Which funnel wins when several match?
How the order of your funnel lists decides which offer a buyer sees, and how to change it.
A cart or order can match more than one funnel. Upsell Master then shows only one: the matching funnel that's highest in your list. You set the order by dragging rows.
Where to set priority
There are two separate lists, one for each kind of funnel:
| Funnel type | List | Applies to |
|---|---|---|
| Pre-purchase upsells | Checkout → Pre-Purchase Upsells | Checkout |
| Post-purchase funnels | Funnels | The post-purchase page and the Thank You page |
The two lists don't affect each other.
Changing the order
- Open the list.
- Drag a row up or down.
- Wait for the Priority saved message.
The top row has the highest priority. If the save fails, you'll see an error message (Priority not saved on the Funnels page, Couldn't save priority on the Pre-Purchase Upsells list) and the list goes back to the saved order. Reload the page and try again.
Dragging is turned off on the Funnels page while the list is sorted by a column, filtered by status, searched, or still saving. On the Pre-Purchase Upsells list it's turned off while the list is sorted. Clear the sort, filter or search to drag again.
How the winning funnel is chosen
For each buyer, Upsell Master goes through your list from the top. It skips a funnel if:
- it's switched off;
- its trigger conditions don't all match;
- it has no products for the page being shown. For example, a funnel without Thank You Page products is skipped on the Thank You page;
- in checkout or on the Thank You page, every product variant it offers is already in the cart or order. If it offers a variant the buyer doesn't have, it isn't skipped.
The first funnel left is shown. Offers from different funnels are never mixed.
The post-purchase page and the Thank You page each make this choice separately. If your top funnel has post-purchase offers but no Thank You Page products, the Thank You page shows the next matching funnel that has them.
Where new funnels go
- New post-purchase funnels go to the top of the Funnels list.
- Duplicated post-purchase funnels also go to the top. They start switched off, so nothing changes for buyers until you turn them on.
- New pre-purchase upsells go below every upsell you've already dragged into order. Drag a new upsell up if it should come first.
- Duplicated pre-purchase upsells start switched off and get the same priority as the original. When you turn the copy on, it wins over the original, because it's newer. Drag it to where you want it.
If two funnels have the same priority, which can happen with upsells you've never reordered, the newer one wins. Drag the list once to set a clear order.
Example
You have three post-purchase funnels, in this order:
- VIP: Order Value, Greater than or equal to 200
- Shoes: Collection, Shoes
- Everyone: All Products
| Order | Funnel shown |
|---|---|
| 250 including shoes | VIP |
| 80 including shoes | Shoes |
| 80, no shoes | Everyone |
If Everyone were at the top, every buyer would see it and the other two would never show. Put your most specific funnels first and your catch-all funnel last.
Checking the order
The list order is the order checkout uses, so the top row of each list is what buyers see when several funnels match. If an offer you expected doesn't show, check whether a funnel above it also matches the order. See Troubleshooting for other reasons an offer may not appear.