How to create an upsell and a downsell

In this article, you will learn how to create upsell and downsell pages.

What you will need:

Navigate to the sales funnel where you want to add the page. In the menu on the left, click Add step (1).

In the Create funnel step popup, select Upsell or Downsell as the Type (2).

Choose a template or build your page from scratch, then click Save (3).

Browse and select from one of the available templates by clicking on Select (4).

Once you select a template, the configuration pane will appear. Here, you can manage automation rules and additional settings.

Click the Edit page (5) button to customize your page layout and design.

On this page, you will put the product you want to sell. To do so, choose between two offer types: Digital product or Physical product.

Sell a digital product:

In your sales funnel, select the upsell/downsell page. Then, choose Digital product from the offer types.

Next, click  +  to set up a new digital product.

After choosing the type of offer for your upsell/downsell page, you need to add a resource to your page so the customer can access their product after payment.

The following resources are available for digital products:

1. Courses: After successful payment, the customer will automatically have access to the course.

2. Course bundles: After successful payment, the customer will have access to a membership course bundle (a pack of several courses created beforehand).

3. Tags: After successful payment, the customer will have a specific tag (that you have chosen).

4. Communities: After successful payment, the customer will have access to a community where they can interact with other community members.

Note: It is not possible to sell a Calendar Event on upsell or downsell pages.

You can also add one or several pricing plans to your payment page (Click here to see how to create a price plan).

Sell a physical product:

From the available resources, you can select the physical product you want to sell.

Note: "Inside the page editor, you must add 'Accept' and 'Decline' buttons so the customer can choose to take or reject the offer.

Note: The upsell page must be placed after the main order form, and the downsell page must follow the upsell page.

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