One-Click Upsell

Cartpanda offers One-Click Upsell, a feature that lets you offer additional products immediately after checkout, in an automatic and seamless way for the customer.
These offers appear only after the payment is confirmed, increasing your chances of conversion without affecting the completion of the purchase.

Upsell offers only work for purchases made with a credit card.
💡 Stores that use upsells strategically can increase their revenue by up to 30%.

Understanding the upsell and downsell flow

• Upsell: an offer for an additional product, made right after the purchase.
• Downsell: an alternative offer, usually cheaper, shown to customers who declined the upsell.

You can create sequences of up to 5 upsells in a single funnel, and each upsell can have downsells, forming a personalized flow of offers.

👉 Example flow:

1. The customer completes the purchase and sees Upsell 1.
2. If they accept, they are taken to Upsell 2, and so on.
3. If they decline, they see Downsell 1.
4. After the last offer, they reach the thank-you page.

The offer is accepted with one click, so the customer doesn’t need to enter their card again.
💡 Progressive offers: if the first upsell offers a 10% discount, the downsell can offer 15%, increasing the chance of acceptance.

After you create the funnel, you can see all the steps in a flowchart, with the “Purchased” and “Declined” paths of each offer.

Learn how to set up the upsell

In your Cartpanda dashboard, in the side menu, click Apps > One Click Upsell.
Click “New funnel”.

The funnel setup steps will open:

In this article, we are setting up the internal funnel.
If you prefer to use an external page for the upsell offer, that is entirely possible. See this article for the step-by-step setup of the external upsell.
After selecting, click Next.

Set the checkout rules

Define the conditions that activate this funnel:

Affiliates

If you work with affiliates, you can choose which of them the funnel applies to.

When you select affiliates:

• The funnel is shown in sales made through the links of the selected affiliates: in those sales, the customer is taken to the upsell offer page.
• Those affiliates receive the commission for the front product and for the upsell product. For this, they must have an active affiliation to all the products in the funnel.
• In sales made through the link of other affiliates (not selected), the customer is not taken to the upsell offer page.

When you don’t select any affiliate:

• The funnel runs normally in sales made by any affiliate.

Rules to activate the funnel

In the Rules selector, you define the trigger that makes the offer appear in the funnel:

• Always available: the offer is always shown.
• Cart total value: the offer appears only when the cart reaches the minimum value you set (e.g., above R$100).
• Items in the cart: the offer is shown only if specific products are in the cart. Set the condition.
• Collection in the cart: the offer is shown when there are products from a selected collection.

After setting the rule, click Next.

Name your funnel

Then click Next.

Set up your first upsell

Now we will create the funnel:

Fill in the following information:

• Upsell name: used only for your internal reference (e.g., Upsell 1 – Upgrade offer).
• Upsell product: select which product will be shown as the offer.
• Discount type: if you want to apply a discount, choose between a fixed amount or a percentage and enter the value.
• Offer expiration time (in minutes): how long the offer stays available for the customer to accept.

Review and activate your funnel

Check that everything is correct and click Create funnel. That’s it, your funnel is created!

The funnel flowchart

Once created, the funnel appears as a flowchart with all the steps (checkout, upsell, downsell when there is one, thank-you page) and the “Purchased” and “Declined” paths of each offer.
Each step shows:

• the offer product;
• the value;
• the type (upsell or downsell);
• the offer time.

Organize it your way: you can drag the steps to change their position and arrange the flow however you prefer to view it. Then just click Save.
This way, you can see the customer’s whole journey, from checkout to the thank-you page.

Offer design editor

To open the offer design editor: in the funnel flowchart, click your upsell > Design.
Click Edit to customize how the offer looks:

• Colors and buttons
• Text and calls to action
• Position and page elements
• Add extra scripts

You can see, in real time, how the offer will be displayed to the customer.

The upsell design comes pre-configured in the Cartpanda default style. If you don’t want to change it, you don’t need to edit anything. You can still customize the layout freely to fit your offer.
After finishing the setup, just activate the upsell and the funnel.

From that moment on, whenever a customer buys the front product and meets the rules defined in the funnel, they will be automatically taken to the upsell page.

Want to add more offers?

To add another upsell or downsell to the funnel, click “Add step”.

Setting up a downsell

When you click the downsell, a side panel opens where you set up:

• the product;
• the discount;
• the offer design (if you want to customize it).

The setup follows the same pattern as the first upsell.

Tips

Simulate journey

Click “Simulate journey” to open a window that shows what your customer’s purchase flow will look like, step by step.

Verify funnel

Click “Verify funnel” and Cartpanda runs an automatic check of 7 points:

• 1. No loops detected in the funnel.
  2. At least one upsell step exists.
  3. All paths end at the thank-you page.
  4. The checkout has a destination after the purchase.
  5. All products are active and available.
  6. All step names are unique.
  7. All steps are reachable.

This way, you can confirm the funnel is fully set up.

Testing the flow

• place a test order to check the upsell flow. See How to use test mode.

All set. Your internal upsell funnel is configured 🎉

Analyzing results (Analytics)

Click Analytics on the app’s home page to follow the performance of your offers:

• Total revenue: the total value of sales generated by upsell offers.
• Top products: the products with the best upsell performance.
• Top funnels: the funnels with the highest conversion rate.
• Top offers: the offers most accepted by customers.

These metrics help you continuously optimize your upsell strategies.

Facebook Pixel events

Purchase events are triggered sequentially, following the customer’s navigation through the flow.
Example:

1. The customer accepts Upsell 1 → is redirected to Upsell 2 → the Purchase Upsell 1 event is triggered.
2. The customer declines Upsell 2 → goes to Downsell 2 → no purchase event is triggered at this step.
3. The customer accepts Downsell 2 → is redirected to Upsell 3 → the Purchase Downsell 2 event is triggered.
4. The customer accepts Upsell 3 → goes to the thank-you page, where the Purchase Upsell 3 event is triggered.

Still have questions? Chat with our team on the platform or email suporte@cartpanda.com.

Updated on: 10/28/2026