How to use the Checkout Order Bump feature of the Ultimate Store Kit

The Checkout Order Bump feature of Ultimate Store Kit allows you to display a targeted product offer directly on the checkout page, just before a customer completes their purchase. Since customers are already in the buying mindset at this stage, a well-selected offer can significantly increase the average order value. Shoppers can add the recommended product to their order with a single click without leaving the checkout process, creating a seamless upselling experience. 

Configuring Settings for Checkout Order Bump

The Checkout Order Bump 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 checkout 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 Checkout Order Bump Feature

After properly installing and activating the Ultimate Store Kit Pro plugin, follow the steps below to access the Checkout Order Bump 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 related features, including Checkout Order Bump.

3. After opening the tab, enable the Upsell & Cross-Sell switcher to activate upsell and cross-sell campaigns on your store.
   
4. Click the New Campaign button to create and configure a new upsell or cross-sell campaign.

5. After clicking the New Campaign button, you will see the available campaign types under Upsell & Cross-Sell. Among them, you will find the Checkout Order Bump feature. Click on it to open the settings interface and start configuring your Checkout Order Bump campaign.

Setting Up the Checkout Order Bump Feature

After selecting Checkout Order Bump as the campaign type, a new dashboard will appear where you can configure and customize your 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.

4. Frontend Display: Here, with this option, you can control where the upsell offer will be inserted on the checkout page relative to WooCommerce’s checkout elements. Let’s see what positions we have here – 

• Before Place Order Button (Checkout Page): By selecting this position, you can display the order bump directly above the Place Order button for maximum visibility before checkout completion.
  
• After Place Order Button (Checkout Page): By selecting this position, you can display the order bump immediately below the Place Order button on the checkout page.
  
• Before Order Review (Checkout Page): By selecting this position, you can display the order bump before the Order Review section, where customers verify their cart details.
  
• After Checkout Form (Checkout Page): By selecting this position, you can display the order bump after the entire checkout form has been rendered.

Here, we have the targeting rules that will allow you to add conditions to the campaign to show or hide the campaign to your audience. Let’s see what options we have here – 

5. You can set the targeting rules to match all or match any in this field. When you have a lot of rules, you can choose the options as preferred.

6. Rule Type: Here, you can define the conditions that determine when your campaign will be displayed. A variety of rule options are available, including:

• Cart Total
• Cart Item Count
• Cart Contains Product
• Cart Contains Category
• User Logged In
• User Role
• Current Product
• Current Product Category
• Current Product Price
• Customer Order Count
• Customer Total Spent
• Day of Week

For this example, we will select one of these rule types and walk through the required setup to help you understand how campaign conditions work.

7. Condition Type: Here, you can choose the condition that will be applied to the selected rule. Available options include Greater Than (>), Less Than (<), Equal To (=), and other relevant conditions depending on the selected rule type.

For example, when using the Cart Subtotal rule, you can compare values using operators such as greater than, less than, or equal to. For other rule types, you may see options such as Is and Is Not, allowing you to define more specific campaign conditions.

8. Since you have selected the Cart Subtotal rule and configured the condition type, enter the required value in this field. The campaign will be triggered when the cart subtotal matches the condition you have defined.
   
9. Add Rule: Click this option to add additional rules to your campaign and create more specific targeting conditions.
   
10. Add Condition Group: Click this button to create a new condition group. This allows you to combine multiple sets of rules and build more advanced campaign logic for your Checkout Order Bump offer.

11. 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 to the Checkout Order Bump module with this option.

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

1. This part is on the left, here you will add 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 –

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 suggestions will appear. Then, select the desired product from the list.
   
3. Discount Type: Choose the type of discount you want to apply. Available options include Percentage, Fixed Amount, or Free.
   
4. Discount Value: Since we have selected the discount type as Percentage, enter the percentage value you want to apply as a discount.
   
5. Preview: On the right side, you can see a live preview of the selected product along with the applied discount percentage, showing how it will appear to your customers.

Now, let’s move to the Content Tab and explore what options are available:

6. Content: Use this field to customize the Ribbon or Header text of your offer.
   
7. Title: Add or modify the title text for the offer product.
   
8. Description: Enter a description for the offer product to provide more details to customers.
   
9. Call-to-Action Text: Customize the text displayed on the call-to-action button.

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

1. Template: Click the Change Template button to view a detailed preview of available templates for your campaign and offer product. You can select the one that best fits your design needs.
   
2. Ribbon Background: Customize the background color of the ribbon using this option.
   
3. Ribbon Text Color: Change the color of the ribbon text to match your design.
   
4. Card Background: Set the background color of the offer card.
   
5. Card Border Color: Modify the border color of the offer card.
   
6. Card Border Radius: Adjust the roundness of the card corners to control how sharp or smooth the design appears.
   
7. Title: Change the color of the offer title text.
   
8. Price Color: Customize the color of the product price displayed in the offer card.

9. Description Background: Customize the background color of the offer card’s description section.
   
10. Description Text Color: Change the color of the text displayed in the description area.
    
11. CTA Bar Background: Set the background color of the Call-to-Action (CTA) bar.
    
12. CTA Bar Text Color: Customize the text color of the CTA bar to match your design.

13. In this field, you can check how the card will appear on desktop, tab & mobile device.

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

15. 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.

16. 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 audience.

17. You can click on this button to apply the changes that you have made.

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 campaigns number that you have created in this field.
2. You can see the title of the created campaign in this field.
3. You can see the type of the campaign here.
4. You can see the status of the campaign that you have created in this field.
5. You can see the creation date of the campaign in this field.
6. 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.
7. Here, you can see the filter bar by which you can find the campaign from a long list easily.

8. You can search by the created campaign name in this field.
9. You can click on this button to add a new campaign.

Final Preview of Checkout Order Bump Feature

After configuring the campaign, add a product from the shop page and then move to the checkout page. Here, you will see the campaign before the place order button, as we have selected the option Before Place Order Button (Checkout 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 Checkout Order Bump module on your website 

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