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Upsell AOV Increaser™: an upsell widget tutorial

This tutorial will guide you through the setup of the Upsell AOV Increaser™ widget in Personizely. The focus is on increasing the average order value and enhancing customer satisfaction through effective upselling strategies.


Objectives and Goals

  • Increase Average Order Value: Encourage customers to consider higher-value products.
  • Enhance Customer Satisfaction: Offer premium options that add value to their purchase.
  • Key Metrics: Monitor widget conversion rate, goal conversion rate, and revenue impact.


Widget Creation Steps

Follow these streamlined steps to create your widget:


  1. Choose Widget Type: Start by selecting Cross-sell and upsell at the initial step.
  2. Offer Type: At this step, choose Add to Cart & Offe type Upsell
  3. Trigger Products: Select the products that trigger the widget when added to the cart.
  4. Offered Products: Choose the products you wish to upsell.
  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 Upsell AOV increaser - [Device/Location/Target Audience] - (v1) for easy identification.


Designing the Widget

The widget consists of a single Upsell offer step:


Upsell Offer Step:

  • Text Element: Use an engaging phrase like “Upgrade to activate savings!”
  • Product Element:
    • Layout: Opt for a vertical layout.
    • Cart Action: Set to Replace, displaying 1 product.
    • Product Rules: Define product/variant pairs manually. Ensure the “Exclude products already in cart” option is off.
    • Last Added Product: Enable the feature to display more expensive variants of products added to 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 Upsell AOV Increaser™ 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

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