Post Purchase Upsell

Learn how to create a Post-purchase Campaign using UpsellWP for WooCommerce.

Introduction:

Post Purchase Upsell is a marketing strategy that allows you to offer additional products or services to customers after they have purchased on your WooCommerce store. This technique is a great way to increase your revenue and customer satisfaction. By offering related or complementary products, you can help customers get the most out of their initial purchase and encourage them to buy more.

For example, an online clothing store can offer a complementary accessory to a customer who just bought a dress.

This user guide explains how to create a Post-purchase Campaign using UpsellWP

Example Scenarios:

Percentage Discount: Offering a 40% discount on Airpods when customers purchase iPhones).
Free Discount: Offer a free Mouse when a customer purchases a Monitor.
Time Limited Discount: Displaying free Sunglasses for 10sec on the offer page when customers purchase a total of more than $500

Please note that before proceeding, you must have installed and activated the UpsellWP. It is important to note that this feature requires the PRO version.

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Now, let's take a closer look at each example in detail.

Example 1: Offering a 40% discount on Airpods when customers purchase iPhone

In this scenario, when the customer adds an iPhone to the cart then they have a discount of 40% on the offer page.

Creating an offer:

Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> Choose “Post-purchase”.
Click on the button “Add offer”.

Here is the screenshot of the offer configuration that follows,

Details of configurations are:

Step 1: Choose the offer product (AirPods) that you want to display on the offer page by typing a few characters of the product name and setting a quantity for the selected offer product or adjusting the quantity based on your requirement.

Step 2: Choose the “Discount Type” as Percentage and set the value as 40%. You also have the option to choose other discount types such as fixed discount, free and No discount.

Step 3: You have successfully created an offer, click on the button “Add offer”

Step 4: Now choose the “Conditions” as “Products in order” You also have the option to choose other conditions.

Step 5: Choose the condition product (iPhone) When a customer purchases an iPhone, they are given the option to buy AirPods on the offer page.

Step 6: You can also add Additional Conditions for the Campaign (if required).

Step 7: Once you have successfully created a campaign click Save and Close.

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 a campaign. let's see how it works on the offer page.

Now the offered product has been successfully displayed on our offer page. Please ensure to click “Add offer to my order” to avail the offered product, or click “Skip offer” to skip the offer.

Example 2: Offer a free Mouse when a customer purchases a Monitor.

In this scenario when a customer buys a Monitor, they qualify for a free discount on Mouse on the offer page.

Creating an offer:

Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Post-purchase”.
Click on the button “Add offer”.

Here is the screenshot of the offer configuration that follows,

Details of configurations are:

Step 1: Choose the offer product (Mouse) that you want to display on the offer page by typing a few characters of the product name and setting a quantity for the selected offer product or adjusting 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 fixed discount, Percentage and No discount.

Step 3: Once we have successfully created an offer, click on the button “Add offer”

Step 4: Now choose the “Conditions” as Products in order and select Monitor. You also have the option to choose other conditions. After choosing the condition choose the offer product to display on the offer page.

Step 5: You can also add Additional Conditions for the Campaign (if required).

Step 6: Once we have successfully created a campaign, click on the button “Save and Close”.

Other details shown in the below screenshot are (optional):

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.

Now, we have successfully created an offer, Let see how it works on the offer page.

Example 3: Displaying free Sunglasses for 10sec on the offer page when customers purchase a total of more than $500

In this scenario, if a customer's order total is $500 then the displays free sunglasses for 10 seconds on the offer page.

Creating an offer:

Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Post-purchase”.
Click on the button “Add offer”.

Here is the screenshot of the offer configuration that follows,

Here is the screenshot of the 5 seconds Timer configuration that follows,

Here is the screenshot of the condition configuration that follows,

Details of configurations are:

Step 1: Choose the offer product (Sunglass) that you want to display on the offer page by typing a few characters of the product name and setting a quantity for the selected offer product or adjusting 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 fixed discount, percentage discount and No discount.

Step 3: Once we have successfully created an offer, click on the button “Save”

Step 4: Turn on the Timer option select the checkbox "Enable the offer expiration countdown timer notice?" and set 5 seconds. You can also choose other expiration countdown times as per your needs.

Step 5: Choose the “Conditions” as the Order total and choose the order total that is Greater than or equal to (>=) $500. You also have the option to choose other conditions by clicking “Add condition”

Step 6: You can also add Additional Conditions for the Campaign (if required).

Step 7: Once we have successfully created a campaign, click on the button “Save”

Other details shown in the below screenshot are (optional):

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.

Now, we have successfully created an offer, Let see how it works on the offer page.

Now the offered free product has been successfully displayed on our offer page. Please ensure to click “Add offer to my order” before 5 seconds to avail the offered product, or click “skip offer” to skip the offer.

Above discussed scenarios require PRO

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