Setting Up In-App Upsells for Membership Products
What Are In-App Upsells?
In-app upsells allow you to promote additional products or exclusive offers directly within the membership area of your CRM. When a member visits their library page, they may see locked items—such as courses, bundles, or premium content—that they can choose to purchase. This creates a seamless, integrated purchasing experience without redirecting users away from their dashboard.
Benefits of Using In-App Upsells
Integrating upsells into your membership portal offers several advantages:
- Increase Revenue: Present relevant offers at the point of engagement.
- Improve Discoverability: Members can easily find complementary products.
- Reduce Friction: Purchases happen within the familiar library interface.
- Customizable Appearance: Match the upsell design to your brand.
- Track Performance: Monitor which upsells convert best.
How to Configure In-App Upsells
Access the Offers Section
From the left navigation panel, select Memberships. Then, in the top navigation bar, click Courses and choose Offers.
Edit the Target Offer
On the Offers dashboard, find the membership offer you want to add an upsell to. Click the three-dot menu icon next to it and select Edit.
Add an Upsell
Inside the offer editor, click the Upsell tab. Then, select + Add Upsell.
Choose Upsell Type
When prompted, choose In-App Upsell and click Continue.
Select the Offer to Upsell
From the dropdown menu, pick the specific offer you want to promote. Click Add Upsell Offer to attach it.
Customize the Upsell Page
After adding the upsell, click the palette icon under the Actions column to open the visual editor. Here, you can personalize the appearance through several tabs:
- Details: Adjust titles, subtitles, button text, and background styles.
- Course Body: Modify description content, curriculum headings, and fonts.
- Instructor: Customize the instructor section’s colors and text formatting.
Preview and Activate
Use the Preview button at the top right to see how the upsell will look to members. Once you’re satisfied, change the status dropdown to Active and click Save.
Edit or Remove Upsells
To modify or delete an existing upsell, return to the Upsell tab, click the three-dot menu next to the upsell, and choose Edit or Delete.
Frequently Asked Questions
Can I add multiple upsells to one offer?
Yes. You can attach several in-app upsells to a single membership offer, giving members multiple purchase options.
Will users see upsells for products they already own?
No. If a member has already purchased an offer—whether as part of the main membership or as an upsell—it will not appear as a locked item in their library.
Is customization available for each upsell?
Absolutely. Each upsell can be styled individually using the visual editor to align with your branding and messaging.
What payment methods are supported?
In-app upsells use the same payment methods you’ve set up in your CRM’s checkout settings, such as Stripe or PayPal, ensuring a secure and consistent experience.