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Upsell Funnels Overview

  • An Upsell Funnel contains upsell and downsell offer product(s) that have been added to that funnel. You can think of an Upsell Funnel as an upsell tree. It's a single product or series of products that will be offered to a customer after they make a purchase on your store. 
  • You can create multiple Upsell Funnels and each product in your store can have its own unique funnel attached to it. 
  • For each upsell funnel you create, you will also create an Upsell Tag. An Upsell Tag is used to associate a particular upsell funnel with Trigger Product(s) in your store.
  • A Trigger Product is the store product that your customer will purchase at checkout and determines which upsell funnel will be presented to a customer post-checkout.
  • An Offer Product can be either an upsell or downsell product.
  • The maximum number of upsell offers that can be presented to the customer after checkout process is completed is 3. The maximum number of downsell offers that can be presented is 2
  • A downsell offer will only appear for customers if they decline either the first or second upsell offer(s) presented. 

Creating your first Upsell Funnel:

Click the "Funnel" icon in the left-side navigation menu to access the "Upsell Funnels" section of the app. Here is where you can create and manage all of your Upsell Funnels:

To create a new funnel, click the "Add New Funnel" button in the top-right corner. Name the funnel and enter the Tag Name you want used for this funnel. Then click the "Save" button to create the funnel. 

*Note: The "Tag Name" you use for your funnel is how you associate the particular funnel with the store product(s) you want the funnel used on. 

When an upsell funnel is created, it will automatically add a "hidden" Collection in the Products > Collections section of your Shopify admin. This hidden collection is used to show you which "trigger products" have been assigned the "upsell tag" from the particular upsell funnel:

Funnel Priority:

Once you have two or more funnels created, you can set the Priority for them.

Funnel priority is used when the cart contains two or more triggers for different funnels. If this is the case, the trigger product associated with the funnel with the highest priority will trigger that funnel

To change the priority, simply click the "Change Priority" button and drag the Upsell Funnel rows into the desired order. Once finished, click the "Done" button.

Enabling and Disabling Upsell Funnels:

Each upsell funnel you create can be either enabled or disabled, depending on whether you want to use it or not. 

Simply click the switch below the "Status" column to enable or disable a funnel: 

*Note: To enable an upsell funnel, you will need to have at least one product assigned with the Funnel's Tag making it a "Trigger" for the funnel.  

Actions available for Funnels:

There are currently 3 actions available from the funnels table: Edit, Copy and Delete.

  • Clicking "Edit" opens the Upsell Funnel editor where you can add your upsell and downsell offers as well as configure other settings for the funnel. 
  • Clicking "Duplicate" allows you to make a copy of an existing funnel and all of the offers, split tests and settings configured within it. You can change the Funnel Name and Tag Name when making a copy. 
  • Clicking "Delete" allows you to delete the funnel if you no longer want to use it. In order to delete it, you will have to click the "Yes, Delete" button on the "Delete Funnel?" confirmation popup. 

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