Upsells are created and managed centrally from Sales > Pricing > Upsells. Learn how to create or customize an upsell page before adding it to a flow, see Upsells Overview.
How upsells work in a purchase flow
Each step in your upsell funnel presents one upsell to the customer. If they decline, you can optionally show a secondary upsell before moving to the next step. Secondary upsells are not a separate type of offer. They’re upsells shown after a customer declines a previous step. The same upsell can be reused across multiple offers, but it can only appear once within the same funnel. After a customer completes or exits the funnel, they are taken to the destination you configure: either their Member Library, a landing page, or a custom thank you page.
Add upsells to a purchase flow
- Go to Sales > Pricing > Offers.
- Click on the offer you want to edit.
- Select the Purchase Flow tab.
- Scroll to the Upsell Funnel section.
- Click Add upsell and select an upsell from your library.
- To add a downsell to a step, click Add downsell beneath that step and select an upsell.
- Repeat to add more steps to the funnel.
- Drag and drop steps to reorder them.
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Remove an upsell or downsell from a purchase flow
Removing an upsell from a purchase flow does not delete the upsell itself. It remains available in your upsell library and in any other flows it’s attached to.- Go to Sales > Pricing > Offers.
- Click on the offer you want to edit.
- Select the Purchase Flow tab.
- Scroll to the Upsell Funnel section.
- Click the remove icon next to the upsell or downsell you want to remove.
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Edit upsell page text
- Upsell page text, including your headline, body copy, button label, and decline link text, is managed on the upsell page in the Builder. Changes apply everywhere that upsell is used.
- Go to Sales > Pricing > Upsells.
- Click the upsell you want to edit.
- Click Customize under the active template.
- Edit the page content, button text, or decline link text directly in the Builder.
- Click Save when finished.
Important: Because upsells are reusable, any changes you make to the page content will apply to every offer that upsell is attached to. If you need different copy for a specific offer, create a separate upsell.
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