One Time Offer – Initial Setup

In this tutorial, we’re going to walk you through the initial setup of a One-Time Offer.

For this example, we’re going to set up a one-time offer using the OptimizeFunnels Visualiser.

Please Note: You will not be required to do this as you can add the One-Time Offer element in OptimizeBuilder.

To begin, it’s always handy to have your funnel mapped out as it will allow for an easier process when you go move on to building it.

Here’s an example funnel map that we will be using for this example:

With our funnel mapped out, we now want to go ahead and create our funnel with OptimizeFunnels.

Go to OptimizeFunnels > Create New Funnel

Next, click the Sales Funnel tab followed by the Upsells / Downsells Funnels

Inside Upsell / Downsell Funnels, choose one of the presets that best fit your brand and click the blue Select this design button. Give your new funnel a name, description and click the blue Create New Funnel button.

Your funnel will now be created and beautifully displayed in the funnel editor window.

The next stage will be to assign our upsell product to the Upsell Offer Page.

If you have yet to create your first product and would like information, please see the KB article below:

Create Digital Download Product

To add your upsell product, scroll to the top left of the Upsell Offer Page Funnel and click on the red icon.

A lightbox will appear with a dropdown to select the product you would like to assign as your Upsell Offer.

Once you’re happy with your selection, click the green Ok button to assign the product to your Upsell Offer Page.

Finally, add your products to your other funnel stages to complete the funnel.

Updated on December 8, 2022

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