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Add-ons, Upselling & Leads

Access your add-ons, upselling, and leads through the settings to bolster your facility!

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Written by Cole Cummings
Updated over a week ago

This guide provides a comprehensive, step-by-step guide on editing your facility's upselling and leads section in the settings. It covers accessing your facility settings, add-ons, campaigns, and using the editor for each. Following this guide will ensure that your facility is set up to send out campaigns and update your add-ons.

Step-By-Step Guide:

1. Enter the Settings:

We want to head to the facility settings to edit the add-ons, upselling and leads. Get started by entering the settings in the admin portal.

Enter the Settings:

2. Enter Facility Settings:

Enter the facility settings to access the hub where you can edit website design, add-ons, features, and more.

Enter Facility Settings:

3. Enter Upselling & Leads:

Upselling and leads will open the screen to edit various things about these two. This will also open a dropdown on the left with options for add-ons and campaigns.

Enter Upselling & Leads:

4. Upselling & Leads Details:

In this section, you can edit your upselling settings with payment alerts as well as what event types you wish to upsell for. For leads, you can decide to send leads to specific people and what the leads include.

Upselling & Leads Details:

5. Add-ons:

Enter the add-ons tab. Here you can create and edit add-ons to add to your facility.

Add-ons:

6. Create/Edit Add-ons:

When you create or edit an add-on, a pop-up will appear. You may edit the image, name, price, and description to the add-ons here. These are useful for adding specific details to features so that customers know the bonuses that are included.

Create/Edit Add-ons:

7. Campaigns:

In the campaigns tab you can create, edit, and download the questions. These are useful for upselling and lead collection.

Campaigns:

8. Campaign Details:

In the campaign editor, you may change its internal name, title, and subtitle. Add in all of your campaign questions at the bottom and save your changes.

Campaign Details:


By following the steps outlined, users are ensured to have full customization of their upselling and leads as well as add-ons. This systematic approach ensures a consistent and reliable experience with the StatStak Labs platform.


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