Creating an Upsell Popups Campaign

Learn how to create an Upsell Popups Campaign using the Checkout Upsell for WooCommerce plugin.

Haripradeepa Senthilkumar avatar
Written by Haripradeepa Senthilkumar
Updated over a week ago

Introduction:

Welcome to the world of Upsell Popups—a clever online strategy. After you take a specific action, like adding items to your cart or making a purchase, these popups step in as friendly suggestions. They recommend related or superior products, making your shopping enticing and possibly encouraging you to spend a little extra. For businesses, it's a smart way to provide more choices and boost sales. Let's explore how Upsell Popups work their magic in this guide.

This user guide explains how to create a Post-purchase Campaign using Checkout Upsell for WooCommerce

Example Scenarios:

  • Display related products upon clicking the “Add to Cart” button.

  • Show upsell products upon clicking the "Proceed to Checkout" button.

Please note that before proceeding, you must have installed and activated the Checkout Upsell. It is important to note that this feature requires the PRO version.

Let’s get started,

Example 1: Display related products upon clicking the “Add to Cart” button.

In this scenario, when a customer adds products to their cart, the system will instantly show related products on a popup once the "add to cart" button is clicked. This could motivate customers to buy additional items, potentially boosting sales.

To create a campaign, follow the below steps

Creating a Campaign

  • Go to the WordPress dashboard -> Checkout Upsell -> click on the “Create new Campaign” button.

  • Choose “Upsell popups”

Here is the screenshot of the campaign that follows,

Details of the configuration,

Step 1: Give a title for the campaign, for example, Upsell popups

Step 2: Choose the triggers as “After products added to cart” as we are showing the popup once the Add to Cart button is clicked.

You can also choose the option “Proceed to checkout” as that might show the popup once the Proceed to Checkout button is clicked.

Step 3: Choose the product suggestion method as “Use related products” since we are displaying the related products based on the products that have been added to the cart.

Options available in the product suggestion methods are:

  • Use Related Products - With this option, we use a special feature from WooCommerce called Related Products. This feature helps find products that are similar to the one you just bought by looking at similar tags or categories. For example: If you buy a Mobile phone, you’ll get a popup with mobile-related products.

  • Use Cross-Sell products - When you select this option, we will display products that are marked as "Cross-Sell" under the "Linked Products" section on the product creation page.

  • Use Upsell products - When you select this option, we will display products that are marked as "Upsell" under the "Linked Products" section on the product creation page.

Step 4: You can also include Additional Conditions for the campaign if needed.

Step 5: Click on “SAVE” once we have successfully created the campaign.

Now, as soon as the customer clicks on the “Add to Cart” button, they’ll see the related products displayed in the popup screen.

Here is the screenshot of the Popup page showing the related products,

Example 2: Show upsell products upon clicking the "Proceed to Checkout" button.

In this scenario, the system will instantly show related products on a popup once the "Proceed to Checkout" button is clicked. This could motivate customers to buy additional items, potentially boosting sales.

To create a campaign, follow the below steps

Creating a Campaign

  • Go to the WordPress dashboard -> Checkout Upsell -> click on the “Create new Campaign” button.

  • Choose “Upsell popups”

Here is the screenshot of the campaign that follows,

Details of the configuration,

Step 1: Give a title for the campaign, for example, Upsell popups

Step 2: Choose the triggers as “Click “Proceed to checkout” button” as we are showing the popup once the Proceed to checkout button is clicked.

You can also choose the option “After products added to cart” as that might show the popup once the Add to Cart button is clicked.

Step 3: Choose the product suggestion method as “Use Upsell products” since we are displaying the Upsell products that are in the “Linked Product” section on the product page.

Options available in the product suggestion methods are:

  • Use Related Products - With this option, we use a special feature from WooCommerce called Related Products. This feature helps find products that are similar to the one you just bought by looking at similar tags or categories. For example: If you buy a Mobile phone, you’ll get a popup with mobile-related products.

  • Use Cross-Sell products - When you select this option, we will display products that are marked as "Cross-Sell" under the "Linked Products" section on the product creation page.

  • Use Upsell products - When you select this option, we will display products that are marked as "Upsell" under the "Linked Products" section on the product creation page.

Step 4: You can also include Additional Conditions for the campaign if needed.

Step 5: Click on “SAVE” once we have successfully created the campaign.

Now, as soon as the customer clicks on the “Proceed to Checkout” button, they’ll see the Upsell products displayed in the popup screen.

Here is the screenshot of the Popup page showing the Upsell products,

Note:

Screenshot showing where the Cross-Sell and Upsell products are configured:

  • If the product isn't showing up on the Popup Page, please double-check that you've chosen the Cross-sell/Upsell products within WooCommerce -> Products (during product setup). This way, when a customer clicks on the “Add to Cart” or “Add to Checkout” button the related Cross-sell/Upsell products will appear on a Popup page through the Upsell Popups Campaign.

Above discussed scenario require PRO

Next Steps:

You may also want to check these helpful guides:


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