OneClickUpsell - Tutorials & Documentation

Follow these quick and easy tutorials to get OneClickUpsell up and running in no-time!

Steve avatar Jeff Maxfield avatar Brittany avatar +5
51 articles in this collection
Written by Steve, Jeff Maxfield, Brittany and 5 others
Getting Started:

OneClickUpsell: FAQ

Frequently Asked Questions
Steve avatar
Written by Steve
Updated over a week ago

OneClickUpsell: Welcome Video

Watch this short welcome video for high-level information about how the app works on your store!
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Written by Jeff Wenberg
Updated over a week ago

OneClickUpsell: Creating your first Upsell Funnel

Learn how to create your first Upsell Funnel and how to work with the Upsell Funnels table!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Adding Offer Products into an Upsell Funnel + Creating Split Tests

Learn how to add Offer Products into an Upsell Funnel, how to work with offer page options and how to configure offer page Split Tests!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Working with the Offer Page Editor

Learn all about working with the Offer Page Editor so you can create high-converting offers!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Publishing an Upsell Funnel and applying an Upsell Tag to Trigger Product(s)

Learn how to Publish an Upsell Funnel and how to apply the Upsell Tag for the funnel to your store's Trigger Products!
Jeff Maxfield avatar
Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Configuring the Checkout Page

Learn how to configure the default appearance and settings of the OCU checkout page!
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Written by Karina
Updated over a week ago

OneClickUpsell: Configuring the Default Offer Page Template

Learn how to configure the default appearance and settings for your OCU Offer Page Template!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Configuring the Thank You Page

Learn how to configure the default appearance and settings of the OCU Thank You Page!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Pre-Purchase Upsells

Use Pre-Purchase Upsells to upsell your customers on the Cart page!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Settings > General > Advanced Settings > Checkout

Learn about the options available in the Advanced Settings > Checkout section of Settings > General
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Written by Jeff Maxfield
Updated this week

OneClickUpsell: Settings > Security

Secure sensitive data sections of your OCU app from prying eyes!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Working with the "Checkouts" section

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Written by Nancy
Updated over a week ago

OneClickUpsell: Working with the "Statistics" section

Find out how much extra revenue OCU has made you and other important statistics about OCU orders on your store!
Jeff Maxfield avatar
Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Testing the OCU Checkout and Upsell Funnel

How to properly test your OCU checkout and view how the offers are presented post-purchase!
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Written by Brittany
Updated over a week ago

OneClickUpsell: Offer Page "Preview" vs "Live"

Find out the differences between the Offer Page "Preview" vs the "Live" offer page that is presented to your customer post-checkout!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Working With Shopify Orders & Reports

Find out how OCU will affect your Shopify's Orders & Reports.
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Enabling/Disabling, Updating and Removing the OCU App

Learn how to enable/disable the app, how the OCU app updates and the steps for the proper removal procedure.
Jorge avatar
Written by Jorge
Updated over a week ago
Payments

OneClickUpsell: Connecting or Switching A Credit Card Processor

Connect a supported credit card processor to the OCU app or change your current processor to a different one!
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Written by Brittany
Updated over a week ago

OneClickUpsell: Switching to the "Stripe Connect" Credit Card Processor

Follow these quick and easy steps to switch your credit card processor to Stripe Connect for your OCU app!
Jeff Maxfield avatar
Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Fraud Prevention + 3D Secure

Learn about Fraud Prevention and 3DS, an additional layer of authentication that protects you from liability for fraudulent card payments.
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Connecting PayPal Express Checkout

Learn how to connect PayPal Express Checkout so you can use the "PayPal" button on the OCU checkout!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Connecting PayPal Checkout

Learn how to connect the "PayPal Checkout" option for the OCU checkout!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Connecting Amazon Pay

Learn how to connect Amazon Pay as a payment method so your customers can use it on the OCU checkout!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Switching to "PayPal Express Checkout" from "PayPal Checkout"

Follow these quick and easy steps to switch your PayPal processor to PayPal Express Checkout!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: 1-step method for Processing Refunds

Learn the 1-step method on how to Process Refunds for orders completed on the OCU checkout
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: 2-step method for Processing Refunds

Learn the 2-step method on how to Process Refunds for orders completed on the OCU checkout
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Written by Steve
Updated over a week ago
Integrations & 3rd Party Apps

OneClickUpsell: Integrations - 3rd Party Apps

See our list of supported 3rd Party App Integrations and how to enable them!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Tracking Purchase Conversions + Using Shopify Liquid Variables

Learn how to track the initial checkout & post-purchase offers conversions using the available "Additional Content & Scripts" fields!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Global Offer Page Scripts

Find out how the Global Offer Page Scripts field works and what can be included there!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Facebook Pixel Integration

Learn all about our native Facebook Pixel Integration for OCU and how to view the value for the Purchase Events!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Google Analytics & Enhanced Ecommerce Integrations

Find out how OCU integrates with Google Analytics and Enhanced Ecommerce!
Nancy avatar
Written by Nancy
Updated over a week ago

OneClickUpsell: Google Address Autocomplete

Follow these steps to create your Google API key to enable Address Autocomplete on your OCU checkout!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Working with the ReCharge Subscription App

Learn about the ReCharge app integration for OCU!
Jorge avatar
Written by Jorge
Updated over a week ago

OneClickUpsell: Tracking in Visual Website Optimizer (VWO)

Step-by-step guide to integrate tracking for OCU checkout with Visual Website Optimizer (VWO)
Jeff Maxfield avatar
Written by Jeff Maxfield
Updated this week
Abandoned Carts feature + CRM Integrations

OneClickUpsell: Working with Settings > CRMs and the OCU Abandoned Cart functionality

Learn how to connect your supported CRM system to use OCU's built-in Abandoned Cart functionality!
Jeff Maxfield avatar
Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Klaviyo

Learn how the integration for Klaviyo works with the built-in Abandoned Cart feature for OCU!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Setting Up Klaviyo Abandoned Cart Flow + Email

Setup your OCU "Abandoned Cart" Flow in Klaviyo and connect it to the OCU App!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Mailchimp

Learn how the Mailchimp integration(s) works with the built-in Abandoned Cart feature for OCU!
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Written by Brittany
Updated over a week ago

OneClickUpsell: How to Switch from Mailchimp for Shopify to ShopSync for the "Mailchimp eCommerce" integration

Learn how to switch to the ShopSync app to continue using the "Mailchimp eCommerce" integration for OCU
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Active Campaign

Learn how the Active Campaign integration works with the built-in Abandoned Cart feature for OCU!
Nancy avatar
Written by Nancy
Updated over a week ago

OneClickUpsell: AWeber

Learn how the AWeber integration works with the built-in Abandoned Cart feature for OCU!
Jorge avatar
Written by Jorge
Updated over a week ago

OneClickUpsell: Infusionsoft

Learn how the Infusionsoft integration works with the built-in Abandoned Cart feature for OCU!
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Written by Paul
Updated over a week ago

OneClickUpsell: Ontraport

Learn how the Ontraport integration works with the built-in Abandoned Cart feature for OCU!
Karina avatar
Written by Karina
Updated over a week ago

OneClickUpsell: GetResponse

Learn how the GetResponse integration works with the built-in Abandoned Cart feature for OCU!
Steve avatar
Written by Steve
Updated over a week ago

OneClickUpsell: Drip.com

Learn how the Drip integration works with the built-in Abandoned Cart feature for OCU!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: ConvertKit

Learn how the ConvertKit integration works with the built-in Abandoned Cart feature for OCU!
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Written by Jeff Maxfield
Updated over a week ago

OneClickUpsell: Omnisend

Learn how the integration for Omnisend works with the built-in Abandoned Cart feature for OCU!
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Written by Jeff Maxfield
Updated over a week ago