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Overview
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- Give the offer a meaningful name (not visible by the customer)
- When ready, set the offer to active.
- Choose the item(s) that are being upsold to the customer.
- Pick one of the pre-defined layouts that you want to start with. After selecting your layout click on the preview of the offer to launch the visual editor for the upsell. Make whatever content adjustments to the offer that you want. Note that the first two pre-defined layouts use a textblock of "lorem ipsum" as a placeholder. So make sure you change that to some meaningful marketing verbiage.
- Save
Offer Settings
| Field | Description |
|---|---|
| Active | If Check, the offer is active. |
| Test Orders Only | If selected the offer will only appear when the test credit card is used during the placement of the order. |
| Upsell Item Id's | The item(s) added to the order if the customer selects 'yes' for the offer. |
| Allow Upsell Item In Cart Already | Select this when the upsell Item ID is already in the cart prior to the display of this offer. |
| Free Shipping | Flags the upsell item as a free shipping item in the offer even if the item normally charges for shipping. |
| Arbitrary Unit Cost | If you are selling the item blow the cost configured on the item, then enter the new lower unit price here. |
| Max Quantity | Sets a max quantity for the upsell item. |
Start Date | Sets the Starting date for this offer (this is useful for setting time sensitive offers (like a Memorial Day special, for example.) |
| End Date | Sets the end date for this offer (this is useful for setting time sensitive offers (like a Memorial Day special, for example.) |
Advanced Settings
| Field | Description |
|---|---|
| Trigger Item Ids | If the configured items are in the customer cart during the initiation of the upsell offers, will trigger the offer to be presented to the customer. |
| Suppression Item Ids | If the configured items are in the customers cart, the offer to be suppressed to the customer. |
| Trigger Countries | If selected, only customers ordering to the configured countries will trigger the offer. |
| Suppression Countries | If selected,customer ordering from the configured countries will not be shown the offer. |
| Trigger Shipping Methods | Only orders that selected the configured trigger shipping method will be presented with the offer. |
| Suppression Shipping Methods | The offer will be suppressed for any order in which the slected shipping method was selected during the initial checkout. |
| Removable On Confirmation | If selected, the customer will be presented with a upsell confirmation page in which they are able to remove the upsell items they have added to their order. |
| Remove Trigger Item | When selected, the original trigger item is removed when the customer selects yes to the offer. |
Now that we have our first offer created, let's look at how it shows in the path. When you hover over the offer you will see a grey popup set of tool icons along with a DOWNSELL option. There is also a quick toggle to make the offer active (blue) OR inactive (grey).
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