The "upsell" payment widget allows you to offer customers additional products or services during checkout. By chaining upsell widgets together, you can create a checkout funnel for customers and allow them to create customized subscriptions along the way.
Once you have everything set up, customers will start off viewing your "main widget" (i.e. a pricing table widget embedded in your website) and then will be forwarded to your upsell widget(s) before they finish checkout.
In the example below, we will create an upsell widget that is used to encourage customers to add extra side dishes to their main order:
To create an upsell widget, navigate to Widgets and click the green Create button in the top right corner.
Select "Upsell Widget" from the list of available widgets.
The main settings of the widget determine the look and feel for the customer. Start off by giving your upsell widget a name. You can set the number of columns, change the text, and adjust the colors to match your theme.
Note: If there isn't enough room to display the number of columns you select, the items may stack vertically. This often happens when viewing on mobile devices. If this happens, you can override widget layouts using css.
Next, you can add any products and/or services that will be offered to customers in your upsell widget. You will need to include the name, price, and SKU (optional) for each product or service. To make sure your upsells are displayed and available for customers to select in the customer portal, switch the "Enabled" setting to "Yes" for each product/service you add.
There are 6 types of upsell products that can be utilized:
Recurring Product
This product is billed on the same frequency as the subscription plan added to the cart.
Appears as a separate line item on the customer’s invoice.
Tax and shipping settings from the subscription plan are applied.
Recurring Service
Similar to a recurring product but used specifically for services rather than physical goods. No shipping or taxes charged
Billed at the same frequency as the subscription and added as a separate line item on the invoice.
Recurring Fee
Added as a recurring charge but not tied to a specific product or service.
Typically used for additional fees, such as maintenance or convenience charges.
No tax or shipping is applied.
One-Time Product
A single purchase added to the cart.
Tax and shipping charges are applied.
Billed at checkout, regardless of any subscription plans in the cart.
One-Time Service
A single service added to the cart (e.g., installation or setup).
Tax and shipping are not applied to services.
Billed at checkout.
One-Time Fee
A one-time additional charge, such as an administrative or processing fee.
No taxes or shipping are applied.
Billed at checkout.
Note: If you want an upsell to attach to a customer's subscription plan (selected in a previous widget), make sure customers are only able to select ONE PLAN IN YOUR FIRST WIDGET where they select their "main" subscription plan. Otherwise, the system will attach the upsell to the LAST subscription that was added to the cart prior to the upsell. For this reason, we recommend using a pricing table or payment form for your FIRST widget in the chain so customers can only select one "main subscription" plan.
Once you have finished configuring your upsell you can create additional upsell(s) by clicking on + next to the Edit Section dropdown
Connecting an upsell widget to another widget
Although the upsell widget has it's own embed code, it's designed to be used in a chain and normally does NOT get embedded into a page on your website. Instead, you will forward customers to this widget using the "Forward to Widget" setting under the advanced settings section in your previous widget.
Change the "Forward to Widget" setting from "Shopping Cart" to the upsell widget you created to make the connection.
Note: By default, all widgets are set to YES for "clear cart on reload," and you will want to make sure to change this is set to "No" for all your upsell widgets. This will prevent previously selected items, from prior widgets in the funnel, from being removed from the cart when the upsell widget(s) load.
Finally, if enabled in your advanced account settings, customers can modify their custom subscriptions from the customer portal by viewing their latest, unpaid invoice.
Any recurring upsell(s) that are enabled will appear as options for customers to add/remove to their subscription.
Any changes made by the customer will carry forward onto future invoices and orders, once processed, so you'll be able to fulfill the correct item(s).
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Please let us know if you have any questions.
Sincerely,
The PayWhirl Team