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Checkout Upsell for WooCommerce
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How to create Post-Purchase Upsell campaign
How to create Post-Purchase Upsell campaign
Learn how to create a post purchase upsell offers in Woocommerce store
Sangeetha avatar
Written by Sangeetha
Updated over a week ago

This guide will help you create Post Purchase Upsell Offers in WooCommerce using the Checkout Upsell and Order Bumps plugin.

Post-purchase upselling is a technique that encourages customers to buy more products after they have made a purchase. This helps you increase the average order value and the sales.

After clicking the "Place Order" button, an offer can be shown to the customer as an upsell. When customers accept the offer, it is added to their order (or created as a new order) without requiring the customer to go through the checkout steps all over again.

NOTE: Post purchase upsell offers are supported only in a few payment gateways. Some of the payment methods DO NOT support post purchase upsells.

Currently, the following payment methods support post purchase upsell offers: Stripe, PayPal, Cash on delivery, Direct bank transfer, Check payments

NOTE: The Post-purchase offers will NOT display for unsupported gateways. Customers will be taken to the thank you page directly without showing any offers.

Here are some of the Post Purchase Upsell offer examples:

  • When customer purchases an iPhone, sell an iPhone case at 40% discount.

  • When customer spends over $500, offer a T-Shirt with a flat $50 discount.

  • When a customer buys a Raincoat, offer them a 30% discount on umbrella.

Before getting started, make sure that you have installed and activated the Post Purchase Upsell and Orderbump plugin. You will need the PRO version to create post purchase upsells.

To buy the plugin, go here.

Let’s get started.

Creating a Post Purchase Upsell campaign

Go to wordpress dashboard > Woocommerce > Checkout Upsell > Create New Campaign > Click on Post-Purchase

Step 1: Adding an offer:

Each campaign can have one or more offers. Currently, in BETA, the campaign supports adding only one offer. We will soon be introducing multiple offers per campaign so that you can run A/B testing, randomized display of offers.

Once inside the campaign page, click the Add Offer button to create an offer.

Step 2: Offer Configuration:

The offer page has a number of settings - offer details, offer page contents , offer page styling

Let’s look at each setting in the following sections:

Offer details:

This page allows you to to choose your offer product and configure the offer, i.e, the discount.

  1. Choose the product that you want to upsell.

  2. Choose the default quantity. You can leave it blank as well.

  3. Set a discount - You can select a percentage, a fixed amount, free, or no discount.

  4. You also have an option to limit the total number of usage for the offer or usage per customer. This is optional as well.

  • Page contents:

This section allows you to customize the offer page content. The offer page is displayed immediately after the customer clicks the “Place order” button.

You can change the title, description, CTA, and modify the image as well.

You can also see a preview of the offer on the right side panel.

  • Page Styling

This section allows you to style your offer page. The offer page is primarily a page with a set of short codes. You can choose to duplicate the page in your WordPress dashboard -> pages and then customize its design.

Available short codes are:

  • [cuw_notices]

  • [cuw_offer_title]

  • [cuw_offer_price]

  • [cuw_offer_description]

  • [cuw_offer_form]

  • [cuw_offer_decline_url]

  • [cuw_product_title]

  • [cuw_product_image]

Then you can choose the page here.

Once the offer is configured, save and return to the campaign settings.

Step 3: Campaign Conditions

You can let the campaign trigger based on certain conditions. You can define conditions based on order total, items in the order and so on.

Step 4: Scheduling Campaigns

This will be useful when you want to schedule the campaign for a future date or if you would like to start and end the campaign only for a certain period of time.

Once you have configured the campaign settings, save and publish the campaign.

Let’s now take a look at a few example Post Purchase Campaigns.

Example 1:

When customer purchases an iPhone, sell an iPhone case at 40% discount

In the following simple example, if a customer purchases an iPhone, a 40% off iPhone case will be displayed.

Creating a campaign:

Go to the WordPress dashboard -> Woocommerce -> checkout upsell -> Click on the “Create Campaign” button.

A pop-up will appear; select "Post-purchase"

Then configure the campaign as seen in the following screenshot:

Enter a “Title” for the campaign, and then click the "Add Offer" button to configure the offer.

After clicking the "Add offer" button, you will be taken to the following offer page,

Step 1: Create Offer

  1. Choose the product that you want to upsell “iphone case”.

  2. Set the quantity or allow customers to choose the quantity.

  3. Set a discount - for the offer, you can select a percentage as “40” (also you can select fixed, free or no discount).

  4. You also have an option to limit the total number of usage for the offer or per customer.

  5. You can customize the offer display using “page content” and “page styling”.

  6. Click the "Add offer" button to save it and return to the campaign page.

Step 2: Campaign Condition

  1. The offer product will be displayed on the campaign page.

  2. Add the condition that the offer product should only be displayed if the purchase order includes the product "iphone."

  3. Priority, and schedule the offer period (optional) on the page.

  4. Save the campaign.

How does it work ?

When a customer clicks the "Place Order" button, they will only see the created page if the iPhone product is purchased in the current order, and can choose to accept or skip the offer.

  1. Depending on the settings page, the offer page is displayed before or after the payment process and will be added in the same(before payment) or separate order(after payment).

  2. If they skip the offer, they will be directly redirected to the thank you page with their successful order.

After clicking the "place order" button, the page shown in the screenshot will be displayed,

Example 2: When customer spends over $500, offer a T-Shirt with a flat $50 discount

In this scenario, when the customer order total exceeds $500, they will be eligible for a T-Shirt with a flat $50 discount.

Creating a campaign:

Go to the WordPress dashboard -> Woocommerce -> checkout upsell -> Click on the “Create Campaign” button.

A pop-up will appear; select "Post purchase"

Then configure the campaign as seen in the following screenshot:

Enter a “Title” for the campaign, and then click the "Add Offer" button to configure the offer.

Step 1: Create Offer

  1. Choose the product that you want to upsell “T-shirt”.

  2. Set the quantity or allow customers to choose the quantity.

  3. Set a discount - for the offer, you can select a fixed $50 discount (also you can select percentage, free or no discount).

  4. You also have an option to limit the total number of usage for the offer or per customer.

  5. You can customize the offer display using “page content”, “page styling”

  6. Click the "Add offer" button to save it and return to the campaign page.

Let’s set up the campaign conditions.

Step 2: Campaign Conditions

  1. The offer product will be displayed on the campaign page.

  2. Add the condition that the product order amount must be greater than $500.

  3. Priority, and schedule the offer period (optional) on the page.

  4. Save the campaign.

How does it work

When a customer clicks the "Place Order" button and the purchase order amount exceeds $500, the offer product "T-shirt" with a $50 fixed discount is displayed, and the customer can accept or decline the offer.

  1. Depending on the settings page, the offer page is displayed before or after the payment process and will be added in the same(before payment) or separate order(after payment).

  2. If they skip the offer, they will be directly redirected to the thank you page with their successful order.

Here is an example of how the offer will be displayed.

Example 3: When a customer buys a Raincoat, offer them a 30% discount on umbrella

In the following example, if a customer purchases a raincoat, they will receive a 30% discount on an umbrella product.

Creating a campaign:

Go to the WordPress dashboard -> Woocommerce -> checkout upsell -> Click on the “Create Campaign” button.

A pop-up will appear; select "Post purchase," enter a title for the campaign, and then click the "Add Offer" button.

Then configure the campaign as seen in the following screenshot:

Step 1: Create Offer

  1. Choose the product that you want to upsell “Umbrella”.

  2. Set the quantity or allow customers to choose the quantity.

  3. Set a discount - for the offer, you can select a percentage of 30% discount (also you can select fixed, free or no discount).

  4. You also have an option to limit the total number of usage for the offer or per customer.

  5. You can customize the offer display using “page content” and “page styling”

  6. Click the "Add offer" button to save it and return to the campaign page.

Step 2: Set Condition

  1. The offer product will be displayed on the campaign page.

  2. Add the condition that the product order should contain the product “raincoat”.

  3. Priority, and schedule the offer period (optional) on the page.

  4. Save the campaign.

How it will work:

When a customer clicks the "Place Order" button and the purchase order contains the “raincoat” product, then 30% of the offer will be shown in the umbrella product, and the customer can accept or decline the offer.

  1. Depending on the settings page, the offer page is displayed before or after the payment process and will be added in the same(before payment) or separate order(after payment).

  2. If they skip the offer, they will be directly redirected to the thank you page with their successful order.

After clicking the "place order" button, the products will be displayed, as shown in the screenshot,

Next Steps:

You may also want to check out these helpful guides:

Still unclear ?

If you need any assistance, please create a support request at our ticket system. We are always happy to assist you :)

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