# Installation Welcome to the UpsellWP Plugin Installation Guide. UpsellWP is a powerful WordPress plugin designed to help businesses boost their revenue by offering seamless upsell and cross-sell opportunities. **Let's start with the installation.** **Step 1:** Log in to your WordPress Dashboard -> Plugins. **Step 2:** Click Plugins -> Add New

**Step 3:** After clicking the Add New button you will find Upload Plugins

**Step 4:** In the upload plugin section, you will find the Choose File option to upload the downloaded zip file.

**Step 5:** After Installing you will find a page like this, click Activate Plugin to activate.

**Step 6:** On the plugin page, you can view the status of the plugin's activation.

**Step 7:** Now, let's activate the license key. The obtained license key can be validated on the following page.

After Validation, you can see a Licence activated message.

#### Frequently Asked Questions 1. I have entered the correct key. However, it says the key is invalid Make sure you do not have trailing or leading spaces. If your website is behind a firewall, make sure your firewall does not block the request and the response. Also if you have a single-site license and trying to use it on multiple sites, then the validation will fail. A single-site license key is only valid for a single site. {% hint style="warning" %} **NOTE:** You can use the key in your local development environments (localhosts). That is not a problem. {% endhint %} 2\. Still could not validate the key? Submit a [support request](https://upsellwp.com/support/) we are always happy to assist you :) # Updates Welcome to the UpsellWP Plugin Update Guide. Keeping your UpsellWP plugin up to date ensures you have access to the latest features, performance improvements, and security enhancements. {% hint style="warning" %} Haven't yet purchased the UpsellWP PRO? [**Get UpsellWP PRO**](https://upsellwp.com/pricing/) {% endhint %} **UpsellWP** is under active development. So we continue to release updates fixing the bugs, improving the features and introducing new features from time to time. Updating your UpsellWP plugin is easy. Please follow the instructions to update UpsellWP on your website: #### 1. Always start by backing up your website This is the most critical step. Most people will never need to restore their site from a backup, but on the off chance that an update causes issues with your site, you’ll want to be able to quickly restore it to its pre-update status. So don’t neglect to take a backup of your site before you begin the update process. This is true for all updates – not just UpsellWP updates. Any time you update any plugin or theme, or WordPress itself, run a backup first. The few seconds or minutes it takes is worth it in an emergency site situation. #### How To Create a Backup Of Your Site Many plugins are available to help you easily create a backup of your site. A few we like include UpdraftPlus, Jetpack Backup, and BackupBuddy. #### 2. Update on a staging site when possible To prevent unexpected problems on your live site, it’s a good idea to test updates on a staging/testing server first. A staging site is essentially a copy of your live site, where you can test changes and updates without affecting your live site. If all goes well, then you can apply the update to the live site with a little more confidence. Check out some of the following guides to create a staging environment for WordPress websites: 1. 2. 3. 4. 5. #### 3. Updating UpsellWP to the latest version #### **Updating via the WordPress dashboard** This is the most common method of updating the plugins. Please go to your WordPress dashboard -> plugins **-->** Installed plugins **-->** Search UpsellWP PRO - WooCommerce Upsell, Cross-sell, Order Bumps and more You will see a notification like the screenshot below with an "update now" link. NOTE: This notification and the link will be visible when there is a new version released. When you are up-to-date, you won't see it. **What if you are not seeing any update notifications?** 1. 1\. Make sure you have a valid license key and make sure it is validated. 2. 2\. You might already be using the latest version. **Manually updating the plugin to the latest version** In a few cases where you have not received the automatic update option, you can follow the instructions below to manually update the plugin. * Login to your account at [UpsellWP](https://upsellwp.com/my-account/) and go to the My Account page. * Download the UpsellWP plugin there. * Then go to your WordPress dashboard -> Plugins **-->** Installed plugins **-->** Deactivate UpsellWP plugin and delete it. (Don't worry. Your campaigns and settings will be kept during this re-installation process) * Go to your WordPress dashboard -> plugins --> Add new --> Upload plugin --> Choose the Zip file you just downloaded from the UpsellWP website. * Click Install now and activate.

#### Need some assistance with the updates? Please submit a [support request](https://upsellwp.com/support/). We are always happy to assist you :) # License key Validation Welcome to the UpsellWP License Key Validation Guide. Activating your license key is essential to unlocking the full potential of the UpsellWP plugin, including premium features and automatic updates. This article will guide you with the activation of your UpsellWP License Key at your site and also how you can manage the sites associated with the license key. {% hint style="warning" %} If you haven't purchased UpsellWP PRO yet, obtain it to receive a license key. {% endhint %} The License Key is mandatory to receive the automatic updates and support for the plugin. ### How to get the license keys? There are two ways: 1. You can view the license key in the "Purchase confirmation email" that we send to you immediately after you purchase the UpsellWP... 2. Please log in to the [My Account page](https://upsellwp.com/my-account/) and click on the "View Licenses" link

### How to Validate the License Key? Once you have obtained the license key, please go to your WordPress dashboard -> UpsellWP -> Settings -> License section Enter your license key and click the "Verify Key" button

### Managing Sites for your License Key UpsellWP comes in three different plans - Starter, Professional & Agency. The usage of the license (number of sites) is based on the plan you have purchased. * Starter - 1 website * Professional - 5 websites * Agency - 25 websites When you activate the license, we automatically add the site for you and associate it with your license. In case, you want to add/remove the sites manually for your license key, follow the instructions below to do so: * Login to [My Account](https://upsellwp.com/my-account/) page. * Go to the My Account menu and click on the "View Licenses" link * In the following screen, click on the "Manage Sites" link * In the next screen, you can add/remove (deactivate) the sites

Still could not validate the key? Please submit a [support request](https://upsellwp.com/support/). We will assist you with the validation. # Creating a Upsell Welcome to the Upsell Campaign Creation Guide for UpsellWP. This guide will walk you through the step-by-step process of setting up an upsell campaign using UpsellWP. #### Introduction: In this documentation, you can see how to create the various Upsell offers through the help of UpsellWP. #### Creating a Checkout Upsell offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Checkout Upsells” * Click on the button “Add offer” Here is the screenshot of the configuration of the Checkout Upsell campaign:

#### 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](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) for the Campaign (if required). **Step 4:** Once we have successfully created an offer, click on the button “Save” **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. #### Creating a Cart Upsell offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Cart Upsells” * Click on the button “Add offer” Here is the screenshot of the configuration of the Cart Upsell campaign:

#### Details of configurations are: **Step 1:** Choose the offer product that you want to display on the cart 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 20%. 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](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) for the Campaign (if required). **Step 4:** Once we have successfully created an offer, click on the button “Save” **Now, that we have successfully created an offer, Let's see how it works on the cart page.**

Now the offered product has been successfully displayed on the cart page. Please ensure to select the "Add to Cart" button to avail of the offered product in the cart. #### Creating a Frequently Bought Together offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Frequently Bought Together” * Choose the product suggestion method for the campaign as "Use Related Products" Here is the screenshot of the configuration of the Frequently Bought Together campaign:

#### Details of configurations are: **Step 1:** Choose "All Product" in the filters. **Step 2:** Select “Use Related Products” in the product suggestion method for the campaign. **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. **Step 3:** Now click “Save and close” the campaign **Now, that we have successfully created an offer, let's see how it works on the product page.**

Now the created campaign has been successfully displayed on our product page. By clicking **“Add all three to cart”** you can avail of all three products in one click. #### Creating a Product Add-On Campaign: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Product Add-Ons” * Click on the button “Add offer” Here is the screenshot of the configuration of the Product Add-On Campaign:

Now the created campaign has been successfully displayed on our product page. By clicking all three checkboxes and clicking the **“Add to cart”** button, you can avail of all three products in one click. #### Creating a Cart Add-On Campaign: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Cart Add-Ons” * Click on the button “Add offer” Here is the screenshot of the configuration of the Cart Add-On Campaign:

Now the created campaign has been successfully displayed on our cart page. By clicking all checkboxes, you can avail of all addon products in one click. #### Creating a Post-purchase Campaign: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Post-purchase” * Click on the button “Add offer” Here is the screenshot of the configuration of the Post-purchase Campaign:

#### Details of configurations are: **Step 1:** Choose the offer product 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 25%. 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 “Save” **Step 4:** You can also add [Additional Conditions](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) for the Campaign (if required). **Step 5:** Once you have successfully created a campaign click Save and Close. **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. #### Creating an Upsell Popups Campaign: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Upsell Popups” * Click on the button “Add offer” Here is the screenshot of the configuration of the Upsell Popups Campaign:

#### Details of configurations are: **Step 1:** Choose when to trigger the Upsell Popup as "After product added to cart" and "Click "Proceed to checkout" button" **Step 2:** Select “Use Related Products” in the product suggestion method for the campaign. **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. **Step 3:** Now click “Save and close” 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,**

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,**

Now the Upsell Popup is successfully displayed as soon as the customer clicks on the “Add to Cart” button and "Proceed to Checkout" button. #### Creating a Next Order Coupon Campaign: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Next Order Coupon” * Click on the button “Add offer” Here is the screenshot of the configuration of the Next Order Coupon Campaign:

#### Details of configurations are: **Step 1:** Give a title for the campaign. **Step 2:** Choose the “Discount Type” as Percentage discount and set the value as 20. You also have the option to choose other discount types as Fixed cart discounts. **Step 3:** You can optionally modify the coupon prefix if you prefer, and you also have the flexibility to adjust the length of automatically generated coupons. In this case, it's important to ensure that the minimum length of the coupons is set to at least 6 characters. **Step 4:** Choose the specific order status for which you want coupons to be generated. This is done under the option "When to generate the coupon?" For instance, if you select both "Processing" and "Completed" as order statuses, then once an order reaches either of these statuses, the next order will automatically generate coupons for the customers. **Step 5:** You can choose the display of “Next Order Coupon Upsell” in the Emails, Thank you page, and My Account page -> Orders section. **Step 6:** You can also add [Additional Conditions](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) for the Campaign (if required). **Step 7:** Click on “SAVE” once we have successfully created the Campaign. Upon placing an order, customers will receive a 20% discount coupon for their next upsell order, available for use in subsequent purchases. **A screenshot displaying a 20% coupon on the Thank You page immediately after placing an order:**

#### Creating a Thank You Page Upsell Campaign: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Thank You Page Upsell” * Click on the button “Add offer” Here is the screenshot of the configuration of the Thank You Page Upsell Campaign:

**Details of configurations are:** **Step 1:** Give a title for the campaign. For example: The thank you page upselling **Step 2:** Then choose the product suggestion method as "Use Related Products" since we are displaying related products based on the order placed on the thank you 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. **Step 3:** You also have the option to choose other discount types as Fixed cart discounts, Percentage discounts (if required) **Step 4:** You can also add [Additional Conditions](/setup-and-customisation/conditions-rules) for the Campaign (if required). **Step 5:** Click on “SAVE” once we have successfully created the Campaign. Now, as soon as customers place their order, they'll see Related Products displayed on the Thank You Page. Screenshot of Thank you Page showing the Thank you Page Upsell:

#### Creating a Double the Order Campaign: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Double the Order” * Click on the button “Add offer” Here is the screenshot of the configuration of the Double the Order Campaign:

#### Details of configurations are: **Step 1:** Give a suitable campaign name by typing a few characters **Step 2:** Choose the “Discount Type” as Percentage and set the value as 20%. You also have the option to choose other discount types as a fixed discount. **Step 4:** You can also add [Additional Conditions](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) for the Campaign (if required). **Step 6:** Once you have successfully created a campaign click Save and Close. Now, we have successfully created a Double the order campaign, Let's see how it works on the checkout page.

{% hint style="warning" %} 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. Get [UpsellWP PRO](https://upsellwp.com/) {% endhint %} Still unclear? If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Checkout Upsells Welcome to the Checkout Upsell Campaign Guide. A checkout upsell campaign is a highly effective strategy to increase your store’s revenue by presenting targeted upsell offers right before a purchase. #### 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](https://wordpress.org/plugins/checkout-upsell-and-order-bumps/). #### Example Scenarios: 1. **Percentage discount:** Provide a percentage discount on the Upsell offer product (e.g., 10% off the Upsell product). 2. **Fixed discount:** Apply a fixed discount for the Upsell products (e.g., $10 off the Upsell product). 3. **Free**: Display Upsell offer product for free on the checkout page. 4. **No Discount:** Display the Upsell product on the checkout page without a discount. {% hint style="warning" %} 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. #### [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} 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](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) 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](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) 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):**

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):**

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](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) 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):**

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. {% hint style="warning" %} Some of the above discussed scenarios require PRO #### [Get UpsellWP](https://upsellwp.com/) {% endhint %} **Check out the following video tutorial for an overview of the Checkout Upsell:** {% embed url="" %} Still unclear? If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :)
# Cart Upsells The Cart Upsell Campaign Guide will help you boost sales by offering relevant upsells in the cart. This guide walks you through setup, optimization, and best practices for maximizing conversions. #### Introduction: WooCommerce Cart Upsell is offered when your customers are on the cart page. When you offer compelling discounts before they complete their payment (before proceeding to checkout via Cart Upsell Campaign), customers can quickly add it with a one-click upsell. For example, when a customer adds a product, the cart upsell campaign helps by showcasing offered products on the cart 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 Cart Upsell Campaign using [UpsellWP](https://wordpress.org/plugins/checkout-upsell-and-order-bumps/) #### Example Scenarios: 1. **Percentage Discount:** Provide a percentage discount on the Cart Upsell offer product (e.g., 10% off on Cap when the customer purchases a T-shirt). 2. **Fixed Discount:** Apply a fixed discount for the Cart Upsell products (e.g., $20 off the product value). 3. **No Discount:** Display the Cart Upsell product on the cart page without a discount. {% hint style="warning" %} Please make sure you have already installed and activated the **UpsellWP** plugin. Please note that the features explained here are available only in the PRO version. #### [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} #### Let us get started, **Example 1: Percentage Discount: Provide a percentage discount on the Cart Upsell offer product (e.g., 10% off on Cap when the customer adds a T-shirt).** In this scenario, when the customer adds a T-shirt to the cart they have a discount on the Cap of 10% on the Cart page before proceeding to checkout. #### Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Cart Upsell” * Click on the button “Add offer”

**Here is the screenshot of the offer configuration that follows,**

**Here is the screenshot of the condition configuration that follows,**

#### Details of configurations are: **Step 1:** Choose the offer product (cap) that you want to display on the cart 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:** Once we have successfully created an offer, click on the button “Save” **Step 4:** Now to add a condition click on the "Add condition" button and choose "Products in the cart" -> In list -> T-shirt, by following these steps you'll able to display the Upsell offer cap when the customer's cart contains a T-shirt. **Step 5:** You can also add [Additional Conditions](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) for the Campaign (if required). **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, that we have successfully created an offer, Let's see how it works on the cart page.**

Now the offered product has been successfully displayed on the cart page. **Example 2: Apply a fixed discount for the Cart Upsell products (e.g., $20 off the product value).** In this scenario, when the customer adds any product to the cart they can have a discount on the cap of $20 fixed discount in the Cart page. #### Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Cart Upsell” * 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 cart 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 $20. 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](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) for the Campaign (if required). **Step 4:** Once we have successfully created an offer, click on the button “Add offer” **Other details shown in the above screenshot are (optional):**

Now the offered product has been successfully added to your cart page. **Example 3: No Discount: Display the product on the cart page without a discount.** In this scenario, when the customer adds a product to the cart they can have a discount on the cap for No discount in the Cart page. #### Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Cart Upsell” * Click on the button “Add offer”. * Select “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, and Free. **Step 3:** You can also add [Additional Conditions](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) for the Campaign (if required). **Step 4:** Once we have successfully created an offer, click on the button “Add offer” **Other details shown in the above screenshot are (optional):**

Now the offered product has been successfully added to your cart page. Please ensure to click the "Add to cart" to avail the cart upsell offer {% hint style="warning" %} Some of the above-discussed scenarios require a PRO version #### [Get UpsellWP](https://upsellwp.com/) {% endhint %} **Check out the following video tutorial for an overview of the Cart Upsell:** {% embed url="" %} Still unclear? If you need any assistance, please create a [support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Frequently Bought Together The FBT Campaign Guide for UpsellWP helps you increase sales by bundling related products. The guide covers setup, customization and best practices to maximize customer engagement and sale conversions #### Introduction: "Frequently bought together" is often used to describe a feature that suggests other products to customers. This feature shows items commonly purchased along with the product a customer is looking at in an online store. For example, when you want to buy a new smartphone from an online store, you will see a section on the product page called "Frequently Bought Together." In that section, you will find a list of products that other customers bought along with the smartphone you are interested in. These recommended products usually include phone cases, screen protectors, headphones, or portable chargers. People often buy these items together with the smartphone. This user guide explains creating a Frequently Bought Together Campaign using [UpsellWP](). #### Example Scenarios: 1. When a customer wants to buy t-shirts, display caps, sunglasses and related accessories on the product page. 2. When a customer wants to buy an iPhone, display other items and services like a protective case and a one-year warranty subscription. {% hint style="warning" %} 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. #### [Get UpsellWP PRO ](https://upsellwp.com/) {% endhint %} #### Let us get started, **Example 1: When a customer wants to buy t-shirts, display caps and sunglasses as related accessories on the product page.** In this scenario, when a customer wants to buy a t-shirt, show them other items that are often bought with t-shirts on the product page. #### Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> Choose “Frequently bought together” **Here is the screenshot of the filters and product suggestion method configuration that follows,**

#### Details of configurations are: **Step 1:** Choose "Specific Product -> In list -> T-shirt" in the filters. **Step 2:** Select “Specific products” in the product suggestion method for the campaign and choose cap and sunglass as Upsell products. **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:** **Step 3:** Now click “Save and close” the campaign **Now, that we have successfully created an offer, let's see how it works on the product page.**

Now the created campaign has been successfully displayed on our product page. By clicking **“Add all three to cart”** you can avail of all three products in one click. **Example 2: When a customer wants to buy an iPhone, display other items and services like a protective case and a one-year warranty subscription.** In this scenario, when a customer wants to purchase an iPhone, show them other products and services like a protective case and a one-year warranty subscription. #### Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Frequently Bought Together” **Here is the screenshot of the filters and product suggestion method configuration that follows,**

#### Details of configurations are: **Step 1:** Choose “All Products” in the filters and select “Custom product” in the product suggestion method for the campaign. After updating these settings, you need to choose the frequently bought products manually when you create or edit the product. **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:** **Step 2:** Now click “Save and close” the campaign **Step 3:** Now there is an option to set Frequently bought together products in the back-end, you can add the frequently bought together products (back case, one-year warranty subscription) Here is the screenshot of the adding Frequently bought together configuration that follows,

Now, that we have successfully created an offer, let's see how it works on the product page.

Now the offered Frequently Bought Together products have been successfully added to your Product page. {% hint style="warning" %} Some of the above discussed scenarios require PRO #### [Get UpsellWP](https://upsellwp.com/) {% endhint %} **Check out the following video tutorial for an overview of the Frequently Bought Together campaign:** {% embed url="" %} Still unclear? If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Product Add-Ons The Product Addon Campaign Guide for UpsellWP helps you enhance sales by offering add-ons with main products. This guide covers setup, customization and best practices for increasing the order value. #### Introduction: In WooCommerce, a Product Add-On Campaign is a powerful strategy used by online store owners to increase their average order value (AOV) by encouraging customers to add complementary or related products to the product page before completing their purchase. This is achieved by offering customers enticing deals, discounts, or suggestions for additional items that enhance their shopping experience or meet their needs. For example, Let's say you run an online electronics store, and a customer is about to purchase a high-end digital camera from your website. To implement a Product Add-On Campaign, you can offer the customer relevant add-ons that enhance their photography experience. Here's how it might work: * Primary Product: Digital Camera * Product Add-Ons: Camera Bag (10% discount) This user guide explains creating a Product Add-on campaign using [UpsellWP](https://wordpress.org/plugins/checkout-upsell-and-order-bumps/) #### Example Scenarios: 1. **Percentage Discount:** Provide a discount on the Product Add-on offer product (e.g., On the T-shirt product page 10% off on the Cap). 2. **Free Discount:** Offer the Product Add-on product for free. 3. **No Discount:** Display the Product Add-on offer on the product page without a discount. {% hint style="warning" %} Before proceeding, you must have installed and activated the Upsell PRO. Get [UpsellWP PRO](https://upsellwp.com/) {% endhint %} **Example 1: Percentage Discount: Provide a discount on the Product Add-on offer product (e.g., On the T-shirt product page 10% off on the Cap).** In this scenario, when the customer opens the product page of the t-shirt they have a discount for the Cap of 10% on the product page. Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Product Add-on”

**Here is the screenshot of the offer configuration that follows,**

#### The details of the configurations are: **Step 1:** Choose the Specific Product "T-shirt" in the filter section you want to display on the product page by typing a few characters of the product name. **Step 2:** Choose the Product suggestion method as "Specific Product" and choose "Cap" by typing a few characters of the product name. **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:** **Step 3:** Choose the Cart item quantity field as "Allow customer to change quantity" This allows the customer to choose the Product Add-on product quantity manually. **Step 4:** Finally, set the discount type as Percentage Discount and set the value as 10% **Step 5:** You can also add [Additional Conditions](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) for the Campaign (if required). **Now, we have successfully created a Product Add-on campaign, Let's see how it works on the Product page.**

Now the offered Product Add-on product has been successfully displayed on the product page. Please make sure you select the checkbox to use the offered Add-on product. **Example 2: Free Discount: Offer the Product Add-on product for free.** In this scenario, when the customer chooses a certain product we display a Product Add-on product for free. #### Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create Campaign -> choose “Product Add-on”

**Here is the screenshot of the offer configuration that follows,**

#### The details of the configurations are: **Step 1:** Choose the All Product in the filter section **Step 2:** Choose the Product suggestion method as "Custom Product" **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:** **Step 3:** Choose the Cart item quantity field as "Fixed quantity" and set it as 1, this allows the customer to add only one free quantity of Add-on product. **Step 4:** Finally, set the discount type as Free Discount. **Step 5:** You can also add [Additional Conditions](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) for the Campaign (if required). **Here is the screenshot of the Custom Add-on product configuration that follows,**

**Now, that we have successfully created a Custom Add-on product, let's see how it works on the Product page.**

Now the offered Add-on product has been successfully displayed on the product page. Please make sure you select the checkbox to use the offered Add-on product. **Example 3: No Discount: Display the Product Add-on offer on the product page without a discount.** In this scenario, when the customer chooses any product on the product page we offer an Add-on product for No discount. #### Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create Campaign -> choose “Product Add-on”

**Here is the screenshot of the offer configuration that follows,**

#### The details of the configurations are: **Step 1:** Choose the All Product in the filter section you want to display on the product page. **Step 2:** Choose the Product suggestion method as "Use Related Product". **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:** **Step 3:** Choose the Cart item quantity field as "Sync Quantity with parent product quantity". This allows the customer to sync the Add-on product quantity with the main product. **Step 4:** Finally, set the discount type as No Discount. **Step 5:** You can also add [Additional Conditions](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) for the Campaign (if required). **Now, we have successfully created a Product Add-on campaign, Let's see how it works on the product page.**

Now the offered Add-on product has been successfully displayed on the product page. Please make sure you select the checkbox to use the offered Add-on product. {% hint style="warning" %} Above discussed scenarios require PRO [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} **Check out the following video tutorial for an overview of the Product Addon campaign:** {% embed url="" %} #### **Still unclear?** If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Cart Add-Ons The Cart Addon Campaign Guide helps you boost sales by offering relevant add-ons in the cart. This guide covers setup, customization and best practices to maximize order value and conversions. #### Introduction: The WooCommerce Cart Add-on feature is a valuable addition to the WooCommerce platform built for WordPress. It enhances the functionality of your online store by allowing you to offer optional add-on products or services to customers as they shop. This feature provides a seamless and convenient way for customers to enhance their shopping experience by adding complementary items or services to their cart. For example, A customer is purchasing a birthday cake for $30. With the Cart Addon feature, you can offer the Birthday Card for $3, and the Candle Set for $2 below the product during the Cart page This user guide explains creating a Cart Add-on campaign using [UpsellWP](https://wordpress.org/plugins/checkout-upsell-and-order-bumps/). #### Example Scenarios: 1. **Percentage Discount:** Provide a discount on the Cart Add-on offer product (e.g., 10% off on the Cap when a customer purchases a T-shirt). 2. **Free Discount**: Offer the Cart Add-on product for free for the Custom Products. 3. **No Discount:** Display the Cart Add-on product on the cart page without a discount on all products added to the Cart. {% hint style="warning" %} Please note that before proceeding, you must have installed and activated the UpsellWP PRO. [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} #### Let us get started, **Example 1: Percentage discount: Provide a discount on the Cart Add-on upsell offer product (e.g., 10% off on the Cap when a customer purchases a T-shirt).** In this scenario, when the customer adds a T-shirt to the cart they have a discount on the Cap (Cart Add-on upsell offer product ) of 10% on the cart page before proceeding to checkout. #### Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create Campaign -> choose “Cart Add-ons”

**Here is the screenshot of the offer configuration that follows,**

#### The details of the configurations are: **Step 1:** Choose the Specific Product "T-shirt" in the filter section you want to display on the cart page by typing a few characters of the product name. **Step 2:** Choose the Product suggestion method as "Specific Product" and choose "Cap" by typing a few characters of the product name. **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:** **Step 3:** Choose the Cart item quantity field as "Allow customer to change quantity" This allows the customer to choose the Cart Add-on product quantity manually. **Step 4:** Finally, set the discount type as Percentage Discount 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 5:** You can also add [Additional Conditions](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) for the Campaign (if required). **Now, we have successfully created a Cart Add-on campaign, Let's see how it works on the cart page.**

Now the offered Cart Add-on product has been successfully displayed on the cart page. Please ensure to select the checkbox to avail of the offered Cart Add-on product in the cart. **Example 2: Free Discount: Offer the Cart Add-on product for free for the Custom Products.** In this scenario, when the customer adds any product to the cart we offer a Cart Add-on product for free, for that you need to choose the Add-On products manually when you create or edit the products. #### Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Cart Add-on”

**Here is the screenshot of the offer configuration that follows,**

#### The details of the configurations are: **Step 1:** Choose the All Product in the filter section you want to display on the cart page by typing a few characters of the product name. **Step 2:** Choose the Product suggestion method as "Custom Product" **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:** **Step 3:** Choose the Cart item quantity field as "Allow customer to change quantity" This allows the customer to choose the Cart Add-on product quantity manually. **Step 4:** Finally, set the discount type as Free Discount. You also have the option to choose other discount types such as fixed discount, Percentage discount, and No discount. **Step 5:** You can also add [Additional Conditions](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) for the Campaign (if required). **Here is the screenshot of the Custom Cart Add-on products configuration that follows,**

**Now, that we have successfully created a Custom Cart Add-on product, let's see how it works on the cart page.**

Now the offered Cart Add-on product has been successfully displayed on the cart page. Please ensure to select the checkbox to avail of the offered Cart Add-on product in the cart. **Example 3: No Discount: Display the Cart Add-on product on the cart page without a discount on all products added to the Cart.** In this scenario, when the customer adds any product to the cart we offer a Cart Add-on product for No discount. #### Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Cart Add-on”

**Here is the screenshot of the offer configuration that follows,**

#### The details of the configurations are: **Step 1:** Choose the All Product in the filter section you want to display on the cart page. **Step 2:** Choose the Product suggestion method as "Use Related Product". **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:** **Step 3:** Choose the Cart item quantity field as "Fixed Quantity" and set a 1. This allows the customer to get 1 Cart Add-on product quantity only. **Step 4:** Finally, set the discount type as No Discount. You also have the option to choose other discount types such as fixed discount, free, and Percentage discount. **Step 5:** You can also add [Additional Conditions](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) for the Campaign (if required). **Now, we have successfully created a Cart Add-on campaign, Let's see how it works on the cart page.**

Now the offered Cart Add-on product has been successfully displayed on the cart page. Please ensure to select the checkbox to avail of the offered Cart Add-on product in the cart. {% hint style="warning" %} Above discussed scenarios require PRO Get [UpsellWP PRO](https://upsellwp.com/) {% endhint %} **Check out the following video tutorial for an overview of the Cart Addon campaign:** {% embed url="" %} #### Still unclear? If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Post Purchase Upsells (New) The Post-Purchase Campaign Guide help you increase revenue by offering upsells after checkout. The guide covers setup, optimization and best practices to maximize customer engagement & repeat purchase Introduction: Unlock additional revenue with our UpsellWP plugin's Post-Purchase feature, allowing you to offer relevant upsells to customers after they've completed their purchase, seamlessly boosting your average order value without disrupting the checkout experience This user guide explains how to create a Post Purchase Upsell Campaign using [UpsellWP](https://upsellwp.com/pricing/). **Example scenarios:** * How can I show multiple offers in the post-purchase campaign if the customer declines the initial offer presented in the post-purchase upsell campaign? {% hint style="warning" %} Please note that before proceeding, you must have installed and activated the Checkout Upsell. It is important to note that this feature requires the PRO version. [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} Now, let's take a closer look at the scenarios in detail. **Example 1: How can I show multiple offers in the post-purchase campaign if the customer declines the initial offer presented in the post-purchase upsell campaign?** In this scenario, let us see how to show multiple offers in the post-purchase campaign if the customer declines the initial offer presented in the post-purchase upsell campaign. **Creating an offer:** * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> Choose “Post-purchase”. * Choose the preferred page builder you're using Here is the screenshot for your reference:

* Click on "Continue" after choosing the preferred page builder. **Here is the screenshot of the offer configuration that follows,**

Choose the template that you want to show the post-purchase upsell offer. **Details of configurations are:** **Step 1:** Choose the first 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 a first offer, click on the button “Save changes” **Here is the screenshot of the first offer configuration that follows,**

**Step 4:** In the screenshot above, you can see the option to "Add Offer" below the first Post purchase upsell offer.

You can configure multiple offers, such as setting the next offer even when the customer accepts or declines the first post-purchase upsell offer. **Here is the screenshot of the multiple offer configuration that follows,**

**Step 5:** Once you have successfully created a campaign click Save and Close. **Other details shown in the below screenshot are (optional):** #### **Order details:**

#### Title & Description:

With this option, you can able to change the title & description of the Post-purchase upsell offer #### Product image:

With this option, you can able to change the custom Post-purchase offer image #### Discount:

You have the option to choose discount types such as Percentage, fixed discount, free and No discount. #### Buttons:

With this option, you can able to change the text content of the Accept and Decline button #### Timer:

Turn on the Timer option "Enable the offer expiration countdown timer notice?" and you can set minutes and seconds. You can choose other expiration countdown times as per your needs. #### Order total:

With this option, you can display the Order total information on the post-purchase offer page #### Usage limit:

**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 offer page.

If the customer accepts this cap post-purchase offer by clicking the "Add offer to my order" they can able to see the Belt as a second post-purchase upsell offer **Here is the screenshot, after the customer accepts the first post-purchase upsell offer:**

**Here is the screenshot, after the customer declines the first post-purchase upsell offer:**

Now the multiple post-purchase upsell offers have 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 and decline to reject the offer. {% hint style="warning" %} Above discussed scenarios require PRO [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} **Still unclear?** If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # 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[ ](https://wordpress.org/plugins/checkout-upsell-and-order-bumps/)[UpsellWP](https://wordpress.org/plugins/checkout-upsell-and-order-bumps/) #### 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. {% hint style="warning" %} 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. [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} Let’s get started, **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:** **Step 4:** You can also add [Additional Conditions](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) 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:** **Step 4:** You can also add [Additional Conditions](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) 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. {% hint style="warning" %} Above discussed scenario requires PRO [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} **Check out the following video tutorial for an overview of the Upsell Popup campaign:** {% embed url="" %} Still unclear? If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Next Order Coupons UpsellWP’s Next Order Coupons encourage repeat purchases by offering discounts on future orders. This guide explains how to create and manage coupon campaigns to drive customer retention and loyalty. #### Introduction: A "Next Order Coupon Upsell" is a strategy facilitated by the [UpsellWP](https://wordpress.org/plugins/checkout-upsell-and-order-bumps/) plugin that provides customers with a coupon discount for their next purchase immediately after they place an order. For instance, when you place an order, you'll receive a 10% coupon code for your next purchase. A "Next Order Coupon Upsell" aims to boost customer loyalty and increase sales by offering discounts on future purchases immediately after a customer buys a product. This user guide explains how to create a Next Order Coupon Campaign using[ ](https://wordpress.org/plugins/checkout-upsell-and-order-bumps/)[UpsellWP](https://wordpress.org/plugins/checkout-upsell-and-order-bumps/) #### Example scenarios: * Enjoy 10% off your next purchase! * Get $10 off coupon code, if your order total is more than $100 {% hint style="warning" %} Note: To use some of the features shown in the examples, you must have the PRO version of the UpsellWP plugin installed and activated. Please upgrade to the PRO version by purchasing it here. Get [UpsellWP PRO](https://upsellwp.com/) {% endhint %} Now, let's take a closer look at the scenarios in detail. #### Example 1: Enjoy 10% off your next purchase! In this scenario, when customers make a purchase, they'll receive a 10% coupon for their next order. They can use this discount on their future purchases. This kind of offer motivates customers to make more orders, which can boost overall revenue. To create this campaign, follow these steps #### **Creating a Campaign:** * Go to WordPress dashboard -> UpsellWP -> click on the button "Create New Campaign" * Choose "Next Order Coupons" **Here is the screenshot of the Campaign that follows,**

#### Details of configurations are: **Step 1:** Give a title for the campaign. For example: Get a 10% coupon while placing an order **Step 2:** Choose the “Discount Type” as Percentage discount and set the value as 10. You also have the option to choose other discount types as Fixed cart discounts. **Step 3:** You can optionally modify the coupon prefix if you prefer, and you also have the flexibility to adjust the length of automatically generated coupons. In this case, it's important to ensure that the minimum length of the coupons is set to at least 6 characters. **Step 4:** Choose the specific order status for which you want coupons to be generated. This is done under the option "When to generate the coupon?" For instance, if you select both "Processing" and "Completed" as order statuses, then once an order reaches either of these statuses, the next order will automatically generate coupons for the customers. **Step 5:** You can choose the display of “Next Order Coupon Upsell” in the Emails, Thank you page, and My Account page -> Orders section. **Step 6:** You can also add [Additional Conditions](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) for the Campaign (if required). **Step 7:** Click on “SAVE” once we have successfully created the Campaign. Upon placing an order, customers will receive a 10% discount coupon for their next upsell order, available for use in subsequent purchases. **A screenshot displaying a 10% coupon on the Thank You page immediately after placing an order:**

#### Example 2: Get $10 off coupon code, if your order total is more than $100 In this case, customers whose order total is $100 or more on their order will receive a $10 discount code for their next purchase. The purpose of providing this example is to illustrate a specific incentive aimed at encouraging customers to spend a certain amount, ultimately driving higher sales for the business. To create this campaign, follow these steps **Creating a Campaign:** * Go to WordPress dashboard -> UpsellWP -> click on the button "Create New Campaign" * Choose "Next Order Coupons" **Here is the screenshot of the Campaign that follows,**

**Here is the screenshot of the Campaign's condition that follows,**

#### Details of configurations are: **Step 1:** Give a title for the campaign. For example: Get a $10 off coupon code, if your order total is more than $100. **Step 2:** Choose the “Discount Type” as a Fixed cart discount and set the value as $10. You also have the option to choose other discount types as Percentage discounts. **Step 3:** You can optionally modify the coupon prefix if you prefer, and you also have the flexibility to adjust the length of automatically generated coupons. In this case, it's important to ensure that the minimum length of the coupons is set to at least 6 characters. **Step 4:** Choose the specific order status for which you want coupons to be generated. This is done under the option "When to generate the coupon?" For instance, if you select both "Processing" and "Completed" as order statuses, then once an order reaches either of these statuses, the next order will automatically generate coupons for the customers. **Step 5:** You can choose the display of “Next Order Coupon Upsell” in the Emails, Thank you page, and My Account page -> Orders section. **Step 6:** Scroll to the "Conditions" section, then click the "Add condition" button. Select the condition labeled "Order Total," and configure it by setting the parameter to be equal to or greater than $100. **Step 7:** You can also add [Additional Conditions](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) for the Campaign (if required). **Step 8:** Click on “SAVE” once we have successfully created the Campaign. When an order with a total of $100 or more is placed, customers will be provided with a $10 fixed discount coupon for their next upsell order. This coupon can be used in future purchases. **A screenshot showcasing a $10 coupon will be shown on the Thank You page right after an order with a total of $100 is placed:**

#### Looking to add “Additional Condition” for the coupons? (optional) * Click the "Show advanced settings" option as shown in the below screenshot.

* Next, you can set options such as "Minimum Spending," "Exclude Products," or "Exclude Categories" to establish more conditions for the coupons as shown in the below screenshot. These conditions will be checked when customers use the coupon in their shopping cart or during the checkout process for any order.

#### Note: * The extra conditions set in the "Conditions" section will be verified when customers make their orders. * The additional conditions set through "Show advanced settings" will be checked when customers apply the next order coupon during the cart/checkout process. #### How to further customize the Next Order Coupon template: * Click "Edit Content/Style" as shown below screenshot to further customise the next order coupon templates.

* In the Title and Description section, there is an option to edit the coupon's title and description. * Additionally, the button text can be modified using the "CTA text" feature.

* Following that, you can modify the colour of the CTA button and text through the provided choices. * Additionally, you can decide to either "Reset" the design or "Select a different template" based on your needs. #### Customers will see the next order coupon in various locations after placing their order which they can use in their future orders: * On the Thank You Page * On Emails and * On My Account page **Screenshot showing Next Order Coupon displayed on Thank you Page:**

**Screenshot showing Next Order Coupon displayed on Emails:**

**Screenshot showing Next Order Coupon displayed on My account -> Orders page:**

{% hint style="warning" %} Some of the examples discussed above will require UpsellWP PRO. [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} **Check out the following video tutorial for an overview of the Next Order Coupon campaign:** {% embed url="" %} #### Still unclear? If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Thank you Page Upsells UpsellWP’s Thank You Page campaigns let you display targeted offers or messages after purchase. This guide covers creating and optimizing campaigns to boost upsells and enhance customer engagement. **Introduction:** A "Thank you Page Upsell" refers to a marketing strategy where a business offers additional products to a customer immediately after they've made a purchase. This approach leverages the positive sentiment of a "thank you" moment to entice the customer to consider enhancing their original purchase or exploring related offerings. It aims to increase the average order value and customer satisfaction by presenting relevant product options. This user guide explains how to create a Thank you Page Upsell Campaign using [UpsellWP](https://upsellwp.com/pricing/). **Example scenarios:** * Show related products on the thank you page with 10% off * Showcase upsell products on the thank you page {% hint style="warning" %} Please note that before proceeding, you must have installed and activated the Checkout Upsell. It is important to note that this feature requires the PRO version. [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} Now, let's take a closer look at the scenarios in detail. **Example 1: Show related products on the thank you page with 10% off** In this scenario, when a customer places an order, products related to that order will be shown in the "You may also like" section of the Thank You Page immediately after the order is placed by customers with 10% off. This encourages customers to shop more and increases the chance of additional purchases. To create this campaign, follow these steps **Creating a Campaign** * Go to WordPress dashboard -> UpsellWP -> click on the button "Create New Campaign" * Choose "Thank you Page Upsells" **Here is the screenshot of the Campaign that follows,**

**Details of configurations are:** **Step 1:** Give a title for the campaign. For example: The thank you page upselling **Step 2:** Then choose the product suggestion method as "Use Related Products" since we are displaying related products based on the order placed on the thank you 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:** **Step 3:** Choose the “Discount Type” as Percentage discount and set the value as 10. You also have the option to choose other discount types as Fixed cart discounts. **Step 4:** You can also add [Additional Conditions](/setup-and-customisation/conditions-rules) for the Campaign (if required). **Step 5:** Click on “SAVE” once we have successfully created the Campaign. Now, as soon as customers place their order, they'll see Related Products displayed on the Thank You Page. Screenshot of Thank you Page showing the Thank you Page Upsell:

#### Example 2: Showcase upsell products on the thank you page with a 10% discount In this scenario, when a customer makes a purchase, we will display upsell products related to the purchased item in the "You may also like" section of the Thank You Page with a 10% discount right after the order is placed by customers. This encourages customers to make additional purchases and increases sales. To create this campaign, follow these steps **Creating a Campaign** * Go to WordPress dashboard -> UpsellWP -> click on the button "Create New Campaign" * Choose "Thank you Page Upsells" Here is the screenshot of the Campaign that follows,

#### Details of configurations are: **Step 1:** Give a title for the campaign. For example: Thank you page upsell 2 **Step 2:** Then choose the product suggestion method as "Use Upsell Products" since we are displaying upsell products based on the order placed on the thank you 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:** **Step 3:** Choose the “Discount Type” as Percentage discount and set the value as 10. You also have the option to choose other discount types as Fixed cart discounts. **Step 4:** You can also add [Additional Conditions](/setup-and-customisation/conditions-rules) for the Campaign (if required). **Step 5:** Click on “SAVE” once we have successfully created the Campaign. Now, as soon as customers place their order, they'll see Upsell Products displayed on the Thank You Page. #### Screenshot of Thank you Page showing the Thank you Page Upsell:

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

* If the product isn't showing up on the Thank You Page, please double-check that you've chosen the Cross-sell/Upsell products within WooCommerce -> Products (during product setup). This way, when a customer buys an item and completes the purchase, the related Cross-sell/Upsell products will appear on the Thank You Page through the Thank You Page Upsells Campaign. * If the product isn't showing up on the Thank You Page, please double-check that you've chosen the Cross-sell/Upsell products within WooCommerce -> Products (during product setup). This way, when a customer buys an item and completes the purchase, the related Cross-sell/Upsell products will appear on the Thank You Page through the Thank You Page Upsells Campaign. #### Additional setting that might help: To change the display "Maximum number of products to display" on the thank you page: Go to WordPress back end -> UpsellWP -> Settings -> Campaigns and scroll down to find the below setting and save the changes.

{% hint style="warning" %} Some of the examples discussed above will require UpsellWP PRO. [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} **Check out the following video tutorial for an overview of the Thank You Page Upsell campaign:** {% embed url="" %} #### Still unclear? If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Smart Product Recommendations UpsellWP’s Smart Product Recommendations use customer behavior to suggest relevant products. This guide explains how to set up and optimize campaigns to increase sales and improve customer experience. **Introduction:** Introducing Smart Product Recommendation Campaigns: Effortlessly display upsell products at every step of the customer journey "shop, product page, cart, checkout, and thank you page" to boost sales and enhance customer experience. **Example:** Show complementary product recommendations on the shop, product, cart, checkout, and thank you pages to increase upsell opportunities through the Product Recommendation campaign. This user guide explains how to create a Product Recommendation campaign using [UpsellWP](https://wordpress.org/plugins/checkout-upsell-and-order-bumps/). #### Example scenario: 1. How to display the best-selling products on the shop page. 2. How to display On-sale products on the checkout page 3. How to show New Arrival Products on the Thank You page based on the Ascending order sorting {% hint style="warning" %} 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. #### [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} Let us get started, **Example 1:** How to display the best-selling products on the shop page. In this scenario, you can able to learn how to set the best-selling products on the shop page through the Product Recommendation campaign. #### Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Product Recommendation” * Enter the Title for the campaign and choose the "Display page" as the **Shop page** **Here's the screenshot of the configuration follows,**

#### Details of configurations are: Step 1: Choose the page filter as Shop Page in the Display page settings. You also have the option to choose other page types such as Product, Cart, Checkout and Thank You pages. Step 2: Choose the Product filter as "Best selling products". And you have other Product Filters you can choose according to your needs. **Other details shown in the below screenshot are (optional):**

1. **Display Location:** Adjust where the Product Recommendation campaign appears on your site using these settings. 2. **Column:** Configure the number of columns for the Product Recommendation campaign with these settings. 3. **Display Limit:** Set the maximum number of Product Recommendations campaign products shown on the desired page using these settings. 4. **Template:** You can change the Template title for the Product Recommendation by this setting. **Optional Settings:** 1. **Priority (optional):** You can choose the priority for the campaign to which campaign to run first with this setting, 1 is the first priority and the 10 is least priority 2. **Start date (optional):** You can set the campaign start date so that the campaign will start working on a particular date 3. **Set end date:** You can set the campaign end date so that the campaign will stop working on the particular date **Now, we have successfully created the Product Recommendations campaign, Let's see how it works on the shop page.**

Now the Product Recommendation offered product has been successfully displayed on the shop page. **Example 2:** How to display On-sale products on the checkout page. In this scenario, you can able to learn how to set the On-sale products on the checkout page through the Product Recommendation campaign. #### Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Product Recommendation” * Enter the Title for the campaign and choose the "Display page" as the **Checkout page** **Here's the screenshot of the configuration follows,**

#### Details of configurations are: Step 1: Choose the page filter as Checkout Page in the Display page settings. You also have the option to choose other page types such as Product, Cart, Shop and Thank You pages. Step 2: Choose the Product filter as "On-Sale products". And you have other Product Filters you can choose according to your needs. **Other details shown in the below screenshot are (optional):**

1. **Display Location:** Adjust where the Product Recommendation campaign appears on your site using these settings. 2. **Column:** Configure the number of columns for the Product Recommendation campaign with these settings. 3. **Display Limit:** Set the maximum number of Product Recommendations campaign products shown on the desired page using these settings. 4. **Sorting:** You can sort products in the Product Recommendations campaign using filters like Random, Top Rated, and more to suit your preferences. 5. **Template:** You can change the Template title for the Product Recommendation by this setting. **Optional Settings:** 1. **Priority (optional):** You can choose the priority for the campaign to which campaign to run first with this setting, 1 is the first priority and the 10 is least priority 2. **Start date (optional):** You can set the campaign start date so that the campaign will start working on a particular date 3. **Set end date:** You can set the campaign end date so that the campaign will stop working on the particular date **Now, we have successfully created the Product Recommendations campaign, Let's see how it works on the Checkout page.**

Now the Product Recommendation offered product has been successfully displayed on the checkout page. **Example 3:** How to show New Arrival Products on the Thank You page based on the Ascending order sorting. In this scenario, you can able to learn how to set the New Arrival Products on the Thank You page through the Product Recommendation campaign in ascending order sorting. #### Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Product Recommendation” * Enter the Title for the campaign and choose the "Display page" as the **Thank you page** **Here's the screenshot of the configuration follows,**

#### Details of configurations are: Step 1: Choose the page filter as Thank You Page in the Display page settings. You also have the option to choose other page types such as Product, Cart, Shop and Checkout pages. Step 2: Choose the Product filter as "New Arrivals products". And you have other Product Filters you can choose according to your needs. **Other details shown in the below screenshot are (optional):**

1. **Display Location:** Adjust where the Product Recommendation campaign appears on your site using these settings. 2. **Column:** Configure the number of columns for the Product Recommendation campaign with these settings. 3. **Display Limit:** Set the maximum number of Product Recommendations campaign products shown on the desired page using these settings. 4. **Sorting:** You can sort products in the Product Recommendations campaign using filters like Random, Top Rated, and more to suit your preferences. 5. **Template:** You can change the Template title for the Product Recommendation by this setting. **Optional Settings:** 1. **Priority (optional):** You can choose the priority for the campaign to which campaign to run first with this setting, 1 is the first priority and the 10 is least priority 2. **Start date (optional):** You can set the campaign start date so that the campaign will start working on a particular date 3. **Set end date:** You can set the campaign end date so that the campaign will stop working on the particular date **Now, we have successfully created the Product Recommendations campaign, Let's see how it works on the Thank You page.**

Now the Product Recommendation offered product has been successfully displayed on the Thank You page. {% hint style="warning" %} Some of the above discussed scenarios require PRO [Get UpsellWP PRO](https://upsellwp.com/pricing/) {% endhint %} **Check out the following video tutorial for an overview of the Smart Product Recommendation campaign:** {% embed url="" %} #### Still unclear? If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Double the Order The Double the Order Campaign Guide for UpsellWP helps you boost revenue by offering customers the option to double their order at a discount. This guide covers setup, customization of the campaign. #### Introduction The “Double the Order” feature effectively boosts sales by encouraging customers to double their current order with just one click, often with a discount.\ It can be a game-changer in situations where customers often buy items in multiple quantities or when the products have a usage cycle, leading to eventual re-purchases (like food items, cosmetics, household supplies, etc.). WooCommerce Double the Order Upsell Campaign This elevates your shopping experience and unlocks greater value with every purchase before placing the order, doubling the main products for discount, and doubling the joy of your shopping adventure. Don't miss out on this incredible opportunity! Join us now and maximize the benefits of your shopping journey. This user guide explains how to create a Double the order the order Campaign using [UpsellWP](https://wordpress.org/plugins/checkout-upsell-and-order-bumps/). #### Example Scenarios: 1. Double the order to get 50% off when the customer's cart total is 100$. 2. Get a 30$ fixed discount when customers purchase more than or equal to 5 quantities of the same products. {% hint style="warning" %} 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. Get [UpsellWP PRO](https://upsellwp.com/) {% endhint %} Let us get started, **Example 1: Double the order to get 50% off when the customer's cart total is 100$.** #### Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Double the order” Here is the screenshot of the offer configuration that follows,

#### Details of configurations are: **Step 1:** Give a suitable campaign name by typing a few characters **Step 2:** Choose the “Discount Type” as Percentage and set the value as 50%. You also have the option to choose other discount types as a fixed discount. **Step 3:** Now choose the “Conditions” as "Cart subtotal” You also have the option to choose other conditions. **Step 4:** In the list Greater than or equal to (>=) $100, You also have the option to choose other conditions. **Step 5:** You can also add [Additional Conditions](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) for the Campaign (if required). **Step 6:** Once you have successfully created a campaign click Save and Close. Template customization details shown in the below screenshot are:

Template customization refers to the process of modifying pre-designed templates to meet specific needs or preferences. **Choose the Right Template** - Start by selecting a template that closely matches your needs **Layout Adjustments** - If the template's layout doesn't perfectly suit your content, you may need to rearrange elements. **Edit Content/Style** - Replace needed content with your actual content. Update text, images, and any other media to reflect the information you want to convey. Now, we have successfully created a Double the order campaign, Let's see how it works on the checkout page.

Now the "Double the order" campaign has been successfully displayed on our Checkout page. Please ensure to click the checkbox to double the main products for a discount, and double the joy of your shopping experience. **Example 2: Get a 30$ fixed discount when customers purchase more than or equal to 5 quantities of the same products** #### Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Double the order” Here is the screenshot of the offer configuration that follows,

#### Details of configurations are: **Step 1:** Give a suitable campaign name by typing a few characters **Step 2:** Choose the “Discount Type” as a fixed discount and set the value as 30$. You also have the option to choose other discount types as a Percentage. **Step 3:** Now choose the “Conditions” as "Cart items quantity” You also have the option to choose other conditions. **Step 4**: In the list Greater than or equal to (>=) 5, You also have the option to choose other conditions. **Step 5:** You can also add [Additional Conditions](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) for the Campaign (if required). **Step 6:** Once you have successfully created a campaign click Save and Close. #### Template customization details shown in the below screenshot are:

Template customization refers to the process of modifying pre-designed templates to meet specific needs or preferences. **Choose the Right Template** - Start by selecting a template that closely matches your needs **Layout Adjustments** - If the template's layout doesn't perfectly suit your content, you may need to rearrange elements. **Edit Content/Style** - Replace needed content with your actual content. Update text, images, and any other media to reflect the information you want to convey. Here is the screenshot of the when double the order campaign configuration that matches the scenarios,

Now, we have successfully created a Double the order campaign, Let's see how it works on the checkout page.

{% hint style="warning" %} 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. Get [UpsellWP PRO](https://upsellwp.com/) {% endhint %} **Check out the following video tutorial for an overview of the Double the Order campaign** {% embed url="" %} Still unclear? If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Post Purchase (Old) The Post-Purchase Campaign Guide for UpsellWP helps you engage customers after checkout by offering relevant upsells. {% hint style="danger" %} This version of the post-purchase campaign will be deprecated after UpsellWP v2.1.2. So we highly recommend using a new post-purchase upsell instead. {% endhint %} Introduction: Post Purchase Upsell is a marketing strategy that allows you to offer additional products or services to customers after they have made a purchase 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. #### Example Scenarios: Offering a 40% discount on Airpods when customers purchase iPhones). {% hint style="warning" %} 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. [Get UpsellWP PRO](https://upsellwp.com/pricing/) {% endhint %} 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:** 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. {% hint style="warning" %} Above discussed scenarios require PRO [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} ### Still unclear? If you need any assistance, please create a[ support request](https://www.flycart.org/support) in our ticket system. We are always happy to assist you :) # Translate UpsellWP using Loco Translate The Loco Translate Guide for UpsellWP helps you easily translate the plugin into different languages using the Loco Translate plugin. This guide covers setup, translation steps for localization. #### What is Loco Translate? [Loco Translate](https://wordpress.org/plugins/loco-translate/) is an awesome translation editor plugin, which is free and has more than one million active installs. You can translate both WordPress themes or plugins into any other language other than the one it originally came in (which is typically English). #### Why Loco Translate? * It has a built-in translation editor. * A simple way to translate theme/plugin files directly from WordPress Dashboard. #### Example strings that we are going to translate are: * Offer * Frequently bought together #### Let's get started, {% hint style="warning" %} Make sure you have already installed and activated the UpsellWP for Woocommerce plugin. [Get UpsellWP PRO](https://upsellwp.com/pricing/) {% endhint %} #### Step 1: Installation and Activation of Loco Translate * Please go to your WordPress dashboard -> Plugins -> Add New * Search for "Loco Translate" * You will see the LOCO TRANSLATE plugin in the result. Click on Install Now and activate the plugin.

Now that the LOCO Translate plugin is installed, let's start using it. #### Step 2: Language Setup (Only required if you don't see the language that you are going to translate strings to display in the Loco translate. If you see your language, you can skip this step) * Go Loco Translate --> Plugins --> search for the plugin “UpsellWP PRO - WooCommerce Upsell, Cross-sell, Order Bumps and more” (if you have only a free pack, you can choose the free pack “UpsellWP Lite - WooCommerce Upsell, Cross-sell, Order Bumps and more”)

* Click on "New language" * Next, select the language you want to translate the strings into and choose the location as "System" as shown in the below screenshot. * Finally, click on "Start Translating" to initiate the translation process.

In the next screen, there will be a list of texts/ strings available for translation from the UpsellWP plugin. Choose the text you want to translate and translate it. #### Step 3: Translating the example strings **Example 1: Offer** Screenshot showing the string “Offer”

#### To translate the string: * Go to Loco Translate -> Plugins -> choose "UpsellWP PRO - WooCommerce Upsell, Cross-sell, Order Bumps and more" * Click on the "Edit" option. * In the search bar, enter the string "Offer" to locate it. * Translate the original string with the translated version. * Click on the "Save" button to save the translated string. A detailed screenshot illustrating the translation process:

**The below screenshot confirms that the string “Offer” has been translated correctly:**

**Example 2: Frequently bought together** Screenshot showing the string “Frequently bought together”

#### To translate the string: * Go to Loco Translate -> Plugins -> choose "UpsellWP PRO - WooCommerce Upsell, Cross-sell, Order Bumps and more" * Click on the "Edit" option. * In the search bar, enter the string "Frequently bought together" to locate it. * Translate the original string with the translated version. * Click on the "Save" button to save the translated string. **A detailed screenshot illustrating the translation process:**

**The below screenshot confirms that the string “” has been translated correctly:**

{% hint style="warning" %} Haven't you yet purchased the UpsellWP PRO? [Get UpsellWP PRO](https://upsellwp.com/pricing/) {% endhint %} #### Note : * When using the Loco Translate plugin, it is important to select the second option, which is "System," in the location selection. * The translated texts will be visible based on the chosen site language. #### Still unclear? If you need any assistance, please create a [support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Compatibility with WPML This Guide for UpsellWP ensures seamless multilingual support for your upsell campaigns. The guide covers setup, configuration and best practices to translate and optimize offers for a global audience **Introduction:** The [UpsellWP for Woocommerce plugin](https://upsellwp.com/pricing/) seamlessly integrates with WPML, ensuring full compatibility with multilingual websites. This guide aims to walk you through the process of creating offers in your Woocommerce store with a multilingual setup using the UpsellWP for Woocommerce plugin. **Why do we need different offers for different languages?** * Instead of just translating dynamic strings like the offer content, we tailor unique offers for products in various languages * This approach ensures that the discounts and promotions are better suited to each specific language and audience **Example scenarios:** * Receive 10% off on Watch (in English) during the checkout process through the Checkout Upsell Campaign. * Receive 20% discount on Montre (in French) during the checkout process through the Checkout Upsell Campaign. As shown above, for websites that support multiple languages, we need to create separate offers for each language by including language as an additional condition. This allows us to offer in every language and apply distinct discounts for each language. {% hint style="info" %} Note: To use some of the features shown in the examples, you must have the PRO version of the UpsellWP for Woocommerce plugin installed and activated. Want even more advanced features? Upgrade to the PRO version by purchasing it here. Get [UpsellWP PRO](https://upsellwp.com/pricing/) {% endhint %} Now, let's take a closer look at the scenarios in detail. \ **Example 1 : Receive 10% off on Watch (in English) during the checkout process through the Checkout Upsell Campaign** In this example, customers will have the "Watch" as their offer product during checkout. As we're providing a 10% discount for a particular product in English, you can include additional conditions, such as "Language," and choose English. To create this campaign, follow these steps **Creating a Campaign:** * Go to WordPress dashboard -> UpsellWP -> Campaigns -> click on the button "Create New Campaign" * Choose "Checkout Upsells" [For a step-by-step guide on how to create a Checkout Upsell Campaign, Click Here.](https://docs.upsellwp.com/~/changes/vNcIDP3cGKK3nW9h4dgL/campaigns/checkout-upsell) **Here is the screenshot of Campaign that follows,**

**Details of configurations are:** **Step 1:** Give a title for the campaign. For example: 10% off on Watch (in English) **Step 2:** Click on the button “Add offer” and from the popup choose the product “Watch” by typing few characters of the product **Step 3:** Choose the “Discount Type” as Percentage and set the value as 10. You also have the option to choose other discount types as fixed discount, free and No discount. **Step 4:** Once we have successfully created a offer, click on the button “Save” **Step 5:** Within the condition section, select the "Add condition" option, and then choose "Language" as an extra condition.Then, choose "English" as the language. **Step 6:** Click on “SAVE” once we have successfully created the Campaign. Now, customers who make purchases on the English website will get "Watch" as their offer product in checkout with 10% off. **Screenshot of Checkout page (English site):**

**Example 2 : Receive 20% discount on Montre (in French) during the checkout process through the Checkout Upsell Campaign.** In this example, when customers make a purchase in French during the checkout process, they will be eligible for a 20% discount on the product "Montre." Since we are offering a 20% discount on this specific product in French, select the additional condition as "Language," and choose French. To create this campaign, follow these steps **Creating a Campaign:** * Go to WordPress dashboard -> UpsellWP -> Campaigns -> click on the button "Create New Campaign" * Choose "Checkout Upsells" [For a step-by-step guide on how to create a Checkout Upsell Campaign, Click Here.](https://docs.upsellwp.com/~/changes/vNcIDP3cGKK3nW9h4dgL/campaigns/checkout-upsell) **Here is the screenshot of Campaign that follows,**

**Furthermore, when creating an offer, be sure to modify the template content to be in the "French" language, as illustrated in the screenshot below, as an example:**

**Details of configurations are:** \ **Step 1:** Give a title for the campaign. For example: 20% de réduction sur Montre (in French) **Step 2:** Click on the button “Add offer” and from the popup choose the product “Montre” by typing few characters of the product **Step 3:** Choose the “Discount Type” as Percentage and set the value as 20. You also have the option to choose other discount types as fixed discount, free and No discount. **Step 4:** Once we have successfully created a offer, click on the button “Save” **Step 5:** Within the condition section, select the "Add condition" option, and then choose "Language" as an extra condition.Then, choose "French" as the language. **Step 6:** Click on “SAVE” once we have successfully created the Campaign. Now, customers who make purchases on the French website will get "Montre" as their offer product in checkout with 20% off. **Screenshot of Checkout page (French site):**

Likewise, it's essential to generate different offers for each language, considering categories, tags, attributes, and other relevant factors. This approach enables us to provide unique products as upsells or different offers tailored to specific language preferences. {% hint style="info" %} Do more with PRO. Get [UpsellWP PRO](https://upsellwp.com/pricing/) {% endhint %} **Note:** To obtain precise and relevant search results for products or categories while creating offers, it is important to switch to the specific language in WordPress. This action ensures that your product searches are conducted in the desired language, enhancing the accuracy of displayed results. **Next Steps:** **You may also want to checkout these helpful guides:** * Take a look at this document to gain insights into translating strings with Loco Translate. * Explore the process of presenting upsell products during checkout. * Discover how to offer upsell products within the shopping cart. * Learn the steps to create a Post-Purchase Upsell Campaign. * Refer to this document for information on the available conditions when crafting offers. **Still unclear?** If you need any assistance, please create a [support request](https://upsellwp.com/support/) at our ticket system. We are always happy to assist you :) # 40% Off AirPods with iPhone Purchase Learn how to create a Post-purchase campaign using UpsellWP and set 40% discount on Airpods when customers purchase iPhone **Example: 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:** 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. {% hint style="warning" %} Some of the above discussed scenarios require PRO [Get UpsellWP PRO](https://upsellwp.com/pricing/) {% endhint %} If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Laptop & Mouse: Frequently Bought Together Learn how to create Frequently bought together campaign using UpsellWP where a Mouse is displayed as "Frequently Brought Together" in the Laptop Product page. Introduction In this scenario, when a customer wants to buy a laptop, display other items that are often bought with a Laptop on the product page. This user guide explains how to create a Post-purchase Campaign using UpsellWP {% hint style="warning" %} 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. [Get UpsellWP PRO](https://upsellwp.com/pricing/) {% endhint %} #### Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Frequently bought together” * Choose a Specific product and click on the button “Add filter” * Selecting "Custom products" gives you the ability to manually assign the related products. **Here is the screenshot of the filters and product suggestion method configuration that follows,**

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

Now the created campaign has been successfully displayed on our product page. By clicking “Add all three to cart” you can avail of all two products in one click. {% hint style="warning" %} Some of the above discussed scenarios require PRO [Get UpsellWP PRO](https://upsellwp.com/pricing/) {% endhint %} If you need any assistance, please create a [support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :)
# Category-Based Upsell for Logged-In Users Learn how to create Checkout Upsell Campaign using UpsellWP where Upsell products are displayed for customer who have logged-in with a specific product in their cart. #### 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. {% hint style="warning" %} 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. [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} #### 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.**

{% hint style="warning" %} Some of the above discussed scenarios require PRO [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} #### Still unclear? If you need any assistance, please create a[ support request](https://upsellwp.com/support/) at our ticket system. We are always happy to assist you :) # Free Sunglasses on $500+ Orders (10s) Learn how to create Post-purchase campaign using UpsellWP by offering a free sun glass to customers who have their cart value over $500. #### Introduction 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:** Once we have successfully created a campaign, 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 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. {% hint style="warning" %} Above discussed scenarios require PRO [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} #### Still unclear? If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # A/B Testing for Checkout Upsell Learn how to perform A/B Testing display method in Checkout Upsell campaign through UpsellWP plugin to show the Upsell products as random offers with priority set for the offers. #### Introduction In this scenario, A/B testing refers to the practice of testing different products of upsell offers or features during the checkout process to determine which one performs better in terms of conversion rate, revenue generation, and other key metrics. {% hint style="warning" %} 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. [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} #### Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Checkout Upsell”. * Create two offer product * Click on the button “Add offer”. * Choose “Display Method” as (A/B Testing) Here is the screenshot for creating offer A and its configuration that follows,

#### Detail of configurations for offer A: Step 1: Choose the offer product (Cap) that you want to display on the checkout 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 50%. 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” Here is the screenshot for creating offer B and its configuration that follows,

#### Detail of configurations for offer B: Step 1: Choose the offer product (Cap) that you want to display on the checkout 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 Fixed Price and set the value as 25%. You also have the option to choose other discount types such as Percentage, Free and No discount. Step 3: You have successfully created an offer, click on the button “Add offer” Step 4: Once you have successfully created a campaign click Save and Close. Here is the screenshot after adding two offer products,

**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 Checkout page.**

Now the offered product has been successfully displayed on our Checkout page. Please ensure to click “Get this exclusive offer now!” to avail the offered product.\ \ It will display offer A or B one at a time on each refresh based on the offer A and B display percentage (ratio). So the customer will not see a static offer. instead, they will see offer A or B alternatively. So they can add offers A or B up to their convenience, Which leads to better conversion and your company's growth through upselling. Here is the screenshot of the site after I refreshed it, This is how the A/B Testing display method will work in the store-front

On the campaign configuration page, you can view details of how well each product is doing, such as the number of times it was used and the number of views it received. This will help you identify which products are performing the best, so you can keep them and remove the ones that aren't doing as well. This is how using our UpsellWP Plugin will boost your company's growth.

#### Here are some areas you might decide to test with your created campaigns: * CTA text * Titles/Headers * Fonts and colours. * Product images. * Templates * Discounts {% hint style="warning" %} 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. [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} #### Still unclear? If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Apply Discount to Product Add-On Offer Learn how to offer 10% discount for a Cap through Product Add-On campaign on the T-shirt product page. #### **Introduction:** In this scenario, when the customer opens the product page of the t-shirt they have a discount for the Cap of 10% on the product page. **Creating an offer:** * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Product Add-ons”

**Here is the screenshot of the offer configuration that follows,**

#### **The details of the configurations are:** **Step 1:** Choose the Specific Product "T-shirt" in the filter section you want to display on the product page by typing a few characters of the product name. **Step 2:** Choose the Product suggestion method as "Specific Product" and choose "Cap" by typing a few characters of the product name. **Step 3:** Choose the Cart item quantity field as "Allow customer to change quantity" This allows the customer to choose the Product Add-on product quantity manually. **Step 4:** Finally, set the discount type as Percentage Discount and set the value as 10% Now, we have successfully created a Product Add-on campaign, Let's see how it works on the Product page.

Now the offered Product Add-on product has been successfully displayed on the product page. Please make sure you select the checkbox to use the offered Add-on product. {% hint style="warning" %} Above discussed scenarios require PRO [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} Still unclear? If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Cart Discount via Cart Add-On Campaign Learn how to create a Cart Add-On campaign and offer 10% discount on cap when the customer purchases T-shirts. Introduction: In this scenario, when the customer adds a T-shirt to the cart they have a discount on the Cap (Cart Add-on upsell offer product ) of 10% on the cart page before proceeding to checkout. Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Cart Add-ons”

**Here is the screenshot of the offer configuration 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:** (Doc link) **Step 4:** You can also add [Additional Conditions](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) 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,**

{% hint style="warning" %} Some of the above discussed scenarios require PRO [Get UpsellWP PRO](https://upsellwp.com/pricing/) {% endhint %} If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Show Discount Coupon for Next Order Items Learn how to display Next Order Coupons with the help of UpsellWP plugin. #### Introduction: A "Next Order Coupon Upsell" is a strategy facilitated by the [UpsellWP](https://wordpress.org/plugins/checkout-upsell-and-order-bumps/) plugin that provides customers with a coupon discount for their next purchase immediately after they place an order. For instance, when you place an order, you'll receive a 10% coupon code for your next purchase. A "Next Order Coupon Upsell" aims to boost customer loyalty and increase sales by offering discounts on future purchases immediately after a customer buys a product. This user guide explains how to create a Next Order Coupon Campaign using[ ](https://wordpress.org/plugins/checkout-upsell-and-order-bumps/)[UpsellWP](https://wordpress.org/plugins/checkout-upsell-and-order-bumps/) {% hint style="warning" %} Note: To use some of the features shown in the examples, you must have the PRO version of the UpsellWP plugin installed and activated. Please upgrade to the PRO version by purchasing it here. Get [UpsellWP PRO](https://upsellwp.com/) {% endhint %} Now, let's take a closer look at the scenarios in detail. #### Example: Enjoy 10% off your next purchase! In this scenario, when customers make a purchase, they'll receive a 10% coupon for their next order. They can use this discount on their future purchases. This kind of offer motivates customers to make more orders, which can boost overall revenue. To create this campaign, follow these steps #### **Creating a Campaign:** * Go to WordPress dashboard -> UpsellWP -> click on the button "Create New Campaign" * Choose "Next Order Coupons" **Here is the screenshot of the Campaign that follows,**

{% hint style="warning" %} Some of the above discussed scenarios require PRO [Get UpsellWP PRO](https://upsellwp.com/pricing/) {% endhint %} If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Discounted Upsell on the Thank You Page Learn how to offer related products on the Thank You page with discount using UpsellWP plugin. **Introduction:** A "Thank you Page Upsell" refers to a marketing strategy where a business offers additional products to a customer immediately after they've made a purchase. This approach leverages the positive sentiment of a "thank you" moment to entice the customer to consider enhancing their original purchase or exploring related offerings. It aims to increase the average order value and customer satisfaction by presenting relevant product options. This user guide explains how to create a Thank you Page Upsell Campaign using [UpsellWP](https://upsellwp.com/pricing/). {% hint style="warning" %} Please note that before proceeding, you must have installed and activated the Checkout Upsell. It is important to note that this feature requires the PRO version. [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} Now, let's take a closer look at the scenarios in detail. **Example: Show related products on the thank you page with 10% off** In this scenario, when a customer places an order, products related to that order will be shown in the "You may also like" section of the Thank You Page immediately after the order is placed by customers with 10% off. This encourages customers to shop more and increases the chance of additional purchases. To create this campaign, follow these steps **Creating a Campaign** * Go to WordPress dashboard -> UpsellWP -> click on the button "Create New Campaign" * Choose "Thank you Page Upsells" **Here is the screenshot of the Campaign that follows,**

**Details of configurations are:** **Step 1:** Give a title for the campaign. For example: The thank you page upselling **Step 2:** Then choose the product suggestion method as "Use Related Products" since we are displaying related products based on the order placed on the thank you 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:** (Doc link) **Step 3:** Choose the “Discount Type” as Percentage discount and set the value as 10. You also have the option to choose other discount types as Fixed cart discounts. **Step 4:** You can also add [Additional Conditions](/setup-and-customisation/conditions-rules) for the Campaign (if required). **Step 5:** Click on “SAVE” once we have successfully created the Campaign. Now, as soon as customers place their order, they'll see Related Products displayed on the Thank You Page. Screenshot of Thank you Page showing the Thank you Page Upsell:

{% hint style="warning" %} Some of the above discussed scenarios require PRO [Get UpsellWP PRO](https://upsellwp.com/pricing/) {% endhint %} If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # $30 Fixed Discount on 5+ Product Purchases Learn how to offer a $30 fixed discount when customers purchase more than or equal to 5 quantities of products with the help of UpsellWP plugin. #### Introduction The “Double the Order” feature effectively boosts sales by encouraging customers to double their current order with just one click, often with a discount.\ It can be a game-changer in situations where customers often buy items in multiple quantities or when the products have a usage cycle, leading to eventual re-purchases (like food items, cosmetics, household supplies, etc.). WooCommerce Double the Order Upsell Campaign This elevates your shopping experience and unlocks greater value with every purchase before placing the order, doubling the main products for discount, and doubling the joy of your shopping adventure. Don't miss out on this incredible opportunity! Join us now and maximize the benefits of your shopping journey. This user guide explains how to create a Double the order the order Campaign using [UpsellWP](https://wordpress.org/plugins/checkout-upsell-and-order-bumps/). **Example: Get a 30$ fixed discount when customers purchase more than or equal to 5 quantities of products** #### Creating an offer: * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Double the order” Here is the screenshot of the offer configuration that follows,

Template customization refers to the process of modifying pre-designed templates to meet specific needs or preferences. **Choose the Right Template** - Start by selecting a template that closely matches your needs **Layout Adjustments** - If the template's layout doesn't perfectly suit your content, you may need to rearrange elements. **Edit Content/Style** - Replace needed content with your actual content. Update text, images, and any other media to reflect the information you want to convey. Here is the screenshot of the when double the order campaign configuration that matches the scenarios,

Now, we have successfully created a Double the order campaign, Let's see how it works on the checkout page.

#### Details of configurations are: **Step 1:** Choose the variant 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 50%. 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](https://docs.flycart.org/en/articles/6609542-conditions-and-setting-for-each-campaign) for the Campaign (if required). **Step 4:** Once we have successfully created an offer, click on the button “Save” **Now, we have successfully created an offer, Let see how it works on the checkout page.**

> ### ***How to display variant products on Cart Upsell campaign*** * Go to WordPress dashboard -> UpsellWP -> Create New Campaign -> choose “Cart Upsell” * Click on the button “Add offer” Here is the screenshot of the offer configuration that follows,

#### Details of configurations are: **Step 1:** Choose the variant offer product that you want to display on the cart 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 50. You also have the option to choose other discount types such as fixed discount, free, and No discount. **Step 3:** Once we have successfully created an offer, click on the button “Save” **Now, that we have successfully created an offer, Let's see how it works on the cart page.**

#### Details of configurations are: **Step 1:** Choose “All Products” in the filters, select “Specific product” in the product suggestion method for the campaign and choose the variant product. **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:** (Doc link) **Step 2:** Now click “Save and close” the campaign **Now, that we have successfully created an offer, Let's see how it works on the product page.**

{% hint style="info" %} When you click the "Add to Cart" button, a popup will appear allowing you to select the product variation. From there, you can choose the variation that best suits your needs. {% endhint %} Here is the screenshot indicating the popup to select the variant product.

{% hint style="warning" %} Some of the above discussed scenarios require PRO [Get UpsellWP PRO](https://upsellwp.com/pricing/) {% endhint %} If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # General Settings The General Settings Guide for UpsellWP helps you configure essential plugin options for optimal performance. This guide covers setup, and best practices to ensure a seamless upsell experience. ### **Introduction:** The purpose of the display settings offered by the UpsellWP plugin is to provide front-end display options for the campaigns and their related information to appear on the product pages, cart pages, and checkout pages of an online store. Display options available are, 1. License 2. Campaigns 3. Shortcodes 4. Compatibility 5. Weekly Digest With these display options, the customers can easily understand the campaigns offered on products, and the store owners can effectively promote their products and increase sales. {% hint style="warning" %} Please note that before proceeding, you must have installed and activated the UpsellWP. It is important to note that some of the settings require the PRO version. [Get UpsellWP PRO](https://upsellwp.com/pricing/) {% endhint %} Let's get started, ### **License:** Enter or Paste the license key in the provided field and click the 'Verify' button. Ensure there are no spaces before or after the key. Note: A license key is necessary to access automatic updates. **Here is the screenshot indicating the License key:**

### Campaigns: **GENERAL SETTINGS** **Show product details:** * Enables showing product details for upsell products, facilitating better decision-making for customers when clicking on upsell titles or images. **Discount calculate from:** * Allows choosing between regular price or sale price to calculate discounts. **Exclude coupon discounts:** * Excludes discounted upsell products from applying WooCommerce coupon discounts in the cart. **Smart upsell products display:** * Automatically hides upsell products already in the cart, streamlining the shopping experience. **CART & CHECKOUT UPSELL** **Dynamic Offer Display**: * Useful for displaying offers dynamically, especially when using coupon conditions. **Offer Display Mode**: * Specifies which campaign offers should be displayed in particular locations. **Maximum number of offers a customer can pick at a time:** * Sets the maximum number of offers a customer can pick at checkout. **Offer added notice message:** * Allows customization of the notice message when an offer is successfully added. **CHECKOUT UPSELLS** **Offer Added Notice Position**: * Specifies the position where the offer added notice should be displayed during checkout. **FREQUENTLY BOUGHT TOGETHER** **Maximum number of products to display:** * Limits the number of frequently bought together products displayed on a product page. **POST-PURCHASE** **Choose when the offer will be displayed:** * Determines when the offer will be displayed, either before or after payment, affecting its integration with the order. **Display order status notice to customers:** * Display the status of the order on the Exclusive Offer page. **PRODUCT & CART ADD-ONS** **Add-on badge text:** * Allows changing the text displayed for add-on badges after cart item names. **Maximum number of add-ons to display:** * Limits the number of add-on products displayed on product pages and in the cart. **THANK YOU UPSELLS** **Maximum number of products to display:** * Limits the number of products displayed on the Thank You page. **UPSELL POPUPS** **Maximum number of products to display:** * Sets the maximum number of products displayed in a popup. **Here is the screenshot indicating the Campaign's general settings:**

### Shortcodes: **Cart Page:** **Cart upsell offers** Purpose: Display Cart Upsell offers on the cart page. `Shortcode: [cuw_cart_upsells]` #### Checkout Page: **Checkout upsell offers** Purpose: Display Checkout Upsell offers on the checkout page. `Shortcode: [cuw_checkout_upsells]` Important: The \[cuw\_offers] shortcode has been deprecated since v1.3.2. Use the above shortcode instead. #### Product Page: **Frequently bought together** Purpose: Display products frequently bought together. `Shortcode: [cuw_fbt]` #### Post-purchase Offer Page: **Notices** Purpose: Display notices (WooCommerce). `Shortcode: [cuw_notices]` #### Offer Expiry Notice Purpose: Show the offer expiration notice with a countdown timer. `Shortcode: [cuw_offer_expire_notice]` **Offer Expiry Message** Purpose: Display the offer expiration message instead of the notice. `Shortcode: [cuw_offer_expire_message]` **Offer Title** Purpose: Display the offer title. `Shortcode: [cuw_offer_title]` **Offer Price** Purpose: Show the offer price (product sale price). `Shortcode: [cuw_offer_price]` **Offer Description** Purpose: Display the offer description. `Shortcode: [cuw_offer_description]` **Offer Form** Purpose: Display an offer form containing inputs like quantity and an "accept offer" button. `Shortcode: [cuw_offer_form]` **Product Quantity** Purpose: Display the offer product quantity text or input. `Shortcode: [cuw_product_quantity]` **Product Variants** Purpose: Display the offer product variant select option. `Shortcode: [cuw_product_variants]` **Offer Accept Button** Purpose: Show the "accept offer" CTA button. Note: Ensure both the \[cuw\_product\_quantity] and \[cuw\_product\_variants] shortcodes are present on the offer page for correct functionality. `Shortcode: [cuw_offer_accept_button]` **Offer Decline Link** Purpose: Display a link to decline or skip the offer. `Shortcode: [cuw_offer_decline_link]` **Offer Decline URL** Purpose: Provide a URL to decline or skip the offer. `Shortcode: [cuw_offer_decline_url]` **Offer Product Title** Purpose: Display the title of the offer product. `Shortcode: [cuw_product_title]` **Offer Product Image** Purpose: Show the image of the offer product. `Shortcode: [cuw_product_image]` **Here is the screenshot indicating the shortcodes:**

### Compatibility: The compatibility has been given to the following plugins * Discount rules for WooCommerce - by Flycart * WooCommerce Subscription - by WooCommerce * Fox - Currency Switcher (formally WOOCS) - by realmag777 * CURCY - Multi-Currency for WooCommerce - by VillaTheme * Currency Switcher for WooCommerce - by WP Wham * WooCommerce Multilingual & Multicurrency - by OnTheGoSystems **Here is the screenshot indicating the compatible plugins,**

### Weekly Digest: Weekly Report Metrics: 1. **Total Upsell Revenue**: * Aggregate income generated from upsell transactions within the week. 2. **Total Products Purchased**: * The overall count of products bought using upsell during the week. 3. **Upsell Orders Made**: * The number of orders specifically attributed to upsell offers during the week. 4. **Conversion Rate**: * The percentage of customers who purchased after encountering an upsell offer within the week. A weekly email containing the mentioned metrics will be sent out. It is recommended to submit email addresses separated by commas to include various email IDs. **Here is the screenshot indicating the weekly statistics,**

If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Conditions/Rules Learn the available conditions in UpsellWP plugin like cart subtotal, products in cart for offering more flexible offers. #### Introduction: Conditions and rules in the UpsellWP plugin serve as criteria for triggering targeted upsell offers during the checkout process. These conditions enable businesses to customize offers based on factors like cart subtotal and products in cart/checkout. The purpose is to enhance sales and customer satisfaction by offering relevant and timely upsell opportunities, ultimately improving the checkout experience and boosting revenue. This guide will list out all the available conditions and how you can use them while creating offers. {% hint style="warning" %} Note: To use some of the conditions shown in the examples, you must have the PRO version of the UpsellWP plugin installed and activated. Want even more advanced features? Upgrade to the PRO version by purchasing it here. [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} #### Screenshot showing the section to find conditions section:

#### Screenshot showing the list of conditions:

If you click the "Add condition" button, you'll discover a list of conditions you can use. Next, we'll examine each of them thoroughly. These conditions are sorted into different categories like cart, purchase history, user, and more. Now, let's take a closer look at each condition. **Cart: these types of conditions are specifically designed for campaign types related to cart and checkout, such as Checkout Upsells, Cart Upsells, Double the Order, and Upsell Popups.** **Products in the cart -** with this condition you can choose which products should be in or not in the cart or checkout to display offer products. For instance, you can set up a condition like "Buy an iPhone and receive AirPods as an upsell product." **Categories of items in the cart -** using this condition, you can display an offered product when the cart contains items from a particular category. For instance, you can create a condition like "Buy a product from the 'Hoodies' category and receive a Cap as an upsell product." **Tags of items in the cart -** with this condition, we can ensure that offer products are displayed only when the cart contains items with specific tags. For instance, you can set up a condition like "Get 10% off on a Bag when the customer has products with the 'Women' tag in the cart." **Product SKUs in the cart -** with this condition, we can specify which product SKUs should be either in or not in the cart in order to display offer products. This allows you to control the offers based on the specific product SKUs present in the cart. **Cart items count -** this condition counts the total number of line items or products in the cart. For instance, if a cart contains 2 different products with a total of 4 quantities, the cart item count would be 2, as it counts the distinct types of products in the cart. **Cart items quantity -** this condition calculates the total quantity of items in the cart. For instance, if a cart contains 2 different products with a combined quantity of 4 items, the cart item quantity would be 4, as it adds up the total number of items in the cart. **Applied Coupons in the cart -** with this condition, you can specify Woocommerce coupons (found in Woocommerce -> Marketing -> Coupons) to determine whether the coupon should be in the cart or not in the cart in order to display offer products. Also, using this condition we can choose whether the coupon should be/ not in the cart to display offer products. **Cart subtotal -** condition refers to the total cost of everything in your cart before any coupons, taxes, or shipping fees are taken off. For example, Spend $100 to get special deals on certain products. **Order -** these types of conditions are available for campaigns that depend on the order, such as Thank You Page Upsells and Coupons for the Next Purchase as soon as customers place an order. **Products in Order -** choosing the item that a customer needs to buy in their current order to receive a special offer. For instance, if a customer buys an iPhone, they can get AirPods as an offer product when they reach the Thank You page as soon as placing the order. **Categories of items in Order -** refers to a condition where upsell products are shown to customers immediately after they make a purchase that includes items from the specific category chosen in this condition. **Tags of items in Order -** with the help of this condition, upsell products will be shown to customers right after they make an order containing products with the specific tag selected in this condition. **Product SKUs in Order -** with the help of this condition, upsell products will be shown to customers immediately after they place an order with products corresponding to the selected SKUs in this condition. **Order items count -** this condition calculates the number of individual products in an order. For instance, if a customer orders 2 different products with a total quantity of 4 items, the order item count will be 2, indicating there are 2 distinct products in the order. **Order items quantity -** this condition calculates the total number of items in an order. For instance, if a customer places an order with 2 different products, each with a quantity of 2, the order item quantity will be 4, indicating there are 4 items in the order in total. **Applied Coupons in Order -** this condition checks whether a WooCommerce coupon (found in WooCommerce -> Marketing -> Coupons) has been used in a given order. Depending on this check, it can display an offer product on the Thank You Page, for instance, or it can work oppositely as well. **Order total -** this condition refers to the complete sum of all items within an order, including any applicable shipping fees and taxes. For example: Get a $10 off coupon code, if your order total is more than $100 #### **Purchase History - this type of condition allows for the display of special offer products based on a customer's past purchasing behaviour.** **First order -** this condition enables you to offer promotions exclusively to customers who are making their very first purchase. For instance, you can give new customers a 100% discount on a cap (offer product) as a welcome gift. **Number of orders made -** this condition tracks the total quantity of orders a customer has placed during a specified time frame. For instance, you can offer a 40% discount on a bag as an incentive if a customer completes at least 3 orders in a month. **Number of orders made with specific products -** This condition represents the count of orders placed using a specific product within a selected period. For example, customers get a product (hoody with 80% off) by placing at least 3 orders (single or multiple quantities in different orders) with hoodies within a week. **Total Spent -** this condition counts the total amount of money a customer has spent on their past orders within a specified period. #### **User - these types of conditions examine specific user-related criteria to determine when to display offer products.** **User role** - this condition checks the WordPress user roles of customers to decide when to display offer products. For instance, you can choose to offer products exclusively to wholesale users. **User logged in -** this condition checks whether users are currently logged into their accounts before displaying offer products. **Specific users -** this condition allows you to offer products exclusively to specific users or customers who have been specified in this condition. You can also use this condition to exclude certain users from seeing these offers. #### **Date & Time :** **Time -** this condition enables the display to offer products during specific times of the day **Days -** this condition restricts the display of offer products to particular days of the week, such as Saturdays and Sundays. **WPML** Language - this condition allows you to display offer products exclusively in a specific language, such as French. This condition is particularly useful when your website is multilingual and uses a plugin like WPML to manage different languages. #### **Optional settings:**

**Priority:** According to the priority it will pick one offer from the campaign that will be exhibited first on the checkout page. Note: Do not use the same priority number for multiple offers. **Set start date and end date (optional):** Here the campaign can be scheduled for a particular period, and that offer will be available only for a set period. **Information:** You can view the offer created and updated by whom and when status. {% hint style="warning" %} Some of the Conditions/ Rules discussed above require PRO. [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} #### Still unclear? If you need any assistance, please create a [support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # How to customize offer templates Discover the process for personalizing offer templates provided by the UpsellWP plugin #### Introduction: Tailoring your offer templates to suit your unique needs can greatly enhance the effectiveness of the [UpsellWP plugin](https://wordpress.org/plugins/checkout-upsell-and-order-bumps/). In this guide, we'll walk you through the steps to seamlessly customize these templates, ensuring they align perfectly with your business branding. #### Example scenario: * Customizing the offer template of the Checkout Upsell Campaign {% hint style="warning" %} 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. [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} #### Let us get started, #### Customizing the offer template of Checkout Upsell Campaign : While creating offers via Campaign types like Checkout Upsell, you can find the option “Add Offer”, and from the offer page, we can find options available to customize the upsell template. To customize, * Go to WordPress dashboard -> Checkout Upsell -> click on the button "Create new campaign" * Choose "Checkout Upsells" Campaign -> click on the button “Add offer” **Screenshot showing the section to customize Template contents:**

**Offer title -** from this section, we can change the title of the offer. For example, we can change it to: {discount} Off! **Offer description -** from here we can change the description of offers **Offer CTA text -** change the CTA text here. For example: Grab this exclusive deal now! **Image -** * **Product image -** this option will display the woocommerce product image you have uploaded while creating products * **Custom image -** using this option we can set/ choose a custom image for the product/ offer. **Screenshot showing the section to customize Template styling:**

From “Template styling”, you can find two options: * Template * Styles **Template -** using the “Change template” button, you can find more than 6 different templates for displaying offers from which can change template designs based on your choice. For example screenshot showing the "Change template" option:

**Styles -** from custom styling click on “Enable”. Then from the available options, we can further choose font color, size and background colors of offer templates. **Screenshot showing the available options to customise the offer template:**

Then, update the changes for this specific offer and save the campaign. Screenshot of the Checkout page showing the customised upsell product:

Likewise, for other types of Campaigns like Cart Upsells, Post-purchase and so on.., we can customise the offer templates using the content and styling option. {% hint style="warning" %} Some of the options discussed above will require UpsellWP PRO. [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} #### How to further customise the offer templates? This can be done by creating a simple override at your theme level. > NOTE: You will have to use an FTP client or the File Manager in your cPanel to carry out this change. You can follow the below steps: Copy the template file from the following path:\ ``` /wp-content/plugins/checkout-upsell-woocommerce/templates//.php ``` **Example:** /wp-content/plugins/checkout-upsell-woocommerce/templates/offer/template-1.php Paste to your active theme:\ ``` /wp-content/themes//checkout-upsell-woocommerce//.php ``` **Example:** /wp-content/themes/\/checkout-upsell-woocommerce/offer/template-1.php Now, you can edit the overridden file and do customisation. #### Still unclear? If you need any assistance, please create a [support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Recommendation Engine Learn how to create Recommendation Engine and link the with our campaigns using UpsellWP plugin. #### Introduction: A recommendation engine is a sophisticated tool designed to enhance the shopping experience for customers by providing personalized product suggestions. It leverages data analysis and smart algorithms to analyze customer behaviour, preferences, and previous interactions with the website. By understanding these patterns, the engine can suggest products that the customer is more likely to be interested in, thereby increasing the chances of purchase. This user guide explains how to create a Recommendation Engine using [UpsellWP](https://wordpress.org/plugins/checkout-upsell-and-order-bumps/). #### Example Scenarios: 1. How to display Past Order based Upsell products using the Recommendation Engine in the Frequently Bought Together campaign. 2. Display Best-selling products in the Upsell Popup with the help of the Recommendation Engine. 3. Showing related upsell products on the Thank You page based on the customer order history using Recommendation Engine. {% hint style="warning" %} Please note that the Recommendation Engine explained here is available only in the PRO version. #### [Get UpsellWP PRO](https://upsellwp.com/) {% endhint %} Let us get started, **Example 1: How to display Past Order based Upsell products using the Recommendation Engine in the Frequently Bought Together campaign.** #### Creating an Engine: * Go to WordPress dashboard -> UpsellWP -> Engines * Click on the button “Create New Engine” **Here's the screenshot of how to 'Create New Engine' shown below,**

**Here is the screenshot of the Engine configuration that follows,**

GENERIC: The generic strategies in Engines can be fine-tuned and filtered based on different criteria to enhance their effectiveness and applied across campaigns like "Frequently Bought Together", "Product Add-Ons", "Cart Add-Ons", "Upsell Popups", and "Thank You Page Upsells". These approaches can be refined through filters such as best-selling products, tags, prices, categories, and specific item associations. This tailored filtering enhances the precision of recommendations, offering a more personalized shopping experience and increasing the likelihood of customer engagement and satisfaction. PRODUCTS: In recommendation engines, product-focused strategies are integral to campaigns like "Frequently Bought Together" and "Product Add-Ons." These initiatives are further optimized through filters, allowing for specific product targeting, segmentation based on categories and tags, pricing considerations, and identification of best-selling products. Additionally, the system refines suggestions based on related products, cross-selling opportunities, and upselling tactics. This comprehensive approach enhances the relevance and effectiveness of product recommendations, providing users with a personalized and immersive shopping journey. CART: Cart engines offer seamless integration with various campaigns such as Cart Add-Ons and Upsell Popups. These campaigns can be finely tuned through filters, allowing customization based on specific products, categories, tags, price ranges, best-selling items, related products, cross-sell opportunities, and upsell suggestions. This comprehensive filtering system empowers businesses to tailor their marketing strategies and enhance the overall shopping experience for their customers. ORDER: Order strategies within engines seamlessly integrate with campaigns like Thank You Page Upsells. These strategies offer extensive filtering options, allowing businesses to target specific products, categories, tags, prices, best sellers, related items, cross-sell products, and upsell opportunities. It's important to note that the Thank You Page Upsell campaign operates exclusively within its domain and cannot be combined with other campaigns.

#### Details of configurations on the Engine Page are: **Step 1:** Choose the Engine type as "Product" **Step 2:** Enter the engine name, and click on the "Add filter" button on the engine page. **Step 3:** Choose the "Frequently Bought Together" filter on the engine page, you can also choose other filters based on your needs. **Step 4:** Now click "Save and Close" on the Engine page. After creating the engine you can choose that engine on the Frequently Bought Together campaign by clicking "Link Campaign" **Here is the screenshot for your reference:**

**Here is the Frequently Bought Together campaign screenshot for your reference:**

Details of configurations on the Campaign Page are: **Step 5:** Now it's time to choose the created engine on the Frequently Bought Together page, To do that, go to the "Choose the product suggestion method for the campaign" -> Use Recommendation Engine -> choose the created engine. **Step 6:** Once we have successfully chosen the created engine, click on the button “Save” **Now, we have successfully created an Engine and also set that in the product suggestion method, Let's see how it works on the product page.**

Now you can see the Frequently Bought Together products on the Product page which you have set through the Recommendation Engine. **Example 2: Display Best-selling products in the Upsell Popup with the help of the Recommendation Engine.** #### Creating an Engine: * Go to WordPress dashboard -> UpsellWP -> Engines * Click on the button “Create New Engine” **Here's the screenshot of how to 'Create New Engine' shown below,**

**Here is the screenshot of the Engine configuration that follows,**

Details of configurations on the Engine Page are: **Step 1:** Choose the Engine type as "Generic" **Step 2:** Enter the engine name, and click on the "Add filter" button on the engine page. **Step 3:** Choose the "Best selling products" filter on the engine page, you can also choose other filters based on your needs. **Step 4:** Now click "Save and Close" on the Engine page. After creating the engine you can choose that engine on the Upsell Popup by clicking "Link campaign".

**Here is the screenshot of the Upsell Popup campaign configuration for your reference:**

#### Details of configurations on the Campaign Page are: **Step 5:** Now it's time to choose the created engine on the Upsell Popup campaign page, To do that, go to the "Choose the product suggestion method for the campaign" -> Use Recommendation Engine -> choose the created engine. **Step 6:** Once we have successfully chosen the created engine, click on the button “Save” **Now, we have successfully created an Engine and also set that in the product suggestion method, Let's see how it works on the product page.**

Now you can see the Best selling products in the Upsell Popup which you have set through the Recommendation Engine. **Example 3: Showing related upsell products on the Thank You page based on the customer order history using Recommendation Engine.** #### Creating an Engine: * Go to WordPress dashboard -> UpsellWP -> Engines * Click on the button “Create New Engine” **Here's the screenshot of how to 'Create New Engine' shown below,**

**Here is the screenshot of the Engine configuration that follows,**

#### Details of configurations on the Engine Page are: **Step 1:** Choose the Engine type as "Order" **Step 2:** Enter the engine name, and click on the "Add filter" button on the engine page. **Step 3:** Choose the "Related products" filter on the engine page, you can also choose other filters based on your needs. **Step 4:** Now click "Save and Close" on the Engine page. After creating the engine you can choose that engine on the Thank You page Upsell campaign by clicking the "Link campaign" **Here is the screenshot for your reference:**

Details of configurations on the Campaign Page are: **Step 5:** Now it's time to choose the created engine on the Thanks You page Upsell campaign page, To do that, go to the "Choose the product suggestion method for the campaign" -> Use Recommendation Engine -> choose the created engine. **Step 6:** Once we have successfully chosen the created engine, click on the button “Save” **Now, we have successfully created an Engine and also set that in the product suggestion method, Let's see how it works on the product page.**

{% hint style="warning" %} Some of the above-discussed scenarios require PRO #### [Get UpsellWP](https://upsellwp.com/) {% endhint %} #### Still unclear? If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Custom Taxonomy Learn how to create custom filters and conditions using the UpsellWP Addon with Custom Taxonomy. #### Introduction: Custom taxonomy in UpsellWP lets you configure custom product categories and tags beyond the default options. Let's get started: You can set up custom filters and conditions on the campaign page with the Custom Taxonomy Addon**.** {% hint style="warning" %} **Note:** Ensure your UpsellWP PRO plugin is version 2.1.0 to access this feature in the plugin Dashboard. {% endhint %} **Here are the steps to download and activate the Custom Taxonomy Add-On.** **Step 1:** Download the Custom Taxonomy Addon in the UpsellWp Add-ons sections.

**Step 2:** Upload the Custom Taxonomy Add-On in the WooCommerce Plugin section.

**Step 3:** Activate the Custom Taxonomy Add-On.

Now you can able to see the Custom Taxonomy addon is successfully activated on the UpsellWP Dashboard.

Now, you can able to choose the Custom filter and condition on the campaign page, to create a custom taxonomy you can use a plugin like "Perfect Brand for WooCommerce" and so on. For example: Now let's see how to set the already created custom Brand (Polo) from the other third-party plugin like "Perfect brand for WooCommerce" set on the campaign page. Here is the screenshot referring to filter configuring the custom taxonomy on the configuration page:

Now, you have successfully configured the Custom Taxonomy as the "Brand" on the campaign page. So you can see the upsell products for the Polo brand products. Here is the front-end screenshot for your reference:

Now let's see how to set custom taxonomy in the condition section of the configuration page Setting up the custom condition in the configuration page helps you to show the upsell products only when the condition gets matched. Here is the screenshot of configuring the custom-created condition:

In the screenshot above, the upsell product cap will only displayed when the condition "Brand -> Inlist -> Polo" is matched. Let's see how it works on the checkout page:

You have successfully created the custom condition on the both filter and condition sections of the UpsellWP. {% hint style="warning" %} Please make sure you have already installed and activated the **UpsellWP** plugin. Please note that all of the features explained here are available only in the PRO version. [**Get UpsellWP PRO**](https://upsellwp.com/) {% endhint %} **Still unclear?** If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Translation Learn how to translate our UpsellWP plugin's strings **Introduction:** This powerful addon enables seamless translation of UpsellWP plugin strings, making it accessible to customers in multiple languages. Let's get started {% hint style="warning" %} **Note:** Ensure your UpsellWP PRO plugin is version 2.1.0 to access this feature in the plugin Dashboard. {% endhint %} **Here are the steps to download and activate the Translation Add-On.** **Step 1:** Download the Translation Addon in the UpsellWP Add-ons sections.

**Step 2:** Upload the Translation Add-On in the WooCommerce Plugin section.

**Step 3:** Activate the Translation Add-On.

Now you can able to see the Translation addon is successfully activated on the UpsellWP Dashboard.

Now you can able to translate every string in the UpsellWP plugin. To do that we recommend using the Loco Translate plugin to translate simple strings and even dynamic strings. Here is the link to the plugin: After installing the Loco translate you can able to sync the UpsellWP strings. Here is the screenshot explaining how to sync the ".pot" file of our plugin's simple and dynamic strings with the help of the Loco Translate plugin:

You have successfully synced the .pot files in the Loco Translate. Now let's see how to translate some sting in the UpsellWP. Let's say, for example, your site is in French and you're wondering how to translate the "Frequently Bought Together" title using the Translation Addon. You can follow the below steps: Here is the screenshot of the configuration in Loco Translate:

After translating the strings don't forget to save the changes. Now let's see the translated string in the front end. Here is the screenshot for your reference:

Now you can see that the Frequently Bought Together text is translated successfully {% hint style="warning" %} Some of the above discussed scenarios require PRO [**Get UpsellWP**](https://upsellwp.com/) {% endhint %} **Still unclear?** If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Mini Cart The Mini Cart Guide for UpsellWP helps you boost sales by displaying upsell offers within the mini cart. This guide covers setup, customization, and best practices to maximize conversions. **Introduction:** A sleek, convenient sidebar cart that enhances your shopping experience. It allows customers to view, update, and manage their cart items instantly without leaving the current page, ensuring a seamless and efficient checkout process. Let's get started, {% hint style="success" %} You can download the Side Cart plugin from here: {% endhint %} {% hint style="warning" %} **Note:** Ensure your UpsellWP PRO plugin is version 2.1.0 to access this feature in the plugin Dashboard. {% endhint %} **Here are the steps to download and activate the Mini Cart Addon** **Step 1:** Download the Side Cart Addon in the UpsellWp Add-ons sections.

**Step 2:** Upload the Side Cart Add-On in the WooCommerce Plugin section

**Step 3:** Activate the Siide Cart Add-On.

Now you can see the Side Cart Addon is successfully activated on the UpsellWP Dashboard.

Now you can set the Side Cart addon in the store, Let's see what the settings are in the Side Cart ### **CUSTOMIZATION:** This customization option helps you to customize the Side Cart. For example: You can able to customize widgets, sliders and so on... **Here is the screenshot of the default customization settings for your reference:**

Let me explain the customization settings one by one: **WIDGET:** **Position:** You can position the Side Cart widget on either the right or left side. **Horizontally:** You can position the Side Cart widget Horizontally. **Vertically:** You can position the Side Cart widget Vertically. **SLIDER:** **Position:** You can change the side cart position on either the right or left side. **HEADER:** **Title:** You can enter the title for the Side Cart. **ITEMS:** **Show remove option:** Turn off this radio button to remove the option to delete the icon for the products from the Side Cart. **Product price:** With this setting, you can display the product price as either "Show item Subtotal" or "Show product price" in the Side Cart. **COUPON:** **Show coupon:** Enable this coupon option to display the coupon entry field in the Side Cart. **BUTTONS:** **Checkout text:** This option allows you to customize the Checkout button text in the Side cart to suit your needs. **Show total:** You can toggle the display of the total amount in the checkout button of the side cart. **Show cart button:** You can toggle the display of the cart button in the side cart. **CART TOTAL:** **Show subtotal:** You can toggle this option to display the Subtotal amount in the side cart. **Show discount:** You can toggle this option to display the discount in the side cart. **Show total:** You can toggle this option to display the total section in the side cart. ### **THEME:** This setting helps to choose the theme of the Side Cart **Here is the screenshot of the default themes for your reference:**

Choose the theme that matches your store's look and feel. Also, you can edit the theme by clicking the "Edit" button: **Here are the screenshots for your reference:**

Here are the options you can edit in the Theme, **here is the screenshot for your reference:**

### **ADVANCED:** The advanced option helps to enable advanced settings like banners, goals, recommendations and offers. **Here is the screenshot of the Side Cart advance options for your reference:**

**BANNERS:** **Enable banner section:** By enabling this option you can display the banner for the Side Cart. **Here is the screenshot for your reference:**

**GOALS:** **Enable goals section:** By enabling the goal section you can display the goal progress bar on the top of the Side Cart. **Free shipping:** After enabling the "**Enable goals section**" you can see this option, by enabling this option you can show the goal progress bar for the Side Cart. **Here is the screenshot for your reference:**

**RECOMMENDATION:** **Enable recommendation section:** By enabling this option you can able to display the WooCommerce recommended products in the Side Cart **Here is the screenshot for your reference:**

**OFFERS:** **Enable Offers section:** If you enable this option you can able to show the Cart Upsell products in the Side Cart. Let's see how to show the Cart Upsell offer in the Side cart. **Here is the configuration screenshot:**

Here are the steps to follow: **Step 1:** Create a cart upsell campaign and if the side cart plugin is activated on your site you can able to see the "Display location on Mini-cart" inside the cart upsell configuration page. **Step 2:** If you choose a "Side Cart - offer section" in the Display location on Mini-cart, you can able to display the cart upsell offer in the Side Cart offer section. Here is the screenshot for your reference:

By clicking the "Add to Cart" button you can able to add the Cart Upsell offer through the Side Cart plugin You have successfully configured the Side Cart plugin! {% hint style="warning" %} You can download the Side Cart plugin from here: {% endhint %} **Still unclear?** If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Customizing Side Cart template - Override The Template Override Guide for UpsellWP helps you customize the mini cart upsell display. The guide covers template overrides, customization option and best practices for a tailored upsell experience This can be done by creating a simple override at your theme level. > NOTE: You will have to use an FTP client or the File Manager in your cPanel to carry out this change. You can follow the below steps: Copy the template file from the following path: ``` /wp-content/plugins/upsell-mni-cart/templates//.php ``` **Example:** /wp-content/plugins/upsell-mini-cart/templates/template-1.php Paste it to your active theme: ``` /wp-content/themes//upsell-mini-cart/templates//.php ``` **Example:** /wp-content/themes/\/upsell-mini-cart/templates/style-1 Now, you can edit the overridden file and do customization. **Still unclear?** If you need any assistance, please create a [support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # Buy More Save More The Buy More, Save More Addon Guide for UpsellWP helps you increase sales by offering volume-based discounts. This guide covers setup, customization and best practices to maximize customer incentives. {% embed url="" %} **Introduction** The **Buy More Save More Addon** in UpsellWP is designed to help store owners maximize their revenue by offering discounts based on quantity purchases. This addon feature encourages customers to buy more by applying tiered pricing, rewarding bulk purchases, and boosting overall sales conversions. With the Buy More Save More Campaign, you can: * Set up dynamic discounts based on the number of items purchased. * Offer percentage or fixed-price discounts on bulk orders. * Customize pricing rules for specific products or categories. * Enhance customer experience with automated and transparent discount applications. By leveraging this powerful feature, you can increase order value while providing attractive deals to your customers. Start using the Buy More Save More Campaign today and watch your sales grow! This user guide explains creating a the Buy More Save More campaign using [UpsellWP ](https://upsellwp.com/)plugin {% hint style="warning" %} Please make sure that you have already installed and activated the UpsellWP plugin. Please note that this Addon will be available only in the PRO version. Get [ Buy More Save More](https://upsellwp.com/add-ons/buy-more-save-more/) Addon {% endhint %} # Fixed Bundle Learn how to create a Product Bundle for your store using the WPBundle Plugin using the Fixed Bundle campaign {% embed url="" %} **Introduction:** Fixed Bundle is a type of product bundle that is created by selecting a set of various or specific products and bundling them up, and adding it to the store with either a Discount or Fixed price. Bundling up of products and providing discounts or setting a fixed price will boost the store sales as well as the revenue. This user guide explains how to create a Fixed Bundle using [WPBundle](https://wpbundle.net/) plugin. **Example Scenarios:** 1. **No Discount :** No discount nor a fixed price is set for the Product Bundle 2. **Percentage discount:** Provide a percentage discount for the Bundle created (e.g., 20% off for the Bundled product) 3. **Fixed Price for the Bundle:** Set a Fixed price for the product bundle created using WPBundle (e.g., $50 for the Bundle). 4. **Fixed Discount for the Bundle**: Create a Fixed discount for the Product Bundle (e.g., $50 for the Bundle, whereas the actual price of the Bundle would be $75) {% hint style="info" %} Please make sure that you have already installed and activated the **WPBundle** plugin. Please note that some of the features explained here are available only in the PRO version. [**Get WPBundle PRO**](https://wpbundle.net/) {% endhint %} Let us get started, **Example 1 : NO DISCOUNT** In this scenario we will create a Product Bundle without any Discount nor any Fixed Price **Creating a Product Bundle** * Go to WordPress dashboard -> WPBundle -> Create New Bundle -> choose “Fixed Bundle” **Here's the screenshot of how the Product bundle with no discount is created**

**Details of the Bundle Configuration are :** 1. Search and enter those products that are to be Bundled 2. Give a name for the Bundle. E.g. Toy 3. Select "NO Discount" from the Discount and Pricing tab. 4. Save the Bundle **Screenshot of how the Bundle will be displayed in the Shop page with No Discount**

**Example 2 : Percentage Discount** In this scenario, We will create a Product bundle and Give a 20% discount for that bundle. **Creating a Product Bundle** * Go to WordPress dashboard -> WPBundle -> Create New Bundle -> choose “Fixed Bundle” **Screenshot of how a Product Bundle is created with a 20% Discount**

**Details of the Configuration are :** 1. Search and enter those products that are to be Bundled 2. Give a name for the Bundle. E.g. Toy 3. Select "Percentage Discount" from the Discount and Pricing tab and enter the percentage value (20 %). 4. Save the Bundle **Screenshot of how the Bundle will be displayed in the Shop page with Percentage Discount**

**Example 3 : Fixed Price for the Bundle** In this scenario, we will create a product Bundle which would have a Fixed Price which is set by us rather than the actual cost. **Creating a Product Bundle** * Go to WordPress dashboard -> WPBundle -> Create New Bundle -> choose “Fixed Bundle” **Screenshot of how a Product Bundle is configured with a Fixed Price.**

**Details of the Configuration are :** 1. Search and enter those products that are to be Bundled 2. Give a name for the Bundle. E.g. Toy Fixed 3. Select the option "Fixed Price for the Bundle" from the Discount and Pricing tab and enter the Fixed Price value ($1800). 4. Save the Bundle **Screenshot of how the Bundle will be displayed in the Store with a Fixed Price**

**Example 4 : Fixed Discount for the Bundle** In this scenario, we will create a product Bundle which would have a Fixed Price which is set by us rather than the actual cost. **Creating a Product Bundle** * Go to WordPress dashboard -> WPBundle -> Create New Bundle -> choose “Fixed Bundle” **Screenshot of how to create a Product Bundle with a Fixed Discount**

**Details of the Configuration are :** 1. Search and enter those products that are to be Bundled 2. Give a name for the Bundle. E.g. Toy Cars 3. Select the option "Fixed Discount for Bundle" from the Discount and Pricing tab and enter the Discount Value ($500). 4. Save the Bundle **Screenshot of how the Bundle will be displayed in the Store with a Fixed Discounted Price**

{% hint style="info" %} Please make sure you have already installed and activated the WPBundle plugin. Please note that some of the features explained here are available only in the PRO version. Get [ Buy More Save More](https://upsellwp.com/add-ons/buy-more-save-more/) Addon {% endhint %} If you need any assistance, please create a [support request](https://wpbundle.net/support/) in our ticket system. We are always happy to assist you :) # Cross-Sell Bundle Learn how to create Bundles that would be displayed as Cross sells in your store using WPBundle {% embed url="" %} **Introduction** Cross sell Bundle is an interesting Bundle campaign using which bundles can be created which later would act as cross sells within your store. For example, when you want to buy a new smartphone from an online store, you will find a list of products that other customers bought along with the smartphone. These recommended products usually include phone cases, screen protectors, headphones, or portable chargers. People often buy these items together with the smartphone. This user guide explains creating a Cross-Sell Bundle using [WPBundle](https://wpbundle.net/) {% hint style="info" %} Please make sure you have already installed and activated the WPBundle plugin. Please note that some of the features explained here are available only in the PRO version. [**Get WPBundle PRO**](https://wpbundle.net/) {% endhint %} **Example Scenario:** 1. When a customer wants to buy a Toy car of the Fast Saga, display the related toy cars of that franchise on the product page of all the related products with a 20% Percentage Discount. **Creating a Cross-Sell Bundle - Percentage Discount** * Go to WordPress dashboard -> WPBundle -> Create New Bundle -> Choose “Cross- Sell Bundle” -> Create Bundle

**Here's a screenshot of how a Cross-Sell Bundle is created**

**Details of the Bundle Configuration** 1. Search and enter those products that are to be Bundled 2. Select "Percentage Discount" from the Discount and Pricing tab and enter the Percentage Value (20%). 3. Display Location : It is an option where you want to have the Cross-Sell Products to be displayed, Before or After the "Add to Cart" Tab 4. Save the Bundle **Screenshot of the Cross sell Bundled products in the Product page**

{% hint style="info" %} Please make sure you have already installed and activated the WPBundle plugin. Please note that some of the features explained here are available only in the PRO version. Get [ Buy More Save More](https://upsellwp.com/add-ons/buy-more-save-more/) Addon {% endhint %} Still Unclear ? If you need any assistance, please create a [support request](https://wpbundle.net/support/) in our ticket system. We are always happy to assist you :) # Dynamic Cross-Sell Bundle Learn how to create Dynmaic Cross-sell Bundles in your store using WPBundle. {% embed url="" %} **Introduction** A dynamic cross-sell bundle campaign enhances customer engagement and boosts sales by offering personalized product combinations. Through targeted promotions, customers receive tailored recommendations that simplify their shopping experience and encourage additional purchases. By leveraging real-time data, the campaign adapts to evolving customer preferences, creating a more relevant and enjoyable shopping journey. This user guide explains creating a Dynamic Cross-Sell Bundle using [WPBundle](https://wpbundle.net/) {% hint style="info" %} Please make sure you have already installed and activated the WPBundle plugin. Please note that some of the features explained here are available only in the PRO version. [**Get WPBundle PRO**](https://wpbundle.net/) {% endhint %} **Example Scenarios:** 1\. When a customer wants to buy a sneaker, Display best selling products for specific product with the help of Dynamic cross sell bundle. **Creating a Dynamic Cross-Sell Bundle.** * Go to WordPress dashboard -> WPBundle -> Create New Bundle -> Choose “Dynamic Cross- Sell Bundle” -> Create Bundle

**Here's a screenshot of how a Dynamic Cross-Sell Bundle is created**

**Details of the Bundle Configuration** 1. Select the main products for which you want to make a bundle. 2. Choose the products in filter you want to showcase as bundle products. 3. Select the preferred sorting. 4. Customize your template. 5. Set your preferred location to display the bundle. 6. Save bundle **Screenshot of the Dynamic Cross sell Bundled products in the Product page**

2. When a customer wants to buy sneaker, Show an 'ON SALE' products using Dynamic cross sell bundle. **Creating a Dynamic Cross-Sell Bundle - 'ON SALE' products** * Go to WordPress dashboard -> WPBundle -> Create New Bundle -> Choose “Dynamic Cross- Sell Bundle” -> Create Bundle.

**Here's a screenshot of how a Cross-Sell Bundle is created**

**Details of the Bundle Configuration:** 1. Select the main products for which you want to make an 'ON SALE' product as a bundle. 2. Choose the 'ON SALE' products in filter which you want to showcase as bundle products. 3. Select the preferred sorting. 4. Customize your template. 5. Set your preferred location to display the bundle. 6. Save bundle **Screenshot of the Dynamic Cross sell Bundled products in the Product page**

{% hint style="info" %} Please make sure that you have already installed and activated the WPBundle plugin. Please note that some of the features explained here are available only in the PRO version. Get [ Buy More Save More](https://upsellwp.com/add-ons/buy-more-save-more/) Addon {% endhint %} Still Unclear ? If you need any assistance, please create a [support request](https://wpbundle.net/support/) in our ticket system. We are always happy to assist you :) # Mix And Match Bundle Learn how to create Mix and Match Bundles in your store using WPBundle. **Introduction** The **Mix and Match Bundle** campaign is a promotional strategy designed to provide customers with the flexibility to combine different products from a selected category or range and receive a discount based on their total purchase. This campaign allows customers to choose from a variety of eligible products, empowering them to customize their orders while benefiting from exclusive savings. This user guide explains creating a Mix and match Bundle using [WPBundle](https://wpbundle.net/) {% hint style="info" %} Please make sure that you have already installed and activated the WPBundle plugin. Please note that some of the features explained here are available only in the PRO version. [**Get WPBundle PRO**](https://wpbundle.net/) {% endhint %} **Example Scenarios:** 1. A customer selects a Hoodie, cap, and a sneaker from the designated collection. The 15% discount is automatically applied at checkout, allowing the customer to mix and match their favorite pieces to create a complete outfit. **Creating a Mix and match Bundle.** * Go to WordPress dashboard -> WPBundle -> Create New Bundle -> Choose "Mix and match Bundle” -> Create Bundle

**Here's a screenshot of the Mix and match Bundle Configuration**

**Details of the Bundle Configuration** 1. Select the products for which you want to make a bundle. 2. Choose the products in filter you want to showcase as bundle products. 3. Enter the discount percentage. 4. Customize your template. 5. Copy the auto generated shortcode. 6. Paste the copied shortcode in your preferred location to display the bundle. 7. Save bundle **Screenshot of the Mix And Match Bundled products in the shop page.**

{% hint style="info" %} Please make sure that you have already installed and activated the WPBundle plugin. Please note that some of the features explained here are available only in the PRO version. Get [ Buy More Save More](https://upsellwp.com/add-ons/buy-more-save-more/) Addon {% endhint %} Still Unclear ? If you need any assistance, please create a [support request](https://wpbundle.net/support/) in our ticket system. We are always happy to assist you :) # Buy More Save More Learn how to create a Buy More Save More using the WPBundle {% embed url="" %} **Introduction** The Buy More Save More **Campaign** is designed to help store owners maximize their revenue by offering discounts based on quantity purchases. This feature encourages customers to buy more by applying tiered pricing, rewarding bulk purchases, and boosting overall sales conversions. With the Volume Bundle Campaign, you can: * Set up dynamic discounts based on the number of items purchased. * Offer percentage or fixed-price discounts on bulk orders. * Customize pricing rules for specific products or categories. * Enhance customer experience with automated and transparent discount applications. By leveraging this powerful feature, you can increase order value while providing attractive deals to your customers. Start using the Buy More Save More Campaign today and watch your sales grow! This user guide explains creating a Buy More Save More using [WPBundle](https://wpbundle.net/) {% hint style="info" %} Please make sure that you have already installed and activated the WPBundle plugin. Please note that some of the features explained here are available only in the PRO version. [**Get WPBundle PRO**](https://wpbundle.net/) {% endhint %} **Example Scenario :-** Create a Volume product bundle for a variable product where a Bundle based on quantity will be displayed near the "Add to cart" Button, offering a 20% discount on 4 quantities and a $50 fixed discount on 6 quantities. **Creating a Volume Bundle.** * Navigate to the WordPress dashboard -> WPBundle -> Create New Bundle -> Choose "Volume Bundle” -> Create Bundle.

**Here's a screenshot of the Configuration for the Volume Bundle**

**Details of the Bundle Configuration** 1. Add a Name for the bundle. Eg:- Volume 2. Select the products in the filter section by selecting the "Specific products" and "In list" those products. (You can add extra filter by clicking the option "Add Condition") 3. Create and configure the type of discount you want to offer by selecting the quantity and the type of discount you wish to offer. 4. Select and customize the template 5. Set your preferred location to display the bundle 6. Save the bundle **Screenshot of the Bundle in the Product page :-**

**Screenshot of the Volume Bundle in the Cart page :-**

{% hint style="info" %} Please make sure that you have already installed and activated the WPBundle plugin. Please note that some of the features explained here are available only in the PRO version. Get [ Buy More Save More](https://upsellwp.com/add-ons/buy-more-save-more/) Addon {% endhint %} Still Unclear ? If you need any assistance, please create a [support request](https://wpbundle.net/support/) in our ticket system. We are always happy to assist you :) # Email Upsell The Email Upsell Addon addon for UpsellWP helps you drive sales with targeted upsell emails. Learn setup, customization, and best practices to maximize conversions. #### Introduction The **Email Upsell Addon** in UpsellWP helps store owners maximize revenue by offering personalized upsell opportunities via email. This addon enables you to engage customers after purchase, recommend relevant products, and drive repeat sales effortlessly. With the **Email Upsell Addon**, you can: * Offer exclusive deals and personalized product recommendations. * Increase conversions with strategic follow-up offers. * Ensure a one-click or easy checkout process. Leverage this powerful tool to boost customer retention and drive additional revenue. Start using the **Email Upsell Addon** today and watch your sales grow! This user guide explains creating a the Email Upsell Addon using [UpsellWP ](https://upsellwp.com/)plugin. {% hint style="info" %} Please make sure that you have already installed and activated the UpsellWP plugin. Please note that this Addon will be available only in the PRO version. Get [Email Upsell](https://upsellwp.com/add-ons/email-upsells/) Addon. {% endhint %} #### **Example Scenario:** Create a campaign using the **Email Upsell Addon**, where customers who purchase a product receive a email offering an exclusive upsell in woocommerce order confirmation mail. For instance, if a customer buys a **T-shirt**, they receive an email suggesting a **Cap** in the woocommerce order mail, with a 25**% discount.** **Creating a Email Upsell campaign** Navigate to the WordPress dashboard -> UpsellWP -> Create New Campaign-> Choose "Email Upsell” -> Create Campaign.

**Here's a screenshot of the Configuration for the Email Upsell campaign**

**Details of the Email Upsell Configuration** * Add a **Name** for the Email Upsell Campaign. (e.g., **Email Upsell**) * Select the **product.** * You have default **Cart Item quantity as 1** and you can set your quantity limit. * Create and configure the **discount type** by selecting the quantity and the type of discount you wish to offer. * Select and customize the **email template** to match your branding and messaging. * Create an additional condition if you wish. * Save the Email Upsell Campaign. **Screenshot of Mail sent along with your woocommerce order confirmation:-**

{% hint style="info" %} 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. Get [UpsellWP PRO](https://upsellwp.com/) & [Email Upsell](https://upsellwp.com/add-ons/email-upsells/) addon {% endhint %} Still unclear? If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :) # WPBundle Migration Learn how to migrate from WPBundle to the Bundles for UpsellWP add-on within UpsellWP. This guide covers installation, licensing, and access for both existing and new users. ### Overview The functionality previously available through the standalone WPBundle plugin has been consolidated into UpsellWP as an official add-on named Bundles for UpsellWP. This migration allows you to manage all bundle campaigns directly within UpsellWP, ensuring better compatibility, improved performance, and a unified campaign management experience. {% hint style="info" %} Please note that this Addon will work only with the [UpsellWP PRO](https://upsellwp.com/pricing/) version. {% endhint %} ### Licensing & Access Information #### For Existing WPBundle Customers If you are an existing WPBundle customer, no additional purchase is required. * Your account will be migrated to the UpsellWP platform * An account will be created for you on the [UpsellWP website](https://upsellwp.com/my-account/) * You can reset the password using your existing Email ID associated with the WPBundle purchase. * From your [UpsellWP account](https://upsellwp.com/my-account/) dashboard, you will be able to: 1. Download the UpsellWP plugin 2. Download the Bundles for UpsellWP add-on {% hint style="info" %} Existing WPBundle customers retain full access to bundle functionality at no extra cost. {% endhint %} ### Installation & Activation #### Step 1: Install and Activate UpsellWP Before installing the Bundles for the UpsellWP add-on, the UpsellWP plugin must be installed and activated. #### UpsellWP Installation Guide Please follow the UpsellWP installation documentation: 👉[ https://docs.upsellwp.com/](https://docs.upsellwp.com/) > Do not proceed with add-on installation until UpsellWP is successfully installed and activated. #### Step 2: Install the Bundles for UpsellWP Add-on #### Upload the Add-on 1. Log in to your WordPress Admin Dashboard 2. Navigate to Plugins → Add New Plugin

3. Click Upload Plugin

*** #### Install the Add-on File 1. Click Choose File 2. Select the Bundles for the UpsellWP ZIP file downloaded from your UpsellWP account 3. Click Install Now

#### Activate the Add-on After installation completes, click Activate Plugin.

#### Activate Your License After activating the add-on: 1. Go to UpsellWP → Settings → License 2. Enter your license key 3. Click Activate License

### Accessing Bundle Campaigns After successfully completing the installation and license activation: * All bundle campaigns will be visible under UpsellWP → Campaigns * You will be able to create new bundle campaigns.

### Summary The Bundles for UpsellWP add-on replaces the standalone WPBundle plugin and brings all bundle management into UpsellWP. This migration improves stability, simplifies workflows, and centralizes campaign management. {% hint style="info" %} Please make sure you have already installed and activated the UpsellWP plugin. Please note that this Addon will work only with the [UpsellWP PRO](https://upsellwp.com/pricing/) version. {% endhint %} Still unclear? If you need any assistance, please create a[ support request](https://upsellwp.com/support/) in our ticket system. We are always happy to assist you :)