Do you have a single course or membership group that has multiple levels of access such as a Premium or Basic level?
Follow the steps below and we will help you get this set up.
Note that this process is different depending on the type of price you have chosen to create: purchase (access forever) or subscription. See below for more details:
Why are we doing this? We want their product access to be controlled by the basic and premium products. The upgrade product is only there to facilitate they're moving to another product. We also want to make things less confusing for you when sending broadcasts. By doing this you won't have to remember to include the upgrade products you can just send the email with the access you want to communicate with.
Why are we doing this? We want their product access to be controlled by the basic and premium products. The upgrade product is only there to facilitate they're moving to another product. We also want to make things less confusing for you when sending broadcasts. By doing this you won't have to remember to include the upgrade products you can just send the email with the access you want to communicate with.
You can simply offer them the normal order form for the product with lower-level access. The only thing you need to do is add 1 trigger to the lower-level access product that removes their access to higher-access product. For example, if you have a Basic and a Premium level, the Basic product will have a trigger that says when the participant is activated remove access to the Premium product.
If you want your customers to be able to upgrade between the levels you probably want them to be able to tell in the membership site what they cannot access at their level of access. A best practice for this is to create a menu page to say "This section is only available to customers with XYZ access" and then provide them with a link where they can upgrade their access. (See instructions above for allowing upgrades.) Then set the higher-level access pages to be subpages of this menu page.
The menu page setting will need to be set to Published viewable by everyone, and then you will be able to edit the subpages settings to only be viewable by the higher level access products. The reason for this is that the menu page controls the subpages. So, if you were to set it to only be viewable by the lower access product then you would not be able to give access to the subpages to the higher product.