How to use the Cart Cross-Sell feature of the Ultimate Store Kit
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  • How to use the Cart Cross-Sell feature of the Ultimate Store Kit

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How to use the Cart Cross-Sell feature of the Ultimate Store Kit

The Cart Cross-Sell feature of Ultimate Store Kit allows you to display relevant product recommendations on the cart page based on the items a customer has already added to their cart. As customers review their selections before proceeding to checkout, strategically placed cross-sell offers can encourage them to purchase complementary products, increasing the overall cart value. Customers can easily add these recommended items to their cart, creating a smooth shopping experience while helping you maximize sales opportunities.

Configuring Settings for Cart Cross-Sell 

The Cart Cross-Sell feature is a Pro feature of the Ultimate Store Kit plugin, which means you need to install and activate the Pro version on your WordPress website to access and use it. Once the plugin is enabled and the feature is set up, it will allow you to display targeted product offers directly on the WooCommerce cart page, encouraging customers to add complementary items to their order before completing their purchase. Simply follow the documentation to know how to install and activate the Pro plugin to start using this feature.

Where to find the Cart Cross-Sell feature

Where to find the Cart Cross-Sell feature

After properly installing and activating the Ultimate Store Kit Pro plugin, follow the steps below to access the Cart Cross-Sell feature:

  1. Navigate to WP Dashboard > Ultimate Store Kit and click on it to open the Ultimate Store Kit dashboard.
  2. In the Ultimate Store Kit dashboard, locate the Upsell & Cross-Sell tab and click on it to access the available upsell and cross-sell campaign options.
How to use the Cart Cross-Sell feature of the Ultimate Store Kit

3. After the tab is opened, you have to enable the switcher to run the upsell & cross-sell campaigns on your store.

4. Click on the New Campaign button to add a new upsell & cross-sell campaign with this option.

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5. After clicking on the New Campaign button, you will see the campaigns that are under the upsell & cross-sell. Here you will see the Cart Cross-Sell feature. Click on it to open the settings interface for the Cart Cross-Sell feature.

Setting Up the Cart Cross-Sell Feature

Setting Up the Cart Cross-Sell Feature

After selecting Cart Cross-Sell as the campaign type, a new dashboard will appear where you can configure and customize your Cart Cross-Sell campaign. Let’s take a look at the available options:

  1. Campaign Title: Use this field to enter a name for your campaign.
  2. Start Date: Set the date when you want the campaign to become active and start displaying to your customers.
  3. End Date: Set the date when you want the campaign to stop running and no longer be displayed to your customers.
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4. Frontend Display: Here, with this option, you can control where the upsell offer will be inserted on the cart page. Let’s see what positions we have here – 

  • Before Cart (Cart Page) — By selecting this position, you can display the campaign directly above the cart for maximum visibility.
  • After Cart Table (Cart Page) — By selecting this position, you can display the campaign below the cart table on the cart page.
  • After Cart (Cart Page) — By selecting this position, you can display the campaign after the cart at the cart page.
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  1. Targeting Rules: Use this option to control when your campaign is displayed by defining specific conditions, such as cart subtotal, cart contents, user role, customer activity, and more. You can choose between:
  • Match ALL: The campaign will be displayed only when all selected conditions are met.
  • Match ANY: The campaign will be displayed when at least one of the selected conditions is met.

This allows you to create highly targeted Cart Cross-Sell campaigns for different customer segments and shopping scenarios.

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6. Now, navigate to the Offers tab in the dashboard. This is a very crucial part. Here you can add and customize the offers for your campaign. Now, let’s see how to set an offer for the Cart Cross-Sell feature with this option.

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After clicking on the Add offer a new right sidebar will open where you can set the offer for your campaign. Here you will see two parts.

1. This part is on the left allow you to add the product and make changes to the offer.

2. Here, you can see the preview that will be visible for your audience in the frontend.

Now, let’s see what to do to set the offer –

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  1. Products & Discount: Click on this tab to configure the offer product for your campaign and apply a discount to it.
  2. Offer Products: In this field, you can select products for the offer from the items already created under WP Dashboard > Products. Simply type 2–3 letters of the product name, and matching products will appear as suggestions. Then, select your preferred product from the list.
  3. Discount Type: Choose the type of discount you want to offer. Available options include Percentage, Fixed Amount, and Free.
  4. Discount Value: Since we have selected Percentage as the discount type, enter the percentage value you would like to apply.
  5. Preview: After configuring the offer on the left side, you can view a live preview on the right side. The preview displays the selected product along with the discount percentage that will be shown to your customers.
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Now, let’s move to the Content Tab and let’s see what we have here – 
6. Title: You can add and make changes to the title text with this option.

7. Call-to-Action Text: You can add and make changes to the call-to-action button text with this option.

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Now, let’s move to the Design Tab and explore the available customization options:

  1. Template: Click the Change Template option to browse available templates and choose the one that best suits your campaign.
  2. Heading Color: Customize the color of the heading text.
  3. Card Background: Change the background color of the campaign offer card.
  4. Card Border Color: Modify the border color of the offer card.
  5. Border Radius: Adjust the roundness of the card corners to achieve your desired design style.
  6. Meta Color: Customize the color of the meta information displayed within the offer card.
  7. Button Background: Change the background color of the campaign button.
  8. Button Color: Customize the text color of the campaign button.
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16. In this field, you can check how the card will appear on desktop, tab & mobile device.

17. You can click on the close button or press the ESC key on the keyboard to close the offer dashboard.

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18. Now, as the offer is created, you can close the sidebar and get a visual of your created offer here. If you want, then you can re-edit it and delete the offer as well.

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  1. Once you have finished configuring the campaign, scroll to the top of the page and publish it. To do this, change the campaign status from Draft to Live. You can choose any status based on your requirements, but selecting Live will publish the campaign and make it visible to your customers.
  2. Click the Save Changes button to apply and save all the modifications you have made to the campaign.
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Now, get back to the main Upsell & Cross-Sell dashboard page and here you can see the campaign that you have just created. Let’s see what options we have here – 

1. You can see the number of campaigns that you have created in this field.

2. You can search by the name of the campaign that you have created in this field.

3. You can click on this button to add more campaigns to boost your sales.

4. Here, you can filter your campaign as per those types and status in this field.

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5. You can see the title of the created campaign in this field.

6. You can see the type of campaigns here.

7. You can see the status of the campaign that you have created in this field.

8. You can see the creation date of the campaign in this field.

9. Here, you will get some useful action icons by which you can edit the campaign, pause the campaign, duplicate the campaign, and delete the campaign. 

Final Preview of Cart Cross-Sell  Feature

Final Preview of Cart Cross-Sell  Feature

After configuring the campaign, add a product from the shop page and then move to the cart page. Here, you will see the campaign before the cart details, as we have selected the option Before Cart (Cart Page). If you select any other options, then the campaign will show as per those.

All done, you have successfully set up the campaign of the Cart Cross-Sell module on your website 

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