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Order Upsells in Forms and Surveys

Order Upsells let you offer additional products within Forms and Surveys and accept them with one click as part of a native funnel checkout.

Updated over 2 months ago

Who This Is For / When to Use

This feature is for users who:

  • Want to increase average order value during checkout

  • Use Forms or Surveys inside Funnels

  • Need a frictionless, one-click upsell experience

Use Order Upsells when you want to offer an additional product after the initial purchase without re-collecting customer details.


What Are Order Upsells

Order Upsells allow you to:

  • Add products to a Form or Survey

  • Offer an additional product in the next funnel step

  • Let customers accept the upsell with a single click

Upsells work only when Forms or Surveys are added as native funnel elements.


Step 1: Add a Sell Products Element to the Form or Survey

  1. Open the Form or Survey Builder.

  2. Drag the Sell Products element into the form.

  3. Click Add Product.

  4. Select the product created in the funnel.

  5. Save the form.


Step 2: Add the Form or Survey to the Funnel

  1. Open the funnel.

  2. Navigate to the desired step.

  3. Add the Form or Survey as a Native Form element.

  4. Do not embed the form using external code.


Step 3: Create the Upsell Step

  1. Add a new step after the checkout step.

  2. Design the upsell content.

  3. Drag a Button element onto the page.

  4. Set the button action to One click up/down sell product.

  5. Select the upsell product.

  6. Set the sale action to Go to Next Step.


Step 4: Display the Order Summary

  1. In the confirmation step, add an Order Confirmation element.

  2. Ensure it is placed below the checkout content.

  3. The order summary automatically shows:

    • Original product

    • Accepted upsell product


Supported Product Types

  • One-time products

  • Bump products

Recurring products may have gateway limitations depending on payment provider.


Pro Tips

  • Place the upsell immediately after the initial checkout

  • Keep upsell products closely related to the original offer

  • Test different products to optimize acceptance rates

  • Always include an Order Confirmation step


Common Issues and Fixes

Upsell does not trigger
Ensure the form or survey is added as a native funnel element.

Product not selectable
Confirm the product exists in the funnel Products tab.

Order summary missing upsell
Verify an Order Confirmation element is present.


FAQ

Can I offer multiple upsell products?

Yes. Each upsell can be placed in its own funnel step with a dedicated button.

Does the customer need to re-enter payment details?

No. Upsells are accepted with one click using the original checkout details.

Can I use upsells in surveys?

Yes. Surveys support Order Upsells when added as native funnel elements.

Do upsells work with embedded forms?

No. Upsells only work with Forms or Surveys added directly inside funnels.

Will the order summary update automatically?

Yes. Accepted upsell products appear automatically in the Order Confirmation step.

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