How to upsell by sharing offers and products via messaging

About sharing a product and sending offers 

Sending offers allows you to seamlessly upsell a client to the next training product. It is built into the messaging functionality, so you use:

  • By sending an offer while chatting with a client
  • Cue it by putting an auto-message on a client's calendar
  • Create a program and cue up a sequence of auto-messages that send offers. This works well with automating content delivery with master programs.

How to share a product or offer

You can share a product or offer by clicking on the shopping bag icon when composing a message. This can be a manual message or an auto-message.

Your clients will be sent a preview of the product in the in-app messenger and they can purchase the product directly from there.


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