How to Add a Single Pay One-Click Upsell

Upsells are a great way to get an additional offer in front of customers who are already purchasing from your business. With Spiffy, you can quickly create a one-click upsell offer at your checkout in the checkout editor.

The upsell offer will be presented to your customer immediately after their purchase - the sale has already happened. Whether they accept or decline, the initial purchase has been processed. 

Spiffy even allows for multiple upsells, Just repeat the following steps! We do recommend not adding more than 2, as multiple upsells don't generally convert that well.

This overview will go over how to set up a standard single pay offer as a one click upsell. If you are wanting to set up a subscription as a one-click upsell, please see our overview HERE. If you are interested in creating your own custom upsell page on your website, please see our Embedded Custom Upsell Overview

Any Discount/Promo code used on the main checkout will not reflect on the upsell option, as discounts do not apply to upsells/upgrades

Selecting a Layout:

Spiffy currently offers two layout options for Upsell/Upgrade pages. 

1) A default two-column layout with an option for a video and a product image

2) A single column video layout

Use the Layout Settings dropdown in the Upsell Settings to select one of the available layouts. Select one of the available layouts and Save to switch layouts.

Here are a couple quick examples of how the two layout options look. Be sure to experiment with both to see which one best fits your content and offer!

Default Layout
(this has the option to include a small video as well as a product image):

Video Layout (this has the option to include a large video, does not include product image):

Getting started:

First, select +  add upsell at the top of your checkout editor.

(You can also add multiple upsells this way, these will display to the customer one after another, after the initial checkout. However, Spiffy recommends no more than 2 post-purchase one-click upsells per checkout)

Spiffy will display some placeholder content to give you an idea on how things will look, as you begin to configure your upsell! 

Now you will have the option to modify the URL slug for the upsell. By default, it will be "/offer".

Next, hovering over the upsell editor, select Edit Block to begin creating your one-click upsell.

In the Upsell configuration bar, in Single Pay will be selected by default.

If you are setting up an upsell for a subscription, simply select Subscription Options at the top of the upsell configuration bar. Also, be sure to follow our separate Subscription One-Click Upsell overview.

Here, under Product Settings, you can click Upsell Product to begin pricing and naming your offer.

Below  Item Settings, you will have an advanced option to change the name of the offer. The default for this is One-Time Offer, which will be shown above the Line Item Name in order summaries/invoices.

Next, you will be able to modify the content for the upsell page by clicking on the Content Settings. You will be able to input a Headline, a Description, as well as the optional ability to add an Upsell Video.

In Button Settings, you can modify the text for accepting and declining the offer. The color can be modified by visiting the design page for the checkout. There is a quick link to this in the upsell button settings.

In Button Text, you will see the merge field "{price}" which shows the price of the upsell within your accept button.

When you are finished, simply click save at the top of the Upsell Settings, and then you can Publish.


Adding Integration Automation to Your Upsell

You can integrate your connected systems (such as Active Campaign, Infusionsoft/Keap, Hubspot, Zapier) into your one-click upsell to trigger specific actions. 

For example, you can set up an automation such as applying a tag in Active Campaign when the upsell is accepted.

To do this, select Add Automation and choose the integration system you wish to use.

Select an available Action, set it up accordingly, and Finish.

You can review and modify these integration actions by opening Automations. 

You can also head over to the Automations tab in the editor, to see all of your automations and their connected options (upsells, add-ons, subscriptions and payment plans).

Don't forget to save and publish once you have created your one-click upsell.

Got a question? Send us an email over at support@spiffy.co