Upsell Offers
An e-commerce upsell funnel is a strategic process designed to increase the average order value by offering customers additional products or upgrades that complement their initial purchase. It involves guiding customers through a series of targeted offers and incentives to encourage them to add more items to their shopping cart before completing the checkout process.
Upsells funnels are associated with the Offer. This allows for post-cart upsell offerings to be based on the type of offer a customer is checking out with.
Configuring Upsell options to be used within the checkout is the best way to increase the average order value of a customer.
Upsells may be sold through
- Vrio Hosted Checkout
- Vrio API
Creating an Upsell Offer
Any Item specific Offer may also be sold as an upsell.
* Navigate to the Offer tab
Select Add Offer
Input the name
Select Offer Type
- Recurring: This will continue to schedule and bill until the customer cancels
- One Time Sale: This will charge the customer once, with no subsequent transactions being scheduled
Select Offer Product Type
Item: This is used if you are selling a single Item on this Offer. It could be a uniquely setup offer such as offering a trial period for that product that would have a unique cycle 1 then renew to cycle 2. Item based Offer Types typically rely on using the cycle builder for the sales strategy
Hit Submit
Complete the Offer Setup as needed
Within the Upsell Tab of the Offer, you can setup what should be displayed when this Offer is being presented as an upsell
Upsell Terms Defined
Field | Description | Visible to the Customer |
|---|---|---|
Upsell | If checked, this can be sold as an upsell | |
Global Upsell | If checked, this will be sold as an upsell across all offers. It does not need to be configured as part of the upsell profile or funnel. | No |
Upsell Quantity Discount Profile | For the upsell presentation, allow for Quantity discounts. This will be just offered on the Upsell, not on the initial sale unless configured. Select if there are quantity discounts available. These will be automatically applied if the customer purchases the predetermined quantity. | Yes |
Upsell Title | The title for the offer when presented as an upsell on the checkout. | Yes - If left empty, the Offer Title will be used to display to the customer |
Upsell Description | The description to show on the upsell page when the upsell is presented. | Yes - If left empty, the Offer Description will be used to display to the customer |
Offer Image | The image to be used when presenting the Upsell, if no Item Image is present | Yes |
Same Item Parent Price | If checked, you would like to use the parent offer discounted base price for upsell if items match. Example would be if you checkout | |
In Cart Upsell Profile | Attach the Upsell Profile that should be presented in-cart, when this Offer is present at checkout. Upsells will be presented in the order they are configured within the Profile. | |
In Cart Additional Upsell Offers | Attach any additional Upsell Offer that should be presented in-cart, when this Offer is present at checkout. These will be presented after any Upsell Profile offerings. | |
Post Cart Upsell Profile | Attach the Upsell Profile that should be presented post-cart, when this Offer is present at checkout. Upsells will be presented in the order they are configured within the Profile. | |
Post Cart Additional Upsell Offers | Attach the Upsell Profile that should be presented post-cart, when this Offer is present at checkoutThese will be presented after any Upsell Profile offerings. | |
Recurring Upsell Profile | Coming Soon! | |
Recurring Additional Upsell Offers | Coming Soon! | |
Offer URL | For Headless - add in the URL to use for any upsell redirect. This URL will be returned in the API and can be used to dynamically present Upsell Pages. | Yes |
Terms | Add any additional terms and conditions to be presented during the Upsell Funnel for this particular offer. | Yes |
Creating an Upsell Profile
Upsell Profiles are located within the Sales Channel Configuration section under Settings. You may create as many Upsell Profiles as needed.
Dynamic Item Offers cannot be sold as an upsellBecause Dynamic Items require the user to select the base Item, these may not be sold as an Upsell. Create a specific Item based Offer for any Upsell.
Within the profile you will set the Offer to be used in the Upsell Funnel as well as the order that you wish for these to display.
You have the ability to set a quantity discount profile for the offer that you have marked as an upsell. This will be located on the Upsell Funnel tab of the Offer.
To Create an Upsell Profile
- Navigate to Settings
- Select Upsell Profiles, under Sales Channel Configuration
- Select Add Upsell Profile
- Name the profile
- Give the profile a description
- Hit Submit
- Select the Configuration Tab
- Select the Offer to be added to the Profile
- The order in which the Offers are is the order in which they will appear within the Upsell Funnel
- Hit Save
Using an Upsell Profile
Now that you have your Upsell Profile Created, its time to use it.
Upsell Profiles are attached to a specific Offer.
* Navigate to the Offer you wish to include upsells,
- Select the offer
- Navigate to the Upsell tab
FAQs
If an Upsell Profile contains the same offer that is already in the cart, it will not be displayed as a duplicate
Post Cart Profiles will display an unlimited number of subsequent offers within the flow. For example, if you have two different profiles set (each with 3 different offers) on two items that are in the cart, the customer can be presented up to 6 different post-cart upsell offers.
The credit card is authorized for the original cart value and then re-authorized for the post-cart additions before processing payment. If the post-cart value is not approved, the initial authorization amount will be processed.
Updated 14 days ago