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The One-Click Upsell for InfusionSoft may only be used if you're using an InfusionSoft order form. If you're using a 10MF order form, this option will not work. |
On 10 Minute Funnels
STEP 1: Create Funnel
1. Create a funnel that looks something like this:
2. Create your Upsell page. Make sure there is a CTA button on your Upsell page and that the button link is set to Submit a Form.
3. Create your Thank You Page
4. Publish the Funnel
On InfusionSoft
STEP 2: Create an InfusionSoft Order Form
1. Log in to your InfusionSoft account
2. Click the InfusionSoft icon from the Navigation and select E-Commerce > E-Commerce Setup
3. Click Order Forms
4. Click Create New
5. Enter the name your order form then click Save
6. Search for the Product to add in your Order Form then click Add Product
7. Click the Thank You Page tab
8. On Thank You Page to Display, select Web Address
9. On URL, paste in the URL of your 10MF Upsell Page and tick the checkbox to Pass contact's information to the Thank You Page
10. Click Save
11. Click the Links tab
12. Copy the Custom URL
13. Paste the URL to your InfusionSoft Order Form component in 10MF
14. Click Update My Funnel
STEP 3: Create an Upsell Action Set for the InfusionSoft Order Form
1. Go back to InfusionSoft, click the InfusionSoft icon from the Navigation and select CRM > Settings
2. Click Action Sets
3. Click Add an Action Set
4. Add a name to your action set (e.g. Upsell Action Set)
5. On Actions, select Create an Order from the drop down
6. Click Save this Action
7. Search for your upsell product by typing in your upsell product name, then click Add. If you don't have an upsell product yet, create one on E-commerce > Products.
8. On Pay Plan Id, select Single Pay for Actionsets
9. Tick the checkbox for Auto Charge this order (their most recent credit card will be charged)
10. Click Save. Once done, your Action Set should look something like this:
STEP 4: Create a Campaign in InfusionSoft
1. Click the InfusionSoft icon from the Navigation and select Marketing > Campaign Builder
2. Click Create My Own Campaign
3. Name your campaign then click Save
4. Add a Web Form and Sequence to your campaign and connect them
5. Rename the Web Form node (e.g. Upsell Web Form). Take note of this name, you will need it later in 10MF
6. Click the Web Form node and swipe the draft switch to ready
7. Go back to the campaign builder, click the Sequence node and swipe the draft switch to ready
8. Add an Action Set (Legacy) node
9. Double Click the Apply Action Set node, then select the Upsell Action Set you created in Step 3
10. Click Save
11. Go back to the campaign builder then click Publish
On 10 Minute Funnels
STEP 5: Set Up the Funnel
1. Open the Email Sequence Component
2. Select InfusionSoft from the drop down
3. On choosing a list, select the Web Form Name on Step 4 item #5
4. On Page viewers see next, select >>Next Page in Funnel<<
5. Click the One-Click-Upsell (InfusionSoft) component
6. Click Activate from the sidebar
7. Publish the Funnel
This is what you should expect when you test your funnel:
1. When customers complete a purchase from the InfusionSoft Order Form:
- The customers will be redirected to the Upsell Page
- The purchase will be recorded in InfusionSoft
2. When customers click the CTA button in the Upsell Page
- The customers will be redirected to the Thank You Page
- The Upsell purchase will be recorded in InfusionSoft
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