O'Reilly logo

Infusionsoft Cookbook by Paul Sokol

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

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 ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required