How to Seamlessly Add Upsells to Your Sales Process

Adding extra offers to your sales process can help increase your revenue, but it’s important to keep things simple and easy for your customers. You can now include upsells directly within your order forms without asking customers to fill out more information or navigate extra pages. This keeps the experience smooth and fast, encouraging more sales.

📌 Why This Matters

When upsells are quick and easy to accept, customers are more likely to add those extra products. A streamlined process means they don’t get frustrated or abandon their purchase, helping you increase your average order value with less effort.

✨ What’s New

  • Add extra product offers: Present additional products in the same form or the next step of your sales process.
  • One-click acceptance: Customers can accept upsells with a single click, no need to re-enter details.
  • Supports different product types: Use upsells with both regular product sales and add-on “bump” products.
  • Integrated with forms and surveys: Works smoothly with forms or surveys you add to your sales steps.

🛠️ How to Use It

  1. Build your product form: Use a form or survey builder to add a product selling element, then set your product details like price and ID. Save your form.
    Product Form Setup
  2. Integrate form into your sales step: Add the saved form directly as a native element within your sales funnel or process step (avoid embedding it as external code).
    Add Form to Sales Step
    Native Form Element
  3. Add the upsell button: In the next step, add a button and set its action to offer an upsell product. Select which product to offer as the upsell.
    Upsell Button Setup
    Upsell Product Selection
  4. Include an order summary: Make sure the sales step includes an order summary that shows the initial product and any upsell product if accepted.
    Order Summary

💡 Pro Tip

Making upsells simple and part of the natural checkout flow helps you increase sales without extra effort and keeps customers happy with a smooth experience.

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