In this guide, we will go through some advanced configuration techniques and discuss in-depth post-purchase upsell priorities and how to use them for A/B testing of your upsells. You will also learn how collections and multiple products work as triggers.

 

Configure complex Upsells

Checkout X allows you to configure complex Upsells by using the priorities feature and do A/B tests on them. The results can be used for understanding how your upsells are performing.

 

 

Using multiple single products as triggers

You can select multiple product triggers for your upsell. Based on the triggers you set the upsell products will be shown only when the checkout process by buying one of the products is complete.

Here is an example: 

  • You want your upsell products to appear when a customer buys a Jacket, Leather Shoes, or a Sweatshirt. 
  • Add all three products as triggers.
  • The products that you want to sell based on your triggers are Leather belt and a hat.
  • Adding all 2 of the products as upsell products.
  • Done. 

 

Note: Your customer will see the next upsell product no matter if he clicks “Purchase” or “No, thanks” buttons. That is how he will see all of your upsell products.

💡Hint: As a rule of thumb you can try connecting up to 3 upsell products. That way you will not overwhelm your customers.

 

Using collections

You can add preset collections from your e-commerce platform and use them for upsell triggers. Collections behave the same way as multiple products. 

 To use a collection for an upsell follow these steps:

  1. Organize the collections in your e-commerce platform with your products which you want to trigger the upsell.
  2. In Checkout X go to the Upsells section and open or create an upsell.
  3. In the Upsell trigger section click Add Collection.
  4. Connect the collection with the upsell products that you want your customers to purchase.
  5. Done

 

Understanding upsell priorities

You can use only one priority per upsell. There are three priority options:

  • Low
  • Medium
  • High

Two identical upsells with the same priority
Having two upsells with the same triggers and priorities will perform an A/B testing, meaning that they will be shown equal times to different people. Find out more on A/B testing below!

 

Two identical upsells with different priorities
Having two upsells with the same triggers but different priority the one with the higher priority will be shown to your customers.

Let’s take for example one of the best practices in using Checkout X upsell priorities:

  • You have a collection of apparel and accessories which you want to create an upsell for.
  • You give it a priority Low
  • After that you create a new upsell using only the accessories as a collection. As you notices we have the same collection from the first upsell but this time this collection is specific 
  • You give it a priority Medium
  • After that you want to have an upsell that will trigger a product that is included from the accessories collection. You want to create an upsell when a leather belt is bought
  • You give it a priority High

 

By setting the priorities this way, when a customer buys the exact leather belt you used as a trigger the last upsell with priority High will be shown to you customer. If a customer buys a product from the accessories the Medium will be shown and if a customer buys from apparel then the Low priority upsell will be shown!

 

 

Using priorities for A/B testing

Sometimes it is hard to understand which upsell performs better. You can create an A/B test for as many upsells as you want, as long as they use the same upsell trigger and priority. 

When you want to stop the A/B test, lower the priority of the upsell or delete it.

💡Hint: As a rule of thumb try to test up to 3 upsells at once.

 

How and when the upsells from the A/B test are shown 

Let’s take the following example:

  • You have 100 weekly customers and you want to test 4 upsells to see which one performs better. 
  • Create the 4 upsells with the same priority and the same upsell triggers. 
  • The 4 upsells will be divided among your 100 weekly customers. This means that the traffic will be split and 1 upsell will be shown 25 times.

While performing the test you can monitor the results on each upsell and decide what to do.
 

💡Hint: For better comparison of the performance of your A/B testing do one change per newly created upsell. That way you can see which order, set of products or title is leading the most conversions.

 

❓ FAQ ❓

🙋What if I have 2 upsells of the same product but with different priorities?

When you have the same upsell trigger products but with different priorities, Checkout X will show to your customers the upsell with the higher priority.

Let’s take a look at these examples:

Example 1:

  • You have created an Upsell with the title Jacket and you want to upsell a sweatshirt with that Jacket. 
  • This upsell is important because you know that the 2 products fit together so you give it a High priority

Example 2:

  • You create one more Upsell with the title Jacket but this time you want to upsell with a pair of leather shoes. 
  • This pair is not that important to you so you give it a medium priority
  • When your customer buys the Jacket the upsell with the higher priority will be shown. In this case, the upsell from Example 1

 

🙋 Can I have variants to my products that are on the upsell list? 

At the moment our upsells do not support product variants. You can only use simple products for your upsells. 

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