Add an Upsell or Downsell Step

Learn how to add upsell or downsell steps to offer additional products and services to your customers without requiring them to re-enter their credit card information.


Prior to getting started, you will need the following: 

Important Note: Your upsell (OTO) or downsell (OTO) pages should be moved to steps following your order form to work correctly. Please keep in mind that OTOs can only be made after an initial purchase on an order form. Using an On Submit Go To to get to an OTO page may cause the UTM parameters to be lost and the OTO page to not work correctly.

Step 1: Add an Upsell / Downsell Page to Your Funnel

1. From within the funnel, click "Add New Step."

2. Add the "Name" of your funnel step.

3. Make sure that "Show In Funnel?" is set to "Yes."



4. Add a "Path" for this funnel step (optional).

5. Click "Create Funnel Step."

6. Select the Sales category and click "One Click Upsell" or "One Click Downsell" to view the available page templates.



If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.

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