Managing and Editing Membership Offers

Modified on Thu, 29 Aug at 1:03 PM

This section guides you through the process of creating and editing offers for your membership courses, allowing you to set prices, manage products, and enhance your sales strategies. Whether you're introducing new courses or updating existing ones, this feature helps you control the financial aspects of your educational products effectively.

Prerequisites for Adding Course Prices

Before setting prices for any course product, ensure that your account is connected to a payment processor like Stripe. Without this connection, you won't be able to assign a price to your products, and they will default to being free offers.

Payment Processor


Revenue and Sales Tracking

  • Units Sold: This section shows the total number of products sold within the last 30 days.

    Units Sold

  • Revenue This Month: Displays the total revenue generated within the current month.

    Revenue This Month

  • All-Time Revenue: Shows the cumulative revenue generated from all products since their creation.

    All-Time Revenue


Filtering and Sorting Products

  • Filter by Published or Draft Mode: Easily filter your products to view either those that are published or still in draft mode.

Product List Overview

  • Display Image: Shows the image associated with each course offer.

  • Title: Displays the title of each course product.

  • Product: Indicates the number of products available for each course.

  • Price: Displays the pricing for each course product.

  • Net Revenue: Shows the net revenue generated by each product.

  • Preview: Click the eye icon to preview the course product.

  • Edit: Click the edit icon to modify the course product.

  • More Action - Checkout: Use this option to edit the checkout settings for the product.

    Product List Overview


Creating a New Offer

To create a new course offer:

  1. Click on the "Create Offer" button.

    Create Offer

  2. On the new offer page, you can:

    • Add a title for the product.
    • Select the course product you are creating an offer for.
    • Set the price (requires a payment processor).
      New Offer Details


Editing Offer Details

After setting up the new offer, you will be redirected to a page where you can further edit the offer details:

  • Title and Nickname: Update the offer title and set a nickname for internal use.

  • Description: Provide a brief description of the offer.

  • Included Products: Add additional products to this offer.

  • Price: Edit the price by selecting a pricing plan—free, one-time payment, or recurring subscription.

  • Image: Upload an image for the offer page.

    Edit Offer Details


Upselling with Offers

  • Upsell: Increase revenue by adding an upsell offer that appears after the initial purchase. Click on "Add an Upsell" to include this option.

    Upsell


Additional Offer Management Options

  • Get Link: To share the course product, click on "Get Link" and then the "Copy" button to copy the URL.

    Get Link

  • Preview: To see how the course offer looks to your customers, click on the "Preview" icon.

    Preview

    Preview Page

  • Delete Offer: If you need to remove a course product offer, use the "More Action" dropdown menu and select "Delete."

    Delete Offer


Conclusion

With the membership offer management tools, you can efficiently create, edit, and manage the pricing and distribution of your course products. These tools empower you to optimize your revenue streams, track sales performance, and offer compelling upsells to maximize customer value.


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