"Upgrade" or Replace a Product
- Tyler Martorano
This article will provide instructions on how to use the Replacement feature to replace a previously purchased item with a different item, within the same order session.
For example, this can be used to upgrade the customer to a premium version of the product they purchased at checkout.
Create Replacement offers/upsells inside the campaign
The Replacement feature is simply replacing one campaign product with a different campaign product. This means that you will need to create all of the replacement versions inside the campaign if they do not already exist there.
Standard Transaction Flow -
If you are using the Standard Transaction Flow where each upsell is it’s own transaction, the prices you set on the offers/upsells should be the DIFFERENCE between the previously purchased item and the upgrade item.
Single Transaction Flow -
If you are using the Single Transaction Flow, where all upsells are processed on the same transaction as the main offer, the prices you set on the offers/upsells should be the actual price for that upgraded item.
Set Replacement setting inside funnel page
Once you have created all the offers/upsells that you need inside the campaign you can now head over to the funnel builder and edit the page where the replacement will happen.
In order for the customer to upgrade they must make a selection, and this must be done with either a Product Checkbox or directly with a button/link.
With either option, you must select which Product/Upsell that the customer is buying when they make their selection AND you must select which product will be replaced within the Replacement dropdown.
Product Checkbox
Directly on Button
