Funnels are a concept of chaining together multiple offers in different upsell pages.
Funnels allow you to skip or finish the upsell flow, also to hide same product in a further checkpoint when certain actions are made.
Checkpoint - we use this term to define the next upsell page in the flow. So, for example, if the customer is on the checkout page, the next checkpoint is the Post Purchase page. And the next checkpoint for the Post Purchase page is the Thank You page.
Possible customer actions:
Customer accepts the upsell offer.
Customer declines/ignores the upsell offer.
Available funnel rules:
Hide same item in the next checkpoint - if you offer the same product in multiple upsell pages (checkout, post purchase, thank you) and the customer buys that item as a post purchase upsell, you can choose to not show that product in the thank you page upsell.
Skip upsell in the next checkpoint - the upsell offer won’t be shown in the next checkpoint;
End funnel - the upsell flow will be terminated, and the customer won’t see any more upsell offers for this order.
Setup steps:
Prerequisites: have at least two upsell offers in different pages.
Select upsell offers for those you want to enable funnel rules.
Create one or more funnel rules to be applied on customer actions.
Select the customer action for the funnel rule.
Simple example:
The merchant has post purchase and thank you page upsell offers for the same product. On the Post Purchase page, the merchant offers products with a 10% discount, but on the thank you page, the offer has a 20% discount in order to incentivize the customer even more to accept the upsell. The problem is, when the customer accepts the upsell with a 10% discount later on in the thank you page, they are greeted with an upsell which has a 20% discount. It ain’t nice, right?
Solution:
Select your Post Purchase and Thank you page upsell offers in funnels.
Create funnel rule which says: If customer accepts upsell at post purchase then end funnel at next touchpoint. (skipping the upsell in the next checkpoint or only hiding the product might work as well).
