WooCommerce Checkout Upsell Funnel


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Created: 03/2021
Latest update: 06/2021
By: Villatheme

WooCommerce Checkout Upsell Funnel plugin is a useful tool to boost the sales on your WooCommerce Store. It helps to provide your customers with the suggestion about the products relating to what they are buying with many attractive discounts on the Checkout page. The plugin also can create and design the smart order bumps to upsell your shoppers.

THE PLUGIN FEATURES

Upsell Funnel

The Upsell Funnel helps to display the suggestion about the products relating to the customer’s demand on the Checkout page, a popup or a redirected page.

  • Creating unlimited Upsell funnel.
  • Creating suggestion on Checkout page from many types of the products on your WooCommerce: featured products, best-selling products, on sale products, recently published products, Recently viewed products, related products of products in the cart, up-sells of products in the cart, cross-sells of products in the cart, products from billing, most purchased products from the billing, selected products…
  • Choose the positions for displaying suggested products on the checkout page.
  • Set up the days in the week to display the suggested products.
  • Set up the discount rules for the suggested product to encourage your customers to buy more products.
  • Set up the product conditions to be displayed the suggested products: Product price, include products, exclude products, include categories, exclude categories, product visibility.
  • Set up the Cart conditions to be displayed the suggested products: Cart total, Cart items, applied coupon, billing address, shipping address.
  • Set up the Customer conditions to be displayed the suggested products: Limit per day, only logged in, include/exclude user role, include/exclude user.
  • Many options to design the layout, content, title, product list and icons of the suggested products on checkout pages, the popup.
  • Set up the Countdown time on Checkout page to encourage the customers to add to cart quickly.
  • Custom CSS for designing the upsell funnel on the front-end as you want.

Order Bump

Order bumps helps to give the products on the checkout page that the shoppers can add to their cart. They’re usually related products that complement what the customer is buying. With the smart order bumps, you can easily add an extra offer to the final step of the funnel to upsell your customers.

  • Creating unlimited Order Bumps.
  • Choose the products to appear on the Order Bumps.
  • Many options to design the background, title, messages, content, product images on the Order Bumps.
  • Set up the discount rules for the products on the Order Bumps.
  • Set up the Cart conditions to be displayed the Order Bumps:Cart total, Cart items, applied coupon, billing address, shipping address.
  • Set up the Customer conditions to be displayed with the Order Bumps: Limit per day, only logged in, include/exclude user role, include/exclude user.

Report

The plugin provides the reports for all item sold from Upsell Funnel and Order Bumps.

  • Report about the rate of Sales from Order Bump and Upsell Funnel over the total sales.
  • Report  about the products which are best-selling through Upsell Funnel or Order Bumps on your WooCommerce in a specific period.
  • Filter the statistics based on the order status, dates.

Go Dashboard/ Plugins/ Add New and install the plugin using the installable zip file.

Video How to install and use the plugin:

After  install successful the plugin, go to Dashboard/ Checkout funnel to config its settings.

1. Go to Upsell Funnel settings to configure the Upsell Funnel as you want.

In the General settings, enable the Upsell Funnel.

2. Go to Rules & Products tab to set all the rules for displaying Upsell funnel

3. Design the Upsell Funnel in the Design Tab

 

If you want to have Order Bumps on the Checkout page, Go to the Order Bump settings and configure it.

In Order Bumps Tab.

To find more detail about to use all the options, please read the section “HOW DOES IT WORK”.

UPSELL FUNNEL

General settings

1. Enable option: Enable the Upsell Funnel.

2. Apply Coupon: enable it to apply the coupon to the recommended products on the checkout funnel

3. Redirect to single products: enable it to redirect to the single product pages when the customers click on the images or the titles of the products on checkout funnel.

4. Hide added products: Enable it to hide the added products by the customers from the recommended products on checkout funnel.

5. Style to display recommended products: Choose the style to display recommended products on checkout funnel. There are three styles: On checkout page, On popup after clicking “place order button”, redirect to another page after clicking “Place order” button.

6. Product position on checkout page: In the case of choosing the on checkout page style, please choose the products position on checkout page. There are six positions to choose: before and after billing details, before order details, before and after payment gateways, after checkout form.

In the case of choosing redirect to another page after clicking “Place order” button, please insert the endpoint page of the URL

In the case of choosing the style “On popup after clicking ‘Place Order’ button” – there is a popup showing the recommended products after clicking on place order button.

7. Mobile enable: Enable it to display the Upsell funnel on mobile.

8. Style to display recommended products on mobile: Choose the style to display recommended products on checkout funnel on mobile. There are three styles: On checkout page, On popup after clicking “place order button”, redirect to another page after clicking “Place order” button.

9. Products position on checkout page on mobile: Choose the position of recommended products on mobile checkout page.

 

Rules & Products

General settings of Rules & Products

1. Name: Give the name for the upsell Funnel

2. Days: Choose the days to display the upsell Funnel in the week

Recommended products

1.Types: Choose the type of recommended products displayed on Upsell Funnel. There are 15 types to choose: Recently published products, Recently viewed products, Related products of the products in the cart, Up-sells of products in the cart, Cross-sell of products in the cart, Products from Billing, Most expensive product from Billings…

If you choose the types of Cross-sell and Upsell  of products in the cart, please go the edit product pages and insert the upsell and cross-sell product for them:

2. Discount amount: Choose the type and the number for the discount amount applied on the Upsell Funnel. You can choose None or one of four types of discounts.

3. Products limit: Set the limitation for the number of recommended products displayed on Upsell Funnel

4. Product quantity limit: Set the limitation for the number of the items the customers can add to cart for each product from the upsell funnel.

5. Order product by: Choose the way to order products on Upsell Funnel. You can order the products by one in 8 types: date, ID, Menu order, popularity, Price, Random, rating, title.

Conditions of Products

Those settings help to add the conditions for the products chosen to displayed on the Upsell Funnel.

1. Add Conditions (And): Click to add the condition, the plugin will apply all the condition you created.

2. Product Price: Set up the Min ($) and the Max ($) in Price of the recommended Products. The upsell Funnel will not show the products which are not in that rage.

3. Show Variation: Choose  “Yes” or “No” to show or not the Variations on the upsell Funnel.

4. Product visibility:  Choose the product visibility type for the recommended products to display.

5. Include products: Set the specific products to display on Upsell Funnel.

6. Exclude products: Set the specific products not to display on Upsell Funnel.

7. Include Categories: Set the specific categories to display on Upsell Funnel.

8. Exclude Categories: Set the specific categories not to display on Upsell Funnel.

Cart Conditions

Those settings help to add the conditions for the Carts chosen to display  the Upsell Funnel.

1 and 2: Set the range for the Cart Subtotal and Cart Total chosen to display the Upsell Funnel.  The Recommended Product will be not shown with the carts having the Subtotal or Total be not in these ranges.

3. Include Cart Items: Set the specific products which the carts must have them to be displayed the Recommended products.

4. Exclude Cart items: Set the specific Products which the carts must not have them to be displayed the Recommended products.

5. Include Cart items by categories: Set the specific categories which the carts must have the items of these categories to be displayed the Recommended products.

6. Exclude Cart items by categories: Set the specific categories which the carts must not have the items of these categories to be displayed the Recommended products.

7. Include Coupon: Set the specific Coupons which the carts must have them to be displayed the Recommended products.

8. Exclude Coupon: Set the specific Coupons which the carts must have them to be displayed the Recommended products

9. Include Billing Countries: Set the specific countries which the carts must have these Billing countries to be displayed the Recommended products

10. Exclude Billing Countries: Set the specific countries which the carts must not have these Billing countries to be displayed the Recommended products

11. Include Shipping Countries: Set the specific countries which the carts must have these Shipping countries to be displayed the Recommended products

12. Exclude Shipping Countries: Set the specific countries which the carts must not have these shipping countries to be displayed the Recommended products.

Customer Conditions

1. Limit per day: Set the limitation per day for the customers to see the Recommended products.

2. Only logged: Set up for only the customers who log in to see the Recommended products or not.

3. Include user role: Set up for the specific user roles to see the recommended products.

4. Exclude user role: Set up for the specific user roles not to see the recommended products.

5. Include user: Set up for the specific users to see the recommended products.

6. Exclude user: Set up for the specific users to not see the recommended products.

Design

Layout

1. Content: The content is created by two parts, the countdown timer to count the time for adding to cart the recommended products and the content is all the recommened products.

2. Border Color: Set up the color of the  border around the box of recommended products

3. Border Style: Set up the style of the  border around the box of recommended products. There are five styles: None, dashed, Double, Dotted, Solid.

4. Border width: Set up the width of the  border around the box of recommended products

5. Border radius: Set up the radius of the  border around the box of recommended products.

Content in pop up

This section helps to design the popup which is displayed when you choose Style to display recommended products: On popup after clicking ‘Place Order’ button

Header

1. Content: The content of the popup header.

2. Background color: Choose the color of the header background.

3. Padding: The padding of header background.

Container

4. Content: the content of the popup. It is the list of the recommended products.

5. Background: Choose the color for the content background in popup.

6. Padding: Choose the Padding for the container.

Footer:

7. Content: The content of the Popup footer.

8. Background: Choose the color for the footer background in popup.

9. Padding: Choose the Padding for the Popup footer.

Title

1. Message: You can change the message as you want on the box, and you can use two shortcode below in the message.

2. Color: Set up the color of the text

3. Font size: Set up the size of the text.

Continue Button

1. Title: you can use the title as you want in the Continue button or use the available icons with shortcode below.

2. Background: Set up the background color  for the continue button.

3. Color: Set up the color for the text or the icons.

4. Border color: Set up the color for the continue button border.

5. Border width: Set up the width for the continue button border.

6. Border radius: Set up the radius for the continue button border.

7. Font size: Set up the font size for the continue button title.

8. Skip icons: Choose the icons you want for the continue button.

9. Color: Choose the color for the icon.

10. Font size : Set up the font size for the icon.

Countdown timer

Those settings help to design the countdown timer on the checkout funnel.

1. Checkout page enable: Enable this option to display and apply the countdown timer for buying recommended on checkout page or the popup.

2. Display time:  Set up the time for counting down. After the countdown timer end, the customers can not buy the recommended products.

3. Reset time: Set time for reappear recommend popup when the Cart is not checkout and popup is timed out.

4. Message: Set up the message for the countdown timer. You can use the shortcode below it.

5. Color: Choose the color of the text.

6. Font size: set up the font size of the text.

7. Enable the pause button: Enable this option to display the pause button which allows the customers to stop the countdown timer.

8. Border width: Set up the width for the pause button.

9. Diameter: Set up the diameter for the pause button.

10. Background: Set up the background color  for the pause button.

11. Border color 1: Set up  color  for the outside border of pause button.

12. Border color 2: Set up  color  for the inside border of pause button.

13. Title: The title of the pause button, or you can use the icon for it.

14,15,16: Set up  color  for the background, title, border of pause button.

17,18: Border width, border radius: Set up the width and the radius for the pause button border.

19. Font size: Set up the size for the title.

20. Pause icon: Choose the icon for the pause button.

21,22: Color, Font size: Choose the color and font size for the icon.

Product list

1. Design the display of product list on desktop.

2. Design the display of product list on mobile.

3. Product: Design the template, background color, Box Shadow color, Border color and border radius for the product list on the checkout funnel.

4. Product image: Design the padding, image border color, image border width, image border radius for the product image on the checkout funnel.

5. Product detail: Design the padding, font size, color, text align for the product detail on the checkout funnel.

6. Product Quantity: Design the background color, color, Border color, Border radius for product quantity box on the checkout funnel.

7. Product checkbox button: Design the background color, color, border color, border width, border radius, font size for the product checkbox button on checkout funnel.

Custom CSS

You can add your own CSS code to custom the checkout funnel as you want.

ORDER BUMP

General settings

1. Enable the Oder Bumps on checkout page.

2. Mobile Enable: Enable the Order Bump on Mobile

3. Apply Coupon: Enable it to apply the coupon to the products added to cart from order bumps.

4. Application of rules: Choose how to apply the rules: all matched rules or the first  matched rule.

4. Position on checkout page: Choose the position for the Order Bumps on checkout page. There are five position to choose: Before and after billing detail, before order details, before and after payment gateways.

Order Bumps

1. Enable the specific Order Bumps. You can create many order Bumps with different rules and designs, enable it to make the plugin run the order bump you choose.

2. Duplicate the Order Bumps.

3. Remove  the Order Bumps.

General settings

1. Name: Create a name for the Order Bumps.

2. Days: Choose the days in the week to display the Order Bumps to the Customers.

3. Discount amount: Choose the type and the number for the discount amount applied on the Upsell Funnel. You can choose None or one of four types of discounts.

4. Product quantity: Set up the number of products, which  customers need to buy each time on order bumps to get the discount.

5. Products: Choose the product to display on the Order Bumps.

Design

1. Choose the background color for the Order Bumps.

2. Padding: Choose the padding for the Order Bumps.

3. Border style: Set up the style of the  border around the box of recommended products. There are five styles: None, dashed, Double, Dotted, Solid.

4.  Border Color: Set up the color of the  border around the Order Bumps.

5. Border width: Set up the width of the  border around the Order Bumps.

6. Border radius: Set up the radius of the  border around the Order Bumps.

Title

1. Message: You can change the message as you want on the Order Bumps.

2. Background Color: Set up the background color of the title box.

3. Color: Set up the color of the text in message.

3. Font size: Set up the size of the text.

Content

1. Message:  You can add the message for the content of Order Bumps. You can use the shortcode below it.

2. Enable product image: Enable the product image in the Order Bumps.

3. Choose the color of the content background.

4. Choose the color of the text,

5. Padding: Set up the padding of the content.

6. Font size: Set up the font size of the text.

7. Max content length: Change the max length of the content.

Cart Conditions

1 and 2: Set the range for the Cart Subtotal and Cart Total chosen to display the Order Bumps.  The Order Bumps will be not shown with the carts having the Subtotal or Total be not in these ranges.

3. Include Cart Items: Set the specific products which the carts must have them to be displayed the Order Bumps.

4. Exclude Cart items: Set the specific Products which the carts must not have them to be displayed the Order Bumps.

5. Include Cart items by categories: Set the specific categories which the carts must have the items of these categories to be displayed the Order Bumps.

6. Exclude Cart items by categories: Set the specific categories which the carts must not have the items of these categories to be displayed the Order Bumps.

7. Include Coupon: Set the specific Coupons which the carts must have them to be displayed the Order Bumps.

8. Exclude Coupon: Set the specific Coupons which the carts must have them to be displayed the Order Bumps.

9. Include Billing Countries: Set the specific countries which the carts must have these billing countries to be displayed the Order Bumps.

10. Exclude Billing Countries: Set the specific countries which the carts must not have these billing countries to be displayed the Order Bumps.

11. Include Shipping Countries: Set the specific countries which the carts must have these shipping countries to be displayed the Order Bumps.

12. Exclude Shipping Countries: Set the specific countries which the carts must not have these shipping countries to be displayed the Order Bumps.

Customer conditions

1. Limit per day: Set the limitation per day for the customers to see the Order Bumps.

2. Only logged: Set up for only the customers who log in to see the Order Bumps or not.

3. Include user role: Set up for the specific user roles to see the Order Bumps.

4. Exclude user role: Set up for the specific user roles not to see the Order Bumps.

5. Include user: Set up for the specific users to see the Order Bumps.

6. Exclude user: Set up for the specific users to not see Order Bumps.

REPORTS

Orders Report

Products Report

With displaying the Upsell Funnel on popup and redirected page, the plugin is compatible with the payment Gateway below:

Extra Information


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