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How to Set-up the Upsell Flow

Learn how to set up the upsell flow.

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Transcript

Here’s the rule of thumb when it comes to sales: Always offer the upsell. The upsell flow can be used to nudge buying customers to buy a higher package or an accessory to a product that they have already bought from you. Merchants who use an Upsell Flows could see between 3% to 9% conservation rates.

This article explains how you can setup the Upsell flow and is divided into following parts: 

1. Understanding the structure of the flow.
2. Defining the product for which the flow should be triggered.
3. Customising the message that is triggered to customer.

1. UNDERSTANDING THE STRUCTURE OF THE FLOW

The upsell flow has the following elements: 

STRUCTURE OF THE FLOW

(i) A trigger that defines when to start the flow and for which product. The trigger for this flow is order confirmation. The flow can be triggered for a specific variant of the product or the entire product (including all the variants).

(ii) A time delay that can be defined by you.

(iii) A message that will be triggered after the time delay, which will consist the details of the product you are upselling and a Buy Now button that will take the customer to the checkout page of this product.


2. DEFINING THE PRODUCT FOR WHICH THE FLOW SHOULD BE TRIGGERED

To define the products for which the flow should be triggered:

1. Go to Flows on the top bar.

FLOW SHOULD BE TRIGGERED

2. Click on the New Workflow.

Click on the New Workflow

3. Select the Upsell Flow.

Select the Upsell Flow

4. Click on Edit Flow.

Click on Edit Flow

5. Click on the 1st element - Trigger Condition

Trigger Condition

If you want to trigger the flow for ALL variants of the product:

(i) You will have to set the trigger condition as {{context.order.product_id_list}}

set the trigger condition

(ii) Mention the product ID here.

Mention the product ID

The product ID is available here in the Shopify admin page and can be seen by clicking on the specific product. The highlighted part is the product ID.

see product ID

But, if you want to trigger the flow only when a particular variant of the product:

(i) Set the trigger condition as {{context.order.variant_id_list}}

Set the trigger condition

(ii) Mention the variant ID here.

Mention the variant ID

This variant is also available in your Shopify admin page and be seen by clicking on the specific variant and then clicking on edit. The highlighted part is the variant id.

highlighted variant id

If you wish the flow to be triggered for multiple variants or multiple products, add the variant/product details, just the way we did now, after the OR condition.

flow to be triggered for multiple variants

This means, the flow will be triggered for all products or variants mentioned here under the trigger condition

3. CUSTOMISING THE FLOW

The last step in this flow is to customise the message that needs to go with this product. To do this, click on the message element like this. 

(i) You can modify the time delay before the next step by clicking on the clock icon here and setting a time of your choice.

CUSTOMISING THE FLOW

(ii) You can change the image in the default template by clicking on Fill templates, removing the default image and adding an image of your choice. A good idea would be to have the image of the product you are trying to upsell.

change the image

(iii) You can replace the default message with any of your approved templates of the same message type. Once you select the template, you will have to fill in the variables. Refer to our articles How to create a template to learn more about creating templates.

replace the default message

The most important thing here is to ensure that the Buy Now button takes your user to to the checkout page of the product you are upselling. To this this:

(i) Click on Fill Template.

Click on Fill Template

(ii) Click on Advanced Options.

Click on Advanced Options

(iii) Paste the link the of the checkout page of the item you are upselling here. 

checkout page link


To get this checkout page link from your Shopify store:

(i) Log in to your shopify account and Go to the Products on the left.

Log in to your shopify

(ii) Click on the Product you are upselling.

Click on the Product you are upselling

(iii) Click on View (This will redirect you to the product page on your website).

Click on View

(iv) Click on Buy Now.

Click on Buy Now

This highlighted link is the one you should use to ensure your user is taken directly to the checkout page.


Once you are done editing the flow:

1. Click on Save Draft to save the changes. 

Save Draft to save the changes

2. Close the Flow editor from here.

Close the Flow editor

3. Go to Drafts and click on the flow you just saved. 

Go to Drafts

4. Click on Enable and your customised flow is enabled. 

Enable and your customised flow

5. You can also rename the flow from here. This is especially helpful to differentiate between different versions of the same flow.

rename the flow

How to Set-up the Upsell Flow

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