Fuze Post Purchase Upsell | Onboarding - Step 1 - Configuring Your Upsell Offers (Manually or Automatically)
The "Automagically✨ create my upsell funnel" section provides comprehensive options for selecting your upsell offers. Let's explore these options in detail:
Manual Selection: This is the default option, allowing you to manually choose the first upsell, second upsell, and downsell products that will be displayed on the post-purchase page when the conditions of the funnel are met.
The "Select Upsell Product" section enables you to choose the first upsell product, which will be the initial product displayed on the post-purchase page. You can also add a discount to this product. The "Preview" section allows you to see a real-time representation of how the post-purchase page will look. If a second upsell product is added, it will be displayed only if the first upsell product is ordered. In case the first upsell product is declined, a downsell product can be shown if one is added. When you install the app, one of your store's products is automatically set as the initial upsell product based on store statistics. However, you can replace this product with another from the product list if needed.
You can set minimum and maximum quantity limits for the product. This ensures control over the number of products that can be purchased on the post-purchase page when the funnel is displayed. If the user enters a quantity that is below or above the merchant's specified limits, a warning message containing the limit will be shown to the user on the post-purchase page.
A second upsell product can also be added, including a discount and quantity limits. If the first upsell product is accepted on the post-purchase page, the second upsell product will be immediately displayed, giving the user the option to purchase it as well. Adding a second upsell product is optional. If it's not added and the first upsell product is accepted, the user will be redirected to the Thank You page.
Additionally, a downsell product can be included with a discount and quantity limits. This downsell product will be displayed if the first upsell product is not accepted on the post-purchase page. The inclusion of the downsell product is also optional.
Automated Selection: The second option is to automatically select the first upsell, second upsell, and downsell products. This can be achieved by choosing "On" instead of "Manual" in the "Automagically✨ create my upsell funnel" section. The products are automatically selected based on the statistics from store orders over the last 60 days.
The best-selling product from that period will be used as the main upsell product. The second best-selling product will be shown as the second upsell product, providing an additional upsell opportunity. The third best-selling product will be used as the downsell product, and its price will always be lower than the price of the main upsell product.
In the "Limit discount" section, a percentage discount can be set and applied to the main upsell, second upsell, and downsell products that will be displayed on the post-purchase page.
The "Product description" section allows you to choose whether you want to display the product description on the post-purchase page. By default, this option is enabled, meaning that the product description will be shown. However, if you disable the product description, a "Read more" button will be displayed instead. This can be seen in the "Preview" section. If the user clicks the "Read more" button, the product description will reappear on the post-purchase page.
Overall, these options provide comprehensive control over the selection of upsell products and their presentation on the post-purchase page, ensuring a tailored and effective upsell experience for your customers.
Additional information:
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.
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. When the conversion rate of the products in the A/B test is the same, the product that has generated more revenue will be displayed. For example:
Product A - conversion rate: 20%, revenue: $100
Product B - conversion rate: 20%, revenue: $120
Product B will be displayed
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.
Manual Selection: This is the default option, allowing you to manually choose the first upsell, second upsell, and downsell products that will be displayed on the post-purchase page when the conditions of the funnel are met.
The "Select Upsell Product" section enables you to choose the first upsell product, which will be the initial product displayed on the post-purchase page. You can also add a discount to this product. The "Preview" section allows you to see a real-time representation of how the post-purchase page will look. If a second upsell product is added, it will be displayed only if the first upsell product is ordered. In case the first upsell product is declined, a downsell product can be shown if one is added. When you install the app, one of your store's products is automatically set as the initial upsell product based on store statistics. However, you can replace this product with another from the product list if needed.
You can set minimum and maximum quantity limits for the product. This ensures control over the number of products that can be purchased on the post-purchase page when the funnel is displayed. If the user enters a quantity that is below or above the merchant's specified limits, a warning message containing the limit will be shown to the user on the post-purchase page.
A second upsell product can also be added, including a discount and quantity limits. If the first upsell product is accepted on the post-purchase page, the second upsell product will be immediately displayed, giving the user the option to purchase it as well. Adding a second upsell product is optional. If it's not added and the first upsell product is accepted, the user will be redirected to the Thank You page.
Additionally, a downsell product can be included with a discount and quantity limits. This downsell product will be displayed if the first upsell product is not accepted on the post-purchase page. The inclusion of the downsell product is also optional.
Automated Selection: The second option is to automatically select the first upsell, second upsell, and downsell products. This can be achieved by choosing "On" instead of "Manual" in the "Automagically✨ create my upsell funnel" section. The products are automatically selected based on the statistics from store orders over the last 60 days.
The best-selling product from that period will be used as the main upsell product. The second best-selling product will be shown as the second upsell product, providing an additional upsell opportunity. The third best-selling product will be used as the downsell product, and its price will always be lower than the price of the main upsell product.
In the "Limit discount" section, a percentage discount can be set and applied to the main upsell, second upsell, and downsell products that will be displayed on the post-purchase page.
The "Product description" section allows you to choose whether you want to display the product description on the post-purchase page. By default, this option is enabled, meaning that the product description will be shown. However, if you disable the product description, a "Read more" button will be displayed instead. This can be seen in the "Preview" section. If the user clicks the "Read more" button, the product description will reappear on the post-purchase page.
Overall, these options provide comprehensive control over the selection of upsell products and their presentation on the post-purchase page, ensuring a tailored and effective upsell experience for your customers.
Additional information:
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.
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. When the conversion rate of the products in the A/B test is the same, the product that has generated more revenue will be displayed. For example:
Product A - conversion rate: 20%, revenue: $100
Product B - conversion rate: 20%, revenue: $120
Product B will be displayed
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.
Updated on: 05/12/2023
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