How To Create Upsells In Your Courses


Creating an In-App Upsell for Your Course


Step 1: Access Memberships

  • Click on Memberships on the left side of the dashboard.


Step 2: Navigate to Offers

  • Hover over Courses and click on Offers.

Step 3: Select Course Offer

  • Choose the course offer you want to add an in-app upsell to.

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Step 4: Add In-App Upsell

  • Click on the upsell option to add an in-app upsell.

Note: In-app upsells are specific to each individual course offer and cannot be cloned across offers.


The easiest way to make an in-app upsell show for every person regardless of which course they purchase, is to create a free course, that you automatically grant everyone access to when their purchase any of your paid courses.


Then attach the in-app upsell to the free course offer. The free course offer could be a free lead magnet that you offer, or just an intro video that you recorded to show people how to navigate your course area/ client portal, and how to contact you with any support questions.


Step 5: Create Upsell

  • Click on add an upsell to start creating your in-app upsell.

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Step 6: Configure Upsell Details + Customize Appearance

  • Change the title of the upsell to match your course name.
  • Change the font and subtitle as desired.
  • Change the banner background color using the color slider or text code.
  • Modify the content details, including pricing and descriptions.

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Step 7: Save Changes

  • Click save to apply all changes.


Step 8: Activate Upsell

  • Switch the upsell from inactive to active.

Step 9 : Preview Upsell

  • Click on preview to see how it will appear to members.


Step 10: Grant Access for Testing

  • Make sure your offer is "Published."


  • Go to contacts and select a contact you want to grant course access to.
  • Scroll down on the left side of the contact record until you get to the "Client Portal" section.
  • Click where it says "Courses Offers"
  • Select the course offer you just add the in-app upsell to.
  • You have now granted them access to the course.
  • In the new few minutes the contact usually receives the welcome email and can log in, if you followed the steps in our tutorial here when setting up your course automations: How To Add Students To Your Course (Course Automations)

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Step 11: Test the In-App Upsell

  • Log in as the contact to view the course and see the in-app upsell.

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