[Version 2] Cart Upsell offer

[Version 2] Cart Upsell offer

1. What is Cart Upsell offer?

A Cart Upsell offer will capture the moment customers click "Checkout" button to offer related products to encourage them to buy more before going to checkout.


2. How to setup a Cart Upsell offer?

Step 1: Create offer

Let's start creating a new offer by clicking on the "Create Offer" button on Dashboard. It will automatically redirect you to the "Manage offers" tab.  Or you can directly access to "Manage offers" tab through the left sidebar. Select "Cart page" > Choose "Cart Upsell" and click the "Create" button on the selected offer type.


Step 2: Offer Settings

  1. Offer title and subtitle: 

You can set the title and subtitle for your offer to encourage customers to purchase additional products or services.

  1. Customer buys:

You will need to select the product you want to trigger the offer.
  1. All products: All products will trigger the offer popup
  2. Collections: All products in the selected collections will trigger the offer popup
  3. Product Tags: All products has selected product tags will trigger the offer popup
  4. Specific products: Select specific products you want to trigger the offer popup (multiple select)

  1. Customer gets:

Here you will choose the product you want to make up-sell/cross-sell. You can search the product or browse the products from list. More than one product can be selected.

  1. Discount settings: 

You can decide whether to apply discount or not. There are two types of discount value: Percentage (discount based on percentage) and Fixed amount (discount based on fixed amount). 

  1. Combinations:

If you want to allow customers to use different discounts together, please enable this option. You can select to combine this offer's discount with: Product discounts, Order discounts or Shipping discounts.

  1. Advanced settings:

  1. Limit the number of offered products buyer can purchase: Disable this option to allow customers to pick all offered products.
  2. Allow editing quantity of items in offer: The maximum quantity of the offer products that can be added to cart.
  3. Display conditions: When enabling conditions, the offer will only be displayed when the conditions are met.
  4. Max discount uses: The maximum number of times the discount can be used in total

  1. Schedule: 

           You can set the date the offer will start and end there.


  1. Enable Countdown: Turn on this option to have a countdown timer in the Sub-title. You can also customize the the countdown position in Sub-title section.

  1. Extras:

  1. Discount badge: Here you can set up the badge for your offer item.

    1. Customer eligibility: You can select specific customers or customer segments that can use this discount.


Notes
For your information, all offers, includng those with specific customer eligibility, will be visible to all customers. This is because these offers are designed for upselling and need to be seen by everyone. When customers log in or enter their email on the Checkout page, only then will Shopify check the segment and check whether the discount is eligible or not.

Step 3: Save Settings

Once you've finished all the steps, click on the "Save" button on the top right corner or "Save Offer" button on the bottom right of the page. Your offer is now created!



IdeaCart Upsell offer will be triggered as a popup when clicking on the "Checkout" button on your cart page.
Info
If you need any assistance, feel free to contact us.

    • Related Articles

    • [Version 2] How to set up cart upsell?

      There are 2 ways that you can use to display product recommendations in the slide cart to help customers discover products and boost your revenue: Method 1: Auto recommend by Shopify Shopify auto-generate upsell product recommendations based on the ...

    • [Version 2] Upsurge (Upgrade) offer

      1. What is Upsurge (Upgrade) offer? An Upsurge (Upgrade) offer typically involves encouraging the customer to purchase a higher-end version of the product they originally intended to buy. 2. How to setup an Upsurge (Upgrade) offer? Step 1: Create ...

    • [Version 2] How to set up Sticky Button & Cart Drawer?

      SLIDE CART SETTINGS 1. Visibility Enable "Slide Cart" on desktop: Tick on this option to show the Slide Cart on desktop version. Enable "Slide Cart" on mobile: Tick on this option to show the Slide Cart on mobile version. Auto open "Slide Cart" when ...

    • [Version 2] Volume offer

      1. What is Volume offer? A Volume (Tiered pricing) offer encourages customers to purchase a larger quantity of a product by offering a discount that increases as they buy more (e.g. Buy more, save more). 2. How to setup a Volume offer? Step 1: Create ...

    • [Version 2] Product Bundle offer

      1. What is Product Bundle offer? A product bundle allows you to sell multiple products together as a single unit such as a combo or package on your online store (e.g. Frequently bought together). 2. How to setup a Product bundle offer? Step 1: Create ...