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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:

Choose Widget Type: Start by selecting Cross-sell and upsell at the initial step.
Offer Type: At this step, choose Add to Cart & Offe type Upsell
Trigger Products: Select the products that trigger the widget when added to the cart.
Offered Products: Choose the products you wish to upsell.
Discount Configuration: Select Do Not Use Discount.
Widget Type: Choose the Popup type for your widget.
Template Selection: Pick a template with a vertical layout that aligns with your design vision.
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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