Cross-sell Free Shipping Unlocker™: a cross-sell widget tutorial

This tutorial will guide you through setting up the Cross-sell Free Shipping Unlocker™ widget in Personizely. The widget is designed to increase average order value, grow revenue, and boost order completion rates by offering cross-sell opportunities tied to a free shipping incentive.

Objectives and Goals

• Boost Average Order Value: Encourage additional purchases with cross-selling.
• Grow Revenue: Increase overall sales through strategic product placement.
• Enhance Order Completion Rates: Leverage free shipping offers to finalize more purchases.
• Key Metrics: Monitor widget conversion rate, goal conversion rate, and both direct and extra revenue.

Widget Creation Steps

Follow these streamlined steps to create your widget:

1. Choose Widget Type: Begin by selecting Cross-sell and upsell as your widget category.
2. Offer Type: Opt for Checkout in this step.
3. Trigger Products: Identify and select the products that, upon being added to the cart, will activate the widget.
4. Offered Products: Curate a selection of products you aim to cross-sell.
5. Discount Configuration: Choose Do Not Use Discount to emphasize the free shipping incentive.
6. Widget Type: Opt for the Popup style for your widget.
7. Template Selection: Select a template featuring a vertical layout that matches your store's aesthetics.
8. Naming Your Widget: Give your widget a descriptive name, such as Cross-Sell Free Shipping Unlocker - [Device/Location/Target Audience] - (v1), for straightforward identification.

Designing the Widget

Configure the widget for an effective cross-sell offer:

Cross-Sell Offer:

• Cart Progress Element: Include a message like “Spend {amount} more to get free shipping to your country”.
• Product Element: Display 3 products, preferably in the $5 to $10 range. (varies based on store and inventory).
• Product Rules (Recommended): Manually set rules based on cart contents for maximum relevance.
• Product Recommendations: Utilize Shopify’s algorithm for automated suggestions, if applicable.
• Static Product Selection: Ideal for smaller stores with limited product range.
• Ensure to exclude products already in the cart for better performance.

Widget Display Options

Finalize your widget with these targeting and display settings:

Targeting:

• Show to visitors whose cart value is less than the specified free shipping amount. (Cart Value filter)
• Target visitors from locations matching the free shipping threshold. (Location filter)
  Trigger:
• Proceeding to Checkout
  Frequency:
• Pause for the current session once closed.

Your **Cross-sell Free Shipping Unlocker™ **widget is now fully configured and ready for launch. Publish it to start engaging with your audience effectively through Personizely!

Updated on: 26/12/2023