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Post-Purchase Upsell

The bottom sheet editor

The large editor that opens from an offer's "Edit offer" or "Preview Offer" button.

Click Edit offer on an offer card (on a funnel's Upsells tab), or Preview Offer at the top of an offer's page, to open the bottom sheet. It slides up over the page, is titled Edit offer, and is the main interface for designing offer screens.

Layout

Left pane

The Editor pane has a desktop/mobile switch and the Offer-level widgets list:

  • Drag a widget by its handle (it appears on hover) to reorder it. The list order is the order on the offer screen.
  • Use the eye icon to show or hide a widget. To delete one, use the trash icon (on hover) or Delete Widget in its settings — the Upsell product widget can be hidden but not deleted.
  • Click any widget to drill into its detailed settings; use the back arrow to return to the list.
  • Add widget lets you add an Image, Text, Text & image, Extra buy button, Trust badge or FAQs widget — hover an item to preview it.

The Upsell product widget has its own sub-sections: Discount, Shipping, Image, Buttons, Price breakdown, Product details, Variants and Layout.

Right pane

Live preview that updates as you type. Use the desktop and mobile icons at the top of the left pane to see both views.

Done vs Discard

  • Done — Closes the sheet and keeps your edits. They are not live until you save the funnel (the Save bar at the top of the page, or Save and next on the Upsells tab).
  • Discard — Restores the offer to how it was when the sheet opened. All changes since then are reverted.

Escape and a click on the backdrop both open the Discard changes? confirmation — you won't lose work by accident.

The bottom sheet is the right place to fine-tune one offer at a time. To reuse an offer's setup in another slot or funnel, choose Copy existing offer when you create an offer in an empty slot.

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