How to create a One-Click-Upsell for free

There are several tools out there for creating a one-click-upsell. One that we’ve used extensively is One Click Up Sell Script by FixYourFunnel.com. Let me first say that Ryan Chapman, creator of FixYourFunnel is a true genius and has TONS of other awesomeness available in his suite of products.

I’m going to walk you through how to create your own upsell and/on downsell system. This uses Infusionsoft, self-hosted WordPress and one plugin. We highly recommend using an SSL certificate.

Let’s get started.

Step 1

Jump into your Infusionsoft app and create a legacy Web Form. Marketing –> Legacy –> Add a web form

Once you’ve created one you’ll want to remove the name field, we will only need the email address.

Step 2

Now, click the actions tab. Click the drop down to “Add New Action” and choose “Create an order”.

Click the text link that says “Save this Action”. Now you can add a product or subscription or both. Finish the settings here that apply to your need. Be sure to choose or customize a thank you page in the next tab. Remember, boring thank you pages suck.

Step 3

Click the Publish tab and choose the Do It Yourself option. Click “Get The Code”. Choose the HTML Code (unstyled) radio button. Copy the code. It will look something like this:

<form accept-charset="UTF-8" action="https://appname.infusionsoft.com/app/form/process/randomstringofnumberswouldbehere" class="infusion-form" method="POST">
    <input name="inf_form_xid" type="hidden" value="randomstringofnumberswouldbehere" />
    <input name="inf_form_name" type="hidden" value="delete me" />
    <input name="infusionsoft_version" type="hidden" value="1.29.11.21" />
    <div class="infusion-field">
        <label for="inf_field_Email">Email *</label>
        <input class="infusion-field-input-container" id="inf_field_Email" name="inf_field_Email" type="text" />
    </div>
    <div class="infusion-submit">
        <input type="submit" value="Submit" />
    </div>
</form>

Paste this into the Text tab tab of your WordPress page (NOT the Visual editor)

Step 4

Install a WordPress plugin. Search for a plugin called “URL Params“. It was created by a rather helpful guy named Jeremy B. Shapiro. I’m going to assume you know how to install a WordPress plugin.

Step 5

We are going to modify the Form code. Don’t be scared, this is really easy.

Fond the line of code in your form that looks like

<input class="infusion-field-input-container" id="inf_field_Email" name="inf_field_Email" type="text" />

Change the type from “text” to “hidden”.  Then after the end quote in “hidden” add the following, be sure to add a space between “hidden” and what you just added. This will grab the email address from the URL that the Infusionsoft order form sent the user to.

 value="[inf_field_Email]"

It should now look like this:

<input class="infusion-field-input-container" id="inf_field_Email" name="inf_field_Email" type="hidden" value="" />

You are done. You can publish the page and you now have a button, that when clicked after an order form, will create an order and/or subscription. You might want to consider step 6 though.

Step 7

Copy the URL to your new upsell page and jump back to Infusionsoft.

Go to your existing order form that this will be an upsell from.Click on the Thank You Page tab.

Choose “Web Address” as the type and paste your new WordPress page URL into the field. Lastly, check the box that says “Pass contact’s information to the Thank You Page”.

Step 8 (optional but highly recommended)

If you’ve been creating this as you follow along, you are probably thinking that this is useless. I mean , the default submit button? Who would ever click that? Well, if your copywriting is awesome, maybe a few. BUT, if this button were a bit more enticing, your conversion would surely improve.

So, let’s fix that. Here is your existing button code:

<input type=”submit” value=”Submit” />

You’ll want to change the type to “image” and give it an image to use. If your site uses SSL, then make sure your image does to. You can simply upload an image button to your WordPress site and use the url to that image. Easy.

Use the following code, but where the URL is, you’ll want to use your own image and be sure to set the width and height:

<input type="image" src="http://yourwebsite.com/path/to/yourimage.png" border:none width="350" height="132" value="Submit" />

Last thoughts

Be SURE to add very specific instructions on the page to make absolutely sure the customer knows that clicking the button will create an order and charge their card immediately.

Also, you can wrap the submit button with <div align=”center”>BUTTON CODE HERE</div> to center the button in the space.