Offer a One-Click Upsell After a Form Purchase

An upsell presents another product right after a form purchase. The buyer accepts with one click because their payment details are reused.

What you need

• Funnel pages built in the current Sites builder (older funnels and website pages are not supported).
• A native form with a Sell Products element, so payment details pass to the next step.
• Upsell and thank-you steps on the same domain.

Build the flow

1. Edit the form and add Sell Products, then add the main product with Add Product.
2. Place the form on a funnel step.
3. Add a following step for the upsell offer.
4. Drop a Button element on it and set its Action to Upsell Product.
5. Choose the product to offer. Clicking it charges the saved payment method immediately.
6. On the final step add an Order Summary element to list the main item and accepted upsells.
7. Save and test with your processor in test mode.

What triggers

Each purchase, original and upsell, fires the order automation event, so a Workflow can tag, notify or fulfill precisely.

Tips

• Avoid long Wait steps in order workflows if upsells depend on them.
• Check inventory so an upsell does not fail from lack of stock.
• Works with normal and bump products, and with major processors.

Good to know: Offer something that completes the first purchase, such as installation for a device, so acceptance feels natural rather than pushy.