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Home → Configuration (Checkout) → (Advanced view) Upsell After |
Editor Sections
The Upsell Offer editor has 4 sections to it:
- Items (Required)
- Options
- Trigger/Suppression
- HTML (Required)
Each offer has numerous options that are configurable on it. Below is a screenshot of the upsell offer editor and a description of each of the configuration fields.
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| Field | Description | Required | ||
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| Upsell Item IDs | The upsell item(s) are the items that will be added to the customers order if they select yes for the offer. Most commonly you'll have a single item configured here. If you list multiple Item ID's here, the customer will be presented with a drop down menu to choose the item they want (for example the could be prompted to choose a size of the item. | Yes | ||
| Downsell Item IDs | If the customer clicks NO to the upsell offer, then this item is automatically added to their cart. A good example of an downsell item is a trial sample of another product if they say no to purchasing the non-trial version.
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Options Section
Field | Description | |||||
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Arbitrary Unit Cost | By default UltraCart will offer the customer the upsell item at it's normal cost. Setting an arbitrary unit cost will allow you to offer the customer the same item at a different price. | |||||
Removable on Confirmation | Checking this box allow for a confirmation page to be shown after the customer goes through all the upsells. This provides one last chance to confirm their order or remove an upsell item before completion. | |||||
Allow Multiple Quantity | If this box is checked, a quantity field is displayed to the customer. You can also limit the maximum they can purchase through an upsell (limit 5 per customer for example) and set the default starting quantity. | |||||
Offer Ends | A date when this offer ends. This should be entered in MM/DD/YYYY format. | |||||
| Priority | If you have multiple upsells without a path configured then the offers will be shown in priority order. One (1) is the first or highest priority. If two different upsells have the same priority number, the higher priced upsell will be shown first. | |||||
Free Shipping | If this check box is selected then any shipping methods that are configured with the "Qualifies for free shipping" checkbox selected at the shipping method editor level that qualifies for the checkout will be displayed.
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Allow Upsell Item in Cart Already | The default logic is to suppress an upsell offer if the cart already contains the item, with the assumption that the upsell offer is typically offering a discount off the regular price, so if they were already wanting to buy it at regular cost you wouldn't want them to then see a better deal. Select this checkbox in order to override that default suppression logic. |
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| Field | Description |
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| Before | An HTML block that appears before the simple Yes/No form. Please see the graphic to the right that shows how the screen branding interacts with the page display. |
| After | An HTML block that appears after the simple Yes/No form. Please see the graphic to the right that shows how the screen branding interacts with the page display. |
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Using Graphics in your Before/After HTML
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| Code Block |
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<img src="https://demo.ultracartstore.com/FleaSoap.gif" /> |
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Screen Branding Themes - Old UI
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This order failed during the auto closing of an upsell order.
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Alternatively, we see this message appearing in the merchant comments for the order:
Whenever someone enters into the upsell section of the checkout process the system starts a 45 minute timer. At the end of the 45 minute timer the system automatically finalizes their order. This occurs if the customer closes out their web browser before going all the way to the receipt. If the credit card fails to charge successfully during the finalization step then the order goes into the Accounts Receivable with a note on it. You should followup with the customer to obtain valid credit card information so that the order can be processed.
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| Order Token | Value Displayed |
|---|---|
| [PaymentMethod] | The payment method used |
| [CustomField1] | Value stored in CustomField1 |
| [CustomField2] | Value stored in CustomField2 |
| [CustomField3] | Value stored in CustomField3 |
| [CustomField4] | Value stored in CustomField4 |
| [CustomField5] | Value stored in CustomField5 |
| [CustomField6] | Value stored in CustomField6 |
| [CustomField7] | Value stored in CustomField7 |
| [Email] | Email Address |
| [ShippingFirstName] | Shipping Address First Name |
| [ShippingLastName] | Shipping Address Last Name |
| [ShippingCompany] | Shipping Address Company Name |
| [ShippingAddress1] | Shipping Address Line 1 |
| [ShippingAddress2] | Shipping Address Line 2 |
| [ShippingCity] | Shipping City |
| [ShippingState] | Shipping State |
| [ShippingPostalCode] | Shipping Postal Code |
| [ShippingCountry] | Shipping Country |
| [ShippingPhone] | Shipping Phone |
| [ShippingDayPhone] | Shipping Day Phone |
| [ShippingEveningPhone] | Shipping Evening Phone |
| [BillingFirstName] | Billing Address First Name |
| [BillingLastName] | Billing Address Last Name |
| [BillingCompany] | Billing Address Company Name |
| [BillingAddress1] | Billing Address Line 1 |
| [BillingAddress2] | Billing Address Line 2 |
| [BillingCity] | Billing City |
| [BillingState] | Billing State |
| [BillingPostalCode] | Billing Postal Code |
| [BillingCountry] | Billing Country |
| [BillingDayPhone] | Billing Day Phone |
| [BillingEveningPhone] | Billing Evening Phone |
| [Total] | Total amount for the order |
| [Shipping] | Shipping amount on order (includes handling charges) |
| [SubtotalAndShipping] | Combined amount for order subtotal and shipping |
| [Subtotal] | Amount for items (after any discounts, if any) |
| [SubtotalBeforeDiscount] | Amount for items in the order before discounts |
| [Discount] | Total of applied discounts |
| [totalquantity] | Total quantity of items in order |
| [coupon] | Coupon code of applied coupons |
| [ProductIds] | List of Item ID's in the order |
| [ProductQuantities] | Quantities of the items in the order |
| [ProductCosts] | CSV list of the total line item cost of what's in the cart. |
| [ProductCostsWithoutDecimal] | CSV list of the total line item cost of what's in the cart, without decimals |
| [ProductDescriptions] | The configured item description of item(s) in the order |
| [CustomerServicePhone] | Customer Service Phone for the screen branding theme applied during checkout |
| [CustomerServiceEmail] | Customer Service email address for the screen branding theme applied during checkout |
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Q: Can I fire tracking code on the upsell page instead of the receipt?
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- You will not have an order id to pass to the 3rd party.
- You will not know that the payment was successful and could fire it when a declined card happens which would result in the affiliate expecting to get paid.
- You would not be accounting for the full revenue of the order.
Q: Can UltraCart fire the conversion pixels when the upsell closer generates the order in the background?
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Reason: The upsell closer is a background process that turns idle abandoned carts from the upsell process into orders. Conversion pixels are typically JavaScript code and have to be fired by the same web browser that contains the cookies originally set for the conversion to be tracked properly.
Q: Is there a way to track affiliate sales for upsells that abandon?
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Reason: UltraCart's affiliate system persists the information normally stored in only cookies by other affiliate systems onto the actual shopping cart record. When the upsell closing process occurs, UltraCart is able to account for the affiliate commission as well.
Q: I have to have XYZ third party affiliate system. What can I do about tracking?
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Multiple sets of yes no buttons on an upsell page