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All you need to know about the OTO button
All you need to know about the OTO button

How to add and configure OTO button on the upsell and downsell steps of the funnel

Sam avatar
Written by Sam
Updated over a week ago

Before we discuss the OTO button setup, let's first understand the importance of the Upsell and down-sell pages of the sales funnel.

Significance of Upsell page:

  • The Upsell page of the Sales/Tripwire funnel holds paramount importance as it serves as a strategic point to maximize revenue.

  • Once a customer has made an initial commitment through the Order step (Tripwire offer step) of the funnel, they are psychologically primed to consider further offers.

  • By presenting a complementary or superior product/service on the upsell page, businesses can capitalize on this momentum, driving a higher average transaction value.

  • Not only does this upsell mechanism boost profitability, but when executed with genuine value-addition in mind, it can also elevate the customer's satisfaction and deepen their relationship with the brand.

Significance of Down-sell page:

  • The down-sell page of the tripwire funnel is crucial as it acts as a safety net to retain potential revenue that might otherwise be lost.

  • If a customer declines the main upsell, the down-sell provides a more accessible or cost-effective alternative, increasing the likelihood of them making an additional purchase.

  • This strategy ensures that businesses can capture a broader range of customer price points and preferences, maintaining engagement, optimizing revenue, and fostering a continued relationship with the customer.

OTO Button:

Let us now talk about the OTO button.

OTO button plays paramount importance in both upsell and down-sell pages of the sales funnel.

Primarily, the OTO button offers a one-click checkout experience. In other words, It spares the customer the trouble of entering their card information again. Thereby, reducing the friction involved in this process and enhancing positive customer experience.

Here is a screenshot of an OTO button module:

The OTO button module has two parts:

  • YES button

  • NO button

Here is a screenshot showing you the YES and NO buttons of the OTO button module:


Function of the OTO button on the Upsell page:

  • On the live Upsell page, when the user clicks the YES button, the one-click upsell will happen and the user will be redirected to the last step of the funnel which is the Thank you page.

  • But, if the user clicks the NO button, they will be redirected to the down-sell page.

Function of the OTO button on the Downsell page:

  • On the live Downsell page, when the user clicks the YES button, the one-click down-sell will happen and the user will be redirected to the last step of the funnel which is the Thank you page.

  • But, if the user clicks the NO button, they will be redirected still be redirected to the Thank You page.

NOTE: Please note the setup process mentioned below is the same for both upsell and down-sell pages.

In other words, you can follow the same setup steps for the OTO button outlined below for both upsell and downsell pages.

OTO button Step process:

Step 1: Click on the Modules tab on the left panel.

Step 2: To find the OTO button, you can simply scroll down on the left panel or type OTO on the search bar.

Step 3: Once you find the OTO button, simply drag and drop the OTO button.

Step 4: You have to link that product with the OTO button.

To do that, you have to first click on the OTO button. This will open up the OTO button settings on the left panel.

Under the OTO button settings, you will find an option called link product.

All products that you have added to Your E-commerce store will appear automatically on the "Link Product" list.

You can select the desired product from the 'Link Product' list.

Once select the product, the product will be linked with the OTO button.

Customisation of the OTO button:

  • Changing the OTO button Text:

    You can add the text that goes within the YES and NO buttons by simply typing them in the respective fields provided within the OTO button settings.


    If you wish, you can also add a subtext to the YES button.

    Here is the YES button text field: See the image below


    Here is the No button text field: See the image below

  • Changing the OTO Button colour and typography:

    Within the OTO button settings, you will find the style sub-tab.

    If you click on the style sub-tab, it will take you to the typography and colour settings of the OTO button.


    Using the options within the style sub-tab, you can customise the size, shape, text alignment, colour, typography, etc of the OTO button.

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