How to create Upsell Popup Scenario

Set up the Upsell Popup feature to automatically recommend related products when a customer adds an item to their cart, based on customizable rules and conditions.

This feature is available to customers who installed the app after November 11th, 2024. If you installed the app before this date, you can see this article for its previous version.

What is the Upsell Popup?

The Upsell Popup scenario is designed to boost your store’s average order value by recommending additional products to customers when they add items to their cart. It uses predefined rules and conditions to display relevant products in a popup, making it easy for customers to add more items to their order. Conditions for product recommendations can be based on a specific product, product title, or product collection, ensuring that your suggestions are highly relevant.

Steps to Set Up the Upsell Popup

Step 1: Access the Upsell Popup Settings

Click on "Bundles" in the sidebar and then click on "Create"/"Edit" under "Upsell Popup" scenario to begin the setup.

Step 2: Create a new Rule for Recommendations

Click on "New Rule" to set up a product recommendation rule.

Step 3: Add Conditions for Recommendations

Under the Conditions section, click on "Add Condition".

You can base conditions on:

• Specific Product: Recommend items when a particular product is added to the cart.

• Product Title: Use keywords in the product title to trigger recommendations.

• Product Collection: Set conditions based on product collections for broader matches.

Step 4: Customize the Product Recommendations

Similarly to Step 3, add conditions for the products you want to recommend.

Step 5: Configure the rules' settings and Save

Click on "Settings" and set the discount type, the discount amount, whether a certain amount of products is needed for discount and the number of recommendations. Once you’ve completed setting up your rules and conditions, click on "Save".

Customization

Step 6: Customize the design of your Upsell Popup

Click on the "Design" tab to customize texts, colors, and the behavior of your Upsell Popup. Once you are done, click on "Save" to apply the changes.

Common Questions about Upsell Popup

Can I test the Upsell Popup before making it live?

Yes, there is a "Test" button in the Setup tab, which lets you preview and verify how the Upsell Popup functions before it goes live.

Can I use multiple conditions for the same rule?

Absolutely. You can set up multiple conditions to make your recommendations more accurate. For example, you can use both product title and collection-based conditions within the same rule.

How many products can be shown in the Upsell Popup?

The number of products displayed in the popup can be customized. However, it’s recommended to keep the number manageable for an optimal customer experience.

Can I customize the design of the Upsell Popup?

Yes, the Upsell Popup design can be customized to match your store’s theme. You can adjust colors, text, and styles to maintain brand consistency in the "Design" tab.

What happens if a customer closes the Upsell Popup?

If a customer closes the popup, the recommendation will not be added to the cart. The popup is non-intrusive and designed to be easily dismissible.

Conclusion

The Upsell Popup is a powerful tool to increase your store’s revenue by strategically recommending products based on customer behavior. By setting up conditions and customizing the recommendations, you can provide a seamless upselling experience that benefits both your store and your customers. If you have any questions or need further assistance with the Upsell Popup, our support team is here to help.

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