How to Add Upsell and Downsell Steps to Sales Funnel

Upselling and downselling are strategic approaches in marketing and sales that aim to enhance customer value and increase the revenue per transaction. These tactics are not just about making a sale; they're about offering additional value to customers and improving their overall experience.

Upselling:

Upselling involves encouraging customers to purchase a higher-end product than the one they are currently considering. The goal is to make a more profitable sale by showing the customer the benefits of a premium option.

Advantages of Upselling:

• Increases average order value.
• Enhances customer satisfaction by providing better value.
• Builds deeper customer relationships by aligning their needs with the ideal solutions.

Real-World Example: A classic example of upselling is in the tech industry, where a customer looking to buy a laptop is offered a model with a larger screen, more storage, or additional features for a higher price.

Downselling:

Downselling is offered after a customer has declined an upsell. It involves suggesting a lower-priced alternative or a more cost-effective solution that still meets the customer's needs.

Advantages of Downselling:

• Recovers potentially lost sales by matching the customer's price comfort zone.
• Maintains customer engagement with your brand even if they're not ready for a premium purchase.
• Improves the likelihood of future upsells by building trust and satisfaction.

Real-World Example: In the service industry, if a customer declines a premium membership for a gym, they might be offered a basic membership or a limited-time trial at a lower price point.

Both upselling and downselling strategies should be used thoughtfully, keeping the customer's needs and preferences in mind. The goal is to create a win-win situation where the customer feels they are getting better value, and the business achieves a higher sale.

Now let's see how we can build upsell and downsell offers in SellKit:

Step 1: Accessing Your Sales Funnel

1. Log into your WordPress dashboard.
2. In the WordPress sidebar, click on the SellKit option.
3. From the SellKit menu, select Funnels.
4. Choose the funnel you wish to edit.

Step 2: Adding an Upsell Step

1. Within your chosen funnel, locate the point after the checkout where you want to insert an upsell. Typically, this is after the Checkout step.
2. Click on the "+" icon below the checkout step to add a new step to your funnel.
3. In the "Add a New Step" window, select the Upsell option.
4. Enter the name of your upsell offer, such as "Ebook-Upsell," and then click the Design.

Step 3: Designing Your Upsell Page

1. Click on the Edit with Elementor button to design your upsell page visually. You can also choose the Edit with Block Editor if you prefer.
2. Customize the design of your upsell page to match your brand and clearly communicate the value of the upsell offer.
3. Once done, click Save to preserve your design changes.

Adding the "Accept/Reject Button" Widget in SellKit

The "Accept/Reject Button" widget is a powerful feature in SellKit that guides visitors through the decision-making process of your upsell or downsell offers. By integrating this widget, you can provide clear options for your customers to either accept or reject the special offer presented to them after their initial purchase. Here's how you can utilize this widget effectively:

1. From the Editor panel, drag and drop the "Accept/Reject Button" widget to the desired location on your page.
2. Once the widget is placed, click on it to access the Content settings.
3. Under Offer Type, you have two options:
   • Accept Offer: If selected, the button will add the upsell or downsell product to the customer's order and proceed with the purchase.
   • Reject Offer: Choosing this will skip the offer and proceed to the next step of the funnel, which could be the order summary or a downsell offer, depending on your funnel configuration.

Step 5: Saving Your Changes

After configuring and customizing the button, click Save to apply the changes to your upsell page.

Step 4: Selecting Products for Upsell

1. Switch to the Product tab.
2. Click on + Add Product to select the product you want to offer as an upsell.
3. Search for the product in the provided search bar and select it.
4. After selecting the product, click Save to add it to your upsell step.

Step 5: Adding a Downsell Step

1. If the customer rejects the upsell offer, you might want to offer them a downsell as a second chance to increase your order value.
2. Click on the "+" icon below the Reject path of your upsell step.
3. Choose the Downsell option in the "Add a New Step" window.
4. Name your downsell offer, such as "Ebook-Downsell," and follow the same process as the upsell to design your page and select products.

Step 6: Finalizing Your Funnel

1. Once you have set up your upsell and downsell steps, review the flow to ensure that it is structured correctly.
2. You can preview your funnel to see how it will appear to customers by clicking on the Preview button.
3. If everything looks good, click Save Changes to implement your new upsell and downsell steps.

Remember, the key to a successful upsell or downsell is to provide value that complements the initial purchase. Make sure your offers are relevant and present a compelling reason for customers to enhance their order.