Upsells

Note! If you want to use funnels for your upsells, head to this guide instead

Did you know it's easier to sell something to someone who has already said ‘Yes’? 

Upsells are a fantastic way to get more products in front of your customers, and Simplero's Upsell feature makes adding Upsells to your products easy! If you’ve ever purchased something, and then been offered something like a limited time offer to purchase a second item right away - then you’ve experienced an Upsell :)

To get started with Upsells, you’ll first need to set up at least two products. Then follow these steps:

Part 1: Set up a Product to offer as an Upsell:

1. Select Sales >> Products from your Simplero Dashboard:
   
   
   
   

2. Once on your Products page, locate and select the product you will be offering as an Upsell and select the Upselling tab:
   
   
   
   

3. In This Product as Upsell section, click the + Add offer button. What we’re doing here is configuring this product to offer as an Upsell after someone has already purchased another product.
   
   PRO TIP: You can use a secret price if you want to offer this product for less than the list price when it’s used as an Upsell. 
   
   
   
   

4. Complete your New Upsell Offer information and Click the blue Create upsell offer button:
   
   

Part 2: Connect the Upsell to the Product they’ll purchase first:

1. Select Sales >> Products from your Simplero Dashboard:
   
   
   

2. Once on your Products page, locate and select the product you want to add an Upsell to. This is the Product they’ll purchase first before seeing the Upsell.

3. Then, select the Upselling tab:
   
   
   

4. In the Upsells section, click the + Add your first Upsell button:

   
   
   

5. Choose the upsell product you want to offer and click the Add Upsell button.
   
   NOTE! See the end of this Guide if you want to use the optional ‘External sales page URL’
   
   
   

6. You have the option to continue to add Upsell/Downsell offers if you want, depending on whether the customer says Yes or No to the offer.
   
   To add these additional offers select the hyperlink to Add another upsell or Add another downsell button next to the ‘Thumbs up’ or ‘Thumbs down’ - as seen below:
   
   
   
   Here’s our guide on Downsells if you’re unsure what these are.
   
   7. Once your customers have seen the Upsell offers they will be directed to the Thank You page for the original product. 
   
   NOTE! In order to use Upsells you will need to have a payment processor that allows for automatic payments such as Stripe. The price of an Upsell also needs to be greater than $0.  It can be free upon purchase, but start charging at a later time.

Part 3: Use an External or Custom Sales Page for Your Upsell (Optional):

NOTE! If your custom upsell sales page uses the 2.0 builder, you can follow these steps to add Upsell buttons to the page.

Do you want to customise your own sales page and use that for your Upsell? It’s simple - just follow these steps:

1. Make sure your Upsell offer is created.

2. Ensure your Sales page is created with Yes or No options (either text or button) which they’ll click to take advantage of the offer or refuse it.
   
   Here’s an example of buttons you could create:
   
   
   
   NOTE! No need to add the links to the buttons just yet (you’ll get those later). You just need to create the page with the buttons first.
   

3. Copy the URL to the landing page under by clicking the URL icon in the top right-hand corner:
   
   
   

4. Follow steps 1-4 under Part 2 to connect the Upsell.

5. Choose the Upsell product you want to offer and paste the URL for the sales page you created in step 2

6. Click the Add Upsell button:
   
   
   

7. Now you’ll see the new offer you just created. Below the title, you’ll see two lines: "Yes” button URL and "No” button URL:
   
   
   

8. Copy the URLs mentioned above by pressing the clipboard icon next to each one, and link the Yes and No text or buttons on your Sales page to the corresponding URLs.

NOTE! If your customer accepts to purchase an Upsell, we will show a default thank you page with a link to the main product purchase/custom thank you page, as well as a link to any signed agreements required for the upsell.

IMPORTANT! When Testing an Upsell:

Upsell links (the ‘yes I want to buy’, ‘no I don’t want it’) buttons will only work if the person has already completed a purchase of the original product.

The Upsell works by using the saved payment information from the original purchase. No saved info, no upsell. The test will show a ‘page not found’ error.

To test, you need to make an actual purchase of the original product.