Cross Selling For Courses, Memberships And More

Introduction

Do you have a course, membership, bundle or coaching product? Would you like to offer your customers other products as an add-on to their checkout if they complete the purchase for the main product? This article explains the process and will help you get started.

If your main product is instead a digital/physical product and you'd like to offer other products as an add-on please see this article.


How does cross selling work?

Firstly let's define terminology:

A trigger product is the main product that you would like the customer to purchase - and have the cross sell offer available for.

Promoted products are the add-on products that you would like to offer customers if they purchase the trigger product.

Here's a video which shows how the cross sell will look to customers on the checkout page:

Video Thumbnail

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How do I set up cross selling?

Visit your  Marketing page, click on the Cross Selling tab and then click on the Add Cross-Sell button to add your first cross sell.

It's important to note that the fields in the below demonstration will only appear if you've selected a course, membership, bundle or coaching product as the trigger product.

Video Thumbnail

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You can define the title for the cross-sell as well as a description to help explain to customers why they should add this offer to their checkout.

The price is the one-off price the customers will be charged for this checkout. If you'd like to show the original price of the individual promoted products included in the cross-sell then the strikethrough price will show customers how much of a deal they're getting.


Notes

The trigger product can be a course, membership, bundle or coaching product.

However the promoted products here cannot be a physical or coaching product - all other product types are supported as promoted products.

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