Learn how to create and customize Offers in Heartbeat to monetize your community. This guide walks you through setting up paid memberships, freemium options, and digital products, with step-by-step instructions for customizing pricing, access, and visibility.
Access the Offers Section
Log in to your Heartbeat community admin dashboard.
On the left sidebar, go to Payments and select Offers.
Click the "+ Create Offer" button at the top right to start creating a new tiered offer.
Choose the Type of Membership
You are presented with three types of offers to choose from:
Paid Membership: Members pay to access the entire community.
Learn more about Paid Memberships here.
Freemium Membership: Offer limited free access with full paid access as an upgrade.
Learn more about Freemium Memberships here.
Digital Product: One-time purchase for specific content like courses, events, or documents.
Learn more about Digital Products here.
Bundles
Set Up Payment Settings
After setting up your tiers, you can adjust the payment settings to align with your community’s business model.
Include a Free Membership Tier:
Toggle this option to include a free membership tier and free basic access.
💡 When the Include a Free Membership Tier option is toggled ON, any member currently subscribed to a paid membership tier who stops making payments will automatically be downgraded to the free tier.
Enable Free Trial:
Offer a free trial period for paid tiers. For example, you might offer 7 days of free access before charging for the full subscription.
Charge Members After X Days:
Set how many days members can enjoy a free trial before their card is charged. This allows them to explore your community without an immediate financial commitment.
Require Payment Information Upfront:
You can require members to input their payment information upfront even before the free trial begins, which helps ensure conversion from free trial to paid membership.
Allow Members to Name Their Price:
To offer more flexible pricing, you can enable this option to allow members to choose. There will be no minimum price
Customize Offer Availability and Upsells
Turn on In-Community Upsells:
This feature is automatically toggled on when there are multiple tiers or a free membership. It encourages members to upgrade to a higher tier while they are already interacting with your community.
You can customize the upsell messaging for each tier on the offer-setup page.
Set Quantity Limit:
Enable this option and specify the maximum number of purchases
Set an Expiration Date:
If you’re running a limited-time promotion or launch, you can set the availability window for your offer. Admins can specify an end date for the offer but cannot set a start date.
Show Social Proof:
This allows you to upload member photos to enhance credibility and community trust. Add at least 6 member photos (up to a maximum of 12) to activate social proof across your community. You can also select an existing user to display their photo.
Post-Purchase Settings:
Show Community Paywall When Access Ends: Automatically display a paywall when access ends, or a member downgrades.
Post-Purchase Redirect: After a purchase or upgrade, redirect members to a custom URL, like a welcome page or onboarding instructions, or send them to a specific group in your community.
Automatically Revoke Access: Set the system to automatically revoke access and cancel the member's subscription once a member’s paid period expires.
💡 Pro Tip: Regularly use in-community upsells and promotions to encourage members to upgrade. Once members engage with your community, they’re more likely to recognize the value of higher tiers.
Set Up Automated Cancel Workflows
Cancellation Flow feature allows you to reduce member cancellations by offering targeted retention options and collecting feedback.
Add Steps to the Cancellation Flow
Click the + Add Step button to create actions that will appear during the cancellation process.
Choose from the following options:
Apply a Coupon: Offer a discount to encourage members to stay.
New Offer: Suggest a different membership plan or feature package.
Show Popup: Display a custom message or exclusive content to retain interest.
Tailor these steps to fit your community’s needs. For example, offer a limited-time discount on premium features if budget is a common cancellation reason.
Create a Cancellation Survey
Add a question to understand why members are canceling.
Provide a brief description explaining why their feedback matters.
Enable the Free Response field to allow members to share detailed feedback in their own words.
Finalize the Offer
Once you have configured pricing, tiers, access levels, upsells, and workflows, review your settings.
Click “Finish” to finalize the offer and make it available to your community.