How to Add a One Time Offer(OTO) Product in a Funnel Step

This article explains the process of integrating a One Time Offer (OTO) product into a funnel. A One Time Offer(OTO) represents a pivotal opportunity to present your customers with a compelling upsell or special offer immediately following their initial purchase. These supplementary offers serve as valuable additions that customers can opt for alongside the primary product featured in your funnel.

Integrating OTO products into your funnel enables you to unlock additional revenue streams by capitalizing on existing customer interactions. By strategically aligning supplementary offers with the customer’s purchase intent, you can drive incremental sales and boost the overall profitability of your sales funnel.

When a customer accepts a one-time offer, the transaction process is seamlessly executed without the need for them to re-enter their payment details.

Table of Contents

• Requirements
• Adding an OTO page
• Add Products to an OTO Page
• Previewing an OTO in the Page Editor
• Understanding OTO Inside and Out
• Additional Information

Requirements

• An active ClickFunnels 2.0 account
• A payment gateway
• A product
• A funnel
• An order form page with a product added

Adding an OTO page

An OTO offer comes after the first purchase in the sales funnel. This means that before you can add an OTO page, you need to have an order page first. Follow these steps to add a new OTO page to a funnel:

1. Click on the + symbol right after the order page.
   

2. Click on Page on the open widget.
   

3. Select the OTO (Upsell/Downsell) Page category, and click the Choose button on your preferred template.
   

4. Add page information:
   

   1. Name of the page ( Mandatory).
   2. Description (Optional).
   3. Edit the page’s URL (Optional).
   4. Select a Style Guide.
   5. Toggle the button to index your page.
   6. Once you have completed the information, click on Create page button.

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Add Products to an OTO Page

Just like your regular order or checkout page, your recently created OTO step will require a product associated with it. These are the steps on how to add a product to your OTO page:

1. Once your OTO page is created, you can add your product in two ways. By clicking on the warning icon or clicking on the three dots menu, then clicking Add Products.
   

2. Click the + Add Product button from the open widget.
   

3. Select the desired product from the existing products.
   

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Previewing an OTO in the Page Editor

To preview an OTO, you need to do the following:

1. Hover over to the OTO page and click on Edit.
   

2. Find the Checkout element and click on the Settings icon.
   

3. Open Checkout Preview and select One Time Offer (OTO).
   

When previewing the OTO page, the checkout element with OTO mode won’t appear. The OTO mode for checkout element is only activated when a buyer finishes the purchase from the preceding order page.

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Understanding OTO Inside and Out

• You can add multiple OTO pages to a funnel.
• OTO pages allow for the inclusion of multiple products, pricing options, and variants. The price selector and variant selector automatically appear in the checkout element.
• It’s essential to note that an OTO page should have only one checkout element. Having multiple checkout elements may lead to issues when submitting an order.
• A standard button element won’t submit an OTO page purchase with a successful payment. Instead, you can use standard buttons throughout the OTO page, each with an action to scroll to the checkout element to complete the purchase.

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Additional Information

• Products: How to Manage Products
• Editor: Adding an Order Checkout Element
• Products: Product Types
• Products: How to Manage Pricing

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