Sales Funnel - Bump Offers & Upsells

Are you looking to enhance your funnel and offer additional value to your customers during the checkout process? With Patient Base, you can easily add order bumps and upsells to your checkout, providing more options and maximizing your sales. Here's a step-by-step guide to help you get started:

1. Make sure you are on the correct funnel in your Patient Base account. Navigate to your sales page and then proceed to the checkout page.
2. Double-click on the checkout page to access the product options. Ensure that you have the right product selected for the checkout.
3. To add a bump offer, click on the "Edit" button. Choose the bump offer you want to include, such as an ebook. Specify the details, including the price and any limited-time offers.
4. Save time by copying the information you want to include in the bump offer, such as the description or pricing details.
5. Decide whether you want the bump offer to be selected by default and whether to show a badge indicating a limited-time offer. Select your preferred bump style, such as a forwarder or shadow effect. Click "Save" to add the bump offer to the checkout page.
6. Save the changes made to the checkout page. Your bump offer should now be visible on the checkout page.
7. To add an upsell, go to the funnel settings. Look for the option to add an upsell or a downsell right under the checkout settings.
8. Click on the "Add Upsell" button and choose to add a popup or a separate page. For this guide, we'll focus on adding a popup.
9. Select one of the available upsell templates. These templates can be customized, allowing you to change images and texts according to your preferences.
10. Start by adding an upsell product. Choose the product you want to offer as an upsell, such as one-on-one coaching. You can decide whether to override the price or display it as text on the page. Specify the button text and the text for the decline link (e.g., "No thanks, I don't want coaching").
11. Tag your customers for this specific upsell by selecting the appropriate list or tags. Ensure everything is set up correctly and click "Save."
12. If you need to make changes to the upsell, simply click on the button again to access the editing options.
13. Close the popup and make sure to save all the changes made to the page.
14. Preview your funnel to ensure that everything looks good. Test the checkout process by entering your details and starting the payment. Use the provided test card (e.g., Stripe test card) to complete the order.
15. As the order is processing, a popup will appear, offering the one-on-one coaching upsell. Encourage customers to take advantage of this additional offer to enhance their purchase.
16. After accepting or declining the upsell, the funnel will proceed to the final step, thanking the customer and confirming the completion of the purchase.

By following these steps, you can seamlessly add order bumps and upsells to your checkout process using PatientBase. If you have any questions or need further assistance, don't hesitate to reach out to our support team. Happy selling!