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Creating a funnel and upsell pages

After creating your products within ThriveCart, you’re often going to want to create a funnel to present upsells to your customer after securing the purchase of the initial product.

You’ll want to make sure you’ve create an upsell and/or downsell in your account before continuing and you can create these under your products area.

If you’ve not already, you can watch our getting started video here. This walks through creating your first product, upsell, and setting up a funnel for the first time.

How do funnels work?

When you add any upsells or related downsells in your funnel, they’re shown to your customers sequentially one after the other.

Customers are automatically taken from your checkout page to the first upsell in your funnel, then

  • If the customer agrees to buy the upsell – the customer will be taken to the next step in the funnel, either the next upsell, or the success page.
  • If the customer declines to buy the upsell – the customer will be taken to either the associated downsell, or the next step in the funnel. Again, this could be the next upsell or the success page. After the customer makes their decision on the downsell, they’re taken to the next step in the funnel.

Creating a funnel

To start creating a funnel on your product, you either need to click the button shown after you’ve saved your product settings by clicking the customise/create sales funnel:

Or by clicking the Create funnel button from your products list:

You can then enable the sales funnel for the product [1], add any upsells & downsells to the funnel as needed [2] and then click the button to edit your upsell page [3].

You’ll then be prompted with an option to use ThriveCart’s pages for your upsell or your own custom page.

From this step, you can either launch the upsell page editor, or copy a page design from another upsell page in your account.

Upsell pages are created on a funnel by funnel basis. This allows you to have the same upsell across multiple funnels but customise its sales page and copy based on the specific funnel it’s attached to.

When launching the upsell editor, you’ll be shown the same style drag and drop editor that you have used for your checkout page so that everything is familiar for you.

Finally, after saving your upsell page, you’ll want to click the button to save your funnel settings at the bottom of the funnel page.

Frequently Asked Questions on funnels

We’ve had a number of frequently asked questions in support and we’ve collated these for you here so that you can find the answers quickly.

  1. How do I use my own website pages for my upsells?
  2. Where do I set the URLs for my upsell pages?
  3. How do I set the fulfilment of my upsells?
  4. Can upsells replace other products & charges in the funnel?
  5. Can I create conditional upsells/funnels?
  6. What happens if a customer doesn’t complete the funnel

01. How do I use my own website pages for my upsells?

We have a helpdesk article here on how to set up your funnel to use your own custom upsell pages on your website.

02. Where do I set the URLs for my upsell pages?

We’ve seen some confusion where users set their main products success/fulfilment URL to that of an upsell page. This isn’t required as the platform will automatically take the customer to the next step in your funnel.

Your fulfilment URLs are for the fulfilment information, not an upsell page. If you’re using the native and built-in upsell pages within ThriveCart, you do not need to set any upsell page URLs anywhere.

If you’re using a custom upsell page, then you will set that URL as part of publishing your funnel. See the helpdesk article on using custom upsell pages here.

03. How do I set the fulfilment of my upsells?

The fulfilment of your upsells are usually inline with the fulfilment of your main product and you’ll be setting the fulfilment of your upsells such as individual fulfilment URLs or membership level support in the main funnel settings (where you choose what upsells you’re adding to the product).

If you’re fulfilling a physical product as part of an upsell, then these fulfilment settings are handled as part of the shipping options in your upsell products settings.

04. Can upsells replace other products & charges in the funnel?

Yes, you can!

ThriveCart gives you the ability to have an upsell replace an earlier product and optionally, the charge as well. This gives you the power to easily have an upsell completely replace something like the front-end product and charge/subscription.

For example, you could have a monthly subscription sold on the front-end, but then have an upsell for a discounted yearly offer.

Where other platforms would charge the customer both the monthly and annual charges and require you to cancel the monthly subscription, ThriveCart will automatically handle that for you. The monthly charge wouldn’t be processed and no monthly subscription would be created – just the yearly charge would be processed and the yearly subscription created.

05. Can I create conditional upsells/funnels?

At this time, upsells are shown sequentially in your funnel. If you have 3 upsells added to your funnel, the customer will be taken through each of them before getting to your success page. Stay tuned for updates around this in the future.

06. What happens if a customer doesn’t complete the funnel

Wanting to know what would happen to a customers order if they don’t complete the funnel and quit on an upsell page, or if they simply sit on the upsell page and don’t make a decision? Orders will complete under the following behaviours

  • The customer reaches the end of your funnel (success page)
  • If the customer quits your funnel on an upsell page, then ~10-minutes later the order completes and charges for anything they’ve agreed to buy will be processed (we have this small delay in case the customer accidentally closed the browser/went to another site and can come back to the upsell/checkout without the risk of paying twice)
  • If the customer sits on an upsell page without making a decision, they have 60-minutes before the system will push them through to the success page and complete their order.

For the 3rd point above, the 60-minute delay resets on each upsell page, so for example a customer could agree to buy your product, land on upsell 1 and spend 45 minutes going through your offer before making a decision, then on upsell 2 spend another 30 minutes making a decision.

If you have any questions or need help creating upsell pages for your funnels, then please don’t hesitate to reach out to us directly in support where we’d be happy to help!

Updated on June 28, 2022

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