Resolving Issues with Upsell Products in Your Funnel

Grasping the Fundamentals

Before attempting to troubleshoot, it's essential to understand the key components that ensure upsell products work smoothly in your sales funnel:

• Two-Step Order Form: This is a critical part of any funnel offering upsell or downsell products. Without this form in place, your upsell features will not function.

• Proper Funnel Structure: The funnel must be set up correctly, with the two-step order form preceding the upsell products for everything to work as expected.
  
  

Steps for Resolving Upsell Product Issues

If your upsell products aren't performing as they should, follow these steps to pinpoint and resolve the problem:

1. Review Funnel Structure: Start by checking the arrangement of your funnel. Make sure you have the upsell product ready for sale, placed after a two-step order form, and followed by a thank-you page. This order is crucial for your upsell functionality.

2. Ensure Correct Upsell Button Configuration: The button that activates the upsell needs to be set to perform a "one-click upsell or downsell" action. After this action, you can direct the customer to any step, but the initial setup of the button is key.

3. Test the Funnel: Once your funnel is configured, preview and test it to ensure the upsell feature works properly. If you encounter an error message related to the purchase process, you’ll need to investigate further.

4. Address Common Mistakes: A frequent issue is failing to capture the customer’s payment information before showing the upsell. Make sure your two-step order form appears before the upsell offer. Rearrange your funnel steps as needed, and run the test again.

5. Run Test Transactions: If you're using a test API, enter mock payment details to simulate a purchase. This step helps ensure everything works as expected without processing actual payments.

6. Final Check: With everything set up correctly, clicking the upsell button after completing the two-step order form should seamlessly take the user to the next step without errors.

Steps to Set Up an Upsell Product in Your Funnel

To add an upsell product within your sales funnel, follow these detailed steps:

1. Select Product Type: First, decide if your upsell will be a one-time purchase or a subscription. Your choice here will guide how the product is configured under the Payments section.

2. Link with Payment Processor: If it's a subscription-based product, ensure that it’s correctly integrated with your payment provider (like Stripe) and connected to your CRM system.

3. Add the Upsell Product: Navigate to the product section of your funnel and add the upsell product. This step is vital for displaying the product as a one-click upsell option.

4. Set Up the Upsell Button: In the upsell funnel step, configure the button action to "one-click upsell or downsell" and select your product from the available options. Only products added in the product section will appear in this list.