The Post Purchase Upsell feature of Ultimate Store Kit Pro allows you to display targeted upsell offers immediately after a customer completes their order. By presenting relevant products on the order confirmation or thank-you page, you can encourage additional purchases while the customer is still engaged and in a buying mindset. This helps increase the overall order value and revenue while providing customers with personalized product recommendations that complement their recent purchase.
Configuring Settings for Post Purchase Upsell
The Post Purchase Upsell 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 thank you 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 Post Purchase Upsell Feature
After properly installing and activating the Ultimate Store Kit Pro plugin, follow the steps below to find the Post Purchase Upsell feature:
- Go to WP Dashboard > Ultimate Store Kit and click on it to open the Ultimate Store Kit Dashboard.
- In the Ultimate Store Kit Dashboard, you will see the Upsell & Cross-Sell tab. Click on this tab.
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.
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 Post Purchase Upsell feature. Click on it to open the settings interface for the Post Purchase Upsell feature.
Setting Up the Post Purchase Upsell Feature
After selecting the campaign type as Post Purchase Upsell, you will see a new dashboard will appear where you can customize the Post Purchase Upsell campaign. Let’s see what options we have here to customize the feature –
1. Campaign Title: You can add a name to the campaign as you want in this field.
2. Start Date: You can set a date to start running the campaign for your audience with this option.
3. End Date: You can set a date when you want to stop the campaign for your audience with this option.
4. Targeting Rules: You can use the Targeting rules option to control when your campaign appears by checking selected conditions (like cart subtotal, products, user role, etc.) and displaying the offer only if they match based on “Match ALL” (all conditions true) or “Match ANY” (at least one true).
5. Offers: 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 Post Purchase Upsell feature with this option.
After clicking 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, which allows 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 –
- Products & Discount: Click on this tab to configure the offer product for your campaign and apply a discount to it.
- Offer Products: In this field, you can select products from those 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.
- Discount Type: Use this option to choose the type of discount you want to offer. Available options include Percentage, Fixed Amount, and Free.
- Discount Value: Since we have selected Percentage as the discount type, enter the percentage value you want to apply.
- Preview: After completing the setup 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.
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. Description: You can add a description to the offer card in this field.
8. Call-to-Action Text: You can add and make changes to the call-to-action button text with this option.
Now, let’s move to the Design Tab and see what options we have here to customize –
9. Template: You can click on the change template options to get more options to select a template and choose one that you feel is suitable for your campaign.
10. Heading Color: You can make changes to the heading text color with this option.
11. Card Background: You can make changes to the campaign offer card background color with this option.
12. Card Border Color: You can make changes to the card border color with this option.
13. Border Radius: You can adjust the roundness of the offer card border with this option.
14. Meta Color: You can make changes to the meta color with this option.
15. Button Background: You can make changes to the button background color with this option.
16. Button Text Color: You can make changes to the button text color with this option.
17. In this field, you can check how the card will appear on desktop, tablet, and mobile device.
18. You can click on the close button or press the ESC key on the keyboard to close the offer dashboard.
19. 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.
20. 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.
21. 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 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.
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 the Post Purchase Upsell Feature
After configuring and publishing your Post Purchase Upsell campaign, customers will see the upsell offer immediately after completing their order. This page presents a special product recommendation along with key details such as the product image, description, discounted price, and a limited-time offer countdown. Customers can add the recommended product to their existing order with a single click, making the purchasing process quick and seamless without having to start a new checkout.
All done, you have successfully set up the campaign of the Post Purchase Upsell module on your website
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