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One-click post-purchase offers, downsells and subscription upgrades

PlatformDTC Upsell Funnels shows customers one-click offers on the page right after they pay. Chain up to three steps with a follow-up after a yes and a downsell after a no, target who sees each funnel, and A/B test versions. Steps can add a product to the order, turn a one-time order into a subscription with the customer's consent, or upgrade a subscriber to prepaid.

  • One-click offers after payment, with no card re-entry
  • Up to three steps with follow-ups after a yes and downsells after a no
  • Subscription steps: subscribe, add to next shipment, upgrade to prepaid
  • Targeting by products, subtotal, subscription status and customer tags
  • A/B test up to five variants and promote the winner

How it works

The order is placed and paid before any offer appears. The customer accepts without re-entering payment details, or declines and sees the next step you set. Declining never changes the order they already placed. A customer sees at most three steps.

Step types

  • Product offer: charges the payment method used at checkout for an extra product that ships with the order. Offer more of the same, a product you choose, or a complementary pick.
  • Turn order into a subscription: subscribes the customer to the first product in their order on a plan they choose. The customer must tick a consent box that is never pre-ticked.
  • Add to next shipment: adds a discounted item to a subscriber's next renewal.
  • Upgrade to prepaid: pays for several deliveries now at the prepaid plan's price, with explicit consent.

Targeting

Every rule must match: products in the order, order subtotal, active subscription, whether the order started a subscription, first or returning customer, and customer tags. Add start and end dates, a priority, and a cap on accepts per customer. Estimate reach shows how many of your last 30 days of orders would have matched.

Page copy

Write each step's headline, subcopy, accept button and decline link, and optionally add a countdown timer, an urgency bar, benefits and a note from your brand.

A/B testing

Up to five variants per funnel with a traffic share each. A returning customer always sees the same variant. Results are in the Upsells report, which flags differences significant at 95% confidence, and you can promote the winner.

Languages
English

Pricing

  • Included with PlatformDTC
    Free

Included in every PlatformDTC plan at no extra charge.

PlatformDTC Upsell Funnels — PlatformDTC App Store