• Instructions to Ask a Question

    For any assistance, please click the "Ask a Question" button and select the Pabbly product for which you require support.

    We offer seven comprehensive applications designed to help you efficiently manage and grow your business:

    Our support team endeavors to respond within 24 business hours (Monday to Friday, 10:00 AM to 6:00 PM IST). We appreciate your understanding and patience.

    🚀 Exclusive Lifetime Offers 🚀

    We invite you to take advantage of our special one-time payment plans, providing lifetime access to select applications:

    • 🔥 Pabbly Connect — Lifetime Access for $249View Offer
    • 🔥 Pabbly Subscription Billing — Lifetime Access for $249View Offer
    • 🔥 Pabbly Chatflow — Lifetime Access for $249View Offer

    Make a one-time investment and enjoy the advantages of robust business management tools for years to come.

Creating A Sales Funnel – Upsell & Downsell

  • Thread starter Deleted member 12173
  • Start date

Sales Funnel - Upsell & Downsell​

In order to create a sales funnel, you need to first understand few terms and methodology:
1. Main Plan – This is the main plan which your customers will see in the first instance. Upon successful purchase of this plan, your customer will move forward in the sales funnel.

2. Upsell Plan – Upsell plan is described as the subsequent plan in the sales funnel which the customers will see (after redirection) after the purchase of main plan.

3. Downsell Plan – After the purchase of main plan, the customer will land on the Upsell plan. If he/she decides to purchase the Upsell plan, then he will move forward in the funnel. Similarly, if he decides to skip the Upsell plan then he may get redirected to the next plan, labeled as Downsell plan.

Here’s a quick pictorial representation of a simple Sales Funnel :

1706179034071.png

Steps To Create A Sales Funnel (Upsell & Downsell):​

After successful login in your Pabbly Subscription Billing account, you have to create multiple products for your sales funnel:

Step 1. Create Main Plan :​

Go to Pabbly Subscription Billing dashboard and click on Create Product → Add New Product

1706179435918.png


Step 2: Now, here you have to create 3 plans under this 'Test product', the first will be the main plan and other two will be 'Upsell' and 'Downsell' as shown in the below screenshot.

1706180005976.png

Step 3: In the main plan we have to use the option of 'Add Funnel' and here we will also select the 'Upsell. and 'Downsell' product.

1706180342667.png


Step 4: As we click on the 'Edit' option it will open the below page where you need to add the products as 'Upsell. and 'Downsell'.

1706180524009.png


NOTE: Plan funnel can not be more than 6.

1706180644087.png



Step 5: Copy the checkout page link of the main product and share with your customers.


As they will checkout this page successfully they will get the below options:

1706181560823.png


Case 1: If you click directly on YES! upgrade my order now!, it will automatically purchase the upsell plan along with the main plan as shown below.

1706181703022.png


Case 2: If you click on 'No thanks, please do not add this offer to my purchase' it will take you to the downsell product. Here, you will have to click on: YES! upgrade my order now! and it will purchase the downsell plan as shown below.


1706181942662.png




 

Attachments

  • 1706181667137.png
    1706181667137.png
    22.4 KB · Views: 146
  • 1706181829802.png
    1706181829802.png
    23.8 KB · Views: 141
Last edited by a moderator:
Top