How to Add a Subscription as a 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. 

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 Product Settings, select Switch to Subscription.


In the Subscription drop down, select an existing subscription, or select create new + if you don't have one set up yet.

Here, under Product Settings, you can see the subscription price and name your offer.

Optional: If you would like to add a trial to your subscription upsell, select Add Trial and enter the number of days you would like the trial to run before charging the first subscription payment.

Optional: You can choose to Add a startup fee. This is commonly used if there are added expenses when getting a customer started on their subscription. If this is used alongside trial days, the startup fee will still charge when the upsell is accepted by your customer. If no trial days are included, both the startup fee and the first subscription payment will be charged upon accepting the upsell.

To add a startup fee, select Add Startup Fee to enter a Price and a Line Item Name.

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 change the button color and modify the text for accepting and declining the offer. 

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

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