Payment Processing System: Creating and Posting 1-Click Upsell Forms

Intro and Overview of 1-Click Upsell Forms

Selling one thing is good, but you shouldn’t stop there. After all, that initial purchase could very well wind up being merely the start of a buying frenzy!

The way to ensure that you get the most out of each and every purchase is with Upsells (and downsells)! And, with OfficeAutopilot’s super simple upsell forms, allowing your customers to make 1-click add-on sales has never been easier.

Actually, the name “upsell forms” is a bit misleading, because, it’s not really a form at all, in that there’ll be nothing for your customers to “fill out”, per se. All they’ll see is your offer for the add-on/upsell product, and a button for “yes", (I’d like to add that on to my purchase), and one for “no thanks”. And, it’s also misleading because Upsell forms aren’t JUST for upsells...in fact, if a customer says no to the first follow-on sale you offer, you can choose to have the form send ‘em to another page which offers them a less expensive product (AKA, a "downsell").

Step-by-step Instructions

Go to the Upsell form area. You’ll find it in the admin menu, under the ‘products and order forms area.  

Once inside the ‘products and order forms’ area, you’ll scroll down and find the ‘upsell forms’ collection. Here you can view your current upsell forms, and create a new one.  Note that you’ll, not surprisingly have to have already set up your payment gateway and created the products within OfficeAutopilot, which you’ll be offerring as an upsell here, before creating the actual upsell form.

1. Click the "New Upsell Form" button off to the right.
2. First, you’ll name the upsell form.
3. Next you’ll select what payment gateway you’d like to use. You can’t use Paypal here because Paypal doesn’t support 1-click upsells. If you haven’t already set up your payment gateway, then you’ll need to go do that now.
4. Next you’ll choose what invoice you’d like to have sent when a customer accepts the upsell. You’ll have to have already created your invoice template(s) before you make the upsell form, and once you do, it will appear in this dropdown list here.
5. Next you’ll choose what product or products you’d like to have this upsell form be for. Getting a desired item at a discounted price is a compelling reason for a consumer to take advantage of an upsell offer in the heat of the moment...so, you might try creating discounted versions of the products and sticking them in as upsell offers. You might try bundling a few smaller products together, each one discounted, to create the ultimate “no-brainer” upsell offer.
6. Next you’ll set whether or not you’ll charge for shipping. This will only be applicable if you have a physical product.
7. Next, you’ll set to what page you’d like to have them sent if they click ‘yes’ and accept the upsell offer. This could be a landing page you made within OfficeAutopilot, a WordPress page, or any other page you’d like. You can also choose to have ‘em sent to your default ‘Thank You’ page if you’re not feeling like going custom with this. You might have this page Thank them, and then you might end it there. Or, you might offer them yet another upsell on this page. There’s really no end to the number of add-on sales you can offer people.
8. Next you’ll set what page you’d like to have ‘em sent if they (god forbid) click ‘NO’, and turn you down on the upsell.The page you send them to here might say something like: "Oh well, thanks for considering!" Along with whatever other niceties you’d like to include. On the other hand, you might offer them some less- expensive option (a "downsell"). Say for instance if my first upsell offer was for them to add on 12 coaching sessions for $897, I might create another form for say, 4 coaching sessions for $397 to catch those who still DO want the coaching, but who may just be willing to part with a bit less cash.
9. Next, you’ll set where you’d like to send people who have ‘timed out’, or who’ve somehow gotten to that page and clicked ‘yes’ without having entered their Credit card info. See, for securitty and legal reasons, there’s a 5-minute window during which you can offer your new customer a 1-click upsell...after which, they must re-enter their credit card details to buy the offered product. So, the page you’ll want to drop those people who’ve timed out, should contain either the full order form for the product you’re offerring, complete with credit card details, OR, at least a link to get ‘em to where they can fill out that form. It’s also possible, that someone could somehow get to the upsell screen, who has not already purchased the base product. Who knows, maybe they typed in the URL manually, or some other such weirdness. If this is the case, you’ll also want those people to go to a page where they can access the form to buy the original product. So, this page might say something like, “Whoops, it appears you’ve either waited too long, or that you’ve somehow gotten to this page without first buying [name of original product]. If you’d like to buy [original product], click here. If you’d like to buy [upsell product], click here’
10. Next you’ll decide what rules you’d like to run if the person clicks ‘yes’. This might be, like, tagging them as having bought it, subscribing them to the appropriate ‘Thank you’ sequence, etc...
11. Next you’ll decide what rules you’d like to run if the person clicks ‘no’. Similarly, you might like to have ‘em tagged according to their choice to turn you down on your generous offer. Or, you might want to have their ‘no’ trigger something else to happen, perhaps to subscribe ‘em to a specialized sequence that tasks a very persuasive sales person to call ‘em and make ‘em an offer they can’t refuse. The choice is yours, but you do have choices about the automated responses that "no" can cause.
12. Finally, you’ll have the option to either indicate what you’d like the “affirmative” and the “negative” (aka, the ‘Yes’ and ‘No’) buttons say. Things like: Heck yeah! Add it to my order”, and “No thanks” are popular ways to deal with this.  If you know how to use PhotoShop, you can upload your own fancy buttons you custom designed for the occasion.
    Then, once you’re through creating the form, you’ll simply click save and you’re done.

Adding 1-Click Upsell (and downsell forms) to your Pages

The upsell (and downsell) forms will be available for you to add to your landing pages and WordPress pages in the same way as SmartForms and Order Forms. With Landing Pages, you’ll merely add a new "form layer", and the the upsell form will be available in the dropdown list of forms off to the upper left. For WordPress pages, provided, of course, that you’ve got the PilotPress plugin installed and activated, you’ll merely click the ‘OfficeAutopilot’ icon which will be present when creating a new post, and you’ll see an option to choose to post a new form, and you'll see an option to choose that form.

You can also add the form to a page by copying and pasting its code onto the HTML of a page directly. You’ll find the code for the form by clicking on the magnifying glass off to the left of the name of the form in the Upsell Forms collection. You’ll then select which version of the form code you’d like to use. There’s a description of what each version entails right there on the screen for you.

FAQs

What is the timeout period for the upsell forms?

5 minutes after which, they must re-enter their credit card details to buy the offered product

Can the timeout period for the upsell forms be increased?   

No.

"Why don't I just set the thank you page of my order form to another order form? Why would I use up-sell?"

"One of my clients just filled out the up-sell form and hit 'Yes' but their second product isn't showing in their purchase log and I didn't get the money yet! Did you people steal it!?"

"What if I want to send my clients through multiple up-sell forms one after another, can I only use one up-sell form for each one of my order forms?"