Although we strive to make upcoach the only platform coaches would use to run their business smoothly, we are not focused on the sales and marketing side of things, yet.
However, we do have integrations with many third-party platforms that can help you with setting up sales pages and marketing automation. In this article, we'll show you how to sell your program on ConvertKit.
Here is a step-by-step guide on how you can set this up:
Login to upcoach and open the program you would like to link to ConvertKit. Click on the member’s tab across the top of the page:
Click the blue Create Invitation Link button on the upper right-hand side. You can hover your mouse to the name, and also click the 🖉(pencil icon) to rename the Link. For this example, we will name it ConvertKit Link
Open a new browser, and log in to ConvertKit
This will take you to the dashboard, across the top, hover to Earn, then select Products
Click on the New Product button on the upper right-hand of the page:
This will take you to the Product Details, where you can enter the Product Name, Pricing method, and Price
Under “Fulfillment,” is where you’ll add your product type.
Please select the Something Else option (this will remove the Product File field, which is only for a Digital Download option,) then click ‘Next’:
This will allow you to get a customized link for your product. And then “Create Product”
You will then be taken to a space where you can further customize and edit your coaching services page:
Go back to the upcoach portal, and click ‘Copy Link,’ across the ConvertKit Link that you created:
Paste the link to the following areas:
Confirmation page:
Receipt Email
Once you’re done customizing the Buttons for Confirmation and Receipt Email, click on the Publish button on the upper right:
This will take you to a pop-up window. Make sure you copy the link as shown:
You can now copy this link and use it on your landing pages, buttons, on your social media pages, etc.
If you need any further support, please contact us at [email protected] or inside the platform by clicking on the chat messaging bubble in the lower right corner.