WooCommerce One Click Upsell Funnel Pro allows merchants to create upsell offers that are displayed after checkout. Customers can accept these post-checkout offers and buy them without re-entering their payment details. This encourages the customers to spend more at your store which as a result increases your Average Order Value. You can add multiple offers in your upsell funnel so if the customer doesn’t accept the first offer, you can present them another one with a more attractive discount.
Here are some key features of One Click Upsell Funnel Pro:
- Shows upsell offers after checkout, the best time to persuade customers to buy more since s/he has already made a purchase.
- Comprehensive track report for every single funnel.
- Track your upsell funnel sales data on Google Analytics and Facebook Pixel.
- Create a global funnel that triggers regardless of any product or category.
- Offer an Upgrade on the Existing purchase to your customers.
- Show exclusive offers based on the order email.
- Display intelligent upsell offers by skipping funnel for the same offer product.
- View and edit your funnels in sandbox mode.
- Multiple funnels can be created with the offers of your own choice.
- Custom offer pages can be created with the help of shortcodes.
- 3 predefined offer templates that are completely customizable with Elementor.
- Offers can be purchased with a single click only.
- Funnels can be scheduled for specific weekdays.
- Customisable funnel workflow if the customer accepts or rejects an offer.
- Compatibility with all leading page builders.
- Secured payment transactions without asking customers for card/account details again to buy upsell products.
- Support major payment gateways such as
- WooCommerce Standard Paypal
- Paypal express Checkout
- Cash On Delivery, Direct Bank Transfer, and Cheque Payments.
- Parent products and Upsell products come in a single combined order.
- Supports simple, variable and subscription products.
- Increases your WooCommerce store’s Average Order Value(AOV) and thus your Revenue.
- Introduces valuable items and best sellers to your customers as offers.
- Improves Customer satisfaction by offering them products or services that best meets their needs.
- Significantly boosts your customer LifeTime Value(LTV).
Automatic installation is the easiest option handled by WordPress.
- Download WooCommerce One Click Upsell Funnel Pro plugin.
- Login to your WordPress Dashboard.
- Navigate to the sidebar, click on Plugins.
- Click on Add New and then click on Upload Plugins.
- Hit the Browse button and choose your downloaded plugin’s .zip file, and click on Install Now.
- Once Installed, Activate the Upsell plugin
- Upload the WooCommerce One Click Upsell Funnel Pro folder to the /WP-content/plugins/directory.
- Activate the plugin through the ‘Plugins’ menu in WordPress.
3.1.Creating New Funnel
In this section, you can create new funnels that will take action on your WooCommerce store when a purchase happens. To create a new funnel, go to the Funnel List section. This section displays the list of all funnels you have created. If you want to create a new funnel, click on Create New Funnel button.
When you click on Create New Funnel, you’ll be asked to add the details about your funnel.
- Name Of The Funnel: Add a name you want to give to your sales funnel.
- Select Target Product(s): Select one or more products as a target product. Whenever a customer purchases a target product, the funnel will come into action.
- Select Target Categories: Select the target categories of the product. Whenever a customer purchases a product from that category, the funnel will come into action.
- Funnel Schedule: Schedule your funnel for specific weekdays or let them execute daily.
- Global Funnel: Click on this toggle button and enable it if you want to turn this funnel into a global funnel. A global funnel doesn’t depend on any target product or category. So if you want to trigger this funnel always, enable this feature.
- Exclusive Offer: By enabling this setting, you can create exclusive one-time upsell offers on your store to raise urgency among your customers. The Exclusive Offer will make your post-purchase upsell offers visible to the customer once. This setting works with respect to the order billing email.
- Smart Offer Upgrade: By enabling this feature, you can offer an upgrade product to the customers after the purchase is done. If they accept the upgrade offer, the initial product will be replaced by the offer product.
Note: Smart Offer Upgrade feature doesn’t work if the Global Funnel feature is enabled for the similar funnel.
After filling the details of your funnel, add the offer in your funnel. This offer is responsible for displaying the upsell products after checkout. Click on Add New Offer to add offers in your sales funnel.
You’ll be asked to fill these details once you click on Add New Offer:
- Offer Product: Add the product you want to offer as an upsell product.
- Offer Price/ Discount: Set the offer price or discount for the offer product. You can either set a percentage or a fixed price discount with this option.
- Offer Image: Upload custom offer image if you want to show a different image for your offer product.
- After “Buy Now” Go To: Select the page you want to redirect your customers to if they buy the upsell product.
- After “No Thanks” Go To: Select the page you want to redirect your customers to if they don’t buy the upsell product.
- Offer Template: Choose the offer page template for your upsell offers. We provide 3 offer page templates which you can use to display your upsell offers.
- Offer Custom Page Link: If you like to use a custom page to show upsell offers, then create a new page, design it well, place our shortcodes and attach it’s link to “Offer Custom Page Link” in Offer settings.
If you want to add more than one offer in your sales funnel, click on Add New Offer and repeat the above steps.
After setting up your offer, click on the Sandbox toggle button to make the Upsell Funnel Live and click on the Save Changes button.
After successfully creating the funnels, you can view the list of total funnels in the Funnel List section. Here you can see all the details of the funnels like Funnel Name, Status, Target Product & Target Categories, Number of Offered Products in the funnel and also take the proper action according to the need like Edit, View and Delete funnel.
3.4.How to Use Shortcodes
This extension provides some advanced shortcodes to design custom offer pages for your own brand. All that you have to do is just use the suitable shortcodes on the custom page. Here we are providing three types of shortcodes :
Upsell Action Shortcodes:
- Buy Now: This shortcode is used for the “Buy Now” link. In HTML use it as href =”[mwb_upsell_yes]” in the anchor tag.
- No Thanks: This shortcode is used for “No Thanks” link. In HTML use it as href =”[mwb_upsell_no]” in the anchor tag.
- Product Title: This shortcode returns the product title. Use it as [mwb_upsell_title]
- Product Description: This shortcode returns the product description. Use it as [mwb_upsell_desc]
- Product Short Description: This shortcode returns a short description of the product. Use it as [mwb_upsell_desc_short]
- Product Image: This shortcode returns a product image. Use it as [mwb_upsell_image]
- Product Price: This shortcode returns product price. Use it as [mwb_upsell_price]
- Product Variation: This shortcode returns product variations. Use it as [mwb_upsell_variations]
- Star Rating: This shortcode returns the star rating. It can be used as [mwb_upsell_star_review=4.5]
- Offer Quantity : This shortcode returns the offer quantity field. You can restrict the customer to select the quantity offered. Use it as [mwb_upsell_quantity max=4 min=1]. Default quantity is max=3 and min=1.
- Urgency Timer : This shortcode returns the urgency timer. You can specify the timer limit as [mwb_upsell_timer minutes=5]. After the timer is over, the No thanks Upsell action will be triggered.
From this section, you can Enable/Disable the plugin functionalities, change the payment gateway settings, add global offer products, discount, etc. for the upsell plugin.
- Enable Upsell: Here you can Enable/Disable the plugin functionalities.
- Payment Gateways: This is very important for Upsell offers. You can set up the supported payment gateways here. We have explained this in the next step.
- Skip Funnel for Same Offer: Skip funnel if any offered product in the funnel is already present during checkout.
- Remove Style from Offer Pages: Remove theme and other plugin styles from the offer page. (Note: Not applicable for the custom offer page).
- Smart skip if already purchased: This feature skips the funnel if the offer product was purchased by the customer in the previous orders.
- Price HTML format: Select the format of the price you want to show on the offer page. You get two options here, 1) Regular Price Offer Price 2) Sale Price Offer Price.
- Global Offer Product: Set the Global Offer Product. When no offer product is set, the global offer product will be visible when admin simply views the Custom offer page.. (Note: Applicable only for custom offer pages in sandbox view, not for Offers that come post checkout’’).
- Global Offer Discount: Set Global Offer Discount on the product price. (Note: Applicable only for custom offer pages in sandbox view, not for Offers that come post checkout’’’).
- Upsell Actions Message: This message is displayed along with the loader whenever a customer accepts or rejects the upsell offer.
- Global CSS and JS: Write your custom CSS and JS for the offer page without any script and style tags.
And at last, don’t forget to hit the Save Changes button.
Here you can set up and manage the payment gateways for this plugin.
Here, this is a clear explanation for the payment gateways:
- Stripe Settings: The plugin provides a new stripe integration which you can set up. Stripe requires the public and secret keys which you can get from the Stripe Dashboard.
- PayPal Settings: This plugin works with WooCommerce Standard Paypal. In Standard PayPal, the customer is redirected to the PayPal page to complete the transaction. WooCommerce Standard PayPal needs API level credentials such as API Signature, API username, and API password.
- PayPal Express Settings: The plugin provides a new PayPal Express Checkout integration. In PayPal express, customer can make payment through his PayPal account without being redirected to the PayPal page. PayPal Express requires Paypal API credentials such as API Username, API signature, and API password.
- Authorize.net Credit Card: The plugin provides a new Authorize.net Credit Card Integration. Authorize.net requires API Login ID, API Transaction Key, API Signature Key.
- Braintree: The plugin provides integration with Braintree. You need Public Key, Private Key, and Merchant ID to setup Braintree.
- Square: Go to the Configure Settings page and connect your Square account.
- Cardcom Settings: The plugin provides an integrated Cardcom gateway in order to charge for Upsell Orders.So if you want to use Cardcom, you must use Cardcom provided with the plugin. Cardcom needs CVV terminal number and API username in order to work.
- Additional Payment Gateways: The plugin is compatible with some additional payment gateways like Vipps, tPay, and PayStack.
- Manual Payment Methods: The plugin also supports manual WooCommerce payments methods. Thus, the merchants can now accept payments through offline methods that include:1. Direct Bank Transfer or BACS2. COD3. Check Payments
(Note: All these credentials are provided by the Payment Gateways. Also, in case of a redirection-based payment gateway such as PayPal or CardCom the customer is redirected to another page to complete the payment process. As a result, payment will be done for both the product in the cart and the upselling product.)
Here you can create a subscription funnel that requires recurring payments. It is similar to a regular funnel. Repeat the same steps you followed to create the regular funnel. Just add a target subscription product on which the offers will be applied. For example, we are adding Netflix as a target subscription product in the funnel and attaching Popcorn subscription as the offer product.
After successfully creating the funnel, the customer can purchase the subscription product by the following steps.
- Go to the Shop page and select a subscription product.
- Click on the ‘Proceed to Checkout’.
- Select a Payment Gateway either Paypal, Stripe, Authorize.net, Braintree or Square to purchase the subscription product, Enter your card details and click on Sign Up Now.
- After a successful sign-up, the subscription offer will appear.
- Now they can Accept the offer with your favorable pack or skip the offer.
- If your customer accepts the offer product then the offer product will be added in the existing order.
You can see the activated subscription products on the WooCommerce > Subscription page.
3.8.Add Additional Offers
The plugin allows the merchants to add additional offers on the post-purchase offer page. To add additional products perform the following steps:
- Visit the Funnel List to add additional products to previous funnels or new funnels.
- Now scroll down towards the Add Additional Offers portion.
- Enable the slider switch beside Add Additional offers to add additional products.
- Now enter the additional product in the input field next to the Additional Offer Product.
Note: The additional offers will only be visible on the first offer of the funnel.
3.10.Custom Form Fields On Offer Page
You can add custom fields to your post-purchase offer page by enabling the Show Form Fields.
Perform the following steps to add custom fields to your upsell page:
- Login to your WordPress dashboard.
- Navigate 1 Click Upsell → Funnel & Settings → Funnel List.
- Enable the Show Form Fields feature by clicking the slider switch.
- Now click on the Add A Field button to create a custom field.
Note: The custom form fields will only be visible on the first offer of the funnel.
3.11.Offer Page Shortcodes
Custom Form: The shortcode is used for adding your custom fields to the upsell offer page. Place the shortcode [mwb_form] on the offer to show the custom fields to the customer.
Additional Offers: The additional offer shortcode is for the additional offer products on the upsell offer page. In HTML use it as [mwb_additional_offers] in the anchor tag.
4.Sales Reports & Tracking
- Upsell Sales – Reports: Click here to check the upsell reports for a specific time period. Here you can check:
- Net upsell sales: This is the sum of the upsell item totals after any refunds (whole order refunds) and excluding shipping and taxes.
- Average net daily upsell sales: Daily average of total upsell sales on the set time period.
- Upsell orders placed: Total upsell orders placed on the set time period.
- Upsell items purchased: Total number of upsell items purchased on the set time period.
- Upsell refunded items: Total upsell refunded items from fully refunded orders.
You can also filter the report according to the product or category.
Upsell sales by funnel – Stats: This report shows you the data of every individual funnel. With this report, you can check the performance of the funnel, its offers, and its success rate. Here are the metrics this report shows:
- Funnel Name: Name of the funnel.
- Trigger Count: Number of times a funnel has been triggered
- Success Count: Number of times a Funnel is Successful. A Funnel is considered successful if any of it’s Offer is accepted.
- Offers Viewed: Number of times the offers in the funnel were viewed by the customers.
- Offers Accepted: Number of times the offers in the funnel were accepted by the customers.
- Offers Rejected: Number of times the offers in the funnel were rejected by the customers.
- Offers Pending: Number of times the offers in the funnel were viewed but no action was taken by the customers or they simply closed the browser window and left.
- Conversion Rate: Percentage ratio of Success count vs Trigger Count.
- Total Sales: Total amount of sales of Upsell Offer Items generated by the funnel ( including refunds if any ).
- Google Analytics ID: Enter your Google Analytics tracking ID. You can find it by logging into your Google Analytics account.
- Enable Global Site tag: Add Global Site Tag “gtag.js” to your website. Note: Only Enable this when you are not using any other Google analytics tracking on your website.
- Enable Purchase Event: This will trigger the Google Analytics purchase event for parent order and upsells accordingly.
Note: Make sure you disable your Purchase event if you are using any other Google analytics tracking on your website else it will track data twice. Please check the “Other Tracking Plugins Compatibilities” section by clicking on the arrow beside it.
- FB Pixel ID: Enter your Facebook Pixel ID here. You can fetch your Pixel ID from here.
- Enable Pixel Base code: Add Facebook Pixel Base Code to your website. Note: Only Enable this when you are not using any other Facebook Pixel tracking on your website.
- Enable Purchase Event: This will trigger the Facebook Pixel purchase event for parent order and upsells accordingly
Note: Make sure you disable your Purchase event if you are using any other Facebook Pixel tracking on your website else it will track data twice. Please check the “Other Tracking Plugins Compatibilities” section by clicking on the arrow beside it.
Woocommerce One Click Upsell Funnel Pro is compatible with the following payment gateways:
- WooCommerce Standard Paypal
- Paypal express Checkout
and core payment options such as Cash On Delivery, Direct Bank Transfer, and Cheque Payments.
I installed the plugin, created funnels and added the offers too but still, it does not show up on purchasing the funnel targets, why?
If the upsell offers are not showing, make sure:
- You’ve enabled the one click upsell funnel plugin. Navigate to the Global Settings and enable the plugin if it is disabled.
- Your funnel is not in Sandbox Mode. If it is, edit the funnel and make it Live and Save Changes.
- You are testing for the correct target product or category you’ve set in the funnel.
- The offer page is published.
- You’re making the payment through one of our supported payment gateways. If you make payments through a payment gateway that is not supported by our plugin, the offer will not be displayed.
We will check the possibilities and make your gateway compatible with our plugin on your request. There is always a way for everyone.
For “Buy Now” shortcode: You need to copy this Buy Now → [mwb_upsell_yes] and place it at the suitable place on your page. Note: This shortcode only returns the link so it has to be used in the link section. In html use it as href=”[mwb_upsell_yes]” of anchor tag.
For “No thanks” shortcode: You need to copy this No Thanks → [mwb_upsell_no] and place it at the suitable place on your page. Note: This shortcode only returns the link so it has to be used in the link section. In html use it as href=”[mwb_upsell_no]” of anchor tag.
For more information, visit our One Click Upsell documentation.
Yes you can. Our plugin is compatible with Elementor that lets you customize your upsell offer pages as per your needs. And you don’t need a designer for it. Just drag and drop and style your elements as you need and your page will be ready in minutes.
No, the Stripe Official and Stripe Once Click are not the same. Stripe official is a WooCommerce plugin that allows the merchant to accept payments via Stripe whereas, Stripe One Click is a free integration by MakeWebBetter. Both the Stripe Official and Stripe One Click are compatible with the plugin.
If you haven’t installed Elementor in your WordPress environment, you can customize the upsell offer page using shortcodes. The plugin provides some advanced shortcodes for creating custom offer pages. You can check our documentation for more details.
The Smart Offer Upgrade works only when it fetches a target product id. On the other hand, the Global Funnel functionality is just the opposite, it does not require a product id to trigger. Thus, this is the reason why Global Funnel and Smart Offer Upgrade do not work together.
No, you cannot show more than one offer at the same time. If you added more than one offer to the funnel, it’ll be only triggered when the previous offer is rejected by the customer.
Yes, the plugin supports Stripe official for accepting payments.
Yes, you can add additional products on the upsell page using the Additional Funnel Offers feature in your funnels. But keep in mind that the additional products will only appear for only the first offer of a funnel.
Yes, you can add custom fields on the upsell page by enabling the Show Form Fields option in your funnels. But keep in mind that the custom fields will only appear for only the first offer of a funnel.
Yes, you can add a minimum cart amount in your funnels on which the funnel should trigger.
You can use the shortcodes [mwb_form] and [mwb_additional_offers] on the upsell offer page to add additional products and custom fields.