Your Courses allow you to create learning opportunities for your clients; they offer extra value to your audience, so why not leverage them into revenue for you and your business? That’s where Offers come in; they allow you to assign a price to your products, whether individually or in bundles of multiple products.

Creating an Offer #

For new offers, start by going to the Offers Tab inside your Memberships section under Courses.

Click + Create Offer; this will direct you to a page to add the details of your product.

• Add the title of your product; this will be used when selling the product.
• Select the course(s) you want to create an offer for. Remember, you can select more than one.
• Select the payment type, and if you’re charging for it, add the price. (If you are not connected to a payment processor like Stripe, you won’t be able to add a price offer.)
• Add the price for the offer, then click Create to save the offer.

Offer Details #

Once you finish the “New Offer” page, you will be directed to this page where you can edit the general details of the product you are creating, starting with the title and description of the offer.

By scrolling down to Included Products, you can manage and add products to this offer. By opening Advanced, you can add code to your Memberships for customizing and tracking.

• Offer Status: You can toggle between the publish and draft modes here.
• Offer Pricing: You can edit the price here by clicking on the “Edit” button, which directs you to the “Pricing Plan” pop-up, where you change the type of plan and price for this product.
• Offer Access: This allows you to manage the start and end of the customer’s access to the product.

In the Image section, you can select the image to display on the offer page. To add a file, click the “Select Image” button and upload it from your device. If you want to delete an uploaded image, click “remove.”

Upsell #

You can use upsells to generate additional income using one-click deals directly after the first purchase is made. It gives you the capability to add an optional offer that members can purchase during checkout. The upsell checkout page will be prompted after the initial offer is purchased. Simply click on Add an Upsell if you want to add one.

Select the Upsell type, then click Continue. Select the Offer you want to upsell with, then click Save.

Get Link #

To copy or share the URL link of a course product, simply click on the “Get Link” icon and then click the “Copy” button.

Preview #

If you want to see what the course you are creating looks like, click on the “Preview” icon, and you will be directed to the preview page.

Once you’re happy with all the details of your offer, click Save in the bottom-right corner to start sending it to your contacts.

Edit Checkout #

If you’d like to change the look of the page, click “Edit Checkout.”

Offer Details #

Here you can customize how the Offer is presented, you can add videos, and check the Checkout Copy. That includes most elements regarding how the offer is perceived, including its title, images, video, and Checkout Copy.

Extra Contact Information #

Here, you can enable the fields to request extra contact information to complete the sale. Check the box next to the fields you’d like to require.

Service Agreement #

Here you can add the Terms and Conditions you want members to adhere to; this can be marked as required and customized as needed. Select Custom agreement text to add your desired terms and conditions.

Preview #

This will redirect you to a preview of the Checkout page.

Get Link #

This will copy the link to access the membership offer to your clipboard.

There you go. Now you can set and customize your membership offers, ensuring your members feel the appeal of the exclusive learning opportunity you’re giving them access to, while you boost your earnings from your Courses.

Frequently Asked Questions #

How do I create a membership offer? #

Go to the Offers tab in the Memberships section under Courses, click + Create Offer, add a title, select one or more courses, choose the payment type and price, then click Create.

Why can’t I add a price to my offer? #

You must be connected to a payment processor like Stripe to add a price. Without a connected processor, you cannot set a paid offer.

Can I include more than one course in a single offer? #

Yes. When creating an offer you can select more than one course, allowing you to sell individual products or bundles.

What is an upsell and how do I add one? #

An upsell is an optional one-click offer presented after the initial purchase. Click Add an Upsell, choose the upsell type and the offer to upsell with, then click Save.

How do I share an offer with contacts? #

Use the Get Link icon and click Copy to copy the offer’s URL to your clipboard so you can share it.

Can I require members to accept terms before purchasing? #

Yes. In Edit Checkout, use the Service Agreement section to add Terms and Conditions, mark them as required, and customize the agreement text.