This is how the Checkout upsell campaign will look in your store.
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This campaign can be used when you want to display offer products on the checkout page.
Step 1: Create a campaign
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- Click create campaign
- Choose ‘Create’ from checkout upsell.
- 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 specific variant from different product as trigger products. The campaign will be displayed only if the customer purchases the specified variant.
Step 3: Offer product types
Choose the offer product type and set the offer products
- 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.
- Automatic - Shopify AI - Automatically obtains recommended products for a particular product from Shopify. You can set it to
- Recommend related products - Shows similar products to that of the trigger product. E.g: If the trigger is t-shirt, it shows similar shirts
- Recommend complementary products - Shows complementary products to the trigger product. E.g: If the trigger is t-shirt, it shows, shorts, sunglasses, sneakers.
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
Discounts 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 offer products are purchased.
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 in the app.
- The widget won't show discounted prices since discounts are in Shopify.
- Use campaign titles to inform customers about discounts.
- This option is for cases where the other two discount strategies fail due to theme conflicts.
Step 5: Discount combination
Enable these options
- To combine discounts from various campaigns at checkout when multiple campaigns are purchased from the app.
- Combine the app’s discounts with Shopify discounts.
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: Other optional settings
Provide a campaign title and subtitle for custom text. Otherwise, default text from the widget settings will apply.
Step 7: Campaign priority
If a trigger product has multiple add-on 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 Hoodies with the tag "Hoodies" (Priority: 1).
- Campaign 2: Applies to the specific “VelocityX Black Hoodie” that also has the "Hoodies" tag but has a different set of offer products (Priority: 2).
In this case, if a customer adds the “VelocityX Black Hoodie” product, Campaign 2 will be shown because it has the highest priority. If they add any other Hoodie, Campaign 1 will be displayed.
Step 8: Campaign settings
- Allow adding multiple quantities
Enable this option for the customer to choose multiple quantities of a product.
- 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.
- Randomise the order of offer products
The order of the offer products will be displayed by default in the order which was added in the app. Enable this to change the order of the products each time.
- Limit number of offered products shown
Enable this option if you want only a limited number of products to be shown in the offer section.
Example
Offer products - 10 products
- Enable randomise option
- Enable limit number of offer products with the value “2”
- Now, each time when the product page loads, randomly 2 products from the list of 10 products will be displayed in the offer.
- Paginate products
Enable this option to display a large number of offer products. For example, if you have 8 offer products and set "4" here, the products will be shown in sets of 4.
Click on “Save” to save the offer.
Step 9: Adding the app block to the theme
If your theme is a 2.0 theme, follow the below steps to add the “Checkout upsell” block in the theme.
- After creating the campaign, click Save. A pop-up will appear.
- In the pop-up, click on “Checkout upsell”.
- This will automatically redirect to the default checkout template in the theme editor in a new tab.
- Click on the “+” button next to the Checkout upsell option
- The app will add the “Checkout upsell” block automatically. You can drag and position the block as needed, then save the changes.
- You can now “Test in store”
- Optionally you can add the “Checkout upsell remover” block. This helps the customer to remove the offer product from the checkout page directly.
Note: The add block notification in the pop-up will be displayed all the time as this is just an informative notification.
Check our troubleshooting guide if any of the conditions are not satisfied here.
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