Checkout Upsell allows you to recommend an additional product during the checkout process.
1. Open PickPair
- Log in to your WordPress Dashboard.
- Click PickPair in the left-hand menu.
- Open Campaigns.
- Click + Create Campaign.
2. Choose the Campaign Type
- Select Checkout Upsell.
- Click Create Campaign.
3. Name Your Campaign
- Enter a campaign name for internal reference.
Examples:- Checkout Warranty Offer
- Last-Minute Accessories
- Checkout Gift Wrap
- Click Continue.
The editor includes four steps: Products, Offer, Design, and Rules.
4. Select Trigger Products
Trigger products determine when the checkout upsell will appear.
- In Step 1: Products, locate Trigger Product.
- Under Type, choose:
- All Products – displays the offer for any cart.
- Specific Products – displays the offer when selected products are in the cart.
- Category Based – displays the offer when products from selected categories are in the cart.
- If you select Specific Products, search for and select the products.
- If you select Category Based, select the required categories.
5. Select the Offer Product
- Under Offer Product, search for and select one product.
- This product will be offered during checkout.
Only one offer product can be selected.
6. Configure the Offer
- Click next to go to Step 2: Offer.
- Under Discount Strategy, choose:
- No Discount – sells the offer at its regular price.
- Percentage – applies a percentage discount.
- Fixed Amount – subtracts a fixed amount from the offer price.
- Enter the discount amount.
- Subtracts a fixed amount from the offer price.
7. Customize the Design
- Click next Step 3: Design.
- Expand Addon Display Settings.
- Enter the Section Title.
- Enter a short Description.
- Enter the Badge Text, such as 10% OFF.
- Choose the checkout position:
- Before Payment Methods
- After Payment Methods
- Before “Place Order” Button
- After “Place Order” Button
- Expand Layout to adjust the corner radius.
- Expand Colors to customize the primary, background, text, and badge/button text colors.
- Expand Typography to adjust heading, subheading, and font sizes.
- Review the preview on the right-hand side.
8. Configure Visibility Rules
- Click next to go to Step 4: Rules.
- Under Customer Orders, choose:
- No order-count rule
- Returning Customer
- Custom Order Count
- For Custom Order Count, choose an operator and enter the required number of orders.
- Select the order statuses that should be counted.
- Enable First Order Only if required.
9. Configure Advanced Visibility
- Enable Advanced under the Visibility section.
- Select the user roles that should see the campaign.
- Set a View Count Limit if required.
- Leave all roles unselected to show the campaign to everyone.
10. Set Campaign Priority
- Adjust the Campaign Priority slider or number field.
- Use a higher value if this campaign should take priority over other matching campaigns.
11. Schedule the Campaign
- Enable Scheduling if the campaign should run during a specific period.
- Set the Start Date & Time.
- Set the End Date & Time.
Leave Scheduling disabled if the campaign should run continuously.
12. Publish the Campaign
- Review all settings and the preview.
- Click Save Draft to save the campaign without activating it.
- Click Publish Campaign to make the campaign live.
An offer product must be selected before publishing.
13. Test the Campaign
- Add a matching product to the cart.
- Go to the checkout page.
- Confirm that the upsell appears in the selected position.
- Check the title, description, badge, product image, price, and discount.
- Select and accept the offer.
- Confirm that the product is added to the order.
- Verify that the correct discount is applied.
- Test the campaign with a non-matching cart.
- Confirm that the campaign does not appear when the conditions are not met.
