Funnel types and where they show
The two kinds of funnel in Upsell Master, where you build each one, and where buyers see it.
Upsell Master has two kinds of funnel. They're built in different parts of the app and shown at different points of the purchase, but they use the same trigger conditions and the same priority rules.
| Pre-purchase upsell | Post-purchase funnel | |
|---|---|---|
| Where you build it | Checkout → Pre-Purchase Upsells → Edit Upsell Widget | Funnels |
| Where buyers see it | In checkout, before they pay | On the post-purchase page after payment, and on the Thank You page |
| Block or setting needed | Pre Purchase Upsell block in the checkout editor | Upsell Master selected as the post-purchase app, plus the Thank You Page Upsell block for Thank You offers |
For the Shopify setup, see Turning on the checkout extensions.
Pre-purchase upsells
A pre-purchase upsell shows products in checkout that the buyer can add to the cart before paying.
To create one:
- Go to Checkout and click Edit Upsell Widget on the Pre-Purchase Upsells card. The Checkout Upsell page opens.
- Click Create Checkout Upsell (or Create New Upsell if you have none yet).
- Under This funnel will trigger for, set your trigger conditions.
- Under Upsell Products, choose the products to offer.
- Click Create Upsell.
Use the Active / Inactive switch at the top of the upsell to turn it on or off.
Post-purchase funnels
A post-purchase funnel has three steps, shown as cards across the top of the editor:
- Setup Trigger: the conditions an order must meet.
- Post - Purchase Upsell: the one-click offers shown after payment.
- Upsell #1 is shown first.
- If the buyer accepts, they see Upsell #2. Add it with Add upsell offer #2.
- If the buyer declines, they see the downsell. Add it with Add downsell offer.
- Thank You Page: products offered on the Thank You page.
To create one, click Create Funnel on the Funnels page. A new funnel opens on Setup Trigger. Work through the steps with Save & Next. Save & Exit saves and leaves the editor.
New funnels start switched off. Turn them on with the Status switch on the Funnels page, or the Funnel Active switch at the top of the funnel editor.
A funnel can show on one page and not the other
The post-purchase page and the Thank You page each choose their funnel separately, using the same order. A funnel is only considered for a page if it has products for that page:
- A funnel with no Thank You Page products is never used on the Thank You page.
- A funnel with only Thank You Page products is never used on the post-purchase page.
So the post-purchase page and the Thank You page can show offers from two different funnels for the same order.
The order value is also measured differently on each page, so a funnel near an order value threshold can match one page and not the other. See Targeting an order value or quantity range.
Offers already in the cart
In checkout and on the Thank You page, a funnel is skipped if every product variant it offers is already in the cart or order. The next matching funnel in your list is used instead. See Which funnel wins when several match?.
Only one funnel at a time
For each page, the buyer sees the offers from one funnel. Offers from several matching funnels are never combined.
Duplicating a funnel
Both lists have Duplicate in each row's menu. The copy is named after the original with "(Copy)" added, and it starts switched off.