Step 1: Create a campaign
This campaign can be used when you want to display a campaign on your cart page when the “Checkout” button is clicked. To start, first
- Click Create campaign.
- Choose ‘Create’ from Cart upsell / down-sell (Pop up) under Cart page.
- Provide a campaign name. This will not be visible on the storefront.
Step 2: Trigger product types
Choose a trigger type for which you want to set the campaigns. Trigger defines on which product page the campaign has to be shown.
- All products - The campaign will be shown in all product pages
- Specific products - Choose specific products where the campaign should be seen
- Specific tags - Add product tags and the campaign will be seen on all product pages which have that tag.
- Specific collection - Choose collections as trigger products. The campaign will be displayed on all the products’ pages in that particular collection.
- Specific variants - Choose a specific variant from different products as trigger products. The campaign will be displayed only if the customer purchases the specified variant.
Advanced conditions - In addition to choosing the trigger type, you can also set additional conditions for the campaign, giving you greater control over when and where it is displayed. Please refer this guide for more details.
Step 3: Offer product types
Choose the offer product type.
- Manual selection
- Specific products - Select specific products to be shown in campaign.
- Specific variants - Select a specific variant alone from different products to be shown in the campaign.
The offer can be set in 3 stages starting from offer #1.
In Offer #1, a product or a variant of a product can be selected.
In Offer #2, a different product or variant can be set up if Offer #1 is accepted.
In Offer #2, a different product or variant can be set up if Offer #1 is declined.
In Offer #3, a different product or variant can be set up if Offer #2 is accepted.
In Offer #3, a different product or variant can be set up if Offer #2 is declined.
Customize texts:
For each product in the stage, a campaign title and subtitle can be provided. Otherwise, default text from the widget settings will apply.
A unique discount text can also be provided for each product in the stage which will override the discount text set in the discounts section.
Note
{{discount}} can be used which will dynamically show the respective discount value in the text. {{timer}} can be used to display a timer along with the discount text.
Custom product description can be provided for each product in the stage which will override the default description that exists in Shopify for that product. The default description can still be viewed in the pop-up when “Show more” is clicked.
Here is an example
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Step 4: Let’s move to the discounts section
Discounts are optional and you can still create and display the campaign without a discount. The discounts will apply only if the add-on is purchased with the trigger product.
1. Use Selleasy discount functions:
This is the recommended method for providing discounts. It is consistent and has additional features like giving a discount code name.
The discount code name should be unique for every campaign.
2. Use discounts that are dynamically created:
A discount code name cannot be given here. Each time when offer products are added to cart, a unique discount code will be dynamically created by the app and applied.
Discount types (Applies to the above two options)
Product discount
Discount can be set in percentage value or fixed amount for the offer products.
For the fixed value discount, the “Apply discount to each eligible item in an order” option can be enabled, if you want “X” amount of discount to be applied to each of the offer products in the cart. If not enabled, then the “X” amount of discount will be spilt and applied across all the offer products added to the cart
Free shipping discount
This will be applied for the entire order if any of the add-on items is purchased.
Discount Text
This will be displayed only if the discount exists for a campaign..
Note
{{discount}} can be used which will dynamically show the respective discount value in the text. {{timer}} can be used to display a timer along with the discount text.
3. Use an already existing discount code:
A native Shopify discount code should be created in Shopify. This discount code will be applied at the checkout page by our app.
- The discount created in Shopify must be specified in the “Custom discount code” section.
- The discount code in Shopify must apply to the same products as mentioned in the respective campaign.
- The discounted prices for the offer products can be displayed by entering the discount percentage in the “Value” field. Please note that only percentage values are supported, and fixed discount amounts cannot be displayed.
Step 5: Discount combination
We recommend to enable the discount combinations so that discounts from different Selleasy campaigns can be applied on the same order. This will also allow Selleasy discounts to be stacked with other Shopify discounts you might have.
Note
A single product can have only one product discount at checkout. If it qualifies for multiple product discounts, then Shopify will apply the highest valued product discount at checkout.
Step 6: Scheduling the campaign
You can schedule the campaign by setting the Start and End date and time.
- If a future Start date/time is configured, the campaign will be set to Scheduled status.
- Setting an End date/time is optional. If provided, the campaign will automatically expire at the specified time.
- The scheduler will follow the store’s default timezone.
- If no changes are made in the Scheduling section, the campaign will go live immediately, as the default Start time is set to the current time.
Step 7: Other settings - Campaign priority
If a trigger product has multiple campaigns, you can set a priority value to decide which campaign is shown. A higher number means a higher priority.
Example
- Campaign 1: Applies to all Full sleeve t-shirts with the tag "FST" (Priority: 1).
- Campaign 2: Applies to the specific “Stride Micky t-shirt” that also has the "FST" tag but has a different set of offer products (Priority: 2).
In this case, if a customer adds the “Stride Micky t-shirt”, Campaign 2 will be shown because it has the highest priority. If they add any other t-shirts, Campaign 1 will be displayed.
Step 8: Campaign settings
- Show quantity picker
In cart upsell / down-sell, they can choose multiple quantities of the selected offer product from the pop-up.
- Don’t show products if it's already in cart or order
Enable this option if you do not want to show the products that are already in the cart or part of the order.
- Pre-fill offer quantity from trigger product
Enable this option to automatically adjust the offer product quantities in app’s widget to that of the quantity selected for the trigger product in the theme’s quantity picker. Customers can still edit the quantity in the app’s widget or in the cart once added. This feature is available only on the Pro and Enterprise plans.
Click on “Save” to save the campaign.
Then the “Test in store” pop-up will be displayed.
Click “View campaign in your online store” to see how the campaign appears in your store when the “Checkout” button is clicked.
Check our troubleshooting guide if any of the conditions are not satisfied here.
You can always contact our customer support team for free setup assistance.