalink (url) – Click ‘Edit’ > Trim the word ‘copy’ > Add the Leader’s First Name + Last Name + ID with dash between each word (productname-leaderfirstname-leaderlastname-id) > Click ‘OK’.
- (*only for the first product you edit) Add the Leader Category –
[a] Scroll down to the TEAM LEADER FORM Section below.[b] In the 1st field – select this Team Leader Name.[c] In the 2nd field – copy this Leader Category.[d] Scroll up back to the PRODUCT LIST > the product you are editing.[e] Click ‘+Add New Category’ Link > In the field that opened, Paste this Leader Category that you copied.[f] Click the Add New Category Button below.
- Uncheck the Category ‘_Duplicate’ & Check the Leader Category that you just added – Make sure that the only 2 categories that are checked for this product are the product name & the leader category.
- Learn Dash Groups –
ONLY FOR:*Event Guest Pass*Club*ThivePage Membership*Leadership Addon[a] Add the Same Group, but of the New Leader (New Leader’s Name – Same Group Name).[b] Remove the Group that was there originally (Tom Essence – Same Group Name).DO NOT CHANGE GROUPS IN ANY OTHER PRODUCT!
- Click ‘Publish‘.
Return to PRODUCT LIST & Repeat for Each Product of the ‘_Duplicate’ Category (Skip step 5 for all & step 7 where needed).
3b - PRODUCT IDs (Official Products)
ADD ALL OF THE LEADER’S PRODUCTS IDS TO THE LEADER’S FORM:
Filter the PRODUCT LIST – Go to the Product List below > Choose the New Category you added (the Leader’s Full Name) > Click ‘Filter’.
STEP 1:
- Copy the Product ID – Hover over a product to see the Product ID & Copy the ID.
- Add the ID to the Team Leader Form – Scroll down to the TEAM LEADER FORM all the way below & Paste the Product ID at the Correct Field for this Product ID.
Repeat for All the Leader’s Products IDs.
STEP 2:
- Click ‘Submit’ at the bottom of the Team Leader’s Form.
- Select again the Team Leader’s Name in the Form.
- Check again that each Product ID from the Products List is placed at the Correct Field of the Team Leader’s Form.
3c - BASE PRODUCTS - COMMISSIONS (Official Products)
ASSIGN RECEIVERS & COMMISSIONS TO THE BASE PRODUCTS OF THE NEW LEADER:
BASE PRODUCTS:
- ThrivePage Membership
- Leadership Addon
- Thrive In 5
- Thrive Coaching
- Thrive Business
- (Event Guest Pass & Club are FREE > No Receivers & Commissions)
- Filter the Product List – Go to the PRODUCT LIST below > Choose the New Category you added (the Leader’s Full Name) > Click ‘Filter’.
- Open a Base Product to Edit – Click on a Base Product Name to Edit it.
- Stripe Connect Receivers – At the bottom – Set the Stripe Connect Receivers & Commissions:
[a] Click ‘+ New Receiver‘ button.[b] Search User – find and select the Leader’s Name.[c] Change the Commission Type from ‘Fixed’ to ‘%‘.[d] Set the Commission % Amount to 30.[e] Click ‘Save Receivers‘ button. the Receivers.
- Go to the TEAM LEADER FORM > to the Section: BASE PRODUCTS – ADD these Receivers & Commissions.
- Look for the field: Base – 2nd Leader Commission: – If there is a Leader Name there, Repeat 3. Stripe Connect Receivers and add this 2nd Leader as a 2nd Receiver – but with a 9% Commission.
- Look for the field: Base – 3rd Leader Commission: – If there is a Leader Name there, Repeat > 3. Stripe Connect Receivers and add this 3rd Leader as a 3rd Receiver – but with a 6% Commission.
- Click the ‘Update‘ Button of the Product you are editing.
Return to PRODUCT LIST & Repeat for Each of the New Leader’s BASE PRODUCTS .
THATS IT 🙂
DO NOT ADD COMMISSIONS TO THE ADVANCED PRODUCTS!
(ADVANCED PRODUCTS COMMISSIONS WILL BE ADDED LATER – WHEN THE TEAM LEADER WILL ADVANCE TO THE PRO LEVEL)
PRODUCTS LIST:
[vg_display_admin_page page_url="https://thrivepage.com/wp-admin/edit.php?s&post_status=all&post_type=product&action=-1&product_cat=duplicate&product_type&stock_status&filter_action=Filter&paged=1&action2=-1"]
TEAM LEADER FORM:
You do not have permission to view this form.