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Upsells and bundles help you earn more from every customer without needing more traffic. This guide focuses on strategy and configuration so you can use these tools without overwhelming buyers.

Upsells vs bundles

  • Upsell – an additional offer after the initial purchase decision (for example, “Add this bonus for $9”).
  • Order bump – a small add-on surfaced directly on the checkout page.
  • Bundle – a single product that includes multiple items at a combined price.
You can use all three patterns together to create a smooth, value-packed purchase flow.

Designing effective upsells

Good upsells:
  • Are clearly related to the main product.
  • Make the main product work better or faster.
  • Are easy to say “yes” or “no” to without confusion.
Examples:
  • Main: course → Upsell: templates or worksheets.
  • Main: template pack → Upsell: coaching call or implementation review.

Configuring upsells and order bumps

In the Pocketsflow dashboard:
  1. Open the main product you want to attach upsells to.
  2. Go to the Upsells or Post-purchase section.
  3. Choose which products to offer as:
    • Upsells after checkout.
    • Order bumps on the checkout page.
  4. Set pricing and any special discounts specific to the upsell flow.
  5. Write concise copy that explains:
    • What the add-on is.
    • Why it pairs well with the main offer.
    • How much extra it costs.
Always preview the flow from a buyer’s perspective before going live.

Creating bundles

Bundles combine multiple products into a single purchase.
  1. Create a new Bundle product (or similar).
  2. Select which existing products or assets are included.
  3. Set bundle pricing:
    • Highlight the total value if bought separately.
    • Make the bundle a no-brainer for your ideal buyers.
  4. Use the product page to explain:
    • Who the bundle is for.
    • What’s included.
    • How buyers access each component.

Measuring performance

Use your analytics to monitor:
  • Attach rate – how often buyers accept upsells or order bumps.
  • Impact on conversion – avoid overloading checkout with too many decisions.
  • Revenue contribution – how much extra revenue upsells generate.
If upsells hurt primary conversion, simplify the flow or reduce the number of offers.

What’s next

  • To design the pages that present these offers, see Page templates.
  • To understand how upsell revenue shows up in your reporting, see Analytics.