What is Checkout Upsell / Order Bump?

It is a simple way of encouraging your customers to buy more products.

When customers are at the checkout page, they see an offer for a product, which is quite related to the items in their cart or simply an added value to their purchase. In one single click, they can add the offer to their order.

Example: An extended warranty. You’ve probably seen so many examples at Amazon.

This tutorial will guide you on creating an upsell offer / order bump offer in WooCommerce.

Make sure that you have already installed and activated the Checkout Upsell and Order Bump plugin for WooCommerce. Do not have the plugin ?

Let's go ahead and create an upsell campaign.

Creating an Checkout Upsell Offer / Order Bump offer in WooCommerce ?

STEP 1: Creating an Upsell campaign

Go to your WordPress dashboard -> Checkout Upsell -> Campaigns -> Click on the “Create New Campaign” button to create a campaign

You will see a screen like below :

Give a title to the campaign and click on "Add offer"

Configuring an Offer:

The offer is the most important section. First, you need to choose the product / variant that you want to promote as an upsell at your checkout.

Select the product -> give discount (can be either Percentage discount or Fixed Price) -> Add Offer -> set Offer Usage Limit (optional) -> then Save it.

The discount can be:

  • Percentage Discount: Choose this option if you want to provide a percentage discount on the upsell offer product. Example: 10% off on Cap.

  • Fixed Discount: Otherwise you can choose a fixed discount for upsell products. Example: $10 will be reduced from the subtotal value.

Usage and limits:

  • Offer Usage Limit - This count refers to number of users to which the discount applies. Something like early-bird offers for the first 10 users or 100 users. You can leave it as empty for unlimited scenarios.

  • Offer Used and Views - This will represent how many times the offer has been utilized and viewed by over all customers.

Likewise, we can add maximum of 5 offers or 5 products per campaign.

Step 2: Choose offer display method

Offer Display Method:

  • All Offer: This option will display all the created offers on the checkout page.

  • Random offer: It will exhibit any one of the offers in an arbitrary manner.

  • A/B Testing: This will also display the one offer randomly, according to the user-selected offer we can analyze the best offer.

Step 3: Choose condition (optional):

Conditions:

Note: This conditional section is optional.

You can also target the customers and display specific offers based on certain conditions.

Example: Show a 50% offer on an iPhone Case, when a customer has an iPhone in their cart.

The following conditions are available now:

  • Products in the cart: You can limit the display of the offer only when their cart has certain products. If you would like to do so, you can choose products here.

  • Categories of Item in the cart: You can show an offer only when the items in the cart belong to a particular category. Example: Show 10% on 1 year additional warranty if the items in cart belong to the Television category.

  • Cart Subtotal: Show an offer based on the cart subtotal. Useful when you want to trigger an upsell if the customer purchases above a certain value.

  • Cart Item Count: If the cart added item is equal to or greater than your expected item count then you can choose this option.

  • User role: According to the user you can provide a discount.

  • Days: For specific days alone you can provide/exclude the discount.

  1. Match All: If mentioned all the conditions are matched then only this offer will be applicable.

  2. Match any: Mentioned any one of the conditions matched then this offer will be applicable.

Step 4: Scheduling offer (optional) and set Priority

  • Scheduling your offer:

Here the campaign can be scheduled for a particular period of time, that offer will be available only for a set period.

  • Priority:

According to the priority it will pick one offer from the campaign that will be exhibited first on the checkout page.

Note: Do not use the same priority number for multiple offers.

STEP 5: Customise offer template

You can customise template using three different section:

  • Content

  • Image

  • Change template

Content:

In this section you can customize the upsell offer campaign title, description, and offer text. You can edit it according to the desire.

Image:

  • Product image: Already a subsisting image will be displayed on the product page you can keep it as it is.

  • Custom image:If you don't want to show an already subsisting image then you can transmute some other image according to the product.

Change template:

You will find four default templates, from that select any one of the template design.

Choose display location for the offer:

The best way to grab the attention of your prospects is to place the offer at the right position.

Below are the available display positions to display offer:

  • Use global setting: This option will be dependent upon the setting page and according to that it will work.

  • Before Payment gateway: Before the payment details this offer will be exhibited.

  • Bottom of the Checkout page: Similarly, after the payment details this offer will be displayed.

  • Before Place Order button: After the payment gateway, this place order where located, before that offer will be displayed.

  • After Place Order button: Below place order button this offer will be displayed.

Here is an example screenshot of checkout page:

While clicking on the "Get this exclusive offer now !!" product will get added to cart with 10% discount.

Reports

You will see a screen like below :

  1. Total Revenue: when the customer purchases via this upsell the revenue will be calculated and exhibited here.

  2. Offer Used: From this, you can find how much time offers were utilized and how much offer remains yet. A number of offers used will be exhibited here.

  3. Campaigns created: This value represents how many campaigns created in the chosen month.

  4. Offers created: This value represents how many offers created in overall campaign in the chosen month.

Additionally, You will find the Line Graphs that will show the revenue gained by the upsell and Offer used.

Settings tab:

You will see a screen like below:

1. Enable permalink on product title and image: If we enable this setting, customer will get redirected to the respective single product page while clicking on that product in checkout page, so they can view the particular product in detail.

2. Offers display location: You can select any one of the options where the campaign needs to exhibit via the offers exhibit location drop-down menu.

3. Offer discount calculate from: You can set whether the discount can be calculated by regular price or sales price for an upsell offer product.

  • Regular price

  • Sales price

4. Maximum number of offers a customer can pick at a time: You can set a limit on the number offers a customer can avail at the checkout. This is particularly useful when you have multiple offers displayed.

Example: Let's say, you have 2 upsell offers displayed at checkout. And you want to limit the customer to avail only one of them.

Compatibility: Woo Discount Rules v2

  • Apply only Offer discount:

    If a product has both discount (discount via Discount Rules for WooCommerce plugin and Offer via Checkout Upsell plugin) and if we choose the above setting, then Offer via Checkout Upsell plugin will be applied exclusively, by ignoring the other discount.

  • Apply both Offer and Discount rules discounts:

    While choosing this option, both offer and discount will be applied together.

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