How to set up post-purchase upsell
Upsell on ShopBase Creator is a combination of upsell and downsell steps that can help increase the value of your order. Each step in the upsell funnel will have its own page, with each page representing a product that you are upselling. After completing their purchase on the target product sales page, your customers will be directed to these upselling pages. They can then accept or reject the offer based on their preferences.
With ShopBase Creator, you can freely configure your upsell and downsell steps, as well as customize the design of each offer page to match your website.
A. Understand the structure of an upsell offer funnel
B. Set up your upsell offer funnel
C. Customize offer page design
An upsell funnel contains pairs of upsell and downsell offers. You can add up to 10 upsell/downsell offer pairs for a product on your website.
Each upsell and downsell offer will have its own sales page, also called offer page.
When the offer page is displayed to your customer, they can choose to whether accept or reject it based on their preferences. When a customer accepts an offer, they can purchase the upselling product right away without having to enter the payment information again. Both the target product and the upselling products will be counted in the same order in your ShopBase Creator admin, but different transactions for these products will be processed on the payment provider.
If the customer rejects an upsell offer, they will be navigated to the next corresponding downsell offer page.
If the customer rejects this downsell offer, they will be navigated to the next upsell page in the upsell funnel.
If the customer accepts this downsell offer, they will also be navigated to the next upsell page in the upsell funnel.
If the customer accepts an upsell offer, they will be directed to the next upsell pages in the upsell funnel, where they can accept or reject offers based on their preferences. If there are no upsell offers left, they will be direct to the Thank you page where they can access their purchased product.
The upsell funnel cannot be broken, unless and until the following conditions are met:
The funnel ends when the customer rejects an upsell offer and no downsell offer is set up for the current upsell offer.
The customer reaches the end of the funnel and no more upsell offer is set up for this funnel.
The customer closes the current tab/browser.
Upsell offers will not be displayed if a customer selects a free pricing option during checkout because no payment information is provided to accept the upsell offer.
Upsell offers are not yet available for PayPal payment method.
From your ShopBase Creator admin, go to Products and click on the product you want to set up Upsell for.
Navigate to the Checkout tab.
In Upsell, click Add your first upsell.
In the Select product popup, search and select a product for your upsell offer. All products on your website, both published and unpublished, are displayed here in case you want to upsell products that do not need to be published on your website. Then, click Save.
To add a downsell offer to pair with your upsell offer, click on Select product next to Downsell offer. Then, select your product in the popup.
To add more upsell and downsell offers, click on Add new upsell.
Once finished adding all offers to your funnel, click Save.
New offers will be have the Inactive status by default. To display the offer on your website, click to activate offer.
Then, you will need to design the offer page for your upsell and downsell products. Start by clicking on Design offer.
Then, you can select a template from the available libraries to start designing your offer page. You can refer to one of our guides below for more detailed instructions on ShopbBase Creator's libraries and templates:
Guide to library on ShopBase Creator.
Select and customize page templates using Web Builder.
The template you selected for the first upsell offer will be automatically applied for all other offers of the same target product. You can click Design offer to customize the design of each offer as needed.
After clicking the Design offer button, you will be directed to the Website Builder. Here, you can customize the offer page design to your preferences. Please refer to this article for more instructions on how to design a web page using Website Builder.
One important element of an offer page is the Accept offer block, where customers can choose to accept or reject offers. This block is required and cannot be deleted.
In the Styles tab:
In Reject offer, you can customize the color of the Reject offer text by selecting a color from the color palette, or choosing a custom color.
You can configure all of the standard block style settings, such as width, background, border, radius, shadow, padding, and margin, just as you would with any other block on your website.
The Accept offer button's style will be in accordance with the Primary button's style set up in the Site/Page style of the Styling settings.
The Reject offer text font will be in accordance with the Paragraph 2 text font set up in the Site/Page style of the Styling settings.
Please refer to this article for more information on styling settings in Website Builder.
In the Settings tab:
In Accept offer, you can customize the content of the offer acceptance text displayed on the offer page.
In Reject offer, you can customize the content of the offer rejection text displayed on the offer page.
Once finished with the design of your offer page, click Save.
With ShopBase Creator, you can freely configure your upsell and downsell steps, as well as customize the design of each offer page to match your website.
In this article
A. Understand the structure of an upsell offer funnel
B. Set up your upsell offer funnel
C. Customize offer page design
A. Understand the structure of an upsell offer funnel
An upsell funnel contains pairs of upsell and downsell offers. You can add up to 10 upsell/downsell offer pairs for a product on your website.
Each upsell and downsell offer will have its own sales page, also called offer page.
When the offer page is displayed to your customer, they can choose to whether accept or reject it based on their preferences. When a customer accepts an offer, they can purchase the upselling product right away without having to enter the payment information again. Both the target product and the upselling products will be counted in the same order in your ShopBase Creator admin, but different transactions for these products will be processed on the payment provider.
If the customer rejects an upsell offer, they will be navigated to the next corresponding downsell offer page.
If the customer rejects this downsell offer, they will be navigated to the next upsell page in the upsell funnel.
If the customer accepts this downsell offer, they will also be navigated to the next upsell page in the upsell funnel.
If the customer accepts an upsell offer, they will be directed to the next upsell pages in the upsell funnel, where they can accept or reject offers based on their preferences. If there are no upsell offers left, they will be direct to the Thank you page where they can access their purchased product.
The upsell funnel cannot be broken, unless and until the following conditions are met:
The funnel ends when the customer rejects an upsell offer and no downsell offer is set up for the current upsell offer.
The customer reaches the end of the funnel and no more upsell offer is set up for this funnel.
The customer closes the current tab/browser.
Upsell offers will not be displayed if a customer selects a free pricing option during checkout because no payment information is provided to accept the upsell offer.
Upsell offers are not yet available for PayPal payment method.
B. Set up your upsell offer funnel
From your ShopBase Creator admin, go to Products and click on the product you want to set up Upsell for.
Navigate to the Checkout tab.
In Upsell, click Add your first upsell.
In the Select product popup, search and select a product for your upsell offer. All products on your website, both published and unpublished, are displayed here in case you want to upsell products that do not need to be published on your website. Then, click Save.
To add a downsell offer to pair with your upsell offer, click on Select product next to Downsell offer. Then, select your product in the popup.
To add more upsell and downsell offers, click on Add new upsell.
Once finished adding all offers to your funnel, click Save.
New offers will be have the Inactive status by default. To display the offer on your website, click to activate offer.
Then, you will need to design the offer page for your upsell and downsell products. Start by clicking on Design offer.
Then, you can select a template from the available libraries to start designing your offer page. You can refer to one of our guides below for more detailed instructions on ShopbBase Creator's libraries and templates:
Guide to library on ShopBase Creator.
Select and customize page templates using Web Builder.
The template you selected for the first upsell offer will be automatically applied for all other offers of the same target product. You can click Design offer to customize the design of each offer as needed.
C. Customize offer page design
After clicking the Design offer button, you will be directed to the Website Builder. Here, you can customize the offer page design to your preferences. Please refer to this article for more instructions on how to design a web page using Website Builder.
One important element of an offer page is the Accept offer block, where customers can choose to accept or reject offers. This block is required and cannot be deleted.
In the Styles tab:
In Reject offer, you can customize the color of the Reject offer text by selecting a color from the color palette, or choosing a custom color.
You can configure all of the standard block style settings, such as width, background, border, radius, shadow, padding, and margin, just as you would with any other block on your website.
The Accept offer button's style will be in accordance with the Primary button's style set up in the Site/Page style of the Styling settings.
The Reject offer text font will be in accordance with the Paragraph 2 text font set up in the Site/Page style of the Styling settings.
Please refer to this article for more information on styling settings in Website Builder.
In the Settings tab:
In Accept offer, you can customize the content of the offer acceptance text displayed on the offer page.
In Reject offer, you can customize the content of the offer rejection text displayed on the offer page.
Once finished with the design of your offer page, click Save.
Updated on: 26/04/2023
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