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How to create Post purchase upsell/ down sell campaign?

This is how the Post purchase upsell / down sell campaign will look in your store.

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This campaign can be used when you want to display an campaign on your post purchase page once the purchase is complete.

Step 1: Create a campaign

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  • Click create campaign
  • Choose ‘Create’ from Post purchase upsell / down sell.
  • Provide a campaign name. This will not be visible on the storefront.

Step 2: Trigger product types

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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.

Step 3: Offer product types

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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:

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For each product on the stage, a banner title and subtitle can be provided. Otherwise, default text from the widget settings will apply.

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 respective product page with Shopify description can be viewed in a new tab when "View more info" is clicked.

Here is an example

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Step 4: Let’s move to the discounts section

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Discounts are optional and you can still create and display the campaign without a discount.

Discount by items - Set different discounts for each item individually

Combined discount - Set a common discount for all the products.

Step 5: Campaign priority

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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 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 6: Campaign settings

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  • Show quantity picker

By default the quantity picker is hidden in the add-on section. Enable this to show in the add-on section.

  • 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.

Click “Test in store” to see how the campaign appears in your store.

Check our troubleshooting guide if any of the conditions are not satisfied here.

 
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