PitchPlus Upsell Flows

PitchPlus Upsell Flows let you offer additional products to a customer after they've purchased one product.

The following subjects are covered in this article:

Overview

PitchPlus is designed to enable you to drive additional sales by capturing a buyer after they have already made a purchase decision with offers for additional related or value added products. The consumer only needs to click a single button to immediately buy the additional product and charge the payment method used in their original purchase.

You can use PitchPlus to make up to three additional offers/products from your own account or from any other ClickBank vendor.

This cross-sell capability, when combined with ClickBank Joint Venture, allows two vendors to collaborate to gain revenue from advanced ecommerce flows by promoting each other’s products.

How It Works

PitchPlus allows for upsell flows with up to three additional offers, including products owned by another ClickBank account if desired.

Each flow that you create begins with a specific product. Once the customer purchases that product, they are taken to an additional Pitch Page of your choice (upsell 1).

Depending upon how the PitchPlus flow is configured and how the customer responds to the offer, they may then be sent to a second Pitch Page (upsell 2), and finally, sent to a third and final Pitch Page (upsell 3). We refer to this sequence of Pitch Pages as a “PitchPlus upsell flow”.

Within each level of the PitchPlus flow, you may decide what action to take if the customer agrees to the offer or if they decline. 

Once the customer completes the flow, they are taken to a ClickBank Confirmation Page, which contains links to the individual Thank You pages of the items purchased.  You do not need to create a new Thank You Page to represent all possible purchase combinations; ClickBank automatically displays the correct combination of purchased items.

Note – If you are creating a PitchPlus flow that includes a product from an account that you do not own, then you will receive no revenue from those transactions unless you are under a ClickBank Joint Venture Upsell contract with that account owner. For more information on Joint Ventures, see the Joint Venture article.

Affiliate Commissions

The Affiliate from the original sale will be credited for each sale in the PitchPlus upsell flow, although you may choose a different commission rate for each product in the flow.

Vendors who include PitchPlus upsell flows within their e-commerce experience are appealing to Affiliates since the Affiliate can receive a commission for each successful upsell purchase. As the vendor, you can set a separate commission rate for each product in the upsell flow or use your default commission rate.

Affiliates can identify vendors who use PitchPlus upsell flows in the Marketplace by either looking for the PitchPlus upsell icon This image is an icon representing a vendor with upsell flows. It is an orange arrow pointing up.or by choosing Advanced Search and selecting the PitchPlus checkbox under the Product Type section. This will allow Affiliates to maximize their investment by focusing on Vendors that are making multiple offers to consumers via PitchPlus. Note that if you are utilizing PitchPlus to promote a product from a different account, you will specify the commission paid to the Affiliate against that product while creating the PitchPlus upsell flow.

Don’t be afraid to let affiliates know you’re using PitchPlus in the Marketplace Title/Description, in your Vendor Spotlight, and/or your Affiliate Tools Page. The more obvious it is to affiliates that they can earn more per sale, the more likely they are to promote you.

Selecting Products for an Upsell

To give yourself the best opportunity to make the extra sale, make sure your initial offer and PitchPlus offer complement each other. If a customer initially buys an ebook of diet recipes, it wouldn’t make sense to upsell your customers a video series on how to play the piano or make money online. Your upsell offers should add value to your customer’s initial purchase or expand on a specific aspect of your main product. For example, if you are offering an ebook providing diet recipes, consider upselling a video series demonstrating fat burning exercises.

Allowed Products

Any product type may initiate a PitchPlus upsell flow. The maximum price of each product in the flow is $150.

If a PitchPlus Upsell Flow includes a physical product, the initial order form will ask for shipping information, even if the initial product is not a physical product.

If the initial purchase is made through PayPal, the user cannot make a one-click purchase of an upsell product, and are redirected to the order form for the upsell product.

If you are including a recurring billing product in your flow, you must collect agreement from the consumer to the terms of the subscription by having the customer check a box indicating they understand the terms of the recurring billing agreement and pass that information to ClickBank in the payment link as a parameter:  cbrblaccpt=true

Reporting and Analytics

For sales of products via a PitchPlus flow, the analytics and transactions screens will provide columns detailing those sales. The Instant Notification service also provides data on upsell transactions.

Example PitchPlus Upsell Flows

Here are several examples of PitchPlus flows that illustrate the consumer experience:

PitchPlus With Single Upsell

For vendors who would like a single upsell, the flow is simple:

Initial Offer -> ClickBank Order Form -> PitchPlus Offer -> Confirmation Page

The confirmation page will contain links to the Thank You Page for one or both products, depending on the consumer’s acceptance of the upsell.

PitchPlus Advanced Flows

Vendors can present consumers with up to three offers, allowing for more advanced, complicated flows.

For example, if the customer declines your initial offer, you could offer them a less expensive version of the product with fewer features, or if they purchase the first upsell product, you could offer them an additional product with related features or benefits.

In this flow, the consumer is presented three offers, each contingent on the acceptance of the previous offer.  At any point, if the consumer declines, the flow ends and they are taken to the confirmation page. 

This flowchart shows a sample PitchPlus Upsell flow. It begins with the Vendor Pitch Page for the initial product. The customer is then taken to the ClickBank Order Form. If they purchase the product, they are taken to the first Upsell Product's pitch page. If they accept that product, they are taken to the second Upsell Product's pitch page. IF they accept that product, they are taken to the third Upsell Product's pitch page. If they accept the third Upsell Product, or if they decline the first, second or third upsell products, they are taken to the ClickBank Order Confirmation Page. This page contains links to the Thank You pages for each product.

 

In this flow, the consumer is presented alternative offers after the initial upsell.  A decline can be used to present a downsale or another product in lieu of the one declined: 

This flowchart shows a sample PitchPlus Upsell flow. It begins with the Vendor Pitch Page for the initial product. The customer is then taken to the ClickBank Order Form. If they purchase the product, they are taken to the first Upsell Product's pitch page. If they accept the first Upsell product, they are taken to the second Upsell Product's Pitch Page. If they decline the first Upsell Product, they are taken to the third Upsell Product's Pitch Page. If they accept or decline the second or third product, they are taken to the ClickBank Order Confirmation Page. This page contains links to the Thank You pages for each product.

Lastly, this example flow shows a series of downsells rather than multiple additional value added products after the initial sale is successful: 

This flowchart shows a sample PitchPlus Upsell flow. It begins with the Vendor Pitch Page for the initial product. The customer is then taken to the ClickBank Order Form. If they purchase the product, they are taken to the first Upsell Product's pitch page. If they decline the first Upsell Product, they are taken to the second Upsell Product's Pitch Page. If they decline the second Upsell Product, they are taken to the third Upsell Product's Pitch Page. If they decline the third Upsell Product, or if they accept the first or second Upsell Products, they are taken to the ClickBank Order Confirmation Page. This page contains links to the Thank You pages for each product.

Creating a PitchPlus Upsell Flow

The following steps will present a guide to creating the PitchPlus flow:

  1. Creating Pitch Pages
  2. Creating Payment Links
  3. Configuring the PitchPlus Upsell Flow
  4. Attaching the PitchPlus Upsell Flow to a Product

Creating Pitch Pages

As part of the PitchPlus flow, you offer additional products to a customer who has already made a purchase. On each of these PitchPlus Upsell Pitch Pages, customers must be given the opportunity to accept or decline the additional offers. Since these pages do not operate like a typical Pitch Page, they must adhere to certain guidelines and be approved by ClickBank before the flow becomes active. Each upsell Pitch Page must follow these guidelines:

  • Must have a prominent option to decline the offer near every accept link or button.
  • Must prominently display the price associated with accepting the offer.
  • The accept link or button must indicate the customer is making a purchase:
    • Acceptable phrases include: “Buy Now,” “Add to My Order,” or “Add to My Purchase.”
    • Vague or misleading phrases are unacceptable, such as: “Click Here to Continue,” “Learn More,” or simply “Yes.”
    • “Add to Cart” is also not acceptable since typical e-commerce business send customers to a shopping cart which will allow them to view the full purchase before finalizing this is also misleading.
  • Must not make more than one offer. Each PitchPlus Pitch Page can only offer one product.

In addition, you must agree not to change the price of the upsell offers or the accept/decline wording, buttons, or images after the upsell flow has been approved.

PitchPlus Upsell Flows that Include Recurring Billing Products

If you wish to offer recurring billing products in your PitchPlus Upsell flow, you must add some additional text and code to your PitchPlus upsell Pitch Page that asks the customer to verify that they understand they are purchasing a subscription/recurring product. This code must include a check box the customer ticks to indicate they understand the terms of the recurring billing agreement. You must then pass the cbrblaccpt parameter to ClickBank, which indicates that the customer has accepted the terms.

Example Code

The following is an example of some simple code you could put on your PitchPlus Upsell Pitch Page to allow for Recurring Billing products to be sold in your PitchPlus Upsell flow.

<script type="text/javascript">
function toggleAccept() {
var acceptLink = document.getElementById("accept");
var agreeCheckbox = document.getElementById("agreeCheckbox");
if (agreeCheckbox.checked) {
acceptLink.onclick=function() {
window.location=this.href + "&cbrblaccpt=true";
return false;
}
} else {
acceptLink.onclick=function() {
mustAccept();
return false;
}
}
}
function mustAccept() {
window.alert("By clicking accept, you agree to the payment terms of this recurring product.");
}

toggleAccept()

</script>

Creating Payment Links

Now that you’ve created your PitchPlus Upsell Pitch Pages, it’s time to add accept and decline payment links to them. A PitchPlus upsell payment link is the same as any other payment link, with the exception of these two parameters: cbur (response type) and cbf (session identifier).

The cbur response type parameter tells ClickBank if the customer has accepted or declined your PitchPlus offer. Therefore, your PitchPlus Upsell Pitch Page must include two payment links, one with an accept (a) value and the other with a decline (d) value.

For example, the accept button should use the following payment link format:

http://3.somenick.pay.clickbank.net/?cbur=a

The decline button would use the following payment link format:

http://3.somenick.pay.clickbank.net/?cbur=d

The CBF Session Identification Parameter

The cbf session identification parameter allows you to offer PitchPlus Upsells to customers with disabled browser cookies (approximately 10% of customers). You are not required to use the cbf session identification parameter; however, if it is not used, customers with disabled cookies will be redirected to the standard order confirmation page, rather than your first PitchPlus Upsell Pitch Page.

When the customer makes a purchase, ClickBank will pass the cbf parameter to your first PitchPlus Upsell Pitch Page. You must then capture the parameter and pass it back to ClickBank in the payment link. This may be accomplished using a dynamic programming language such as Perl, PHP, JSP, ASP .Net or others.

If you are not experienced with dynamic programming, we recommend hiring an experienced developer for assistance.

An example of how to retrieve the parameter using PHP is:

$_REQUEST['cbf']

Example payment links:

http://3.somenick.pay.clickbank.net/?cbur=a&cbf=<parameter passed>
http://3.somenick.pay.clickbank.net/?cbur=d&cbf=<parameter passed>

Configuring the PitchPlus Upsell Flow

Now that you have created your Upsell Pitch Pages, you can configure your PitchPlus Upsell Flow.

  1. Log in to your ClickBank account.
  2. Click the Settings tab.
  3. Click My Products.
  4. In the Add New section, click Upsell Flow.
  5. Enter a name for the upsell flow, then click Create Flow.
    A graphical representation of the upsell flow is displayed. For example:
    This image shows the PitchPlus Flow Specifics for a PitchPlus Upsell Flow. The first column is Offer 1. The current entry for Offer 1 is End Flow, with a Select link next to it allowing the user to change the offer. There are two entries in the Offer 2 column, one labeled On Accept which is displayed if the user accepts Offer 1, and one labeled On Decline which is displayed if the user accepts Offer 1. In the example screenshot, there are no entries in the Offer 2 Column. There are four entries in the Offer 3 column, with an On Accept and an On Decline option for each of the entries in the Offer 2 Column.
  6. Configure each Offer by clicking the Select option for it. Offer 1 is made automatically after the initial product is purchased. Offers 2 and 3 are contingent on the customer's choices on prior offers. At each step, you can either end the flow or offer a different product. For each offer, there are two options:
    • End Flow – The PitchPlus Upsell Flow ends, and the user is taken to the order confirmation page. This is the default option for each stage.
    • Product – A product that you specify is offered to the user as an upsell.
    To configure an offer, click Select and enter the following information:
    • Product – The number of the product to offer. To offer another vendor's product, select other and enter the vendor's name and product number.
    • Pitch URL – The standard Pitch Page URL. You must provide at least one pitch URL.
    • Mobile Pitch URL – The mobile Pitch Page URL. You must provide at least one pitch URL.
    • % Commission – The commission percentage that the affiliate receives for this product. You can configure different commissions for each stage. If you don't specify a commission percentage, the default commission percentage for your account is used.

    When you are done entering product information, click Save.

  7. When you have completed the PitchPlus Upsell Flow, click Close.
  8. Click Request Approval in the status column.
    The PitchPlus Upsell Flow is submitted for approval. You will receive a response to your request within 3 to 5 business days.

Attaching the PitchPlus Upsell Flow to a Product

Upon approval, you’ll see an upsell flow number listed next to the flow name. To attach the upsell flow to one of your products, you’ll need to add the cbfid (ClickBank Flow ID) parameter to the payment link of the existing product you wish to use to initiate the upsell flow.

To accomplish this, add the upsell flow ID number as a cbfid URL parameter to the payment link on your PitchPlus Pitch Page. The format for this parameter is:

http://product.nickname.pay.clickbank.net/?cbfid=FlowID

For example, the following payment link would result in flow ID 4 being initiated after the initial purchase of product 1 is completed:

http://1.nickname.pay.clickbank.net/?cbfid=4

If you have multiple PitchPlus upsell flows, you can switch this number at any time to initiate a different upsell flow.  At this point, your flow should be live, and you should place a test purchase to ensure it’s working.

Customized Order Form Skin Users

If you are using the customized order form skin, you must pass the skin parameter before you pass the flow ID parameter on the pay link.

For example:

http://3.somenick.pay.clickbank.net/?cbskin=myskin&cbfid=a

ClickBank Order Confirmation Page

The following image represents the ClickBank Order Confirmation Page a consumer will receive when they accept multiple offers during a PitchPlus upsell flow:

This image is a screenshot showing the confirmation page that is displayed after a user has purchased multiple items through a PitchPlus Upsell Flow. For each product, the screen shows the order number, the order email address, the product title and type, the price, and a button labeled Download or Access Digital Product.

Common Issues

Any PitchPlus flow that you create requires an approval by ClickBank. This section explains some of the common reasons why PitchPlus Upsell Flows are disapproved.

  • Pitch Page URL and Product Doesn’t Match – Often, when creating your PitchPage flow, you may inadvertently select a product number that does not correspond to the pitch page URL identified in your flow. Double check that you’ve selected the correct item number and that the product is the correct one being offered on your PitchPlus Upsell Pitch Page.
  • Required Parameters for Recurring Billing Products – If you are including a recurring billing product in your flow, you must collect agreement from the consumer to the terms of the subscription and its price and pass that agreement to ClickBank as the cbrblaccpt parameter.
  • Start Your Flow With A Different Product – When you create your flow, step 1 should be the first product offered as an upsell, not the product originally purchased by the consumer. All upsell flows are defined with products that are being offered after the original purchase has completed.
  • No Exit Pops – Exit pops are not permitted on the PitchPlus upsell page.
  • Clear Pricing, Acceptance and Decline Options – The price of the offer must be clearly stated and visible on the PitchPlus Upsell Pitch Page. Also, the Accept and Decline options for the consumer must be clear and unambiguous.
  • Product ID in Payment Links Must Match the Flow – Double check that your payment links on the PitchPlus Upsell Pitch Page refer to the same product number that you defined for your flow. If they do not match, your flow will be disapproved.
  • Accept and Decline Parameters Not on Pay Links – Your accept upsell and decline upsell options must have the correct format for the pay links in order to function properly. An accept action by the consumer has a pay link that includes cbur=a as the parameter whereas a decline action by the consumer has a pay link that includes cbur=d as the parameter. You may not send the consumer to another pitch page URL via the decline option. If you have approval for multiple step flows, the system will take the consumer to the next step in the flow via the decline option on the pay link. Without these two pay links, your flow cannot be approved as it will not function properly. See Creating Payment Links for more information.
  • CBFID Missing from Originating Product’s Pay Link – Once your flow has been approved, you must modify your starting product’s pay link to pass the parameter that indicates a PitchPlus upsell flow should be initiated if the consumer buys the product. Your PitchPlus flow will have an ID (see your upsell flow table in your account for this value) that must be passed as a parameter for the originating product’s pay link. Without this parameter, your approved PitchPlus flow will never initiate. See Attaching the PitchPlus Upsell Flow to a Product for more information.
  • One Offer Only on the PitchPlus Upsell Pitch Page – You may only offer a single product on the upsell pitch page corresponding to the product number you identified in the flow.

Resources

This section contains additional resources about using PitchPlus Upsell Flows.

Downloadable Resources

Resource List for Upselling
Upselling Guide

Training Video

Demonstration Video

Here is a link to a quick video showing an upsell flow for vendor 411help – http://screencast.com/t/JvUITfAYvp

As you can see, the customer goes directly from the ClickBank Order Form to the Pitch Pages for the 2 additional offers. Once the offers are made, we then present to customers the ClickBank Order Confirmation Page which provides customers with all of the products that were purchased. By using PitchPlus, this vendor has the potential to turn one sale into 3 immediately without having to worry about customer follow-up.

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