Setting Up One-Click Upsells for Your Membership Offers

What Is a One-Click Upsell?

A one-click upsell is an automated offer presented to a customer immediately after they complete a purchase. Instead of requiring them to go through a full checkout process again, they can accept the additional product or service with a single click. Their original payment method is charged automatically, creating a seamless, frictionless way to increase the average order value from a single transaction.

Key Benefits of One-Click Upsells

• Boost Revenue: Capitalize on purchase momentum by offering relevant add-ons at the optimal moment.
• Enhance Customer Experience: Remove checkout friction, making it effortless for customers to say yes.
• Automate Sales: Deliver targeted offers automatically without manual intervention.
• Maintain Brand Consistency: Fully customize the look and feel of the upsell page.
• Track Performance: Monitor acceptance rates and results through your CRM's analytics.

How to Configure a One-Click Upsell

1. Access Your Membership Offers

From your main CRM dashboard, navigate to Memberships. In the top menu, click the Courses dropdown and select Offers.

2. Edit the Desired Offer

In the Offers section, find the base membership or product offer you want to attach an upsell to. Click the three-dot menu icon next to it and select Edit.

3. Navigate to the Upsell Tab

Inside the offer editor, locate and click on the Upsell tab. This is where you manage all post-purchase offers for this specific product.

4. Select One-Click Upsell Type

In the upsell configuration modal, choose the option for One-Click Upsell. Click Continue to proceed.

5. Choose the Upsell Offer

From the dropdown menu, select an existing Offer from your catalog that you wish to present as the upsell. Click Add Upsell Offer to attach it.

6. Customize the Upsell Page

After adding the offer, you will be taken to a page builder with three main tabs for customization: Details, Body, and Checkout. Configure each section to match your branding and messaging.

• Details Tab: Set the main title and subtitle text, including their font, size, color, and alignment. You can also configure the background style for the header section.
• Body Tab: Add engaging media. You can upload or embed a promotional video and set a poster image that serves as a video thumbnail and fallback image.
• Checkout Tab: Customize the call-to-action buttons. Edit the text, background color, and font for both the primary purchase button and the secondary cancel button. You can also style how the price is displayed, including its font and background.

7. Save, Preview, and Activate

Once your customization is complete:

1. Click the Save button to preserve all your changes.
2. Use the Preview function to see the upsell page exactly as your customers will.
3. Finally, use the status toggle dropdown in the top-right corner to change the upsell from Inactive to Active. This publishes the one-click upsell and makes it live for future purchases.