Memberships
Created by: Emma Johnston
Last Updated: February 15, 2024
Membership Offers
An offer is where you can bundle together one or more products. You can then sell this offer or allow free access. Customers will only see what products are included in the offer the purchased.
OFFERS DASHBOARD
Go to Memberships > Courses > Offers and view the dashboard. You can see a list of offers, how many products they contain, the price, net revenue. You can toggle between published and draft offers.
CHANGE OFFER STATUS
To change an offer status, click on the green or grey checkmark and choose the required status.
PREVIEW AN OFFER
To preview the offer checkout page, click on the Eye (preview) icon.
EDIT AN OFFER
To edit the offer, click on the Edit (pencil) icon next to the offer. Here you can edit the name, description, image etc and change the status (published or draft). To edit the price, click on Edit Price, enter in the details, and click Save Plan.
Press Save to finish.
DELETE AN OFFER
To delete an offer, click on the Edit (pencil) icon next to the offer. Click on More Actions and select Delete.
CHECKOUT PAGE
To edit the checkout page, click on the horizontal ellipsis menu (three dots) and select Checkout. You can also access the Edit Checkout page from the offer editing page.
Create an Offer
CREATE AN OFFER
1. Go to Memberships > Courses > Offers and click on + Create Offer.
2. Enter a title and select an initial product/course to add the offer.
3. Enter a pricing name and select a type (free, one time payment, recurring payment). For paid offers, add the pricing information as required. Click Create.
4. On the next page, you can add an optional nickname (only you can see this), description and image.
5. Set the status to Published and press Save to finish.
If you want to add more than one course/product to the offer, click on + Add Products in the Included Products section, and select a product from the drop-down menu. You can also delete products here by clicking on the x icon.
Create a Standalone Checkout Page
EDIT CHECKOUT OFFER DETAILS
1. Click Edit Checkout.
2. Click Offer Details. Add an offer title.
3. If you want a banner, check Enable Banner. If you do, select and upload a banner image. If you want to add a logo to the banner, select and upload a logo image (recommended dimensions of 540x120).
4. Next, select and upload either a video or poster image (recommended dimensions of 1280x720). This could be the same as the course image you used in Products.
5. If required, click Edit Copy Checkout to add additional course information or check out information.
EDIT CHECKOUT INFORMATION
5. Click Extra Contact Information. Select where you want the check out to collect a member's address or phone number (in addition to their email address and full name). Press Save and click Back to exit.
6. Click Service Agreement. Select whether it is Not Required, Required (adding a URL link to your terms and conditions), or enter Custom Agreement Text. Press Save and click Back to exit.
OFFER LINK
7. Press Save. Click the preview link to see what your offer will look like as a web page.
8. Click on Get Link. This will copy the offer URL to your clipboard ready for you to share this page with others.
NOTE: To exit the Edit Checkout page, click on the offer name in the breadcrumb list at the top of the page.
Funnel Membership Offers
CREATE PRODUCT IN PAYMENTS
You can add an offer to a funnel checkout. Click here for more detailed instructions.
1. Go to Payments > Products and add the product. Add a product name. Add a price and expand the Additional Options drop-down to toggle on Membership Offer.
ADD MEMBERSHIP PRODUCT TO A FUNNEL
2. Click on Sites > Funnels and select the funnel.
3. Click on the sales page step and click on the Products tab.
4. Click on the green + Add Product button in the top right corner.
5. Add a product name, select the product name and select the product price.
6. Press Save to exit.
Automated and Manual Offers
OFFER AUTOMATIONS
You can grant or remove access to a membership offer as a workflow action. Click here for more details.
MANUAL OFFERS
You can grant access manually to a membership offer. Go to Contacts and open the required contact card. Scroll down to the bottom of the left hand panel and select the offer from the Offers drop down list.
Membership Upsells
ONE CLICK UPSELLS
One-click upsells allow you to sell an offer immediately after the initial offer has been purchased.
1. Click on Memberships > Courses > Offers and click on the main offer.
2. Click on Upsell under the offer title and then click Add an Upsell on the next page.
3. Choose One Click Upsell from the pop-up window and press Continue.
4. Select the additional offer from the dropdown list in the popup window and click Add Upsell Offer.
5. You will then be given the option to customize the upsell page. Expand the Detail section on the right-hand side to add a title, subtitle, or background. Expand the Body section to add a video or poster image. Expand Checkout to customize the purchase button and cancel button.
6. Once the page is customized, make the offer Active and press Save.
LIBRARY PAGE UPSELLS
You can sell another offer or product directly from the My Library page after the initial offer has been purchased. Course takers will see locked products or course bundles on the My Library Page where they can choose to make an additional purchase.
1. Click on Memberships > Courses > Offers and click on the main offer.
2. Click on Upsell under the offer title and then click Add an Upsell on the next page.
3. Choose In-App Upsell from the pop-up window and press Continue.
3. Select the additional offer from the dropdown list in the popup window and click Add Upsell Offer.
4. You will then be given the option to customize the upsell page. Expand the Detail section on the right-hand side to add a title, subtitle, or background. Expand the Body section to add a video or poster image. Expand Checkout to customize the purchase button and cancel button.
5. Once the page is customized, make the offer Active and press Save.
EDIT/DELETE UPSELLS
To edit the upsell, follow steps 1 and 2 to return to the Upsell page. Here you can access options to change the status of the upsell, customize the sales pages and preview the page. To delete or edit the offer, click on the three horizontal dots.
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