In this article you will learn how to add an Upsell/Downsell step to your existing sales funnel.
If you haven't yet setup your sales funnel, please see this article here:
Setup Your First Sales Funnel
Add a Page to Your Funnel
The first thing you will need to do is add a new step to your funnel.
While in Funnel View, on the left side, under all your Funnel Steps, you will see a button that says + Add New Step. Click that button to add a new step.
Set Up Your New Funnel Step
- Set the name of your funnel set
- Select the custom domain (if any) for your funnel step
- Designate the page path
- Make sure that Show In Funnel? is set to Yes
- Click Create Funnel Step
Select the Correct Page Type
For upsells and downsells, you will have to use one of the OTO page types.
There are two types of OTO templates:
- OTO Page
- OTO Downsale Page
When selecting your template, make sure that you select the One Click Upsell (OTO) page type for your Upsell pages and One Click Downsell for your downsell pages.
The OTO Upsell Page Type is a standard 1-Click Upsell page.
Your customers won't have to enter their info again, as soon as they click the Yes button they will be charged and have access to your product.
The OTO Downsale Page is added after an OTO Page and will be shown when someone clicks a "No Thank You" link (#no-link).
If someone takes advantage of the OTO Upsell, the OTO Downsale Page will be skipped.
The OTO Downsale Page can often be used to offer a payment plan for the OTO, or a smaller version of your product for less money.
Choose Your Template
Once you've chosen your Funnel Step type (OTO Page or OTO Downsale Page), select the template you want to use.
Add the Page to the Funnel Flow
In order for this page to actually act as an upsell/downsell it needs to be a part of your funnel.
Make sure you drag your OTO funnel step to the correct spot in your funnel flow.
Your One Click Upsell page must come after an order form in order to function correctly.
An One Click Downsell page must come after an One Click Upsell Page in order to function correctly.
**You can add multiple One Click Upsell Pages to your funnel and multiple One Click Downsell pages to your funnel.
Add a Product to the Upsell/Downsell Page
This is similar to how you initially added a product to your Order Form page when you Setup Your First Sales Funnel.
Edit Your Upsell/Downsell Page
Edit the price displayed on the page, as this is not dynamic.
Also, please make sure not to edit the links for the Button, Yes link, and No link, at the bottom of the page. If for some reason, the links get messed up, they are:
Adding a Second Product to Your Upsell Page
With the OTO (upsell) page you also have the option to add a second product.
This would allow you to offer an "either/or" upsell option on your OTO page. Customers would only be able to select one of the two options.
This is useful for offering a payment plan on your OTO or offering a separate product altogether.
In order to set this up, you will need to add two products to your OTO page on the page dashboard.
Please make a note of which product you set up first and which one is second.
You would then place two buttons on the page itself.
For the first product you would place #yes-link in the URL/Action field and for the button for the second product you would place #yes-link-2 in the URL/Action field.
The respective product will be added to the customers order when the button is clicked.
You will also still need to have the #no-link somewhere on the page as well.