Tutorial

How to Create an Upsell Product or Membership

The upsells feature can be used to promote and sell products or other membership plans whenever someone subscribes to your site or purchases a product from your shopping cart. Once the shopper submits their credit card information for specially set products or membership plans, they are shown the upsell product information and can choose to purchase the upsell.

Upsells can be set up for any combination of products and/or membership plan purchases, and there is a maximum of 4 different upsell products allowed per sales funnel. 

The instructions in this tutorial expect that you have already set up the original product or membership plans that would trigger the upsell process.

The upsell set up has two steps - the first is to set up the upsell products in the shopping cart (both product upsells and membership upsells will be set up as a product in the shopping cart). The second step includes setting up the specific upsell and upsell products.

 

Click on each tab for the instructions for each step.

Step 1: Adding Upsell Products and Membership Plans to the Shopping Cart.

 

Click on each section to expand for further instruction.

1. From under 'Commerce' Choose 'Shopping Cart' and Choose 'Add Edit Products'

Choose 'Shopping Cart' and choose 'Add Edit Products'

From under 'Commerce' choose 'Shopping Cart' and choose 'Add Edit Products' from the shopping cart menu. All upsell items, irregardless if they are shopping cart products or memberships will be added in this menu option.

 

How to Create an Upsell Product or Membership
2. Choose 'Add a new Item' from the drop down menu and click on the 'Add/Edit Shopping Cart Item' button

Choose 'Add a new Item' from the drop down menu and click on the 'Add/Edit Shopping Cart Item' button

 

How to Create an Upsell Product or Membership
3. In the Item Status' field choose to Sell an Upsell Product or Upsell Membership

In the Item Status' field choose to Sell an Upsell Product or Upsell Membership

 

A. Upsell Product

If you choose 'Upsell Product' you would fill in the rest of the form as normal, but the product would not be shown anywhere in the physical shopping cart. It will only be offered as an upsell item.

 

How to Create an Upsell Product or Membership

 

 

B. Upsell Membership

b. If you choose to create an Upsell Membership, the form will be slightly different and below the Item Status another drop down called 'Upsell Membership Plan' will appear below where you can choose the Member Plan for which you would like to upsell.

 

How to Create an Upsell Product or Membership
4. Add the Rest of the Product Information as Typical

Add the Rest of the Product Information as Normal

The remaining parts the 'add product' can be filled and select the 'Add this Item' button at the bottom. The next step is to create the Upsell funnel

 

How to Create an Upsell Product or Membership

 

 

Step 2: Create the Upsell Funnel

Once you have created the upsell products, you will have to add them to an upsell funnel and associate them with a primary product or member plan.

 

Click on each section to expand for more information

1. Return to the Shopping Cart Admin Menu and Choose 'Add/Edit Product Upsells'

Return to the Shopping Cart Admin Menu and Choose 'Add/Edit Product Upsells'.

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How to Create an Upsell Product or Membership
2. From the Drop Down Menu, Choose to Edit an Existing Upsell or Choose to 'Add a New Upsell Option'

Choose to Edit an Existing Upsell or Choose to 'Add a New Upsell Option'

From the drop down menu, choose to edit an existing upsell or choose to 'Add a New Upsell Option' and click the 'Add/Edit Upsell Option' button

 

How to Create an Upsell Product or Membership
3. In the Upsell Name field, enter a Descriptive Name

In the Upsell Name field, enter a Descriptive Name

In the Upsell Name field, enter a descriptive name for the upsell. This is for internal purposes only.

 

How to Create an Upsell Product or Membership
4. In the 'Upsell For' Field Select Either a Product in the Shopping cart or a Membership Subscription

In the 'Upsell For' Field Select Either a Product in the Shopping cart or a Membership Subscription

 

A. Upsell for a Product

If you choose to have an upsell for a product, click on the drop down box to see a listing of products that do not currently have an upsell associated with them. Choose the product purchase that will begin the upsell sales funnel.

 

How to Create an Upsell Product or Membership

 

 

B. Upsell for a Membership

If you choose to create an upsell for a membership, the drop down box will contain a listing of all of the membership plans that do not have an upsell associated with them. Choose the membership sale that will begin the upsell sales funnel.

 

How to Create an Upsell Product or Membership
5. In the 'Upsell Status' field, choose 'Active'

In the 'Upsell Status' field, choose 'Active'

The status can be set to determined whether or not your shoppers are shown the upsell option. In the 'Upsell Status' field, choose 'Active' from the drop down menu to allow users to see the upsell funnel.

 

How to Create an Upsell Product or Membership
6. Choose the Products that will be Included in the Upsell

Choose the Products that will be Included in the Upsell

Finally, you will need to choose the products that will be included in the upsell.

Upsell Product 1

The main product the shopper will be shown when they purchase the initial product or membership (aka the information set in the 'Upsell For' field).

After the upsell product 1 is selected, there are three other options – Set an Upsell-Downsell product 1, move on to another upsell product 2 or stop the upsell funnel with one upsell offer.

Upsell-Downsell Product 1 The user will be shown this in the event they choose 'No' for the Upsell Product 1

Upsell Product 2 - The user will be shown this in the event that they choose 'Yes' for the Upsell Product 1

 

** There is a maximum upsell level of 4.

 

How to Create an Upsell Product or Membership
7. Click 'Add/Edit Upsell' Option Button

Click 'Add/Edit Upsell' option button

 

How to Create an Upsell Product or Membership

 

Now when shoppers purchase the primary product from the shopping cart or subscribe to the membership that you have assigned the upsell funnel for, once they have entered their card details and clicked on submit they will be offered the products in the upsell funnel.