One-Time Offers (OTOs) or Upsell Offers are great to put after your normal 2-Step Order Form Page. This means the customer has already purchased your main offer and you want to offer them an upsell product. The great thing about the one-click option is that since you already have their credit card, this is just an extra add-on and only takes one click.

In this article, you will learn how to add your upsell.

Step 1: Creating the Upsell Funnel Step

• Navigate to Sites - Funnels

• Select the Funnel you wish to update
• Choose or Create the Step Where You Want the Upsell to be.
  • NOTE: It must be after the Order Form funnel step.
• Click Edit Page to access the page editor
• Edit your page as needed explaining your product or service
• Add a button to make the call to action
• Click on the button and the right side menu, select from the redirect options, and select the option One Click Up/Down Sell Product

Step 2: Connecting With Your Product

• Below the upsell redirect option, you will see a field to select the product
• Choose your product and select your Sale Action (once the sale has been made, where will your customer go)

• Save to confirm your changes.

Note: You need to have the product added to the funnel step first, to be able to select it from the options. 

Step 3: Test your Funnel

To ensure your sales funnel operates correctly you can test it before putting it live. Check the article, “How to Test Payments in a Funnel or Website” for more information.

• Go back to the settings of the funnel
• Toggle to use test mode and save

• Once you are done testing, turn live mode on and save.

Note: We also recommend testing in live mode with a real credit card. This will give you a real glimpse of what your customers will go through. It’s possible, you will have a payment authorization, especially for subscription services, to ensure funds will be available for future charges.

Additional Note: 

• Add an Order Confirmation funnel step after the Upsell funnel step. Inside the confirmation step, add the Order Confirmation element. This way, your customers will see the confirmation of their payment and a summary of what they have paid for.