Creating First Upsell Funnel

UpStroke - One Click Upsell

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Creating First Upsell Funnel

In this section, we’ll learn how to create your first one-click upsell funnel.

Such that after the user clicks on ‘place order’ on the checkout page – they enter your backend funnel.

Follow along.

Step 1: Click on ‘Add New’

Go to ‘One Click Upsells’ under WooFunnels from your WooCommerce dashboard.

Click on the ‘Add New’ button.

When you do so, a pop-up opens. Name your upsell offer and enter a description (optional).

Next, hit the ‘Create’ button.

Now you’ll be redirected to the Funnel editor.

Here you’ll see four tabs to set up your upsell offer – Rules, Offers, Design, Settings.

Step 2: Add a Rule

‘Rules’ is the first tab that lets you specify when to show the upsell offers.

When the set condition is met, the upsell funnel gets triggered.

Now select a rule here.

You have two options here to set up the rules – one is Target Products, and the other is Advanced rules.

Target Products – A set of rules that are associated with the main product the prospects are buying

Advanced Rules – A set of rules that are associated with the buyer, their order, location, and more.

You can even add multiple rules in conjunction using the ‘And’ and ‘or’ functionality.

Once done, hit the ‘Save & Proceed’ button.

Step 3: Add your first upsell offer

Here you can add a new offer in the funnel by naming it and then add product(s) under the offer.

Enter the name of your offer and hit the ‘Add Offer’ button.

Next, set up your offer.

Add the product that you want to upsell. For that, click on the ‘Add New Product’ button.

Here you can add a new product:

You’ll see the product has been added to the offer.

Additionally, you can set the discount price, quantity, and flat shipping rate to this product.

Save the offer and make the funnel live by clicking on the toggle button.

Step 4: Design your upsell pages

The next tab in the sequence is the ‘Design’ tab.

It lets you design your upsell pages.

You get three options to design the offer:

You can either use the in-built Customizer, Elementor or use a custom page that you’ve created using a third-party page builder.

UpStroke has a deep integration with Elementor.

Go here to know more about design.

Step 5: Test your upsell offer

Before going live with your first upsell offer, test it out.

Launch the funnel and go through the conventional checkout flow. Make sure you meet the rules for the funnel that you’ve set.

And you’ll be able to see your one-click upsell after clicking on ‘place order’ on the checkout page.

When you accept the offer, the upsell item will get added to your order.

After that, you’ll be redirected to the Thank You page.

There you go!

You’ve successfully set up your first one-click upsell offer for your WooCommerce store.