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Field

Description

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.

PriorityIf 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.

Info
titleMust configure Free Shipping Methods

IF you do not have any of your configured shipping methods configured with the "Qualifies for free shipping" checkbox, then no free shipping options will be provided to the checkout.

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.

Trigger Items

When one of the items listed in the trigger items is placfed into the shopping cart, this upsell will be triggered during checkout.  If this box is left blank then the upsell will be shown to all users as long as suppression criteria is not satisfied.

Replace Trigger Item

When checked the trigger item is removed from the order if they say yes to the upsell item.  This feature is typically used to replace a 1 month supply or something with the 3 month upsell.

Maintain Options

If the trigger item has options then those options will be applied to the upsell item if possible.  This allows you to maintain options such as size on a shirt, etc.

Trigger Quantity

The required quantity of the trigger item.  The default is one.

Info
titleAbout Trigger Quantity

If you have multiple trigger items the trigger quantity is referring to the quantity of a specific trigger item, NOT a combined quantity of separate trigger items.

Suppression Items

If any of the items on the suppression items list then the upsell will not be shown.

Trigger Shipping Methods

The upsell will only be shown if the customer has selected on the shipping methods checked on this list.

Suppression Shipping Methods

If the customer is using one of the methods checked on this list then the upsell will not be shown.  This is useful when the upsell item could delay speedy shipment of the order when a customer has next day air selected for example.

Dynamic Selection

A velocity script used to dynamically calculate the offers to present the customer.  Please contact UltraCart Professional Services for more details on building a dynamic selection script.

Limit

Restricts the number of results used from a dynamic selection script.

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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FieldDescription
Trigger ItemsWhen one of the items listed in the trigger items is placfed into the shopping cart, this upsell will be triggered during checkout.  If this box is left blank then the upsell will be shown to all users as long as suppression criteria is not satisfied.
Replace Trigger Item (check box)When checked the trigger item is removed from the order if they say yes to the upsell item.  This feature is typically used to replace a 1 month supply or something with the 3 month upsell.
Maintain OptionsThis is an option setting to the "Replace Trigger Item" setting. If the trigger item has options then those options will be applied to the upsell item if possible.  (This allows you to maintain options such as size on a shirt, etc.)
Trigger QuantityThe upsell will only be shown if the customer has selected on the shipping methods checked on this list

The required quantity of the trigger item.  The default is one.

Info
titleAbout Trigger Quantity

If you have multiple trigger items the trigger quantity is referring to the quantity of a specific trigger item, NOT a combined quantity of separate trigger items.


Trigger Shipping methodsIf the customer selects any of the Shipping methods listed here for shipping, it will trigger the Upsell to be shown.
Suppression       
Shipping Method
If the customer selects any shipping method that is listed here it will cause the Upsell to be suppressed (not shown).
Dynamic SelectionThis version of the Upsell is for large stores and is considered very advanced. You will need to contact Ultracart Professional services for help with configuration.
LimitThis is an optional setting to the "Dynamic Selection" setting. The dynamic selection velocity code could produce a large number of results depending upon that logic that you implement.  By specifying a limit UltraCart will automatically trim down the results produced by the velocity code to a responsible number of offers.

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