Quick Answer
How do you add a one-click upsell to a membership offer?
Go to Memberships → Courses → Offers and create a separate upsell offer. Open the main offer customers purchase first, select + Add Upsell Offer in its Upsell section, choose the new offer, customize its page, activate the upsell, and save. Preview the full purchase flow before using it with customers.
What Is a One-Click Upsell?
After someone completes a purchase, you may have a related product or service to offer. The challenge is presenting it at the right moment without disrupting the buyer’s experience.
A one-click upsell appears immediately after the initial purchase. The buyer can accept or decline the additional offer. If they accept, they are directed to the upsell checkout.
A structured upsell gives buyers a clear choice without asking them to begin the original purchase again. It can also make an upgrade, add-on, or extended-access option easier to discover.
Follow the complete upsell workflow
Create the separate upsell offer, attach it to the main offer, customize the upsell page, and preview the experience from beginning to end before sending customers to checkout.
Upsell Setup at a Glance
Before You Begin
Identify the original purchase and the related offer you want to present afterward.
- Identify the main offer customers will buy first.
- Choose a relevant upgrade, add-on, or extended-access offer.
- Prepare a clear name for the separate upsell offer.
- Prepare the copy, images, and other media for its page.
- Plan how you will preview the page on desktop and mobile.
- Use a test environment if you intend to check the full purchase flow.
- Sign in to your BizStackPro account.
Step 1: Create the Upsell Offer
The upsell must be available as its own offer before you attach it to the purchase customers make first.
Open Offers
Go to Memberships → Courses → Offers.
Create a New Offer
Click + Add / Create Offer to start the additional offer.
Name and Save It
Enter a clear name, such as Upsell Offer, and click Save.
Use a name you can recognize later
A naming pattern such as Upsell — Product Name makes the offer easier to find when you manage multiple offers.
Step 2: Attach the Upsell to Your Main Offer
Connect the new upsell offer to the offer customers purchase first.
Open the Main Offer
In Offers, select the main offer associated with the initial purchase.
Add an Upsell
Find the Upsell section and click + Add Upsell Offer.
Select the New Offer
Choose your separate upsell offer from the dropdown list.
Customize, Activate, and Save
Update the upsell page content and design, activate the upsell, and click Save on the main offer.
Keep the additional offer relevant
A related upgrade, add-on, or extended-access option gives buyers a clearer reason to consider the upsell.
Step 3: Customize, Edit, or Remove the Upsell
Refine the attached offer’s checkout page or remove the upsell from the main offer when it is no longer needed.
Customize the Page
From the Offers list, click the edit (pencil) icon on the upsell offer. Use the builder menus to update its copy, media, and layout, then click Save.
Edit from the Main Offer
If you are already editing the main offer, open its Upsell section and use the edit option there to reach the attached upsell page.
Remove the Upsell
Open Offers, select the main offer, and return to its Upsell section. Click the ⋯ menu beside the upsell and choose Delete.
Step 4: Preview the Upsell Experience
Review the page and purchase sequence before directing customers to the main offer.
Open the Preview
From the offer list, click the preview (eyeball) icon on the relevant offer. You can also preview from the main offer’s Upsell section.
Review the Upsell Page
Check the text, media, and layout in the preview tab. Review both desktop and mobile sizes.
Test the Purchase Flow
If possible, run a complete test purchase in a test environment to confirm that the upsell appears after the initial purchase and that the accept-or-decline experience works as expected.
Upsell Best Practices
Frequently Asked Questions
What is an upsell offer?
How do I create an upsell offer?
How can I customize my upsell page?
How do I remove an upsell?
How do I preview the upsell page?
Continue Learning
Learn more about membership products, offers, access rules, and related purchase options.
