Please Note: Make sure that the “Allow Multiple Setting” is toggled on in the Workflow Settings if you want the same customer to be able to purchase the primary product and then the upsell.

If you add a wait step which holds the first purchase of the primary product of the customer in the workflow, and they go ahead and purchase the upsell, since they would still be held inside the workflow, the Upsell purchase will not let them enter the workflow a second time. Try to avoid using wait steps in this workflow, feel free to use them if you do not plan on selling Upsells or Bumps for the same product.

Step 1: Navigate to Sites > Funnels > Click into your funnel

The trigger runs upon a 1-Step or 2-Step order from submission and upsells. This trigger runs both when an order form is submitted, and again when an upsell purchase occurs; on either of these occasions it holds the product information. This means that if the end customer purchases products A and B on an order form and product C on an upsell, it will run two times (first for A and B purchase, and then for the upsell purchase)

Please Note: This only works with version 2 funnels. If you are using a version 1 funnel, please upgrade to version 2 using the button shown below:

Step 2: Navigate under Automations > Workflow > Click into your workflow where you’re using for product purchase and upsells together

Make sure that allow multiple contacts to enter is workflow is enabled

Please note: The trigger does not run multiple times on multiple product purchases. The trigger contains a single checkout object sending info only a single time upon an order form submission, Even if that one order session consists of buying multiple products.

Ability to filter the trigger directly on the basis of the global product/price. The existing trigger does not provide this functionality
Ability to use order-related custom values inside the workflow. This contains custom values related to customers, order details, coupon information, and payment gateway

Please Note: These Custom values will not show up in the custom values drop down unless the Order Submitted Trigger is one of the workflow trigger steps.

Step 3: Use conditions related to order details or product details in the If branches to direct the workflow based on the cart value/products purchased/funnel

FAQ: How do submission types filters work?

Primary - Filters if any primary product is purchased at the checkout on the order form.

Bump - Filters only if a bump product has been purchased on the order form. The trigger would not work if no bump product has been purchased

Upsell - Filters only in case of upsell purchases. If the filter is set to upsell, the trigger would not run on an order form submission (purchase of a primary/bump product)

Will this trigger impact existing Order form submission triggers?

No, this should not make any changes to an existing order form submission trigger. However, we recommend using the Order submitted trigger to make use of the order-related custom values along with coupon information and product line items.

What are the filter types, if/else conditions, and custom values I can use?