How to create Upsell Pop-up Scenario

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

What is the Upsell Pop-up?

The Upsell Pop-up 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 pop-up, 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 Pop-up

Step 1: Access the Upsell Pop-up Settings

Click on "Bundles" in the sidebar and then click on "Create"/"Edit" under "Upsell Pop-up" 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, 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 Pop-up

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

Common Questions about Upsell Popup

Can I test the Upsell Pop-up before making it live?

Yes, there is a "Test" button in the Setup tab, which lets you preview and verify how the Upsell Pop-up 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 Pop-up?

The number of products displayed in the pop-up 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 Pop-up?

Yes, the Upsell Pop-up 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 Pop-up?

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

Conclusion

The Upsell Pop-up 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 Pop-up, our support team is here to help.

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