Step 01 – Stripe Integration
Before setting up your Stripe Upsell pages, you need to integrate Stripe first.
NB! When integrating Stripe with your website, ensure that the Stripe IPN URL from your site has been set up in your Stripe Account.
For steps to do this, simply go here: Integrating Stripe with your website
Step 02 – Setting up your Upsell Page
- Go to Campaigns in the left-sidebar menu and then select the relevant campaign.
- Open the Stripe Upsell page you would like to edit.
- Once opened, click on Stripe Options in the left-sidebar menu.
- Complete the following fields:
Give Access To
You will find the options in the drop-down – Online Course, Forum, Bundle and External Product.
- Online Courses
Select this option if you want to link this page to an KLEQ course
Under Select Course, choose the relevant course - Forum
Select this option if you want to link this page to Forum access.
Under Forum Access Type, choose either Forum Full Access or Specific Forum Category. - Bundle
Select this option if you want to link this page to an KLEQ bundle
Under Select Course, choose the relevant bundle - External Product
Select this option if you want to sell access to something else
Currency
Select the specific currency you would like to display in your Order or Upsell page
Payment Type
Select the specific payment option you would like to offer users in order to access your course.
- Single Payment
Users will make one payment to access course
Simply enter the price for single payments in the Single Price field. - Payment Plan
Users will make a fixed number of smaller payments to access course
Under Payment Period, select either Weekly, Monthly, 3 Months, 6 Months, or Yearly
Under Payment Price, specify the weekly, monthly, 3 months, 6 months, or yearly price users will pay
Under Number of Payments, select the number of payments included in the payment plan.
- Subscription
Users will pay a monthly or yearly subscription to access the course.
Under Subscription Period, select either Weekly, Monthly, 3 Months, 6 Months, or Yearly
Under Subscription Price, enter the price for the subscription
Under Trial Period days, select the number of days you want to offer as a Trial period for the course
Under Trial Period Price, select zero “0” to offer a Free Trial or a discounted rate for the trial period e.g. $10 for first months access
Thank You Page
Select the Thank You page you would like users redirected to, once the payment is complete.
Purchase Action
This action will be applied each time an upsell purchase has been made. Simply enable the toggle ON and Purchase Action drop-down button will appear. Some of the options in the Action drop-down will depend on the systems you have integrated on your KLEQ website. For example, if Drip is not integrated with your KLEQ site, the Apply Drip Tag option will not appear in the Action drop-down list.
Apply a Tag
When there is an upsell purchase, you can apply the integrated emailing system’s tag to the user’s profile. Simply select the relevant tag from the drop-down menu.
Rebill Action
This will trigger the action every time the subscription renews and the client is charged. If you chose Payment plan or Subscription, the rebill option will be available. By default, it is turned off. Simply enable the toggle ON, and the Rebill Action drop-down button will appear. Some of the options in the Action drop-down menu are dependent on the systems you have integrated into your KLEQ website. For example, if Drip is not integrated into your KLEQ site, the Apply Drip Tag option will not appear in the Action drop-down list.
Apply a Tag
When there is a rebill, you can apply the integrated emailing system’s tag to the user’s profile. Simply select the relevant tag from the drop-down menu.
Send to webhook
This setting is ideal if you want to send notifications to your system via a webhook URL.
- Purchase Notification and Rebill Notification
This option allows us to send a notification each time an upsell purchase has been made.
To do this, simply add your preferred webhook URL and we will send the user data to that URL.
We highly recommend using Zapier.com for these webhooks, as they integrate with 100’s systems and apps and they are simple to set up. You can find more information on how to set up Zapier with KLEQ here: Integrate KLEQ with Zapier Webhooks
How this Works:
Purchase Notification – When users submit the order on the upsell page the payment for the Product goes through Stripe. At the same time, we will send information to your system through the webhook URL.
Rebill Notification – This will trigger the action every time the subscription renews and the client is charged.
More Options
Once done, click on SAVE and you are done.