Fuze | Onboarding - Step 1 - Configure your upsell offers (manually or automatically)

Onboarding - Step 1 - Configure your upsell offers (manually or automatically)

The Automagically✨ create my upsell funnel section provides two options to select your upsell offers. Let's review them in detail.

The default option is Manual. The option provides the opportunity to manually select the first upsell, second upsell, and downsell products that will be displayed on the Post-purchase page when the conditions of the created funnel on the Onboarding are met.

The Select Upsell product section gives the possibility to select the first and mandatory upsell product, which will also be the first one displayed on the Post-purchase page from the set Always or Rules funnel. A discount can be added to it. It is available in the Preview section, which allows you to see in real-time what the Post-purchase page will look like. In addition, if a second upsell product is added, it will be displayed if the first upsell product is ordered. In case the first upsell product is rejected, a downsell product will be displayed if there is such a product added. Initially, when the app is installed, one of the store's products is automatically set as an upsell product based on the store's statistics. Of course, in case of need, the product can be replaced by another from the list of products.



Along with the option to update the discount, there is an additional option to set the minimum and maximum quantity of the product. This can limit the number of products that can be purchased on the Post-purchase page when the funnel is displayed. If the user enters less or more than the number set by the merchant, a warning message containing the limit will be displayed to the client on the Post-purchase page.



The merchant can add a second upsell product again with a discount and minimum/maximum quantity of the product if needed. If the first upsell product on the Post-purchase page is purchased, the second upsell product will be displayed immediately after it, giving the user the option to purchase it as well. Selecting a second upsell product is optional which means that if it’s not added and the first upsell product is accepted on the Post-purchase page, the user will be redirected to the Thank you page.



A downsell product can also be added, also with a discount and minimum/maximum quantity of the product if needed, which will be displayed if the first upsell product on the Post-purchase page is not accepted. Second upsell and downsell products are optional, which means that the merchant can choose only the first upsell product.



The Always and Rules funnels offer A/B test functionality that allows you to select two products to track. You can use the functionality for the first upsell, second upsell, and/or downsell products or a combination of them. Of course, you can again add discounts and minimum and maximum quantity of the products that can be purchased on the Post-purchase page. The goal of the A/B test functionality is to track how many times the products are displayed on the Post-purchase page, the conversion rate, and the revenue gathered for each A/B test product. This provides valuable, up-to-date information about which product is more popular with your users and sells better.

You can customize the A/B test by clicking the Settings button next to each section and choosing how the winner will be selected. Two options are available for selecting the winner product:

- Automatically - selecting the option means that the A/B test product will be automatically selected as a winner based on a higher conversion rate when the threshold is reached. The default threshold is set to 100, but you can always edit it to suit your needs. Also, you can select the winner manually by clicking the Select winner button and confirming your choice – this will disable the A/B test functionality, and only the selected as a winner product will be displayed on the Post-purchase page.

- Manually – selecting this option means that the A/B test products will be again sequentially displayed on the Post-purchase page when the conditions of the funnel are met. The additional information about the impressions, conversion rate, and revenue for each A/B test product is again available, and you can manually select the winner whenever you want by clicking the Select winner button and confirming your choice – the selected product will be displayed as the upsell product every time when the funnel is displayed on the Post-purchase page.

The second option to select the first upsell, second upsell, and downsell products is to automatically select the products. This can be achieved by selecting On instead of Manual in the Automagically✨ create my upsell funnel section. The products are automatically selected according to the statistics from the store orders for the last 60 days. The best-selling product for that period will be used as the main upsell product, the second best-selling product will be displayed as the second upsell product, and the third best-selling product will be the downsell product and its price will always be lower than the price of the main upsell product. A percentage discount can be set in the Limit discount section and applied to the main upsell, second upsell and downsell products that will be displayed on the Post-purchase page.

The Product description section offers you the option to choose if the product description will be displayed on the Post-purchase page or not. By default, the option is enabled. This means that the product description will be displayed on the Post-purchase page. If you disable the product description, a button Read more will be displayed instead of the description (this again can be seen in the Preview section). The product description can be easily displayed again on the Post-purchase page when the user clicks the Read more button.

Updated on: 10/05/2023