For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/guides/shared-package-for-producers.md.
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      • How do I create a shared package?

      A package hands the affiliate the entire structure ready to go: funnel, pages and product. Instead of building it themselves they import it and start selling — which sharply increases how many of them actually get the offer live.

      Before you start

      • Role: Owner or Admin.
      • Have the funnel and the product genuinely working. A package replicates what exists, defects included.
      • Settle the commission first: open an affiliate programme.

      1. Prepare what goes inside

      Review the funnel you are about to package as if it were your own main page. It is going to be replicated dozens of times — every mistake multiplies.

      Strip out anything specific to your account: internal links and copy that only makes sense to you.

      Some things stay in your account and are not part of the package: the funnel's Pixel and Google Analytics, and the quiz, calendar and webchat used in its steps. Whoever imports gets those steps empty and picks their own quiz, calendar and webchat. That way the leads, bookings and conversations of whoever imported do not land in your account.

      The checkout on your pages travels with the design, steps and order bumps you configured. The redirect address after purchase and the decline button link are left out because they point to your pages; whoever imports sets their own. An order bump whose offer is not in the package only reaches importers who can already sell that offer. If you edit the checkout after publishing, the package shows the This package source has changed notice; click Update package so new imports get the new checkout.

      Credentials in automations with an HTTP Request never travel with the package. In the importer's copy, the authentication (API key, token, username and password), the n8n/Make and outgoing webhook URLs, and your Google Calendar and Meta Ads account details are left blank. The affiliate sees the step highlighted in the editor and can only activate the automation after filling in their own authentication.

      Do not put keys or passwords in the request body or in the URL: those fields are copied as they are.

      2. Create the package

      In Packages, click Create package and fill in the name and the description.

      The description decides everything: it is what the affiliate reads before choosing to import. Say what is included, who the audience is and what the commission is.

      3. Add the items

      Add the funnels, pages, product offers, message flows and quizzes that make up the package. Include everything needed to sell — an incomplete package produces a stuck affiliate and a message to your support team.

      Whatever that content uses from your account and the package can carry over (for example, a quiz used in the funnel) does not need to be added: it shows up under Also included on the package page, based on the latest version. Whoever imports the package gets a copy of each item, already linked to the content. The list is read-only: an item leaves it once no funnel, page or automation in the package uses it anymore.

      A sales pipeline used by the funnel or by an automation goes over whole: stages, stage rules, settings, attendant roles with their commission and the stage automations. Opportunities (cards) and attendants do not: the importer starts with an empty pipeline and adds their own team.

      An AI agent used in an automation (for example, in the Ask the AI step) goes along with its instructions, model, tools, escalation rules and its link and FAQ knowledge sources. Your API key never goes along, and neither do the agent's conversations. Documents you uploaded as knowledge show up for whoever imports only by name: the file stays in your provider account, and that person has to upload their own.

      Quizzes and forms carry their questions, steps, logic, scoring, results, design and settings. Their answers and the contacts they captured stay behind, and so does what is only yours: your own domain, notification emails, Slack and the external webhook. The tags and lists the quiz applies arrive under the same name in the importer's account.

      Webinars and members areas show up in that list when an automation in the package uses them (for example, a course completed trigger or a webinar filter). A webinar carries its setup: registration page, scheduling, videos, offers, chat script, reactions and ended page. A members area carries its appearance, classes, courses with their modules, lessons and attachments, and which courses each class unlocks. Videos hosted outside Clickmax (YouTube, Vimeo, direct link) go as they are. Videos you uploaded to Clickmax, registrants, sessions already scheduled, students and comments stay in your account.

      Schedules and business hours used by the content go along: a schedule carries its duration, booking form questions, booking rules and the reminders from its Notifications tab; business hours carry the time zone, windows and exceptions. Who attends, connected calendars, bookings and the sender or template of the verification code stay in your account.

      The webchat channel goes with its appearance, welcome message and pre-chat. Service teams go with their name and distribution mode, without members. Proposal templates go complete, and tracked links become Clickmax short links with the same destination. Studio templates stay on the computer where they were saved: whoever imports picks one of their own in the Request creative from the Studio step.

      Connected accounts (WhatsApp number, Telegram bot, Instagram account, email sender, AI agent on a channel) do not travel. Whoever imports gets the automations without those accounts and picks their own in the Connect to activate panel; until then, the steps that depend on them stay paused. WhatsApp templates stay too: the package carries their text, and whoever imports can create their own from it and send them for WhatsApp approval.

      Each offer has to carry an affiliation: offers with No affiliation defined cannot be shared. When you add offers by hand, you can set the Product commission for them. Leave it blank to keep the current commission.

      Products sold in the checkouts of the package's pages come in on their own: the checkout offer and the order bump offers. When you add a funnel with Include pages and automations, the modal lists what its checkouts sell under Products included in the package. For each product, set the Product commission and choose whether to Share with importers. When sharing is off, importers sell their own offer in that checkout, with no affiliation to your product. A funnel added as Funnel structure only carries no pages, so it brings no products.

      In the package's offer list, these offers show the From the checkout badge. They leave the package when you remove the page or funnel that sells them. If you also added the offer by hand, it stays.

      The commission belongs to the product, not to the package. Changing it in the package does the same as changing it on the product's affiliation page: every affiliate who follows the product's default commission, inside and outside the package, moves to the new value. Affiliates with a custom commission keep theirs. Use a whole number from 1 to 80.

      Max Design pages bring the whole project (code, design guide and references) without your conversation with Max. Whoever imports it publishes the project in Max Design to put the pages live.

      4. Publish

      Under Publish package, use Validate and publish. The validation checks the package before releasing it:

      • Published with warnings: items that deserve attention but do not block distribution. It is worth reviewing them before you promote the link.
      • Publishing blocked: an error would break the import, such as a funnel whose checkout sells a product or order bump that is not in the package. Fix the flagged item and validate again.

      Publishing is blocked when a funnel, page or automation in the package uses something the package would carry over but that it cannot find in your account: an item deleted after it was used, a deactivated custom field or a custom object field. Without the block, whoever imports the package would get a reference to something that only exists in your account. Remove that use from the content (or reactivate the field) and publish again.

      Whoever imports the package always gets the published version, never a draft.

      5. Enable sharing

      Turn on Enable sharing so that whoever imports the package can sell and earn commission. Sharing only turns on once the package has a published version. While package sharing is on, every product offer inside it has affiliation enabled and cannot have it switched off until the offer is removed — and everyone who imports the package through the link is automatically approved as an affiliate of the products and offers it contains, even when the product asks for manual approval. Putting the product in the package counts as your approval. Suspensions still apply: someone you suspended on a product cannot import that product's offer.

      Keep the product's affiliation on while it is in the package. If you turn off Enable product affiliation, publishing the package is blocked with a message asking you to turn the product's affiliation back on, and anyone importing has to switch the offer to one of their own.

      If the funnel has quiz, calendar or webchat steps, publishing lists them in a warning: that is what whoever imports will have to set up. Mention it in the package description.

      6. Share it and keep watch

      Share the import link with your network. Under My packages, Total imports tells you how many affiliates brought the package into their account — the real measure of your reach.

      7. Keep it up to date

      When you improve the material, publish the new version with Update package: until you publish it, new imports keep getting the previous version. Anyone who already imported it gets a notice and can update: what they did not edit is replaced by the new version, and what they edited or already put live only changes if they choose so. See keeping the package up to date.

      If it didn't work

      • Publishing returned warnings: review the flagged items.
      • Publishing was blocked asking you to turn the product's affiliation back on: open the product, turn on Enable product affiliation and publish the package again.
      • Publishing was blocked by something the package cannot carry yet: remove that use from the funnel, page or automation and publish again.
      • Publishing was blocked because an item the content uses no longer exists in your account: replace or remove that use in the funnel, page or automation and publish again.
      • Publishing was blocked by another error: fix the listed errors and click Validate and publish again.
      • Sharing does not turn on: the package has no published version yet.
      • An affiliate says they cannot import your offer: check that the product's affiliation is on, that the offer still exists and that you have not suspended that person's affiliation.
      • Publishing says a page's checkout sells a product left out of the package offers: add the offer to the package or change the checkout offer. If the offer was deleted, pick another one in the page's checkout.
      • The commission does not save because the product affiliation is off: turn on the product's affiliation and try again.
      • Affiliates import but do not sell: check the package includes everything they need.
      • The product does not appear for the people who imported it: confirm sharing is enabled.