Show upsell offers to logged-in customers when their cart contains specific item categories.
Learn how to create Checkout Upsell Campaign using UpsellWP
Introduction
In this scenario, When the user logs in as a customer and buys products from a specific category, they will receive an Upsell offer on the checkout page.
This user guide explains how to create a Checkout Upsell Campaign using UpsellWP.
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.
Creating an offer:
Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Checkout Upsell”.
Click on the button “Add offer”.
Details of configurations are:
Step 1: Choose the offer product (Cap) 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 10%. 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 “User Role”, In list “Customer”, You also have the option to choose other conditions.
Step 5: Now select the other Conditions as “Categories of item in the Cart ”, In list -> Clothing, You also have the option to choose other conditions.
Step 6: 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 an offer,
Let's see how it works on the checkout page.
Some of the above discussed scenarios require PRO
Still unclear?
If you need any assistance, please create a support request at our ticket system. We are always happy to assist you :)
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