UpsellWP Knowledgebase
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  • Installation & Updates
    • Installation
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  • Quick Start Guides
    • Creating a Upsell
  • Campaigns
    • Checkout Upsells
    • Cart Upsells
    • Frequently Bought Together
    • Product Add-Ons
    • Cart Add-Ons
    • Post Purchase Upsells (New)
    • Upsell Popups
    • Next Order Coupons
    • Thank you Page Upsells
    • Smart Product Recommendations
    • Double the Order
    • Post Purchase (Old)
  • Translation
    • Translate UpsellWP using Loco Translate
    • Compatibility with WPML
  • Example Scenarios
    • Offering a 40% discount on Air pod when customers purchases an iPhone.
    • When a customer wants to buy Laptop, display mouse as Frequently bought together
    • Show upsell offers to logged-in customers when their cart contains specific item categories.
    • How to Offer free sunglasses on the offer page for 10 seconds with purchases over $500.
    • How to perform the A/B Testing in Checkout Upsell?
    • How to provide a discount on the Product Add-on offer
    • How to provide a discount on the Cart through the Cart Add-on campaign
    • How to show related products in an Upsell Popup when you click the "Add to Cart" button in the shop
    • How to show Discount coupon for next order purchasable items (Next Order Coupon campaign)
    • How to show the related Upsell products on the Thank you page with some discounts
    • Offer a $30 fixed discount for 5 or more product purchases.
    • How to set variant products as the Upsell offers.
  • Setup and Customisation
    • General Settings
    • Conditions/Rules
    • How to customize offer templates
    • Recommendation Engine
  • Add-Ons
    • Custom Taxonomy
    • Translation
    • Mini Cart
      • Customizing Side Cart template - Override
    • Buy More Save More
    • Email Upsell
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  1. Setup and Customisation

How to customize offer templates

Discover the process for personalizing offer templates provided by the UpsellWP plugin

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Last updated 6 months ago

Introduction:

Tailoring your offer templates to suit your unique needs can greatly enhance the effectiveness of the . 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

Please make sure you have already installed and activated the UpsellWP plugin. Please note that some of the features explained here are available only in the PRO version.

Let us get started,

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.

Some of the options discussed above will require UpsellWP PRO.

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/<TEMPLATE_GROUP>/<TEMPLATE_NAME>.php

Example: /wp-content/plugins/checkout-upsell-woocommerce/templates/offer/template-1.php

Paste to your active theme: ​

/wp-content/themes/<YOUR_THEME_FOLDER>/checkout-upsell-woocommerce/<TEMPLATE_GROUP>/<TEMPLATE_NAME>.php

Example: /wp-content/themes/<YOUR_THEME_FOLDER>/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 in our ticket system. We are always happy to assist you :)

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