How to create an upsell and a downsell

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

What you will need:

Go to the sales funnel on which you want to add an upsell or downsell page. On the left side of your sales funnel pages menu, click on "+ Create step" (number 1 in the image).

On the "Create funnel step" popup, select "Upsell" or "Downsell" for the "Type" (number 2 in the image).

Browse and select from one of the available templates by clicking on "select" (number 3 in the image).

After selecting your template, the page's configuration pane will display, where automation rules and additional settings can be configured.

Click the "Edit Page" button if you wish to modify and configure your page layout and design (number 4 in the image).

On this new interface, you will put the product you want to sell. To do so, you must choose between the two different types of offers on your page: "Physical product" or "Digital product".

After choosing the type of offer for your Upsell/Downsell page, you need to add a resource to your page, so that the customer can have access to their product after payment.
The following resources are available for a digital product:
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.

From available resources for a physical product, you can only choose the product you want to sell.

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

Note: In the page's editor, it's important to add accept or decline buttons to provide the customer the option of accepting or declining the offer.

Note that the upsell page must be placed after the main order form page and the downsell page after the upsell page: 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.