WinRed's upsell feature allows you to maximize the impact on your donors by adding additional actions donors can take after they make a donation. You can add upsells to any donation page.
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If you’re not using the upsell feature on WinRed, money is being left on the table.

You can review all the types of upsells WinRed has available by selecting the button below.

To create a new Upsell, navigate to the My Pages tab and select the Upsells subtab.

Click the Create Upsell button found in the right-hand corner. Select the type of upsell you would like to create.

Once you've selected your upsell type, you will see a page to update the settings for your upsell. Add an internal name and a call to action to the Upsells.
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Customize the donation amount buttons that will appear on the upsell. Dynamic Amounts will be multiplied, while Static Amounts will appear as inputted.

Choose if the Other amount field should be visible on the upsell.

Dynamic Amounts allow the displayed amounts on a Panel or Donation Upsell to reflect the donor's original donation amount as multiplied. To learn how to set this up, select the button below.

If you are creating a Contact Card Upsell, you'll see options to customize the upsell. Select the text that will appear on the confirmation button on the upsell; currently, the following four options are available:

Enter the contact card details, such as the candidate's first and last name, the organization's name, primary email address, and phone number. The first and last name or the organization name are the only required fields; you can choose whether to use the first and last name or the organization's name.

We recommend adding information to two of the five contact card details fields.

Add an image to display on the contact card; the recommended image size is 400 x 400 pixels. This image will then appear within the contact on the donor's device.

If the donor selects the confirmation button and downloads the organization's contact card, they will still have to save the contact card to their device in order to bypass any restrictions imposed by iOS 26.

When the donor clicks the confirmation button on the upsell, a lead will also be created on WinRed. The lead will include the donor's phone number, if provided on the donation page, and the contact card details. This will allow you to view the information on the card. If you would like to learn more about this type of lead, please select the button below.

If the donors are not on a mobile device, this upsell type will not be shown, and donors will see the next upsell in the pathway or flow. This skip will be recorded as a decline on WinRed. This is important for two reasons.

Give donors the option to cover the processing fees associated with their upsell donation. This is only available on a donation upsell and not a double donation or a panel card.

To enable this, toggle the Allow Donors to Cover Processing Fees Button to yes under the Donation Amounts line.

Once toggled, donors will see the checkbox pictured below on the associated upsell.

Please note this will only work when one committee is added to an upsell.

Display a Recurring Button on a Donation Upsell to give donors another opportunity to opt into a recurring donation.

To enable this, toggle the Recurring Donation Button to yes under the Recurring Button line. Customize the callout that will appear on the recurring button and then select the button style.

If Radio Buttons are selected, donors can toggle between a monthly or one-time donation. If a Checkbox is selected, donors must click the button to start a recurring donation.

It is not possible to enable Recurring on a Donation Upsell if it applies to certain situations found below.

Recurring Intervals started on a Donation Upsell are unrelated to the initial donation on the page. However, recurring donations on a Recurring Upsell are associated with the initial donation. The graphic below explains this.

Multiple committees can be added to a Donation, and Panels upsell to split donations. To do this, search for the committee's name and add it to your upsell.

A Video or an Image can be added to appear on the upsell.

Either enter the embed code from YouTube, Vimeo, Facebook, or Twitter under the Video Embed Code line:

Or upload a logo under the Logo line:

Standard and Merchandise Campaigns can be added to upsells to either track performance or to offer merchandise. If you would like to track the performance of an upsell, it is recommended to add a standard campaign to it.

Use the dropdown menu under the Campaign line to select a campaign to add it to your upsell.

Widgets can be added to any page or upsell to drive urgency, show impact, and increase donor conversion rates. They are a must for any upsell you make on WinRed!

Click the green Add Element button.

Click Widget from the slide-out menu that appears.

This will open another slide-out with your widget options.

If you're editing an upsell flow from the page builder, saving your page will also save your changes to your upsell flow across all pages it is added to.

An upsell must be added to a pathway or flow before it can be seen on a page.

Upsell Pathways allows an organization to dynamically redirect donors from a donation page to an upsell based on donor attributes.

An upsell can also be added to an upsell flow. To begin, navigate to the Pages tab, then select the Upsells sub tab.

Click Upsell Flows (Legacy) in the top left-hand corner.

In the right-hand corner, you are going to see the Create New Upsell Flow button. Click that.

Now, you have two options: either Create a New Upsell or Add an Existing Upsell. If you select a new upsell, you'll be prompted to choose from a list of upsell types. If you would like to add an existing upsell, just search for its internal name.

There are two ways an upsell pathway or flow can be added to your donation pages. The first is by building it directly on the page.

The second is to add it to your page after creating it in the upsell tab.
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To add a pathway or flow, head to the page you want it on and click on Upsells, as shown below.
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Then click Add Existing Upsell Pathway or Flow and search for its internal name. If it's newly created, it should be one of the first available.
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To view donations that were made on an upsell, navigate the Revenue tab and then the Donations subtab.

Select the filter option found in the top right-hand corner, and a slide-out with all the different filters will appear.

Add a desired date range and filter the donations to your liking.

Under the Advanced section, scroll down to the Product Name drop-down

Select one of the following options.

Click the apply filters button to view all the donations that fall under the Product Name.

You can download a report of this information by selecting the blue download button in the right-hand corner.

The donor information, donation amount, and standard campaign used will all be visible within the report.

To view the stats associated with a specific Upsell, navigate to the Pages tab and select the Upsells subtab.

Click the Upsells tab in the top right-hand corner.

You will be able to view your existing upsells here and the associated information listed below.

You can view the aggregate statistics of the Upsell Pathway by clicking the Upsell Pathways tab on the top left-hand corner.

Click on any existing pathway and navigate to the right-hand side of the node.

You can view the overall Upsell Flow stats by clicking the Upsell Flows (Legacy) tab on the top left-hand corner.

Click on any existing flow and navigate to the right-hand side of the screen to view the stats.

You can also view the stats for each upsell in your Upsell Flow. If an upsell has been added to multiple Upsell Flows, we'll show that upsell's performance across all of the Upsell Flows it has been added to.

Using the Bulk Actions tool, you can add or remove an Upsell Pathway or Flow from all your pages at once.

Navigate to the Upsell tab to see all the upsells you've created. If you click the three dots on the right-hand side of the screen, you'll see the option to duplicate.
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Questions? Feel free to contact our team by clicking on the chat box at the bottom right corner of your screen.