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Add an Upsell or Downsell Step

Yashica Burgess
  • Updated
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Learn how to add upsell or downsell steps to offer additional products and services to your customers without requiring them to re-enter their credit card information.

What you will need:

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Note: Your upsell (OTO) or downsell (OTO) pages should be moved to the step right below your order form. Please keep in mind that OTOs can only be made after an initial purchase on an order form.

 

Step 1. Add an Upsell / Downsell Page to Your Funnel

  • From within your funnel, click "Add New Step."
  • Add the "Name" of your funnel step.
  • Add a "Path" for this funnel step (optional).

AddStep.gif

  • Make sure that "Show In Funnel?" is set to "Yes."
  • Click "Create Funnel Step."
  • Select the Sales category and click "One Click Upsell" or "One Click Downsell" to view the available page templates.

upsell3.png

What you can do now:

 

If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.

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