Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

Creating a one-click upsell

An easy way to boost revenue is to present another offer immediately after a successful purchase. When we allow that additional purchase to be made with a single click, it capitalizes on the excitement and momentum of their previous purchase; having the customer submit another form would introduce unnecessary friction.

For this recipe, we are going to first create a payment plan, then create an action set to generate the upsell product order, and finally connect it all within a campaign. Once this is done, we'll connect the one-click upsell to the order form.

Getting ready

In addition to being logged in to Infusionsoft and inside a specific account, we also need to have the following:

  • Our merchant account setup

  • An order form

  • A product created for the upsell offering

  • A web page for customers that decline the upsell offering

How to do it...

  1. Hover over the main navigation menu and click on E-Commerce Setup:

  2. In the Payments section, click on Payment Plans:

  3. On the upper-right...