Checkout Upsells
Learn how to set up a Checkout Upsell campaign in your store using the UpsellWP plugin.
Introduction:
Checkout Upsell is offered when your customers are at the checkout page. When you offer compelling discounts before they complete their payment (in checkout via checkout upsell campaign), customers can quickly add it with a one-click upsell.
For example, when a customer is purchasing a product, the Checkout Upsell campaign helps by showcasing suggested or related products on the checkout page. This simple approach encourages customers to enhance their shopping experience by adding more items to their cart, ultimately boosting the average order value.
This user guide explains how to create a Checkout Upsell campaign using UpsellWP.
Example Scenarios:
Percentage discount: Provide a percentage discount on the Upsell offer product (e.g., 10% off the Upsell product).
Fixed discount: Apply a fixed discount for the Upsell products (e.g., $10 off the Upsell product).
Free: Display Upsell offer product for free on the checkout page.
No Discount: Display the Upsell product on the checkout page without a discount.
Please make sure you have already installed and activated the UpsellWP plugin.
Please note that some of the features explained here are available only in the PRO version.
Let us get started,
Example 1 : Percentage: Provide a percentage discount on the Upsell offer product.
In this scenario, when the customer adds any product to the cart they have a discount on the Upsell product of 10% on the Checkout page before proceeding with checkout.
Creating an offer:
Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Checkout Upsells”
Click on the button “Add offer”
Here's the screenshot of how to 'Add offer' shown below,
Here is the screenshot of the offer configuration that follows,
Details of configurations are:
Step 1: Choose the offer product that you want to display on the checkout page by typing a few characters of the product name and leaving the quantity column blank to automatically assign a quantity of 1 for the selected offer product or adjust the quantity based on your requirement.
Step 2: Choose the “Discount Type” as Percentage and set the value as 10%. You also have the option to choose other discount types such as fixed discount, free and No discount.
Step 3: You can also add Additional Conditions for the Campaign (if required).
Step 4: Once we have successfully created an offer, click on the button “Save”
Other details shown in the below screenshot are (optional):
Overall usage limit: The "Overall usage limit" refers to the maximum number of times an offer can be used by all customers as a whole. Something like early-bird offers for the first 5 users or 10 users.
For example, if the limit is 100, the offer can only be applied to a total of 100 orders, regardless of the number of customers. Once the limit is reached, the offer will get disabled automatically.
Usage limit per customer: The “Usage limit per customer” refers to a restriction on the number of times a specific upsell offer can be claimed by an individual customer. It sets a maximum limit on the usage of the upsell for each customer.
For example: If the usage limit per customer is set to 3, it means that each customer can only claim the offer up to a maximum of 3 times. Once a customer has claimed the offer 3 times, they will no longer be able to avail the offer.
Now, we have successfully created an offer, Let see how it works on the checkout page.
Now the offered product has been successfully displayed on the checkout page. Please ensure to select the checkbox to avail the offered product at checkout.
Example 2: Fixed Discount: Apply a fixed discount for the upsell products (e.g., $10 off the product value).
In this scenario, when the customer adds any product to the cart they can have a discount on the belt of $10 fixed discount in the Checkout page.
Creating an offer:
Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Checkout Upsells”
Click on the button “Add offer”.
And choose “Fixed Discount” in the discount type.
Here is the screenshot of the fixed discount offer configuration that follows,
Details of configurations are:
Step 1: Choose the offer product that you want to display on the checkout page by typing a few characters of the product name and leaving the quantity column blank to automatically assign a quantity of 1 for the selected offer product or adjust the quantity based on your requirement.
Step 2: Choose the “Discount Type” as Fixed Discount and set the value as $10. You also have the option to choose other discount types such as a percentage, free discount, No discount
Step 3: You can also add Additional Conditions for the Campaign (if required).
Step 4: Once we have successfully created an offer, click on the button “Save”
Other details shown in the below screenshot are (optional):
Overall usage limit: The "Overall usage limit" refers to the maximum number of times an offer can be used by all customers as a whole. Something like early-bird offers for the first 5 users or 10 users.
For example, if the limit is 100, the offer can only be applied to a total of 100 orders, regardless of the number of customers. Once the limit is reached, the offer will get disabled automatically.
Usage limit per customer: The “Usage limit per customer” refers to a restriction on the number of times a specific upsell offer can be claimed by an individual customer. It sets a maximum limit on the usage of the upsell for each customer.
For example: If the usage limit per customer is set to 3, it means that each customer can only claim the offer up to a maximum of 3 times. Once a customer has claimed the offer 3 times, they will no longer be able to avail the offer.
Now, we have successfully created an offer, Let see how it works on the checkout page.
Now the offered product has been successfully added to your checkout page. Please ensure to select the checkbox to avail the offered product at checkout.
Example 3: Free: Display Upsell offer product for free on the checkout page.
In this scenario, when the customer adds any product to the cart they can have a discount on the cap for free on the Checkout page.
Creating an offer:
Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Checkout upsell”
Click on the button “Add offer”.
And choose “Free” in the discount type.
Here is the screenshot of the free offer configuration that follows,
Details of configurations are:
Step 1: Choose the offer product that you want to display on the checkout page by typing a few characters of the product name and leaving the quantity column blank to automatically assign a quantity of 1 for the selected offer product or adjust the quantity based on your requirement.
Step 2: Choose the “Discount Type” as Free. You also have the option to choose other discount types such as Percentage, Fixed discount, No discount
Step 3: Once we have successfully created an offer, click on the button “Save”
Other details shown in the above screenshot are (optional):
Overall usage limit: The "Overall usage limit" refers to the maximum number of times an offer can be used by all customers as a whole. Something like early-bird offers for the first 5 users or 10 users.
For example, if the limit is 100, the offer can only be applied to a total of 100 orders, regardless of the number of customers. Once the limit is reached, the offer will get disabled automatically.
Usage limit per customer: The “Usage limit per customer” refers to a restriction on the number of times a specific upsell offer can be claimed by an individual customer. It sets a maximum limit on the usage of the upsell for each customer.
For example: If the usage limit per customer is set to 3, it means that each customer can only claim the offer up to a maximum of 3 times. Once a customer has claimed the offer 3 times, they will no longer be able to avail the offer.
Now, we have successfully created an offer, Let see how it works on the checkout page.
Now the offered product has been successfully added to your checkout page. Please ensure to select the checkbox to avail the offered product at checkout.
Example 4: No Discount: Display the Upsell product on the checkout page without a discount.
In this scenario, when the customer adds any product to the cart they can have a discount on the cap for No discount in the Checkout page.
Creating an offer:
Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Checkout Upsells”
Click on the button “Add offer”.
And choose “No discount” in the discount type.
Here is the screenshot of the No discount offer configuration that follows,
Details of configurations are:
Step 1: Choose the offer product that you want to display on the checkout page by typing a few characters of the product name and leaving the quantity column blank to automatically assign a quantity of 1 for the selected offer product or adjust the quantity based on your requirement.
Step 2: Choose the “Discount Type” as No Discount. You also have the option to choose other discount types such as Percentage, Fixed discount, or Free.
Step 3: You can also add Additional Conditions for the Campaign (if required).
Step 4: Once we have successfully created an offer, click on the button “Save”
Other details shown in the above screenshot are (optional):
Overall usage limit: The "Overall usage limit" refers to the maximum number of times an offer can be used by all customers as a whole. Something like early-bird offers for the first 5 users or 10 users.
For example, if the limit is 100, the offer can only be applied to a total of 100 orders, regardless of the number of customers. Once the limit is reached, the offer will get disabled automatically.
Usage limit per customer: The “Usage limit per customer” refers to a restriction on the number of times a specific upsell offer can be claimed by an individual customer. It sets a maximum limit on the usage of the upsell for each customer.
For example: If the usage limit per customer is set to 3, it means that each customer can only claim the offer up to a maximum of 3 times. Once a customer has claimed the offer 3 times, they will no longer be able to avail the offer.
Now, we have successfully created an offer, Let see how it works on the checkout page.
Now the offered product has been successfully added to your checkout page. Please ensure to select the checkbox to avail the offered product at checkout.
Some of the above discussed scenarios require PRO
Check out the following video tutorial for an overview of the Checkout Upsell:
Still unclear?
If you need any assistance, please create a support request in our ticket system. We are always happy to assist you :)
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