Introduction to Upsells and Course Bundles

How to use our Upsells feature to create one-time offers, bonus offers, and course bundles.

Jason Zook avatar
Written by Jason Zook
Updated over a week ago

If you aren't familiar, an "Upsell" is a way to create an add-on purchase opportunity during the checkout process for your customer.

In this help doc, we'll walk you through an introduction to our Upsells feature. We also have three other Upsell help docs:

1️⃣ Bundle Upsell - Offer multiple courses at a one-time offer price

2️⃣ Anything Else Upsell - Offer anything else as an Upsell (ex: 1-hour Zoom coaching, a physical product, or something else outside of Teachery)

3️⃣ Upsells + Affiliates - We'll cover this at the very end of this help doc!

🎥 There's also a video walkthrough at the bottom of this help doc if you learn best through video and audio.

Upsells Introduction: How they work and how you can add an Upsell of a second course at a discounted price

📌 Important first note about Upsells in Teachery: Upsells are ALWAYS a fixed-price offer (example: $50). Upsells can be added to any type of Payment Page (fixed price, monthly recurring, or annual recurring).

Let's jump right into the most common scenario for using Upsells.

The idea is that you have a "Main Course" you sell with a Payment Page and then you have an Upsell offer (created in the Main Course) of the second course in your Teachery account.

As an example, we're going to show you how to do this with two courses:

Main Course - Sourdough Your Life 🍞 Course ($100 course)

Second (Upsell) Course - 🍲 Souper Duper Course ($50 upsell offer)

STEP #1: You're going to create your Upsell in the Main Course. This is where you set the name of the Upsell, choose the Upsell Course, set your price, and set your optional discount.

💡 NOTE: Upsells are related to individual courses just like Payment Pages. If you want to have the same Upsell in another course in your account, you'll need to recreate the Upsell in the other course.

The Upsells feature can be found inside any course under the Payment Pages section of the left sidebar editor. Once you click into the Upsells section you'll be able to create a New Upsell!

🔢 Here are the Upsell Details you can set:

Name Your Upsell - This is just for your records and how you'll keep track of your various Upsells in Teachery. You can update the name later if you like.

Pick Your Course(s) - This is where you select which course(s) will be added to your customer's account when they purchase this specific upsell.

Set Upsell Price - This is where you choose the full price for your upsell as well as the currency. Most often, this will be the full price you sell your second course for.

  • For example, the 🍲 Souper Duper Course will have a full price of $100 so we can display a discount offer.

⚠️ IMPORTANT NOTE: The currency of your upsell must match the currency of your Payment Page.

Set Upsell Discount - This is where you'll set the discount for your upsell!

  • For example, the full price of the Upsell course 🍲 Souper Duper Course is $100. You want to offer a discount to entice customers to grab the Upsell offer, so you set a 50% OFF discount (you can do % OFF or $ OFF). The customer will later see the full price crossed out and the Upsell price of $50 like this:

Once you finish adding all your Upsell Details and hit the Create Upsell button, you'll see your Upsell is ready for placement (Step #2 below)!

STEP #2: Place and customize your Upsell on a Payment Page. This is where you'll add your Upsell as an option for your customer to add on during checkout.

🚨 REMINDER: The currency of your Upsell must match the currency of your Payment Page. If you are not seeing your Upsell in the "Add Upsell Display" dropdown on your Payment Page, it is because the currencies do not match.

In the Payment Pages section of the left sidebar, you'll want to click in to edit the Payment Page you want to add your newly created Upsell onto!

Once you're viewing the Payment Page, scroll down below the Payment Information section and you'll find an "Add Upsell Display" orange toggle button.

(Note: If you do not see this button, you have not created any Upsells that match the currency of this specific Payment Page.)

👉 Click the Add Upsell Display button and choose your created Upsell from the dropdown menu. You've now added an Upsell to your Payment Page! 🚀

Great! You've added the Upsell to your Payment Page and now you can customize it with an image, text, etc 🙌.

🖼 We've created a simple "bonus" image as a placeholder for you and you can easily remove that image and add your own. The dimensions for the image if you're adding your own in the left column of the Upsell are: 430px (wide) by 640px (tall)

OPTIONAL: If you don't want to use the left column of the Upsell, simply delete the image out of it and leave it blank. This will cause the right column text editor area to span the full width of the Upsell section (you will see this when you preview/view the Payment Page - example below). You could also add an image at the top of the right Upsell editor section if you want a larger 1-column layout!

STEP #3: Send your Payment Page (with added Upsell) to your potential customers! And then... what happens after purchase?

AWESOME! Your Upsell has been set on a Payment Page, you've customized it, and a customer has purchased the Upsell during the checkout process. 🎉 🥳

📬 Welcome Emails - By default your courses have the Welcome Email turned ON. When a customer purchases your Payment Page (with added Upsell), they will receive a Welcome Email for EVERY course included.

In our example, that would be Welcome Emails for:

  1. Main Course Welcome Email - Sourdough Your Life 🍞

  2. Upsell Course Welcome Email - 🍲 Souper Duper Course

Once your customer completes the purchase they will get immediately dropped into the Main Course (Sourdough Your Life 🍞 in our example). They will receive the Welcome Email to the Upsell Course (🍲 Souper Duper Course).

We highly recommend leaving the Welcome Emails ON for Upsell courses as it creates the best long-term experience for your customers getting access to purchased courses.

👤 Teachery Customer Activity and Profile - In the activity feed on the Customers page in your account, you'll see an added note with the Upsell (in blue 🔵 text).

If you click into view your Customer's Profile, you'll see we add a secondary "course card" for the Upsell Course. We do this so you can take the following actions on the Upsell itself (separate from the "Main Course"):

  • Issue an Upsell Refund (full or partial)

  • Revoke Upsell Course access

  • Edit Upsell Purchase Date (this is helpful if the course has a specific Start Date, Expiration Date, etc)

🧮 Upsell Analytics - With Upsells, we want to give you data to see how your Upsells are performing based on Views, Sales Conversion, Upsell Conversion, and Total (Upsell) Revenue generated. Upsell analytics start tracking the moment you create and place an Upsell on a Payment Page (and start sharing the Payment Page URL).

In the example image below, the Payment Page has been viewed by three individual customers. One of those customers purchased and included the Upsell in their purchase! If you want more information as your Payment Page gets more views and purchases you can always download the CUSTOMER CSV for each Upsell.

😎 Advanced Upsell Tip! Once you have an Upsell created and placed on a Payment Page, you can pre-check the Upsell box by appending a small bit of text onto the Payment Page URL:

  1. While editing your Payment Page (that has an Upsell placed on it), click the Actions menu (purple button) in the top right.

  2. In the Actions menu, click Copy Page URL and in the window that pops up, click the Copy to Clipboard button.

  3. Paste your URL somewhere and now add ?upsell=true to the end of the URL (example:

  4. 🎉 Share that URL! That'll pre-check the Upsell box for your customer 👍👍 .

🎥 Watch the Video Walkthrough of Upsells

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

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