Creating up-sell campaigns

Create an up-sell from Marketing > Campaigns > Create campaign > Up sell > Continue. The current admin creation flow uses the payment page and lets you choose basket items that trigger one offer product.

Before you start

You need Campaigns permission, plan access, suitable basket products, and an existing offer variant. Plan your offer price and which carts should qualify. New campaign forms start Active; choose Draft while preparing them.

All screenshots below are real, unsaved demo forms. No campaign was created, cart changed, or payment taken.

Choose basket triggers and the offer

1. Enter an internal Campaign title, such as Premium plant care offer.
2. Set Status to Draft for preparation.
3. Review the Offer page information. The up-sell flow uses the payment page rather than presenting the three cross-sell placement radios.
4. In Items in Basket, click Add products, select the relevant products/variants, and confirm the picker.
5. In Offer product, click Add product, choose the one variant to offer, and confirm.

Items in Basket are triggers; the offer product is the item the customer can accept. Picker confirmation updates this local form and does not save the campaign. Select an image to enlarge it.

At least one selected basket item must match the cart for that trigger restriction to pass. A selected variant matches that variant; a product-level trigger matches its product. Leaving Basket items empty creates no basket-item restriction, so select your intended triggers deliberately.

The current editor selects one offer product/variant, even though Basket items can contain several trigger choices. Confirm both sides before continuing.

Write the proposal and pricing

1. Enter the customer-facing Proposal title.
2. Use Proposal description to explain what the customer receives.
3. Choose Percentage or Fixed amount under Discount value and enter a positive value.
4. Review the offer preview's variant and resulting price. Changing the amount type clears the amount input.

Prepared copy and pricing only. The preview does not prove that an upgrade was accepted or that an original item was replaced.

The editor can warn when the discounted offer price is lower than a selected basket item's price. Review the actual product/variant prices and the purpose of your offer. Do not assume the warning implements automatic replacement or proves the final cart total.

Set optional controls and requirements

Use the checkout controls to narrow when the offer is useful:

• Add countdown shows a timer on the offer. The current minute input allows up to 10 minutes.
• Hide if the product is already in the cart suppresses the offer when the selected offer variant is already present, or the product when the offer has no specific variant.
• Minimum requirements can be none, a minimum purchase amount, or a minimum quantity. The amount is checked against cart subtotal before tax; quantity is based on cart items.
• Set start date and Set end date schedule the campaign's eligibility independently of the visible countdown.

These controls remain unsaved in the example. Basket trigger selection and minimum requirements are separate checks; both must be appropriate for your intended carts.

Save and check the shopper flow

1. Review the internal title, trigger items, offer variant, proposal title, discount, dates, and status.
2. Click Add to create it and resolve any errors. Existing campaign edits use Save.
3. Reopen the saved campaign to confirm persistence. Use Draft until ready, then Save with Active status.
4. Test a cart with a trigger item, a cart without one, and a cart that already contains the offer variant.
5. Check acceptance carefully: the offer is added to the cart and discounted; the original item remains unless the shopper removes it separately.

Also check inventory, product availability, and the final checkout total. No real cart acceptance was performed for this guide; the described acceptance behavior was reviewed in the current checkout implementation.

Troubleshooting