How to create a Product upsell /down-sell campaign?

This is how the Product upsell / down-sell campaign will look in your store.

Step 1: Create campaign

This campaign can be used when you want to display a campaign on your product page when the “Add to cart” button is clicked. To start, first

Click Create campaign

Choose ‘Create’ from Product upsell / down-sell.

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.

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.

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

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

You can set discounts as a percentage or a fixed amount.

If you're using a fixed amount discount, you can enable the option “Apply discount to each eligible item in an order” to apply the full discount (X amount) to each offer product in the cart.

If this option is not enabled, the X amount will be split and shared across all offer products in the cart.

Free shipping discount

This will be applied for the entire order if any of the offer products are 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 in the app.

The widget won't show discounted prices since discounts are created 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

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: Other settings -Campaign priority

If a trigger product has multiple add-on campaigns, you can set a priority value to decide which campaign has to be shown. A higher number means a higher priority.

Example

Campaign 1: Applies to all t-shirts with the tag "t-shirts" (Priority: 1).

Campaign 2: Applies to the specific “Urbanflex black t-shirt” that also has the "t-shirts" tag but has a different set of offer products (Priority: 2).

In this case, if a customer visits the “Urbanflex black t-shirt” product page, Campaign 2 will be shown because it has the highest priority. If they visit any other t-shirts product page, Campaign 1 will be displayed.

Step 7: Campaign settings

Show quantity picker

In product 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.

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 “Add to cart” 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.