Conditions and rules in the Checkout Upsell for Woocommerce plugin serve as criteria for triggering targeted upsell offers during the checkout process.
These conditions enable businesses to customize offers based on factors like cart subtotal and products in cart/ checkout. The purpose is to enhance sales and customer satisfaction by offering relevant and timely upsell opportunities, ultimately improving the checkout experience and boosting revenue.
This guide will list out all the available conditions and how you can use them while creating offers.
Note: To use some of the conditions shown in the examples, you must have the PRO version of the Checkout Upsell plugin installed and activated.
Want even more advanced features? Upgrade to the PRO version by purchasing it here.
Screenshot showing the section to find conditions section:
If you click the "Add condition" button, you'll discover a list of conditions you can use. Next, we'll examine each of them thoroughly.
These conditions are sorted into different categories like cart, purchase history, user, and more.
Now, let's take a closer look at each condition.
Cart : these types of conditions are specifically designed for campaign types related to cart and checkout, such as Checkout Upsells, Cart Upsells, Double the Order, and Upsell Popups.
Products in the cart - with this condition you can choose which products should be in or not in the cart or checkout to display offer products. For instance, you can set up a condition like "Buy an iPhone and receive AirPods as an upsell product."
Categories of items in the cart - using this condition, you can display an offer product when the cart contains items from a particular category. For instance, you can create a condition like "Buy a product from the 'Hoodies' category and receive a Cap as an upsell product."
Tags of items in the cart - with this condition we can ensure that offer products are displayed only when the cart contains items with specific tags. For instance, you can set up a condition like "Get 10% off on a Bag when the customer has products with the 'Women' tag in the cart."
Product SKUs in the cart - with this condition we can specify which product SKUs should be either in or not in the cart in order to display offer products. This allows you to control the offers based on the specific product SKUs present in the cart.
Cart items count - this condition counts the total number of line items or products in the cart. For instance, if a cart contains 2 different products with a total of 4 quantities, the cart item count would be 2, as it counts the distinct types of products in the cart.
Cart items quantity - this condition calculates the total quantity of items in the cart. For instance, if a cart contains 2 different products with a combined quantity of 4 items, the cart item quantity would be 4, as it adds up the total number of items in the cart.
Applied Coupons in the cart - with this condition you can specify Woocommerce coupons (found in Woocommerce -> Marketing -> Coupons) to determine whether the coupon should be in the cart or not in the cart in order to display offer products. Also, using this condition we can choose whether the coupon should be/ not in cart to display offer products.
Cart subtotal - condition refers to the total cost of everything in your cart before any coupons, taxes, or shipping fees are taken off. For example, Spend $100 to get special deals on certain products.
Order - these types of conditions are available for campaigns that depend on the order, such as Thank You Page Upsells and Coupons for the Next Purchase as soon as customers place an order.
Products in Order - choosing the item that a customer needs to buy in their current order to receive a special offer. For instance, if a customer buys an iPhone, they can get AirPods as an offer product when they reach the Thank You page as soon as placing the order.
Categories of items in Order - refers to a condition where upsell products are shown to customers immediately after they make a purchase that includes items from the specific category chosen in this condition.
Tags of items in Order - with the help of this condition, upsell products will be shown to customers right after they make an order containing products with the specific tag selected in this condition.
Product SKUs in Order - with the help of this condition, upsell products will be shown to customers immediately after they place an order with products corresponding to the selected SKUs in this condition.
Order items count - this condition calculates the number of individual products in an order. For instance, if a customer orders 2 different products with a total quantity of 4 items, the order item count will be 2, indicating there are 2 distinct products in the order.
Order items quantity - this condition calculates the total number of items in an order. For instance, if a customer places an order with 2 different products, each with a quantity of 2, the order item quantity will be 4, indicating there are 4 items in the order in total.
Applied Coupons in Order - this condition checks whether a WooCommerce coupon (found in WooCommerce -> Marketing -> Coupons) has been used in a given order. Depending on this check, it can display an offer product on the Thank You Page, for instance, or it can work in the opposite way as well.
Order total - this condition refers to the complete sum of all items within an order, including any applicable shipping fees and taxes.For example: Get $10 off coupon code, if your order total is more than $100
Purchase History - this type of condition allows for the display of special offer products based on a customer's past purchasing behavior.
First order - this condition enables you to offer promotions exclusively to customers who are making their very first purchase. For instance, you can give new customers a 100% discount on a cap (offer product) as a welcome gift.
Number of orders made - this condition tracks the total quantity of orders a customer has placed during a specified time frame. For instance, you can offer a 40% discount on a bag as an incentive if a customer completes at least 3 orders in a month.
Number of orders made with specific products - This condition represents the count of orders placed using a specific product within a selected time period. For example, customers get a product (hoody with 80% off) by placing at least 3 orders (single or multiple quantities in different orders) with hoodies within a week.
Total Spent - this condition counts the total amount of money a customer has spent on their past orders within a specified time period.
User - these types of conditions examine specific user-related criteria to determine when to display offer products.
User role - this condition checks the WordPress user roles of customers to decide when to display offer products. For instance, you can choose to offer products exclusively to wholesale users.
User logged in - this condition checks whether users are currently logged into their accounts before displaying offer products.
Specific users - this condition allows you to offer products exclusively to specific users or customers who have been specified in this condition. You can also use this condition to exclude certain users from seeing these offers.
Date & Time :
Time - this condition enables the display offer products during specific times of the day
Days - this condition restricts the display of offer products to particular days of the week, such as Saturdays and Sundays.
Language - this condition allows you to display offer products exclusively in a specific language, such as French. This condition is particularly useful when your website is multilingual and uses a plugin like WPML to manage different languages.
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.
Here, you can view the offer created and updated by whom and when status.
Some of the Conditions/ Rules discussed above require PRO.
You may also want to check out these helpful guides:
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