Surveys - How to Setup and Use Order Bumps
Increase Revenue with Order Bumps in Surveys
Order Bumps are a powerful feature that lets you present upsell offers directly within your surveys. By adding relevant, low-cost add-ons to a primary purchase, you can boost your average order value without disrupting the customer's experience. This guide will walk you through setting up and customizing these revenue-generating bumps.
What Are Order Bumps?
An Order Bump is an additional product or service offer presented to a customer immediately after they have selected a main product within a survey. It’s a seamless way to increase the value of a sale by suggesting a complementary item before the final checkout step.
Key Benefits of Using Order Bumps
- Diverse Visual Styles: Choose from modern or classic design templates to match your brand.
- Multiple Templates: Select from several pre-designed layouts optimized for conversion.
- Full Customization: Control the colors, icons, text, and price display for each bump.
- Strategic Upselling: Add more than one bump product to a single survey for multiple upsell opportunities.
- Smart Recurring Rules: The system ensures only one product (either the main product or one bump) can be set as a recurring payment.
- Easy Management: Toggle bumps on or off and rearrange their order with ease.
How to Set Up Order Bumps in Your Surveys
Step 1: Create a Survey
Navigate to your CRM dashboard. In the left sidebar, click on Sites, then select Surveys. Click the Builder button. To create a new survey, click + Add Survey. You can choose to start from scratch or use a pre-built template, then click Create. Once in the builder, locate the Sell Products element in the element bar and drag it onto your survey canvas.
Step 2: Add Your Main Product
Click on the Sell Products element you just added. In the settings panel that appears on the right, click Add Product. If you need to create a new product, click the provided link to set one up. If you have existing products, select one from the Please select the product dropdown menu. For the Product Type, choose Main Product. You can toggle options like Description, Image, and Quantity on or off. Finally, click Add Product to confirm.
Step 3: Add Your Bump Product
While still in the product settings, click Add Product again. Select or create the product you want to use as your upsell offer. This time, for the Product Type, select Bump Product. Add a compelling headline for the offer. You can choose to enable an image, either by uploading a new one or using the image from the product's record.
Step 4: Customize the Bump Product
This is where you tailor the look and feel of your offer.
- Order Bump Style: Choose between Modern or Classic.
- Template: Select from Template 1, 2, or 3.
- Highlight Text: Enter a short, persuasive message (e.g., "Limited time offer!").
- Icon: Pick an icon to display alongside your highlight text.
- Price Display: Toggle to show or hide the price.
- Colors: Customize the background, headline, and text colors.
- Layout: Choose a Single, Two, or Three column layout.
- Product Selection: Set whether customers can select a single or multiple bump products.
- Footer Info: Toggle additional text like "100% secure and safe payments" on or off.
Step 5: Save Your Survey
Once you are satisfied with your setup, click the Save button in the top-right corner of the builder to apply all changes.
Frequently Asked Questions
Can I add multiple bump products to one survey?
Yes, you can add several bump products to a single survey to create multiple upsell opportunities.
Can both the main product and a bump product be set for recurring payments?
No. To maintain consistent payment logic, only one product per survey can be recurring. This can be either the main product or one of the bump products, but not both.
What happens if I don't add a main product?
Bump products will not be visible to users unless a main product is also present in the survey.
Do order bumps work with all payment processors?
Yes, order bumps are compatible with all payment processors supported by the CRM, such as Stripe and PayPal.
Can I disable a bump product without deleting it?
Absolutely. You can easily toggle individual bump products on or off and reorder them at any time without affecting the rest of your survey.
What survey types support order bumps?
Any survey that includes the Sell Product element can utilize the order bumps feature.
Can I customize the design for each bump?
Yes, each bump product can be fully customized with its own colors, icons, and text.
How do I switch between Classic and Modern bump styles?
The style is selected within the settings for each individual bump product.