Discounts: Cross sell

Create cross sell discount, Setup explanation

Introduction

Cross sell is a discount type offered by UpsellX to boost your sales. It allows customers to enjoy a percentage or amount of discount when customer mix purchase with other products

When a customer add a product to their cart, a popup will appear offering a discount if they mix purchase with other product
OR

Additionally, another option will be displayed directly on the product page, informing customers about the potential discount they can receive by mix and purchase with other products

Sounds interesting? Let's move forward! In the following article, we will guide you through the settings and how to set up the cross sell discount in detail.

Note: Make sure you've followed the `How to configure UpsellX` guide to configure your UpsellX app. Click here for the guide if you haven't done so yet.

What's covered in this guide?

  1. Discount Setup
  2. Embedded Settings

1 Discount Setup

1.1 Create Discount

Click on the Dashboard from `UpsellX` app and click on the `Create Discount` button. Choose the `Cross sell` discount

OR

Go to the Shopify's Discount page, click on the `Create Discount` under the `UPSELLX` choose the `Cross sell` discount

1.2 Configure Discount
Cross sell

In the `Create Cross Sell` page, there will be Title (Internal reference only. Customer won’t see this title) and Discount message (This message will display below the discounted item in the cart), fill up with your desire title and message.

Upsell Trigger

You can choose the discount will be triggered by any items, certain product(s) or certain collection(s)

Please choose the product(s) when you picked the `Products` options
Please choose the collection(s) option when you picked the `Collections` option
Cross sell settings

You can have multiple settings with different discount options

Pick the percentage or fixed amount, which they will be entitled after the discount applied

And Choose products which you want to add in the cross selling

Optional: Use trigger product's metafield for target products

This setting allowed you to have target product that set in the product metafield separately, which allowed you to have different target products for different products.

Once checked, the products selection is not needed anymore. But you still need to put in the discount type and value

In replacement for products, you will need to create product metafields definition with namespace of upsellx and key of cross_sell_set_x (x will be replaced by the set number respectively)

The type need to be Product and List of products
Make sure storefront access is Read
After setup metafield definition, you can now setup the product metafield in the product page
Customer eligibility

You can choose either the all customer will be eligibled or only certain customer with the customer tag will be eligibled

Add the desired tag when you pick the Specific customer with tags option
You can add customer's tag in the customer's edit page

Combinations

You can choose what type of discounts from other discounts can be combined usage with this discount.

Active dates

You can set the start of the discount, and optionally, you can set the end date of the discount

Note: Only one discount can be active at a time. If you have multiple discounts available, you can schedule the second one for a future date. The first discount will automatically be replaced when the second one's start date arrives.

2 Embedded Settings

If you followed the `How to configure UpsellX` guide you should went through the setting before.

Click here for the guide

In this guide, scroll to the `2 Add UpsellX Block in theme` in this section will have the guide to choose the display type.

Conclusion

Our goal is to make shopping enjoyable, hassle-free, and tailored to each individual customer. We're committed to constantly improving our technology to stay ahead of the curve

If you require assistance with configuring UpsellX app, please contact us and we will be happy to help

Introduction

Cross sell is a discount type offered by UpsellX to boost your sales. It allows customers to enjoy a percentage or amount of discount when customer mix purchase with other products

When a customer add a product to their cart, a popup will appear offering a discount if they mix purchase with other product
OR

Additionally, another option will be displayed directly on the product page, informing customers about the potential discount they can receive by mix and purchase with other products

Sounds interesting? Let's move forward! In the following article, we will guide you through the settings and how to set up the cross sell discount in detail.

Note: Make sure you've followed the `How to configure UpsellX` guide to configure your UpsellX app. Click here for the guide if you haven't done so yet.

What's covered in this guide?

  1. Discount Setup
  2. Embedded Settings

1 Discount Setup

1.1 Create Discount

Click on the Dashboard from `UpsellX` app and click on the `Create Discount` button. Choose the `Cross sell` discount

OR

Go to the Shopify's Discount page, click on the `Create Discount` under the `UPSELLX` choose the `Cross sell` discount

1.2 Configure Discount
Cross sell

In the `Create Cross Sell` page, there will be Title (Internal reference only. Customer won’t see this title) and Discount message (This message will display below the discounted item in the cart), fill up with your desire title and message.

Upsell Trigger

You can choose the discount will be triggered by any items, certain product(s) or certain collection(s)

Please choose the product(s) when you picked the `Products` options
Please choose the collection(s) option when you picked the `Collections` option
Cross sell settings

You can have multiple settings with different discount options

Pick the percentage or fixed amount, which they will be entitled after the discount applied

And Choose products which you want to add in the cross selling

Optional: Use trigger product's metafield for target products

This setting allowed you to have target product that set in the product metafield separately, which allowed you to have different target products for different products.

Once checked, the products selection is not needed anymore. But you still need to put in the discount type and value

In replacement for products, you will need to create product metafields definition with namespace of upsellx and key of cross_sell_set_x (x will be replaced by the set number respectively)

The type need to be Product and List of products
Make sure storefront access is Read
After setup metafield definition, you can now setup the product metafield in the product page
Customer eligibility

You can choose either the all customer will be eligibled or only certain customer with the customer tag will be eligibled

Add the desired tag when you pick the Specific customer with tags option
You can add customer's tag in the customer's edit page

Combinations

You can choose what type of discounts from other discounts can be combined usage with this discount.

Active dates

You can set the start of the discount, and optionally, you can set the end date of the discount

Note: Only one discount can be active at a time. If you have multiple discounts available, you can schedule the second one for a future date. The first discount will automatically be replaced when the second one's start date arrives.

2 Embedded Settings

If you followed the `How to configure UpsellX` guide you should went through the setting before.

Click here for the guide

In this guide, scroll to the `2 Add UpsellX Block in theme` in this section will have the guide to choose the display type.

Conclusion

Our goal is to make shopping enjoyable, hassle-free, and tailored to each individual customer. We're committed to constantly improving our technology to stay ahead of the curve

If you require assistance with configuring UpsellX app, please contact us and we will be happy to help