How to create a cart page upsell funnel offer?

Ridhu Pharan

Last Update 2 bulan yang lalu

Make your cart page effective with upsell funnel offers to boost your sales. Here's how to create a cart page upsell offer on your store.

1. Click 'Add offer' to create a cart page upsell offer

2. Choose 'Upsell funnel' from the Cart page section and click 'Add offer'

3. The Upsell funnel offer allows you to choose ‘Trigger’ products and ‘Offer’ products.

  • Trigger product is the primary product the customer intends to buy.
  • Offer products are the upsells you wish to promote along with the trigger product.

Here's how to choose a trigger product:

  • Specific product - View and select the products
  • Tags - Select existing product Tags (eg. Women's clothing, Men's clothing, etc)
  • All products - Select all your products at once

You can also select products based on multiple variants. For example, for a T-shirt, the variants can be Small, Medium, and Large

After creating offer #1, you must create Upsell funnel offers such as #2A and #2B with different products. If offer #1 is accepted, #2A will be displayed.

If offer #1 is declined, #2B will be displayed. Similarly, you can also create more upsell funnel offers.

Note: Before setting up an offer; make sure the offer products are in stock, the offer must have an image, and be in active status on the online store

4. You can also enable the ‘Upsell funnel discount’ (optional) to offer discounts to your customers for choosing the offer products.

Discount options available are:

  • Percentage or fixed value

You can set a percentage value to be discounted or set a fixed value that will be deducted from the original cost.

  • Free shipping

This option allows you to offer your customers free shipping service for the entire order upon choosing the upsell funnel offers. 

5. Make sure to give an ‘Offer name’ (mandatory field) which is only for your internal reference and will not appear on your store. You can also customize the widget title here.

7. Once you’ve completed the setup, click ‘Save offer’ and you can now view the 'Upsell funnel' pop-up on the cart page when customers click checkout.

8. Verify if the 'Upsell funnel' pop-up widget appears correctly on the cart page when you click checkout. If you do not see the widget or if the styling has some issues please reach our 24/7 support team and we'll help you out. 

Here's how the upsell funnel offer works with the Selleasy app. Please note that you can view the offer pop-up only when you click 'Check out'

9. Visit the settings page and click 'Edit widget' to explore the settings to customize the Upsell funnel pop-up widget. 

10. In the Settings page, you can customize the default contents and enable options such as quantity picker, countdown timer, etc. 

11. Visit the ‘Styling’ page where you can customize your widget styles such as the background color, widget size, font size, and font weight etc. Make sure to select ‘Upsell funnel' from the drop-down button of the ‘Preview’ section.

To make common styling changes to the widget of all your offers like button color, text color, border radius, etc, you can make it in the ‘Common styling’ section. More widget customization can be done in the 'Custom CSS' section. You can reach us for this extended support.

This user guide will help you set up an 'Upsell funnel' offer on your Shopify store with the Sellasy app. For more support, click the Chat icon on the bottom right of the page to get 24/7 assistance. 

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