Profit Centers is a tool within Kicksite that will allow your prospect to purchase trial memberships online. Go ahead and click on the profit centers module at the top of your screen, in-between communication and reports.

 

 

 

Let's begin!

First, let's start by creating templates for trial memberships that you use on a regular basis. Once, you are inside the profit center module, hover over the trial memberships tab and click on "new template."

 

Once you click on "new template," you should see the following screen:

 

After entering in all of the necessary information listed above, click "save." 

 

 

Now you are ready to create a profit plan!

Hover over the Profit Plans tab and click on "New Profit Plan."

 

When you open up a new profit plan, you will fill out the following information:

 

After putting in all of the information above, scroll down to select the trial membership you would like attached to this profit plan. To select the trial membership, click the drop down arrow and choose the necessary item. You should see the template you initially made listed there.

 

 

Once you have selected the correct membership, it will auto populate all of the following boxes:

 


 

If you would like to add another membership, click the "add another" button listed below.

 

Before we save this profit plan, we need to select the form of payment we would like to collect. Click on the payment tab listed in between "Profit items" and "Confirmation."

 

Helpful hint: you are not going to click save until you are finished setting up the entire profit plan.

 

Here you will choose whether you want to allow your prospects to pay online, pay through an invoice in person, or neither (if the item in the profit plan is free.) 

 

After you have selected your preferred form of payment, you are ready to set up your confirmation communication. You are going to begin by clicking on the confirmation tab listed next to payments.

 

This is where you are going to set up a confirmation message and confirmation email. For the confirmation message, you will choose whether you want to show a message once the prospect submits, or if you want to redirect them to another landing page. 

 

After you have selected your preferred confirmation message, you will set-up the confirmation email that will be sent to the prospect after click submit.  The confirmation email could include additional information that the prospect will find useful before their first trial class.

 

Helpful hint: you will not be able to save the profit center unless all of the required sections are filled out. If it is not allowing you to save, go back and check to see if you accidentally left something blank.

 

When you have complete all three sections of the profit plan, you are now ready to click save at the bottom of the page.

 

After you click save, you will be redirected back to the profit center dashboard where you should see your newly created profit plan at the top of the page.

 

 

Helpful hint: If your profit plan is white, then your plan is active. If your plan is yellow, then your plan is inactive or "not currently taking submission." To activate your plan, make sure the start and end date are current or future dates.

 

 

Let't take a look at the landing page!

While looking at the start and end date, you will also noticed that you can now have a landing page. When you click on "view landing page," you will be able to see exactly what your prospects will see when purchasing their trial. At the top of the landing page, anything that you decided to put in the description with show up. For example, in the following profit plan we choose to include our logo at the top.

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If you continue to scroll, you will see where the prospect will enter in all of their information and select a trial membership. When the the prospects clicks their preferred membership, you will notice the shopping cart will auto populate with the price to the right of the screen.  

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When the the prospects clicks their preferred membership, you will notice the shopping cart will auto populate with the price to the right of the screen.  

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You are now ready to start selling your trial membership!

To post your land page on any social media platform or website, you will copy the URL at the top of the page and paste it in your desired location. You will see that the URL is unique for your school. 

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Way to go! You have now completed the creation of your first profit plan. If you have any further questions, please contact Kicksite Support.