Offers: order bump, upsell and downsell

Overview

An offer is a reusable price you register once and reuse across many sales. There are three kinds:

• Order bump: shown at checkout as a quick add-on and, when accepted, enters as an extra line item on the charge being created.
• Upsell: a one-click post-purchase offer, usually a higher-value item, that creates a new charge for the contact.
• Downsell: also one-click post-purchase, used as a cheaper alternative when the customer declines the upsell — it likewise creates a new charge.

In every case the offer holds a name, amount, currency and method; you only attach it to a sale or a contact at the right moment.

Prerequisites

• A connected and valid gateway (see Connect a gateway).
• Optional: a Catalog product linked to the offer (catalog_product_id), to reuse the product record.
• Set the connection (gateway) and the method (billing_type) on the offer, used when it becomes a charge — especially for upsell and downsell.
• To accept an offer (upsell/downsell), the contact needs minimal data (name and, ideally, email/phone) for the payer at the gateway.

How it works

• Order bump at checkout: the offer is converted into a charge line item (name, amount and currency are snapshotted at that moment). It adds to the total by appending a new line — it never changes the amount of an existing charge. The line only keeps a reference to the offer in its metadata.
• Upsell / downsell after purchase: when you accept the offer for a contact, the platform creates a new charge reusing the connection, the amount and the payer data already known — with nothing to retype. That charge follows the normal flow (gateway → webhook → payment card in the conversation), exactly like any other charge.
• The offer is never modified when accepted: it is a template; each acceptance creates a new, independent charge.
• Post-purchase acceptance only works for an active, non-archived offer. An order bump belongs to checkout and is rejected by this action. Repeating the same network attempt recovers the same charge.

Settings & options

Offer fields:

Step by step

1. In the Payments area, open Offers and create a new offer.
2. Enter a name, pick the kind (order bump, upsell or downsell), the amount and the currency.
3. Set the method and the connection (gateway) used when generating the charge.
4. (Optional) Link a catalog product and write a description.
5. Save. The offer is available while it is active.
6. To apply an order bump, use the offer at checkout: once the customer accepts it, it becomes an extra line on the charge.
7. To accept an upsell/downsell, trigger the offer acceptance for the contact (optionally tied to a conversation): the platform generates a new charge and sends it in the conversation.
8. To retire an offer, archive it — it disappears from the available offers, but the price is preserved (we never delete a price an active funnel may reference).

Use cases

• Raise the ticket with an order bump at checkout ("add the extended warranty for $19.90").
• Offer an upsell right after purchase ("get the Pro version in one click").
• Recover the sale with a downsell when the customer declines the pricier upsell.
• Reuse the same offer across many conversations and checkouts, without re-creating the price.

Tips, limits & best practices

• The order bump does not change an already-created charge — it only adds a line to the total at checkout time.
• Accepting an upsell/downsell always creates a new and independent charge; the original offer stays intact.
• Offers are archived, not deleted — so no funnel or history that depends on that price breaks.
• Set the connection and method on the upsell/downsell offer: without them, the acceptance cannot generate the charge correctly.
• Amounts are in major units ($49.90 = 49.90); the checkout total is the sum of the lines — never divide by 100.

Troubleshooting

• The offer does not appear: check that it is active and not archived (inactive or archived offers are not presented).
• Acceptance failed: confirm the contact has the minimal data and that the offer's connection (gateway) is valid — acceptance creates a real charge and needs that data.
• The order bump amount looks wrong: remember it adds a line to the total; it does not replace or reduce the other lines.
• I can't delete an offer: offers are archived (reversible), not removed — use archive.

See also

• Create a charge and send it in the conversation
• Connect a gateway: Asaas and Mercado Pago
• Native catalog of products and services