Understanding the Basics

Before diving into troubleshooting, it’s crucial to grasp the basic requirements for upsell products to function correctly in your funnel:

• Two-Step Order Form: An essential component for selling upsell or downsell products. Without this, your upsell products will not work.
• Proper Funnel Setup: Ensuring that your funnel is correctly set up, with the two-step order form placed before any upsell products.

Troubleshooting Steps

If you’re encountering issues with your upsell products not working, follow these steps to diagnose and resolve the problem:

Check Your Funnel Setup: Begin by examining the setup of your funnel. Ensure you have an upsell product ready to sell, followed by a two-step order form, and then a thank you page. The arrangement of these elements is critical for the functionality of upsell products.

Configure Upsell Button Correctly: The button intended to trigger the upsell must be set up with the action “one click up-down-sell”. You can choose any subsequent step after this action, but the initial setup is crucial for the upsell to work.

Preview and Test: After setting up, preview your funnel to test the upsell functionality. If you encounter an error message indicating a problem with the product purchase, it’s time to delve deeper into your setup.

Identify and Correct the Issue: A common mistake is not capturing the customer’s credit card information before presenting the upsell product. Ensure that your two-step order form is placed before the upsell product in your funnel. Rearrange the steps if necessary and test again.

Enter Test Information: If you’re using test APIs, input test card information to simulate a transaction. This step is crucial for testing the functionality without processing real payments.

Final Testing: With the correct setup, hitting the upsell button after filling out the two-step order form should successfully take you to the next step without issues.

Setting Up an Upsell Product

To set up an upsell product within your funnel, follow these steps:

Choose Your Product Type: Decide whether your upsell product will be a one-time purchase or a subscription. This choice will affect how you set up the product in the Payments tab.

Integrate with Payment Processor: If you’re using a subscription product, ensure it’s correctly set up in your payment processor (e.g., Stripe) and linked to the CRM.

Add Product to Funnel Step: In the funnel’s product section, add your upsell product. This step is crucial for the product to appear as an option for the one-click upsell.

Configure Upsell Button: On the relevant funnel step, set the button action to “one-click up-down sell” and select your product from the list. This list will only display products added in the funnel step product section.