Course On-site upsells and Preview

When someone’s already pulling out their credit card and buying from you, that’s the moment they’re most open to buying more. They’ve already said yes. They already trust you. They’ve already decided you’re the right fit. Why not make it easy for them to take the next step right there on the spot? On-site upsells make it seamless, natural, and joyful to grow your customers’ journey and your business right along with it.

What does it look like?

When a course has the on-site upsell settings turned on, it will be visible in the course catalog to anyone who has access to the membership site. However, if the contact does not have access to the course, it will be grayed out and have a "Preview available" banner and a locked padlock.

This will help your customers identify which courses they have access to and which additional ones they might be interested in purchasing. 

In the example below, the customer has access to the "Overcome fear" course, but the two courses on the right are set to show as on-site upsells: 

They are then able to click on the grayed-out course and get more information about it. What they see when they click will depend on the option they choose in the settings. There are 3 things that you can personalize:

• The message for customers who don't have access - This will disappear once they have access
• Button- This typically leads to a page where they can get more information about the course or purchase it. This button will disappear once they have access to the course. 
• Lessons selected for preview - If they don't have access yet, they will only see the lessons that you have selected for preview. They will not see the rest. This will be determined by the settings on each one of the lessons. 
  
  
  

 How Do I Set It Up?

To set up the on-site upsells, you will edit 2 distinct areas in your course:

• Course settings - Where you decide if they see the on-site upsell, the message they see, and where the button leads them. 
  
• Lesson settings - Where you decided which lessons you want to show for them to preview. This is a great way to showcase your content and convince them to buy!

Course settings

In the course settings, you determine if you want that specific course to show as an on-site upsell and what you want your customers to see when they click on it. 

1. Select Content -> Courses from your Simplero Dashboard

2. Select the Course you want to set up 

3. Click the Course settings 
   
   
   
   

4. Scroll down to find the On-site Upsell section
   
   Here, you decide how people can (or can not) purchase access to this course once they already have access to your site (this could be through a different product, list, or you can simply have an open site).

• Product - The button will open a pop-up order form where they can purchase the course right away. Easy and quick. Once you select this option, you will be able to choose a "Message to people who don't have access yet", choose the product, and the button label. 
  

  

• Custom Link - When they click on this course and they haven't purchased it, they will be directed to a link page of your choosing. Once you select this option, you will be able to choose a "Message to people who don't have access yet", choose the link, and the button label. 
  
  
• Tease - When they click on this course and they haven't purchased it,  they will see a preview of the lessons you decide, but they will not see a button to buy it. Once you select this option, you will be able to choose a "Message to people who don't have access yet".
  
  
• Hidden - They will not see this course at all if they don't have access to it
   

Lesson Preview Settings

Lesson previews let someone dip their toe in before committing. They watch one lesson, they feel the shift, they get a quick win, and suddenly, buying the full course feels like the obvious next step.

In the lesson settings, you decide which lessons your customers can see when they don't have access to the course yet

1. Select Content -> Courses from your Simplero Dashboard
   

2. Select the Course you want to preview the lesson

3. Click on the Lesson 

4. Scroll down to the Preview section
   
   
   This section is where you will determine if the lesson will be available to be clicked on and viewed when in preview mode or if it will be excluded altogether from the course overview. 
   
   

   1. Nothing - The lesson doesn't show at all
   2. Title only - It shows the title of the lesson with a locked padlock. Your customers can't see the content inside it
   3. Content - It shows the title of the lesson with an unlocked padlock. Your customers can click on the lesson and see the content

Once you have made your decision, click the Save changes button, and you are all set.