Articles on: Recommendation rules

Set Up Cart Popup Product Recommendations


Plans: All Plans Platforms: Shopify


Overview


The cart popup smart upsell widget is a great upselling technique to put more products in front of your customers before they reach the checkout page. The widget allows you to display single and multiple product recommendations on a popup based on the customer’s current product selection or products in the cart as soon as they click the buy now, add-to-cart, or proceed to checkout button.


The cart popup product recommendations can be configured to display


  • On the product page, when the customer adds a product to the cart or clicks the Buy now button
  • On the cart page or cart drawer, when the customer clicks to proceed to checkout


Additionally, merchants can track the performance of the cart popup recommendation strategy with critical metrics on the cart popup smart upsell widget dashboard.


Set up cart popup smart upsell widget


  1. Go to Smart upsell widgets in the AfterShip Personalization admin



  1. Move to Cart popup and click Get started. You can edit an existing campaign (widget) or create a new one. To create a new one, select Create widget
  2. Select the popup template out of the two available options and click Create


  • Single product: enables you to recommend a single product to the customers



  • Multiple products: enables you to recommend multiple products in the same popup to the customers



  1. After selecting the template, the cart popup editor will open
  2. You will see 3 significant tabs to customize the popup’s basic settings, recommendation strategy, display criteria, and style.


Settings



  1. Set the status of the cart popup to Enable
  2. Select the product recommendation engine


  • Choose the recommendation rule: Frequently bought together, Complements, Same product upsell, Similar products, Best sellers, New arrivals, or Manual selection
  • Set up custom recommendation rules with this ** detailed guide **

  1. Pin your store’s most popular product that will always appear first on the recommendation widget


Please note that the pinned product will override the product exclusion rules


  1. Select products that will be excluded from the recommendations. You can configure the exclusion rules based on the following settings


  • Exclude products in customer's cart: Products in the customer’s cart will be recommended again
  • Exclude specific products: These are all the products that are currently listed in your Shopify store
  • Exclude by tag: As configured in your Shopify admin
  • Exclude by collection: As specified in your Shopify admin


  1. Configure the product type for the recommended products as Subscription only, One-time purchase only, or Both (one-time and subscription). Get more details ** here **.




  1. Set the trigger timing of the cart popup recommendation. Select the checkbox for one of the settings


  • Click cart page/drawer button (Shows when customers click the checkout button)
  • Click product detail page buttons


  1. Set the cart popup reoccurrence/display frequency


  • Show per order until customers accept/decline the offer or close the popup: display each time the customer clicks on the Checkout button on the Cart page until they either accept, reject, or close the offer. Once the customer takes any of these actions, the pre-purchase popup will appear again once the checkout is completed.
  • Show every time when triggered: display every time the customer clicks on the Checkout button on the Cart page, regardless of whether they previously accepted or declined the offer.
  • Show once per browsing session: only appear once per browsing session, either until the checkout is completed or until the customer starts a new browsing session or uses a different browser.


  1. Create scarcity and encourage customers to buy recommended products by running a countdown timer


  • Set the start time and give a striking description for the offer
  • Select the checkbox for disable if you don’t want to run any offer


  1. Enable Discount if you want to give a discount on the recommended products. You can either select the fixed amount or set the discount percentage. Get clarity here


  1. Select the checkbox for Powered by AfterShip if you want to remove AfterShip branding from the footer of the widget


Display




  1. Set the radius of the cart popup widget by dragging the radio button forward or backward on the bar
  2. Set the padding of the widget on desktop and mobile
  3. Edit the widget button text if the customer agrees to proceed with the offer and if he declines it



  1. Add a title for the widget or Ask AI to write one. Set the title padding and adjust the alignment
  2. Decide what product information will be displayed and how it will be displayed under the Product content settings
  3. Configure the logic behind the variant preselection of the recommended products


  • Smart variant match: Automatically displays the best product variant based on the selected products or the cart items
  • Unselected: Give shoppers the option to select the variant themselves without displaying any default variant
  • First available variant: Displays the first in-stock product variant in the Shopify admin to the shopper

  • Select the checkbox to allow customers to change the number of units they would like to buy of the product



Style


Under the style settings, change how your cart popup widget will look to the customers and make it brand-consistent.


The widget section will automatically sync with your Shopify store and match its theme. You can adjust the colors and fonts of this widget below.



For any further questions or help, please contact our chat support team



Updated on: 13/05/2024