Introduction:
WooCommerce Cart Upsell is offered when your customers are on the cart page. When you offer compelling discounts before they complete their payment (before proceeding to checkout via Cart Upsell Campaign), customers can quickly add it with a one-click upsell.
For example, when a customer adds a product, the cart upsell campaign helps by showcasing offered products on the cart page. This simple approach encourages customers to enhance their shopping experience by adding more items to their cart, ultimately boosting the average order value.
This user guide explains how to create a Cart Upsell Campaign using Checkout Upsell for WooCommerce.
Example Scenarios:
Percentage Discount: Provide a percentage discount on the Cart Upsell offer product (e.g., 10% off on Cap when the customer purchases a T-shirt).
Apply a fixed discount for the Cart Upsell products (e.g., $20 off the product value).
No Discount: Display the product on the cart page without a discount.
Please make sure you have already installed and activated the WooCommerce Checkout Upsell plugin. Please note that the features explained here are available only in the PRO version.
Let us get started,
Example 1: Percentage Discount: Provide a percentage discount on the Cart Upsell offer product (e.g., 10% off on Cap when the customer adds a T-shirt).
In this scenario, when the customer adds a T-shirt to the cart they have a discount on the Cap of 10% on the Cart page before proceeding checkout.
Here is the video walkthrough for detailed information.
Creating an offer:
Go to WordPress dashboard -> Checkout Upsell -> Create new campaign -> choose “Cart Upsell”
Click on the button “Add offer”
Here is the screenshot of the offer configuration that follows,
Detail of configurations are:
Step 1: Choose the offer product which you want to display on the cart page by typing a few characters of the product name and leaving the quantity column blank to automatically assign a quantity of 1 for the selected offer product or adjust the quantity based on your requirement.
Step 2: Choose the “Discount Type” as Percentage and set the value as 10. You also have the option to choose other discount types such as fixed discount, free, and No discount.
Step 3: Once we have successfully created a offer, click on the button “Add offer”
Other details shown in the below screenshot are (optional):
Overall usage limit: The "Overall usage limit" refers to the maximum number of times an offer can be used by all customers as a whole. Something like early-bird offers for the first 5 users or 10 users.
For example, if the limit is 100, the offer can only be applied to a total of 100 orders, regardless of the number of customers. Once the limit is reached, the offer will get disabled automatically.
Usage limit per customer: The “Usage limit per customer” refers to a restriction on the number of times a specific upsell offer can be claimed by an individual customer. It sets a maximum limit on the usage of the upsell for each customer.
For example: If the usage limit per customer is set to 3, it means that each customer can only claim the offer up to a maximum of 3 times. Once a customer has claimed the offer 3 times, they will no longer be able to avail the offer.
Now, we have successfully created an offer, Let's see how it works on the cart page.
Now the offered product has been successfully displayed in the cart page.
Example 2 : Apply a fixed discount for the Cart Upsell products (e.g., $20 off the product value).
In this scenario, when the customer adds a product to the cart they can have a discount on the cap of $20 fixed discount in the Cart page.
Creating an offer:
Go to WordPress dashboard -> Checkout Upsell -> Create new campaign -> choose “Pre-purchase”
Click on the button “Add offer”.
And choose “Fixed Discount” in the discount type.
Here is the screenshot of the fixed discount offer configuration that follows,
Detail of configurations are:
Step 1: Choose the offer product which you want to display on the cart page by typing a few characters of the product name and leaving the quantity column blank to automatically assign a quantity of 1 for the selected offer product or adjust the quantity based on your requirement.
Step 2: Choose the “Discount Type” as Fixed Discount and set the value as $20. You also have the option to choose other discount types such as a percentage, free discount, No discount
Step 3:Once we have successfully created an offer, click on the button “Add offer”
Other details shown in the above screenshot are (optional):
Overall usage limit: The "Overall usage limit" refers to the maximum number of times an offer can be used by all customers as a whole. Something like early-bird offers for the first 5 users or 10 users.
For example, if the limit is 100, the offer can only be applied to a total of 100 orders, regardless of the number of customers. Once the limit is reached, the offer will get disabled automatically.
Usage limit per customer: The “Usage limit per customer” refers to a restriction on the number of times a specific upsell offer can be claimed by an individual customer. It sets a maximum limit on the usage of the upsell for each customer.
For example: If the usage limit per customer is set to 3, it means that each customer can only claim the offer up to a maximum of 3 times. Once a customer has claimed the offer 3 times, they will no longer be able to avail the offer.
Now, we have successfully created an offer, Let's see how it works on the cart page.
Now the offered product has been successfully added to your cart page.
Example 3: No Discount: Display the product on the cart page without a discount.
In this scenario, when the customer adds a product to the cart they can have a discount on the cap for No discount in the Cart page.
Creating an offer:
Go to WordPress dashboard -> Checkout Upsell -> Create new campaign -> choose “Cart Upsell”
Click on the button “Add offer”.
And select “No discount” in the discount type.
Here is the screenshot of the no discount offer configuration that follows,
Detail of configurations are:
Step 1: Choose the offer product which you want to display on the checkout page by typing a few characters of the product name and leaving the quantity column blank to automatically assign a quantity of 1 for the selected offer product or adjust the quantity based on your requirement.
Step 2: Choose the “Discount Type” as No Discount. You also have the option to choose other discount types such as Percentage, Fixed discount, and Free.
Step 3:Once we have successfully created an offer, click on the button “Add offer”
Other details shown in the above screenshot are (optional):
Overall usage limit: The "Overall usage limit" refers to the maximum number of times an offer can be used by all customers as a whole. Something like early-bird offers for the first 5 users or 10 users.
For example, if the limit is 100, the offer can only be applied to a total of 100 orders, regardless of the number of customers. Once the limit is reached, the offer will get disabled automatically.
Usage limit per customer: The “Usage limit per customer” refers to a restriction on the number of times a specific upsell offer can be claimed by an individual customer. It sets a maximum limit on the usage of the upsell for each customer.
For example: If the usage limit per customer is set to 3, it means that each customer can only claim the offer up to a maximum of 3 times. Once a customer has claimed the offer 3 times, they will no longer be able to avail the offer.
Now, we have successfully created an offer, Let's see how it works on the cart page.
Now the offered product has been successfully added to your cart page.
Some of the above-discussed scenarios require a PRO version
Still unclear?
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