Upsell and cross-sell
Maximize the value of your student relationships with our Upsell and cross-sell automation template. Designed for knowledge creators, this template follows up with students after they complete a course with a message in which you can offer them additional relevant courses or products to enhance their learning journey. By targeting engaged learners with personalized recommendations, you can boost sales and provide students with more opportunities to expand their skills.
Template overview
Category: Online courses
Elements in template: 4
Minimum number of elements to configure: 2
This automation has four elements, and you will need to configure at least two – the send message element and the tag element. You can also adjust the first element to select a specific course, and the second element to adjust the wait time.
Here’s what you’ll need to configure the elements and publish the template as a workflow:
- an automation message or a message (or draft) that can be used as one.
- a tag – it will let you distinguish between contacts who have completed or have not completed a course yet.
Configuring the template
If an element is greyed out, it means that you need to set up its properties. Clicking an element opens its Properties.
- (Optional) Configure the Course started or completed element. You can change it so it triggers based on the completion of a specific course.
- (Optional) In the Wait element, change the wait time to suit your needs.
- In the Send message element, choose a message that you would like to send to your students who have completed the course. You can include a congratulatory note in it and present them with an offer of any other courses or products they might find useful.
- In the Tag element, choose a tag you would like to assign to contacts who have completed your course. It will be useful to segment your contact list so you can send more personalized content.
- Click Publish when you’re done setting up the template or Save and exit if you want to finish editing the template later (it will appear as a draft on the Manage workflows page).
