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How to Create Upsells and Downsells in HighLevel (Masterclass)

Doug

Tech Stack Integrator

HighLevel makes it easy to build multi-step funnels with upsells, downsells, and automated access delivery for courses or communities—all without third-party tools. In this tutorial, I walk through how to create each step of the process.

It starts with your products under Memberships → Courses → Products. You’ll need to create each course or community offer first, then go into Offers to connect pricing and access levels. Once each course or community has a defined offer, it automatically shows up under Payments → Products.

Next, you’ll build a funnel with linear steps:

  1. Main Offer (Checkout)
  2. Upsell 1
  3. Downsell 1 (if the first upsell is declined)
  4. Upsell 2
  5. Upsell 3 (optional, e.g., community access)
  6. Confirmation Page

Each funnel step is tied to a specific product and price. The main offer uses a standard checkout form, while the upsells use one-click buttons that charge the customer automatically using the payment info collected on the main checkout page. If a user declines an upsell (“No thanks, not interested”), they’re redirected to the downsell step.

Once the funnel is built, you’ll create automations to grant access to what each product unlocks. Each automation starts with a Payment Received or Order Submitted trigger, checks that the payment status is successful, then grants access to the correct course or community group. Courses use the Grant Offer Access action, while communities use Grant Group Access.

For communities or recurring offers, it’s best to use Order Submitted instead of Payment Received—this ensures members regain access even if they’re reactivated after a payment lapse.

Finally, you’ll want to customize or disable default welcome emails. HighLevel’s built-in course emails can be turned off, while community emails can be customized with your branding and links. Instead of sending multiple emails for each purchase, you can send a single custom welcome email using your automation templates.

Key Takeaways

  • Create Offers for Each Product: Courses, communities, and upsells each need their own offer to appear under Payments → Products.
  • Build a Linear Funnel: Main offer → Upsell → Downsell → Upsell 2 → Optional Community → Confirmation.
  • Main Offer Checkout: Use a standard order form for the initial purchase.
  • One-Click Upsells: Add a button with the action “One-Click Upsell” tied to a specific product.
  • Downsells: Triggered when the upsell is declined—offer a lower-cost or smaller version of the previous upsell.
  • Automations:
    • Use “Payment Received” (for one-time purchases) or “Order Submitted” (for recurring access).
    • Grant course access via Grant Offer Access.
    • Grant community access via Grant Group Access.
  • Welcome Emails:
    • Turn off default course emails to prevent duplicates.
    • Customize community invites under Memberships → Communities → Email Settings.
    • Send one branded email template from your automation for consistency.
  • Payment Logic: Each upsell/downsells fires independently, so automations should be per product, not per funnel.
  • Custom Pricing: You can set funnel-only pricing per step for flexible offer stacking.
  • Pro Tip: Use tags or filters (e.g., “Purchased via Upsell”) to track conversions and avoid duplicate access triggers.