How to Create a Thank You Upsell Campaign

Thank You Upsell allows you to recommend additional products after a customer completes an order.

Thank You Upsell is available with PickPair Pro.

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 Thank You Upsell.
  • Click Create Campaign.

3. Name Your Campaign

  • Enter a campaign name for internal reference.
    Examples:
    • Post-Purchase Accessories
    • Thank You Warranty Offer
    • Customer Exclusive Offer
  • Click Continue.

The editor includes four steps: Products, Offer, Design, and Rules.

4. Configure the Trigger

The trigger determines when the thank-you offer will appear.

  • In Step 1: Products, locate Trigger.
  • Under Type, choose:
    • Any Order – displays the offer after every order.
    • Specific Products – displays the offer when selected products are purchased.
    • Category Based – displays the offer when products from selected categories are purchased.
  • If you select Specific Products, search for and select the trigger products.
  • If you select Category Based, select the required product categories.

5. Select Offer Products

  • Under Offer Products, search for and select one or more products.
  • Customers can browse and add these products from the thank-you page.

6. Configure the Offer

  • Click next to go to Step 2: Offer.
  • Under Pricing 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 percentage.
  • Enter the discount amount.
  • Review the updated pricing in the preview.

7. Customize the Design

  • Click next to go to Step 3: Design.
  • Expand Display Settings.
  • Enter the Section Title.
  • Enter a short Description.
  • Enter the Button Text.
  • Choose the display position:
    • Before Thank You
    • Thank You
    • Before Order Table
    • After Order Table
  • Expand Colors & Styling to customize the primary, background, text, and button text colors.
  • Adjust the corner radius.
  • Expand Typography to adjust heading, subheading, and body font sizes.
  • Review the preview on the right-hand side.

8. Configure Visibility Rules

  • Click next to go to Step 4: Rules.
  • Under customer order conditions, choose:
    • Everyone
    • 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 Rules

  • Set the Priority of the campaign.
  • Enter a View Count Limit if required.
  • Click Show Advanced Rules to configure:
    • Min order total
    • User roles

Leave these settings empty if the offer should be available to all qualifying customers.

10. Schedule the Campaign

  • Click Show Scheduling if the campaign should run during a specific period.
  • Set the Start date.
  • Set the End date.

Leave Scheduling disabled if the campaign should run continuously.

11. Publish the Campaign

  • Review all settings and the preview.
  • Click Save Draft to save without activating the campaign.
  • Click Publish Campaign to make the campaign live.

At least one offer product must be selected before publishing.

12. Test the Campaign

  • Place a qualifying test order.
  • Open the order confirmation or thank-you page.
  • Confirm that the upsell appears in the selected position.
  • Check the title, description, products, prices, and discount.
  • Test the offer button.
  • Confirm that the selected product is added correctly.
  • Verify the minimum order and visibility conditions.
  • Confirm that the campaign does not appear for non-matching orders.Thank you /next order coupon

Before adding coupon

After adding coupon

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