How to Add a One Click Upsell with Keap to your WordPress Site

This video shows you how to add a 1-click upsell using Memberium and Keap Max Classic (formerly Infusionsoft) to your WordPress site.

To add a 1-click upsell to your site, use the [memb_place_order] shortcode on the WordPress page you’d like to add it to and follow along through the above video instructions. When the upsell button is clicked, it create the purchase inside of Keap Max Classic which will trigger your normal delivery campaigns to apply the membership level, send emails, etc.

Product Example:

[memb_place_order button_text='Buy Now for $297' order_title='$297 Upsell' product_ids=xx success_url='/congratulations/' failure_url='/credit-card-failed/']

Subscription Example:

[memb_place_order button_text='Subscribe for $50/year' order_title='Upgrade for $50/Year' subscription_ids=xx success_url='/congratulations/' failure_url='/credit-card-failed/']

As mentioned in the video, here’s instructions on how to enable users to update their credit card on your site.

What is an Infusionsoft one click upsell?

An Infusionsoft “one click upsell” is an upsell option that presents itself to your users based on where they’re at in your membership site or online course. This upsell could be offering an upgrade to membership status, a new course, or any material that you sell on your site. The placement and timing of one click upsells is vital to their functionality. Luckily with Memberium, we’ve made this really easy to do.

How does an Infusionsoft one click upsell work?

Imagine a customer has completed your website’s free course. As soon as they finish, a one click upsell option presents itself, offering them the option to purchase the next course. This creates an immediate and tangible connection in the customer’s head about what their money will get them. The purchase is straight-forward.

Creating Infusionsoft one click upsell options for your online course or membership site is very easy. You only need to use our simple one click upsell shortcode. In this video above, we’ll explain how you can set it up easily on your own site, step by step.

After someone purchases an upsell on your site with our shortcode, you can set it up to give them access immediately after a successful purchase, all without them having to log out and log back in to get access to the product they just purchased through the upsell. You can also trigger off emails from Infusionsoft that will show remind them how to get access to the upsell they just bought.

How to use Infusionsoft one click upsells with your membership site

So where should you place a one click upsell on your membership site? You don’t want to overdo it, or you’ll frustrate your users. Picking a few strategic locations is best. For example, upsell options work well when placed at the end of free content, when the user has reached the limit of what they can do at their current pay level. Another great place for one click upsells is on the purchase screen if you have multiple purchase options. Think of this like the “frequently bought together” option you see on Amazon.

Another tip is, you want to make it obvious that clicking the upsell button will charge their card immediately. Otherwise you might end up with a bunch of customer service requests from people who did’t actually mean to purchase the upsell.

Cross-sell offers

Cross-selling offers is another great use of one click upsells within your Memberium site. Suppose a customer has just purchased enrollment in an online course, this is the perfect time to offer an upsell that includes a related course. If you have any package deals to offer, now is the best time.

Cross-sell offers cut down on marketing efforts, and they can help you get the word out about purchases that are tricky to sell. Think about it, what’s the best way to advertise an advanced course about a topic? Simple. You offer it as an upsell to members or students who just completed a similar, relevant course.

Should you add a one click upsell to your membership site?

While Infusionsoft one click upsells are relatively easy to create, they are still a bit more involved than many of our other Memberium features. They will require a bit of shortcode to work. If you’ve never done this before, it may seem intimidating. The good news is it’s actually really easy. The video above will guide you through how to set it up for your site.

The question then becomes: is it worth it to invest your time and effort into creating one click upsells?

The short answer is yes. These upsells are here to save you time and to ensure you land all potential leads. A one click upsell removes all barriers between your customers and an upgraded purchase. Members can automatically upgrade their memberships and purchase additional offers whenever it is convenient for them. And it’s this convenience that really encapsulates the advantage of upsells.

Time has a big effect on the psychology of purchases. Making people wait only lessens their desire to buy something. Offering an upsell will help you gain purchases from customers who may otherwise have forgotten their desire for your services. When you factor in the sales they gain you, Infusionsoft one click upsells are a no-brainer.

One click upsell offers with Infusionsoft provide opportunities for your customers to instantly upgrade their existing membership or purchase additional products from you.

When your customers are ready to upgrade to a higher membership, most of the time this happens when they’ve finished your program and are excited to move forward to the next step, giving them the option to do that instantly is vital to taking advantage of that interest before it dies off.

After a member successfully completes your online course, a big section of your program or completes your full membership program, their interest is hot. You don’t want to make them wait at this point to ascend to the next step.

With Memberium, you can include one click upsells seamlessly with Infusionsoft to offer each customer the perfect upsell opportunity when they’re ready to upgrade their membership or purchase additional products from you.

The Two Perfect Opportunities for Adding an Infusionsoft One Click Upsell to Your Site

Theoretically, you can place your upsells wherever you want inside of your WordPress site with Memberium. There are some placements that have proven more effective than others. Membership sites that offer one click upsells typically place them in one of two places:

Add an Upsell Offer Immediately After a Purchase

Here’s where your customers are already making a purchase. They’ve already bought something, a good percentage of these users will also be willing to purchase an upsell offer at this stage. People prefer the convenience of buying everything at once. We recommend pricing your upsell around 2-3 times the amount of the first product that they bought. You can always experiment with your own pricing to find what works best for you. Memberium makes it easy to add these types of upsell offers, you can even use it to offer multiple upsell offers.

After a Major Milestone Completion

Online courses see a lot of success by adding one click upsell options in areas that are presented to customers after the completion of a major milestone. For example, prompting a one click upsell offer, after a customer has just finished the course they paid for. Or after the completion of a major milestone in the program for a different offer. If your they really enjoyed your course, your members will already be in the mood for more and a lot of them will be want to ascend to the next step. You can also present upsell offers through your course dashboard page. Here’s an example of a site that does this really effectively…

Customer Lifetime Value and one click upsells as part of your marketing strategy

Customer Lifetime Value, or CLV, is a way of measuring the potential of each customer relationship. Your ultimate goal with one click upsells should be to increase the CLV of every member on your site.

Traditionally, marketing focuses on attracting and converting new customers, but there’s a huge amount of untapped potential in focusing your efforts on generating more revenue from your existing customers.

Remember, it’s way easier to sell something to an existing customer than a stranger. Getting your customers to commit to that first buying decision is the hardest part. You have a much greater chance of convincing one of your existing members to upgrade, or purchase an additional offer from you, than you do of converting a brand new lead.

Ideas You Can Use For Your Own Infusionsoft One Click Upsells

There’s a lot of room here in what you can offer as an upsell. You can offer a wide range of upgrades or additional purchases to your customers. While you obviously don’t want to overwhelm your members with too many options, you will want to make sure you’re utilizing the versatility of one click upsells with Memberium. Here’s a few ideas for one click upsells you could add to your WordPress site…

  • Upgrade to a higher membership level tier
  • Purchase higher level products or courses that continue the learning process they’ve started
  • Purchase blocks of consulting time through your membership site
  • Purchase Blocks of 1-on-1 Coaching Time or Group Coaching Offers
  • Additional Digital Product Downloads

Start Simple

Now that we’ve gone over all the enticing possibilities that one click upsells with Memberium have to offer, remember that it’s always better to work your way up from a solid base. If your site is just getting started, you may not have a lot of content yet. Don’t split up what should be a single product into multiple upsells, because it will hurt you in the long run. In the beginning you’ll just want to focus on getting together a minimum viable membership program or course that you can sell.

We normally don’t recommend offering a one click upsell offer to your membership site or course until you have 100+ active members or are generating over 100 individual sales of your course per month.

You’ll want to make sure each customer’s initial purchase is worth their time and money before you add mountains of upsells. If the initial purchase isn’t worth it, your customers won’t be willing to buy anything more.

Starting simple is also beneficial to maintaining your site. It can be a huge distraction to work on multiple projects at once, so make sure you’ve got a solid core product before you start branching out. If you’re interested in adding upsells to your site with Memberium, watch the above video that will walk you through how to do it, step by step. Now go and do it and good luck upselling!

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