How to send a product offer (upselling a product)

About 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 send offers

You can send offers by clicking on the shopping bag icon when composing a 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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