How To Do One-Click Upsell In Memberships

Modified on: Thu, 30 Jan, 2025 at 10:46 AM

One-click upsells provide a seamless way to increase revenue by offering additional products or services to customers after their initial purchase, without requiring them to re-enter payment details. This article guides you through the step-by-step process of setting up one-click upsells within HighLevel’s membership platform, ensuring a smooth and automated experience for both businesses and customers. From configuring your offers to integrating them into your funnel, you'll learn how to effectively maximize sales opportunities with minimal friction.





What is an One-Click Upsell?
 

An Upsell is used as a way to promote another Offer after the initial Offer has been purchased. A user will complete a purchase and the Upsell will appear on a new page with all the details. 


The upsell page will ask your customer to make an additional purchase. Customers can then choose to purchase the Upsell or decline the Upsell.


After which, they will be redirected to the purchase completed page.




 



How to Add an Upsell


How-to add your Upsell to an Offer:

Step 1: First, Create an offer. (Help Doc)


Step 2: Then, return to your "Offers Dashboard" and select the "Offer" you wish to attach your Upsell to.


Step 3: Go to the Upsell section and click the "+ Add Upsell Offer" button.


Step 4: In the dropdown menu, select the Offer you want to use as the Upsell.


Step 5: Customize the Upsell page to your liking




Step 6: Save the customization and Upsell





Be sure to activate the upsell and save it.








Customizing an Upsell Checkout Page


There are multiple element that you can customize in the upsell checkout page to suit your brand identity.


To customize an Upsell checkout page:

Step 1: Click on the customization button in list view





Step 2: Apply customizations in the customizations section on the left of the page.


Step 3: Click on save to apply the customizations to the Upsell checkout page (Top right).






Preview Your Upsell


View your upsell purchase experience by clicking the "preview" icon on the list view or to the right of your Upsell customizations page


Preview your Upsell page from within the builder






Editing Your Upsell


Once you have added an Upsell to your Offer, you have the ability to edit specific details of the Upsell Page even further.

How-to edit your upsell:
  • Step 1: Click the Upsell attached to your Offer within your Offer Builder.
  • Step 2: Then, in the Upsell page, select the name of the Upsell you wish to edit.
  • Step 3: Edit the Upsell page/ Change your Upsell offer









Removing An Upsell


To remove an Upsell from your Offer:
  • Step 1: Click Offers.
  • Step 2: Select the Offer in which you'd like to remove the Upsell from.
  • Step 3: Go to the Upsell section on the Offer page and click on three dots.
  • Step 4: Select "delete" to remove an upsell offer



What is One-Click Upsell in Memberships?

One-Click Upsell in Memberships is a feature that allows users to offer additional products or services to their customers immediately after they make a purchase. With this feature, businesses can maximize their revenue by presenting relevant upsell opportunities with a single click, without requiring customers to re-enter their payment details.

This feature is particularly useful for businesses selling digital courses, memberships, or bundled services, as it provides a seamless purchasing experience that can significantly increase average order value.


Key Benefits of One-Click Upsell in Memberships

  • Increased Revenue Potential: By offering relevant upsells at the right moment, businesses can increase their revenue without additional marketing efforts.

  • Seamless Customer Experience: Customers can accept upsell offers without the hassle of re-entering payment details, creating a smooth purchasing journey.

  • Easy Setup and Customization: The feature allows businesses to tailor upsell offers based on customer behavior and preferences.

  • Automated Process: Once configured, the upsell process runs automatically, saving time and effort for business owners.

  • Detailed Analytics: Track upsell performance with built-in reporting tools to measure effectiveness and optimize offers.


NOTE:




How To Setup One-Click Upsell in Memberships

  1. Navigate to Membership Settings

    Go to your account dashboard and click on "Memberships" in the main menu.




    Select the desired membership product where you'd like to add an upsell.


  2. Enable One-Click Upsell


    • Within the membership product settings, find the "Upsell" section and toggle it on.

    • Choose the upsell product you want to offer and set the pricing details.

  3. Customize Upsell Page

    • Design the upsell page to match your brand using the built-in editor.

    • Add compelling headlines, descriptions, and images to entice customers.

  4. Configure Payment Settings

    • Ensure that your payment processor (Stripe, PayPal, etc.) is properly integrated.

    • Test the upsell process to confirm smooth transactions.

  5. Preview and Publish

    • Use the preview feature to check how the upsell will appear to customers.

    • Once satisfied, publish the upsell offer and monitor its performance.

Add Screenshots As Needed


Frequently Asked Questions


Q: Can I offer multiple upsells after a purchase?

Yes, you can create multiple upsell offers that customers can accept sequentially after their initial purchase.


Q: What payment gateways support one-click upsells?

Currently, Stripe and PayPal support the one-click upsell feature, ensuring a smooth and secure checkout experience.


Q: Can I customize the upsell page design?

Yes, the upsell page is fully customizable using the built-in page editor, allowing you to tailor it to match your brand's look and feel.


Q: How do I track the performance of my upsell offers?

You can view detailed analytics within your dashboard to track conversion rates, revenue generated, and customer engagement with the upsell offers.


Q: Is the upsell feature available on all membership plans?

The availability of the one-click upsell feature depends on your subscription plan. Check your plan details or contact support for more information.

 

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