1.Overview

One Click Upsell Funnel for WooCommerce extension provides the facility to you that you can upsell your funnel with exciting offers to your customers.

If the customer does not accept your upsell offer, you can give them another offer that better suits customer need.

Main Features:

  • 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.
  • Parent products and Upsell products come in a single combined order.
  • Supports Simple and Variable products.

Benefits:

  • Increases the WooCommerce store’s revenue, profit and Average Order Value(AOV).
  • Significantly boosts your customer LifeTime Value(LTV).
  • Exposure to higher-margin items and best sellers.
  • Improves Customer satisfaction by offering them products or services that best meet their needs.

2.Installation

  1. Automatic Installation:
    Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser.
    Steps are as follows :
    1. Download the zip folder of the plugin One Click Upsell Funnel for WooCommerce.
    2. Once downloaded, install the plugin through browsing and activate it.
  2. Manual Installation:
    Manual installation of the plugin is another option to install the plugin to your WordPress-environment. The manual installation method involves downloading our One Click Upsell Funnel for WooCommerce Extension and uploading it to your webserver via your favorite FTP application.
    Steps are as follows :
    1. Upload the One Click Upsell Funnel for WooCommerce folder to the /wp-content/plugins/ directory.
    2. Activate the plugin through the ‘Plugins’ menu in WordPress.

3.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 the Create New Funnel button.

When you click on Create New Funnel, you’ll be asked to add the details about your funnel.

upsell
    • 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: Enabling this feature will turn this funnel into an exclusive offer funnel. An exclusive funnel is triggered only once for a unique user based on order 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.

4.Predefined Offer Templates

We are providing 3 predefined offer templates that can be used for the offer page. These templates are fully customizable with the help of Elementor.

Template 1:

woocommerce-one-click-upsell-funnel-offer-template-one

Template 2:

woocommerce-one-click-upsell-funnel-offer-template-two

Template 3:

woocommerce-one-click-upsell-funnel-offer-template-three

5.Funnel Lists

After successfully creating the funnels, you can view the list of total funnels in this section. Here you can see all the details of funnels like funnel name, status, target product, number of offered products in the funnel and also take the proper action according to the need.

6.How to Use Shortcodes

 

This extension provides some advance shortcodes for design custom offer page of own brand.
Admin can design their own page for upsell offers and all that you have to do is just use the suitable shortcodes on the custom page. The shortcodes return only the link so it is used in the link section. In HTML use it as- href =”[mwb-upsell-yes]” of anchor tag. Here we are providing three types of shortcodes, there are as follows-

Upsell Action Shortcodes:

  • Buy Now: This shortcode is used for the “Buy Now” link. In HTML use it as- href =”[mwb-upsell-yes]” of anchor tag.
  • No Thanks: This shortcode is used for “No Thanks” link. In HTML use it as- href =”[mwb-upsell-yes]” of anchor tag.

Product Shortcodes:

  • Product Title: This Shortcode returns the product title link. In HTML Use it as [mwb_upsell_title].
  • Product Description: This Shortcode returns the product description link. In HTML Use it as [mwb_upsell_desc].
  • Product Short Description: This Shortcode returns a product short description link. In HTML Use it as [mwb_upsell_desc_short].
  • Product Image: This Shortcode returns a product image link. In HTML Use it as [mwb_upsell_image].
  • Product Price: This Shortcode returns product price link. In HTML Use it as [mwb_upsell_price].
  • Product Variation: This Shortcode returns product variations link. In HTML Use it as [mwb_upsell_variations].

Others Shortcodes:

  • Star Rating: This shortcode returns the star rating. In HTML, use it 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. In HTML 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.

7.Global Setting

From this section, you can enable/disable the plugin functionalities and manage the supported payment gateways for the upsell. You can also apply the global setting for the offer page.

  • Enable Upsell: Here you can enable/disable the plugin functionalities.
  • Payment Gateways: This is very important for Upsell offers, you need to set up the supported payment gateways.
  • 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, It view for when no offer product is set(Note: Applicable only for ‘sandbox view’ and ‘custom offer pages’ ).
  • Global Offer Discount: Set Global Offer Discount on the product price(Note: Applicable only for ‘sandbox view’ and ‘custom offer pages’ ).
  • 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.

8.Payment Gateways

Here you can setup Upsell with the supported payment gateways. Enable the selected payment gateways that you want to charge your customers.

upsell-payment-gateways

Here, this is a clear explanation for the payment gateways:

screenshot-11

Cash on Delivery: The plugin provides a Cash on Delivery payment method. Through this payment method customers pay with cash upon the delivery.

9.Sales Reports & Tracking

9.1.Sales Reports

  • Upsell Sales – Reports: Click here to check the upsell reports for a specific time period. Here you can check:

In this report, you will see:

  • 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 ).

9.2.Google Analytics

  • 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.

9.3.FB Pixel

  • 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.

10.FAQs

 

Free Version: Only Simple Products.

Premium version: Simple, Variable, and Subscription products.

Free Version: Supports only Cash on Delivery.

Premium version: Supports WooCommerce Standard Paypal, Stripe, Paypal Express Checkout, Authorize.net, Braintree, Square, Paystack, Vipps, Tpay, Cardcom and core payment options such as Cash On Delivery, Direct Bank Transfer, and Cheque Payments.

You can see the list of supported payment gateways over our product page. But if your required gateway is not there, You can contact our support team for this.

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 at a suitable place on your page.

Description : 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 an anchor tag.

For “No thanks” shortcode:

You need to copy this No Thanks → [mwb_upsell_no] and place at a suitable place on your page.

Description : 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 an anchor tag.

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 the elements you need and your page will be ready in minutes.

Yes. Depending on what kind of product a customer has purchased, you can offer them a relevant Upsell product.

Yes. Just set the Target and Offer Product and Enable Smart Offer Upgrade Feature in Funnel settings. As soon as the customer accepts the offer, the target product will be replaced by the offer product.

Exclusive Offer is a Funnel Feature, this feature makes the funnel offer to be shown to the customers only once, whether they accept or reject it.

Smart Skip If Already Purchased is a Global Feature. With this feature, the Offer will be shown to the customers only if they haven’t purchased the offer product already either normally or via upsell.

Yes, our plugin has a feature to do this. You just need to enable the Global Funnel feature and the Funnel Offers will be triggered always.

Yes, we have Upsell Sales by Funnel Stats that shows Individual Funnel Performance metrics such as Trigger Count, Success Count, Offers Viewed, Offers Accepted, Offers Rejected, Offers Pending, Conversion Rate, and Total Sales. With the help of these metrics, you can easily figure out how your Upsell funnels are performing and make changes accordingly.

Yes. One Click Upsell lets you add multiple products in a single funnel. So if you want to offer more than one product after checkout, you can do that by adding new offers in the funnel.

Most of the major WordPress page builders like Elementor, WPBakery, Divibuilders, Thrivearchitect, and other WordPress page builders are supported.

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