Upsell Popup allows you to display product recommendations in a popup after a customer adds a product to the cart.
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 Upsell Popup.
- Click Create Campaign.
3. Name Your Campaign
- Enter a campaign name for internal reference.
Examples:- Add-to-Cart Accessories Popup
- Popup Warranty Offer
- Related Products Popup
- Click Continue.
The editor includes four steps: Products, Offer, Design, and Rules.
4. Configure the Trigger Event
- Click next to go to Step 1: Products, locate Trigger Event.
- The popup appears automatically after the product is added to cart.
Under Popup shows to, choose:
- All products – show the popup after any product is added.
- Specific products – show the popup only for selected products.
- Specific categories – show the popup for products in selected categories.
- Select the products or categories when required.
5. Select Offer Products
- Under Products, search for and select one or more offer products.
- These products will appear inside the popup.
- Review the selected products before continuing.
At least one offer product is required before publishing.
6. Configure the Offer
- Open 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.
- Review the updated pricing in the preview.
7. Customize the Popup
- Open Step 3: Design.
- Expand Addon Display Settings.
- Enter the Section Title.
- Enter a short Description.
- Enter the Badge Text, such as 10% OFF.
- Expand Layout to adjust the corner radius.
- Expand Colors to customize the primary, background, text, and badge/button text colors.
- Expand Typography to adjust the heading, subheading, and font sizes.
- Review the popup preview on the right-hand side.
8. Configure Visibility Rules
- Open Step 4: Rules.
- Under Customer Orders, 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 Visibility
- Enable Advanced under the Visibility section.
- Select the user roles that should see the popup.
- Set a View Count Limit if required.
- Leave the view limit empty for unlimited views.
- Leave all roles unselected to show the popup to everyone.
10. Set Campaign Priority
- Adjust the Campaign Priority slider or number field.
- Use a higher value if this popup should take priority over other matching campaigns.
11. Schedule the Campaign
- Enable Scheduling if the popup should run during a specific period.
- Set the Start Date & Time.
- Set the End Date & Time.
Leave Scheduling disabled if the popup 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.
At least one offer product must be selected before publishing.
13. Test the Campaign
- Open the storefront.
- Add a matching product to the cart.
- Confirm that the popup appears automatically.
- Check the title, description, offer products, badge, images, and prices.
- Test the discount calculation.
- Select an offer product.
- Click the popup action button.
- Confirm that the selected product is added to the cart.
- Test the popup with a non-matching product.
- Confirm that the popup does not appear when the trigger conditions are not met.