Upsell Popups

The Upsell Popup Campaign Guide for UpsellWP helps you boost conversions by displaying targeted upsell offers in popups. This guide covers setup, customization, and best practices to maximize sales.

Introduction:

Welcome to the world of Upsell Popups a clever online strategy. After you take a specific action, like adding items to your cart or making a purchase, these popups step in as friendly suggestions. They recommend related or superior products, making your shopping enticing and possibly encouraging you to spend a little extra. For businesses, it's a smart way to provide more choices and boost sales. Let's explore how Upsell Popups work their magic in this guide.

This user guide explains how to create an Upsell Popup Campaign using UpsellWP

Example Scenarios:

• How to show related products in an Upsell Popup when you click the "Add to Cart" button.

• How to show Upsell products upon clicking the "Proceed to Checkout" button.

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

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Example 1: How to show related products in an Upsell Popup when you click the "Add to Cart" button.

In this scenario, when a customer adds products to their cart, the system will instantly show related products on a popup once the "add to cart" button is clicked. This could motivate customers to buy additional items, potentially boosting sales.

To create a campaign, follow the below steps

Creating a Campaign

• Go to the WordPress dashboard -> UpsellWP -> click on the “Create New Campaign” button.

• Choose “Upsell popups”

Here is the screenshot of the campaign that follows,

Details of the configuration,

Step 1: Give a title for the campaign, for example, Upsell popups

Step 2: Choose the triggers as “After products added to cart” as we are showing the popup once the Add to Cart button is clicked.

You can also choose the option “Proceed to checkout” as that might show the popup once the Proceed to Checkout button is clicked.

Step 3: Choose the product suggestion method as “Use related products” since we are displaying the related products based on the products that have been added to the cart.

Options available in product suggestion methods are:

• Use Related Products: With this option, we make use of WooCommerce's Related Products feature. It figures out which products are related to the one you just bought by looking at things like the same tags or categories. So, for example, if you buy a bag, after you finish your order, you'll see other bag-related products on the Thank You Page.

• Use Cross-Sell Products: When you choose this option, we'll show you products that are set as "Cross-Sell" in the "Linked Products" section on the product creation page.

• Use Upsell Products: When you choose this option, we'll show you products that are set as "Upsell" in the "Linked Products" section on the product creation page.

• Specific Products: With this option, we can display specific products chosen here.

• Use Recommendation Engine: https://docs.upsellwp.com/setup-and-customisation/recommendation-engine

Step 4: You can also add Additional Conditions for the Campaign (if required).

Step 5: Click on “SAVE” once we have successfully created the campaign.

Now, as soon as the customer clicks on the “Add to Cart” button, they’ll see the related products displayed in the popup screen.

Here is the screenshot of the Popup page showing the related products,

Example 2: Show upsell products upon clicking the "Proceed to Checkout" button.

In this scenario, the system will instantly show related products on a popup once the "Proceed to Checkout" button is clicked. This could motivate customers to buy additional items, potentially boosting sales.

To create a campaign, follow the below steps

Creating a Campaign

• Go to the WordPress dashboard -> UpsellWP -> click on the “Create New Campaign” button.

• Choose “Upsell popups”

Here is the screenshot of the campaign that follows,

Details of the configuration,

Step 1: Give a title for the campaign, for example, Upsell popups

Step 2: Choose the triggers as “Click “Proceed to checkout” button” as we are showing the popup once the Proceed to checkout button is clicked.

You can also choose the option “After products added to cart” as that might show the popup once the Add to Cart button is clicked.

Step 3: Choose the product suggestion method as “Use Upsell products” since we are displaying the Upsell products that are in the “Linked Product” section on the product page.

Options available in product suggestion methods are:

• Use Related Products: With this option, we make use of WooCommerce's Related Products feature. It figures out which products are related to the one you just bought by looking at things like the same tags or categories. So, for example, if you buy a bag, after you finish your order, you'll see other bag-related products on the Thank You Page.

• Use Cross-Sell Products: When you choose this option, we'll show you products that are set as "Cross-Sell" in the "Linked Products" section on the product creation page.

• Use Upsell Products: When you choose this option, we'll show you products that are set as "Upsell" in the "Linked Products" section on the product creation page.

• Specific Products: With this option, we can display specific products chosen here.

• Use Recommendation Engine: https://docs.upsellwp.com/setup-and-customisation/recommendation-engine

Step 4: You can also add Additional Conditions for the Campaign (if required).

Step 5: Click on “SAVE” once we have successfully created the campaign.

Now, as soon as the customer clicks on the “Proceed to Checkout” button, they’ll see the Upsell products displayed in the popup screen.

Here is the screenshot of the Popup page showing the Upsell products,

Screenshot showing where the Cross-Sell and Upsell products are configured:

Note: If the product isn't showing up on the Product Page, please double-check that you've chosen the Cross-sell/Upsell products within WooCommerce -> Products (during product setup). This way, when a customer clicks on the “Add to Cart” or “Proceed to Checkout” button the related Cross-sell/Upsell products will appear on a Popup page through the Upsell Popups Campaign.

Above discussed scenario requires PRO

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Check out the following video tutorial for an overview of the Upsell Popup campaign:

Still unclear?

If you need any assistance, please create a support request in our ticket system. We are always happy to assist you :)