Cross-sell Maximizator™: a cross-sell widget tutorial

This tutorial is designed to help you set up and optimize the Cross-sell Maximizator™ widget in Personizely. The focus is on increasing average order value, enhancing customer satisfaction, and streamlining the checkout process.

Objectives and Goals

• Boost Average Order Value: Encourage customers to explore and purchase additional products.
• Enhance Customer Satisfaction: Provide relevant product recommendations.
• Streamline Checkout Process: Minimize clicks to checkout for a smoother customer journey.
• Key Metrics: Monitor widget conversion rate, goal conversion rate, and additional revenue generated.

Widget Creation Steps

Follow these streamlined steps to create your widget:

1. Choose Widget Type: Start by selecting Cross-Sell at the initial step.
2. Offer Type: At this step, choose Add to Cart.
3. Trigger Products: Select the products that trigger the widget when added to the cart.
4. Offered Products: Choose the products you wish to cross-sell.
5. Discount Configuration: Select Do Not Use Discount.
6. Widget Type: Choose the Popup type for your widget.
7. Template Selection: Pick a template with a vertical layout that aligns with your design vision.
8. Naming Your Widget: Use a descriptive naming format like Cross-Sell Maximizator - [Device/Location/Target Audience] - (v1) for easy identification.

Designing the Widget

The widget consists of a single Cross-Sell offer step:

• Cross-Sell Offer
• Text Element: Use engaging text like "This product goes well with…".
• Product Element: Display selected products from the Offered Products step.
• Product Rules: Fine-tune which products appear based on cart additions. Or use the Recommended products option using Shopify’s algorithm for automated recommendations.
• Optimization: Ensure the product element excludes items already in the cart.

Widget Display Options

Finalize your widget with the following display settings:

• Triggers: Set up the Add to Cart trigger as defined in the creation steps.
• Target: Exclude visitors involved in other promotions, using UTM parameters, referrer, or widget history for filtering. (if applicable)

Congratulations! The Cross-sell Maximizator™ widget is now fully configured and ready for launch. Publish it to start engaging with your audience effectively through Personizely!

Updated on: 18/12/2023