This guide will assist you in setting limitations for your marketing campaign.
By default, Checkout upsell will automatically display campaigns if no conditions are set. This condition section will allow you to show your campaigns only when the appropriate conditions are met.
Furthermore, this guide will show you how to prioritise your campaign, determine when the offer period begins and ends, and review other relevant campaign details.
Note: This section is completely optional.
There are two types of campaign:
Pre-purchase
Post-purchase
Let's take a look at the conditions/options found on a campaign page and how they work.
Pre-purchase:
You can create a maximum of 5 offers in a single campaign, and they will have a “Display location at the Checkout page” and a “Display Method”.
And also, it has following conditions like product in the cart, category of item in the cart, cart item count, cart item quantity, applied coupon in the cart, cart subtotal, user roles and days.
This is an campaign page looks:
Go to Wordpress dashboard > Woocommerce > Checkout Upsell > Create campaign > click on Pre purchase
Step 1: You can give the campaign a title and then start adding offers; each campaign can have a maximum of five offers.
Step 2: Display location at Checkout page
When you are setting up an offer at the checkout page, you can choose where you want the offer to be displayed on the page. Here are the options you can choose from:
Use global settings: This option will use the settings you have already established on the settings page for the offer's display location.
Before payment gateways: This option will display the offer above the payment gateways section of the checkout page.
Bottom of the checkout page: This option will display the offer at the very bottom of the checkout page, after all the other information and fields have been displayed.
Before place order button: This option will display the offer immediately above the "place order" button on the checkout page.
After place order button: This option will display the offer immediately below the "place order" button on the checkout page.
Choosing one of these options will determine where on the checkout page the offer will be visible to the customer. To more about settings.
Step 3: Display Method:
Offer Display Method:
All Offer: On the checkout page, this option will display all the created offers.
Random offer: Any one of the offers will be randomly displayed.
A/B Testing: This will also randomly display one offer (i.e.., A offer will display, next B offer will be displayed), and based on the user-selected offer, we can analyze the best offer.
Step 4: Conditions (optional):
You can also target the customers and display specific offers based on certain conditions.
Note: This conditional section is optional.
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.
You can keep multiple conditions in a single campaign.
Step 5: you can also choose whether to display a campaign when all condition-matched or any one condition-matched.
Match All: Only this campaign will be shown if all of the conditions are met.
Match any: This campaign will be displayed if any one of the conditions is matched.
2. Pre-purchase:
You can only create one offer in a single campaign, and it will be displayed when the place order button is clicked.
It also has the following conditions: products in order, order category, order item count, order item quantity, order total, user role, and dates.
This is an campaign page looks:
Go to Wordpress dashboard > Woocommerce > Checkout Upsell > Create campaign > click on Post-purchase
Step 1: You can give the campaign a title and then start adding offers; each campaign can have a maximum of one offer only.
Step 2: Conditions (optional):
You can also target the customers and display specific offers based on certain conditions.
Note: This conditional section is optional.
Example: Show a 10% offer on an apple, when a customer has a bag in their cart.
Following condition are available:
Products in order: This refers to the specific products that are included in an order. When a customer purchases mentioned items from a store, an upsell product will be displayed.
Category of items in order: Products which come under the mentioned category are purchased then this offer will be displayed.
Order item count: This is the number of individual items that are included in an order. For example, if a customer orders 3 t-shirts and 2 pairs of pants, the order item count would be 5.
Order item quantity: This is the total quantity of each item that is included in an order. For example, if a customer orders 3 t-shirts and each t-shirt has a quantity of 2, the order item quantity would be 6.
Order total: This is the total cost of the order, including any applicable taxes, discounts, or shipping fees.
User role: This refers to the level of access or permissions that a user has within a system or website. For example, a customer may have a different user role than a store manager.
Dates: This refers to the specific dates that are associated with an order or other events within a system.
Status & Priority:
Status: You can enable active status, but when you disable the campaign, it will be saved in draft and not displayed.
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.
Scheduling offer (optional):
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.
Information:
Here, you can view the offer created and updated by whom and when status.
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