Adding a One-Click Upsell/Downsell (OTO) Page

A One-Time Offer (OTO) is a follow-up offer shown to customers immediately after they complete a purchase. OTOs can be used as upsells, encouraging customers to add higher-value or complementary products to their order. They can also act as downsells, offering a lower-priced option to customers who decline a previous offer.

OTOs give you a chance to increase the total value of each sale while providing customers with options that align with their needs. This article will walk you through what OTOs are, why they’re helpful, and how to set them up in your funnel.

Requirements

• An active ClickFunnels account

• Products created in the Products section

• A funnel created in your workspace

• Payments AI Configured Account

What is a One-Time Offer (OTO)?

A One-Time Offer is an additional product or service presented after a customer completes a purchase. It’s designed to fit naturally into the buying process and can be customized to fit your goals:

• Use an upsell to encourage customers to upgrade their purchase or add complementary items.

• Use a downsell to offer a less expensive alternative for customers who decide not to take the original upsell.

Why Use an OTO?
OTOs are a proven strategy to:

• Increase revenue per customer by offering complementary or exclusive products.

• Build trust by showcasing deals that feel like a special opportunity.

• Tap into impulse buying behavior with urgency and scarcity.

Examples of OTO Use Cases:

• A customer buys a fitness program, and you offer a personalized meal plan as an add-on.

• Provide a subscription trial upgrade to an annual plan at a reduced cost.

• If a customer declines an annual subscription upgrade, you offer them a monthly subscription at a discounted rate.

Adding an OTO Page to Your Funnel

1. Navigate to the Funnels menu and open the funnel where you want to add the OTO.

2. Click on the funnel you wish to add a step to open the Funnel Workflow Editor.

3. From the Funnel Workflow Editor, hover over and click on any of the circles to add a new step at that spot.

4. Click on Page on the open widget.

5. Select the OTO (Upsell/Downsell) Page category, and click the Choose button on your preferred template. If you prefer to build a page from scratch, click the New Page button at the top right instead. For detailed instructions on creating and customizing a page, refer to the Getting Started with the ClickFunnels Page Editor article.

   Important

   If you are building a custom page, make sure to include a Checkout Element to enable purchases. For more information on adding and configuring this element, see the Checkout Element article.

6. Add page information as needed and click Create page.

To learn more about adding funnel steps, refer to the How to Add and Manage Funnel Steps article.

Attaching Products to the OTO Page

1. In the funnel step, locate the OTO page and click the  three dots next to the OTO page.

2. Select Add Products from the dropdown menu.

3. In the Attached Products modal, click Add product to select the one you want to use for the OTO.

4. Hover over the desired product and click Select Product, or use the Add Product button at the top right to create a new product.

Customizing the Upsell (OTO) Page

1. Open the Funnel Editor by hovering on the page thumbnail, then click Edit.

2. customize the OTO page content. This includes adding a headline, supporting text, and a video element if you want to present your upsell through video.

3. Enable the Downsell Link to provide an alternative option for customers who do not want the upsell. To do this:

   • Click on the Checkout element in the Funnel Editor.

   • In the right-side menu, select Buttons.

   • Scroll down to the Downsell Link Text section and toggle it on.

   • Customize the link text (e.g., "No, I don’t want this") and set the link action to "?next_funnel_step=true".
     

Testing Your OTO Flow

1. Use the Preview option in the funnel to view the OTO as customers will see it.

2. Complete a test purchase to ensure that the OTO page appears after the initial purchase and the product is correctly added to the customer’s order. Learn more in our How to Test Funnel Checkout in Test / Sandbox Mode article.

3. Adjust funnel settings or page content as needed if issues arise.