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Field | Description |
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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. Optional Setting: "By Day of Week" → Allows for a different arbitrary unit cost for each day of the week. |
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
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Important Note regarding External Upsell Offers
PLEASE NOTE: The Offsite Content URL will only appear in the upsell offer editor when the Upsell Path is set to 'Post Checkout' flow location.
Advanced Settings
Field | Description | ||
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Trigger Item Ids | If the configured items are in the customer cart during the initiation of the upsell offers, they will trigger the offer to be presented to the customer. Optional Settings:
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Suppression Item Ids | If the configured items are in the customers cart, the offer to be suppressed to the customer. | ||
Trigger Tags | If the configured Tags are in the customer cart during the initiation of the upsell offers, they will trigger the offer to be presented to the customer. Tags are configured within the item editor. | ||
Suppression Tags | If the configured Tags are in the customers cart, the offer will be suppressed to the customer. | ||
Accessory Item Ids | The configured Item Ids will be added/removed if the customer selects yes to the offer.
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Migrate Accessory Item Ids |
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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 selected shipping method was selected during the initial checkout. | ||
Trigger Payment Methods | Only orders that have selected the configured trigger payment method will be presented with the offer. | ||
Suppression Payment Methods | The offer will be suppressed for any order in which the selected payment method was selected during the initial checkout. | ||
Trigger Age | The offer will only be triggered if the customer is within the range of ages selected, by default it is shown to all customers if nothing is selected | ||
Trigger Gender | The offer will only be triggered if the customers gender matches the selected gender, by default it is shown to all customers if nothing is selected. | ||
Suppression Device Type | This allows you to prevent the customer from seeing the offer based on the device size they are ordering from. Mobile , Tablet , Desktop. | ||
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. | ||
Lock Shipping | When selected, the shipping estimate from the initial checkout will be retained, even if the upsell includes a shippable item.
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Skip Existing Customers | When selected, if the customer will be skipped if their email address is contained in a previous order. |
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Path Settings
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You can edit the:
Upsell Path Field Names | Description |
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Name | Allow you to name the path. |
Trigger Item IDs | Allows you to trigger the Upsell Path based on the items in the cart. |
Trigger Tags *New | Allows you to trigger the Upsell Path based on the Product Tags for the items in the cart. |
Trigger Gender *New | Allows you to trigger the Upsell Path based on the customer Gender *Requires |
AtData | |
Trigger Age *New | Allows you to trigger the Upsell Path based on the age of the customer *Requires |
AtData | |
Flow Control | This allow you to tell the Upsell Path to stop after this path is complete or continue to the next path in the list. |
Maximum Viewed Offers | Allows you to set a limit to the number of offers a customer can see within the Path. |
Creating an Offer Experiment
Hover over an offer and click the experiment icon as shown below.
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Now that the single offer is contained in an experiment we can hover over the offer and use the duplicate tool as shown below.
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We now have two offers within an experiment. Since there are two offers, each one will receive 50% of the traffic. If there were three offers in an experiment then each one would receive 33.33%, etc. (Please note that the traffic percentage is fixed between the experiment offers.)
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Experiment Initialized
A border around an upsell offer indicates that an experiment has been initialized. If the user hovers over the bordered area, a trash can icon (delete) and plus '+' symbol appear in the top right, to add an offer to the experiment.
Mousing over an offer within the experiment, there is a menu with 4 options: promote offer, duplicate, edit, and delete.
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Winning Offer
When you've decided on the winning offer in an offer experiment, hover over that offer and click the promotion tool as shown below.
Once done, only the winning offer will remain.
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Creating a Path Experiment
You can also create A/B tests for a particular path. These can be used to test different sequences or combinations of offers to see what is the optimal arrangement. To create a test you can either click the "Add Variant Path" button or duplicate an existing path as shown below.
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Once you have two or more variants to a path, you will see that the traffic is going to be split between the variant paths.
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After a winner has been determined you can click the promote tool for the variant path winner. The looser will automatically be removed.
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Drag and Drop
You can drag and drop offers/experiments to rearrange their position within the path or move them into new paths. You can also drag and drop offers into or out of an experiment. See the video below.
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