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. 35% of donors accept at least one upsell after they've made a donation!

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

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

Upsell Pathways allows for ann 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.

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 the list below. If you would like to add an existing upsell, just search for its internal name.

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.

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.

If multiple committees are added, toggle Geographical Sort to make the candidates near the donor appear at the top of the page.

A Video or an Image can be added to appear on the upsell. Either enter embed code from Youtube, Vimeo, Facebook, or Twitter or toggle Enhanced Upsell to yes and upload an image.

Once the choose image button is selected, you will able to upload a new image or search from the existing ones by the file name.

Standard and Merchandise Campaigns can 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 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!

Select the green save button at the bottom of the page to save your upsell. You can add as many upsells as you want to your Upsell Flow.

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 so that this upsell flow has been added.

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.
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Under the Advanced section, navigate to the Product Name drop-down and 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.

You can view the aggregate statistics of the Upsell Pathway by clicking on it and navigating to the right-hand side of the node.

You can view the overall Upsell Flow stats in the Upsell Flow Stats section on the left side of your screen, shown below.

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 at 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.