Creating cross-sell campaigns

A cross-sell offers an additional product alongside a customer's shopping journey. Start from Marketing > Campaigns > Create campaign, choose Cross sell, and click Continue. Use the Help banner on the creation page to open this guide.

Prepare the campaign

You need Campaigns permission, plan access, and an existing product variant to offer. Plan where the offer belongs and write a clear customer-facing proposal. Use Draft until the configuration is ready.

The examples below are unsaved forms in Bloom & Co. No campaign was activated, no cart was changed, and no payment was made for this guide.

Name the campaign and select its placement

1. Enter Campaign title, such as Plant care companion offer. This title is for admin; customers do not see it.
2. Select the Offer page:
   • Payment page places the offer during checkout.
   • Post-payment page places it after checkout completion.
   • Product page makes it available to a compatible storefront product-page placement.
3. Set Status to Draft while preparing it. New forms initially select Active.

An unsaved setup example. Select an image to enlarge it.

Select one offer product

1. In Offer product, click Add product.
2. Search for an existing product and select the intended variant in the picker.
3. Confirm the picker selection. This updates the local campaign form; it does not save or activate the campaign.
4. Review the selected variant, image, and price. The current editor selects one offer product/variant.

The offer product is the additional item the customer can accept. It is separate from the products whose pages you may target below. Choose a suitable available variant and check its shopper-facing availability before launching.

Write the proposal and discount

1. Enter a Proposal title, such as Complete your plant care kit.
2. Add a short Proposal description explaining the offer.
3. In Discount value, choose Percentage or Fixed amount and enter a positive value. Use a percentage within 0–100; fixed values use the store's currency.
4. Review the preview's product, proposal, original price, and discounted price.

Prepared copy and pricing in an unsaved form. The preview is not a live shopper acceptance or a completed order.

Changing the amount type clears the amount input. Enter and review the new value after switching. Campaign discounts reduce the offer price; they do not redefine the product's catalog price for every customer.

Configure targeting and requirements

For Product page placement, use Applies to to choose All products, Specific products, or Specific collections. Select the records when choosing a specific scope. This controls the product pages that can receive the offer; the offer product remains the item you selected earlier.

For checkout placements, use Minimum requirements to choose no minimum, a minimum purchase amount, or a minimum quantity. Amount eligibility uses the cart subtotal before tax; quantity considers cart items. Product-page targeting should not be treated as a checkout restriction: test the actual checkout requirements with representative carts.

For checkout placements, the editor can also offer:

• Add countdown with a minute value. The current admin control allows up to 10 minutes. The visible countdown is separate from the campaign's saved start/end dates.
• Hide if the product is already in the cart to suppress an offer already represented in the cart. A specifically selected variant is checked at variant level.

The controls depend on placement. Product page hides the checkout countdown/hide block and checkout minimum requirements. Review the visible controls again after changing the offer page.

Save, activate, and verify

1. Review Set start date and Set end date if scheduling.
2. Confirm the intended status. Save as Draft for review; use Active when ready for eligible shoppers.
3. Click Add to create the campaign, resolve any errors, and reopen it. Existing campaign edits use Save.
4. Test the intended placement, variant, price, minimum requirements, dates, and any cart suppression rule.

On the payment page, accepting the offer adds its variant to the existing cart. On the post-payment page, accepting it starts a new cart and checkout for the offer product. It does not automatically charge the completed order again. Product-page display also needs a compatible theme placement.

Troubleshooting