Sell Something Outside of Teachery as an Upsell (Coaching Call, Physical Product, etc)

If you haven't read our Upsells Introduction help doc, please check that out first to familiarize yourself with our Upsells feature.

We understand that you are a VERY creative person and may have something other than a course you want to add as an Upsell on your Payment Page - yay, you!

You CAN offer something other than a course as an Upsell BUT that offer does have to be created as a course in Teachery 🤪.

🎥 If you enjoy a video walkthrough, you'll find one at the bottom of this help doc.

Example Upsell: Add a 1-Hour Zoom Call

Let's pretend you have an awesome $100 course about sourdough bread-baking called Sourdough Your Life 🍞

• As an Upsell, you are offering a 1-Hour Live Zoom call and want to price the zoom-zoom at $75 (you typically charge $150 for this call)

• You are going to create a *NEW* Teachery course just for your 1-Hour Live Zoom call. The course welcome email can do ALL the magic for you!

If your Upsell is a physical product and you need to collect the Shipping Address of your customer, don't forget there are shipping information fields you can add to any Payment Page (look for the orange button labeled "Add Shipping Fields")

STEP #1: Create a *NEW* course in your Teachery account

You are hopefully very familiar with creating new courses.

The only important thing to note is the *NEW* Course Name will be displayed in the Upsell offer box, so make sure to name your course appropriately (in our example, the new course is named "1-Hour Live Sourdough Zoom."

Recommendation: While you may never give the login link to your customer to view this new course (more on that in Step #2), your customer COULD find this course if they log in to Teachery and view their Purchased Courses. We would highly recommend adding a simple header image to the course and adding some text to the Overview Page with instructions on redeeming the Upsell offer.

Here's the example "1-Hour Live Sourdough Zoom" course with a simple header image and text added to the Overview Page:

Pro-Tip: If you're creating a "fake" redemption course, it's a great idea to add a link to the Course Login page for the main course. It'll help avoid any confusion if your customer was looking for the main course and clicked into this one 👌.

STEP #2: Customize the *NEW* course welcome email with how your customer can redeem the Upsell offer.

While editing your new course, go into the left sidebar, scroll down to Course Emails, and click into the Welcome Email.

Important: Learn more about how welcome emails function and what you and customers can expect.

You'll want to edit the email’s Subject Line, From Email (if you want to change it), and then the actual email content itself.

The most important step here is to REMOVE the login URL. 😳

We normally advise against this but for this Upsell course, you probably don't need your customer to ever view this course. If you do for any reason (e.g. perhaps you’ve included other helpful content in there), feel free to leave it in. Write your email content and include any next steps to redeem the Upsell offer.

STEP #3: Create the Upsell in your "Main Course"

Now that you have your new course created, let's go ahead and navigate back to your Main Course. In the Payment Pages section you'll create a new Upsell.

• Name your Upsell

• Add your *NEW* course as the add-on

• Set your Upsell price (and discount if you like)

• Save to create your Upsell!

STEP #4: Place your Upsell on a Payment Page

Important: These instructions are for our original payment page template. Using our new Payment Page Builder? Pop this help doc open too!

You're at the home stretch! All you have to do at this point is pick a Payment Page (or create a new one) that you want to place your Upsell on.

In the Payment Page editor, look for the "Add Upsell Display" button and then select your Upsell.

Customize the image and text and you're ready to promote your Payment Page!

STEP #5: What happens for your customer?

Once they purchase your Payment Page and select the Upsell, they'll receive two welcome emails (one for your Main Course and one for the *NEW* course).

They'll redeem your add-on based on your welcome emails for the *NEW* course and that's it!

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🎥 Video Walkthrough: Using Upsells for an Add-On Outside of Teachery

Use the chapter markers on the timeline of the video to jump to the specific STEPS that were outlined in the text above.

💬 If, at this point, you hit any hurdles/doubts and can’t find the answers elsewhere in our help center, please use the support chat bubble* in the bottom right of your screen. Make sure to include course/product info, customer info, helpful screenshots, or anything else that may be relevant to your query.

* Support hours are 09:00 to 17:00 GMT.