Set default plans and offer codes
Default plans and offer codes control which price and payment model a checkout uses when a buyer opens a link. They are especially important when one product has multiple plans, offers, trials, or billing periods.
Use this guide when checkout is showing the wrong price, when you need separate campaign paths, or before sharing checkout links with ads, affiliates, or support.
What defaults and offer codes control
| Area | Purpose |
|---|---|
| Default plan | Defines which plan or offer a checkout should use when no other option is selected. |
| Offer code | Creates a distinct buyer-facing purchase path connected to a plan or campaign. |
| Checkout behavior | Determines whether the buyer sees one-time, subscription, trial, or installment pricing. |
| Campaign organization | Helps teams keep launch links separated without creating duplicate products. |
| Reporting | Makes it easier to trace purchases back to the intended offer in Sales and Financial Overview. |
Default plan vs offer code
| Concept | Use it when |
|---|---|
| Default plan | A checkout should open on one specific plan or offer by default. |
| Offer code | You need a named or campaign-specific purchase path for the same product structure. |
| Separate checkout link | Different audiences need different UTMs, copy, or checkout design. |
| Upgrade link | The buyer already owns a product and should move to another plan. See upgrades. |
Before you change defaults
Review where the current plan or offer is already used:
- Active checkout links
- Funnels and upsell or downsell steps
- Affiliate links
- Upgrade paths
- Saved campaign templates and support scripts
- Live subscriptions tied to the current offer
If you need to retire pricing safely, also read deactivate plans and offers.
Set a default plan or offer code
- Confirm you are in the correct business workspace.
[Screenshot: App header — correct business selected.]
- Open the product and verify the target plan and offer exist and are active.
[Screenshot: Product pricing — target plan and offer active.]
- Go to the pricing or checkout configuration area.
[Screenshot: Pricing or checkout settings — default plan section visible.]
- Open the checkout or offer that should use the default.
[Screenshot: Checkout or offer row selected — default settings editable.]
- Set the default plan for that checkout.
[Screenshot: Default plan dropdown — intended plan selected.]
- Choose whether the default should point to a trial or non-trial offer when both exist.
[Screenshot: Trial vs non-trial default option — correct path chosen.]
- Create or review the offer code if the campaign needs a separate purchase path.
[Screenshot: Offer code field — code created or reviewed for campaign.]
- Save the configuration.
[Screenshot: Configuration saved — default plan and code stored.]
- Copy the correct checkout link.
[Screenshot: Checkout link copied — URL matches default offer.]
- Open the link as a buyer and confirm the expected price, billing model, and payment methods.
[Screenshot: Live checkout — default price and payment methods correct.]
- Run a test purchase when possible and confirm the sale appears under the intended offer in Sales.
[Screenshot: Sales detail — purchase attributed to default offer.]
Common default-plan scenarios
| Scenario | Recommended setup |
|---|---|
| One product, one price | One plan, one offer, one default checkout link. |
| Monthly vs yearly | Separate offers and defaults or separate checkout links per billing period. |
| Trial vs no trial | Separate defaults or separate links so buyers do not land on the wrong path. |
| Launch campaign | Custom campaign checkout link with UTMs plus the correct default offer. |
| Affiliate promotion | Affiliate uses an affiliate tracking link, not the owner default link. |
What to verify before launch
| Check | Why it matters |
|---|---|
| Checkout opens the intended offer | Wrong defaults create support and refund risk. |
| Trial and renewal copy match pricing | Subscription buyers need clear expectations. See trial periods. |
| Old links still behave as expected | Changing defaults can affect live funnels and campaigns. |
| Reporting path is clear | Campaign and finance reviews depend on the correct offer being used. |
| Payment methods match the offer | Confirm PIX and card settings on the final checkout path. |
Best practices
- Name plans and offers clearly for support and reporting.
- Document which offer belongs to each campaign or audience.
- Test defaults from the exact link buyers will receive.
- Avoid changing active defaults during a live campaign without checking links first.
- Keep simple launches simple: one default plan is enough for many products.
Common mistakes
- Setting a default plan before the product or checkout is ready.
- Using one checkout link for both trial and non-trial buyers without planning.
- Changing defaults without reviewing affiliate or funnel dependencies.
- Assuming offer codes replace the need for clear UTM naming.
- Deactivating an old offer while an old link still points to it.
FAQ
What happens if I change the default plan on a live checkout?
Buyers using that checkout may see a different price, billing period, or payment model. Review active links, funnels, affiliate paths, and campaign UTMs before changing defaults.
Should every product use offer codes?
No. Use offer codes when you need separate purchase paths. Many launches work with one plan, one offer, and one checkout link.
How do default plans relate to order bumps?
The default plan controls the main offer on checkout. Order bumps add a complementary offer before payment without replacing the default plan.
Where should I check whether the default is working?
Open the live checkout link first, then confirm the resulting purchase in Sales. For revenue analysis, use Financial Overview.