[Version 2] Buy X get Y offer
1. What is Buy X get Y offer?
A Buy X get Y offer is a specific suggestion made to a customer to purchase an additional product that complements the one they are already interested in or buying. It's a way to increase their total purchase value by providing items that enhance their experience with the main product.
2. How to setup a Buy X get Y 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 promotions" tab. Or you can directly access to "Manage promotions" tab through the left sidebar. Choose "Buy X get Y" and click the "Create" button on the selected offer type.
Step 2: Offer Settings
Offer title and subtitle:
You can set the title and subtitle for your offer to encourage customers to purchase additional products or services.
Show offer at:
You can decide which page to display the Buy X get Y offer:
- Product page: By default, the offer will be triggered as a popup when clicking on the "Add to cart" button on your product page. If you want to embed offer on product page, you can read this article: Embed offer on product page
- Checkout page: This feature is an exclusive feature for Shopify Plus stores. This is because to add extra widgets to the Checkout page, your store needs to have checkout extensibility enabled. Currently, Shopify currently only allows this functionality for Shopify Plus plan.
Customer buys:
You will need to select the product you want to trigger the offer.
- All products: All products will trigger the offer popup
- Collections: All products in the selected collections will trigger the offer popup
- Product Tags: All products has selected product tags will trigger the offer popup
- Specific products: Select specific products you want to trigger the offer popup (multiple select)
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.
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).
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.
Advanced settings:
- Limit the number of offered products buyer can purchase: Disable this option to allow customers to pick all offered products.
- Allow editing quantity of items in offer: The maximum quantity of the offer products that can be added to cart.
- Display conditions: When enabling conditions, the offer will only be displayed when the conditions are met.
- Max discount uses: The maximum number of times the discount can be used in total
Schedule:
You can set the date the offer will start and end there.
- 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.
Extras:
- Discount badge: Here you can set up the badge for your offer item.
- Customer eligibility: You can select specific customers or customer segments that can use this discount.
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 and Continue" button on the bottom right of the page. Your offer is now created!
