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Overview

A pre-purchase upsell offer is an offer that is made before the customer is redirected to Shopify Checkout to pay for their order. The "Multi-product Pre-purchase" offer type allows for adding multiple different products to the cart, including in different quantities and discounts if desired. It also includes a "Free Shipping Bar" and "Progress Discount Bar" functionality, which can be enabled to incentivize customers to add more products to their cart to receive Free Shipping or a bigger discount.

Creating a Pre-Purchase Multi-Product Offer

The pre-purchase multi-product offer is a great option to use if you'd like to present your customers with more than one offer they can add within the pre-purchase popup. Up to 5 products are able to be featured!

Follow the steps below to create a pre-purchase multi-product offer:

1. Within an OCU funnel, find the "Pre-Purchase Upsell Offer" position and click the "Choose Product" button there:

2. In the popup, select the "Add product(s) to the cart > Select the product(s) manually" option, then click the "Continue" button:

3. In the "Add products" popup, select the products you'd like to offer (up to 5) by checking the box next to each one, then click the "Add" button:

4. The multi-product offer will be added to the funnel and is ready for editing.
Click anywhere on the pre-purchase offer card to open the popup editor where you can further edit your pre-purchase offer popup and the offers being made:

πŸ“If you haven't used all 5 available product slots, a "Choose Product" button will be located below the pre-purchase offer card where you can add additional product(s) if desired.

5. Within the pre-purchase popup editor, you can edit both the appearance of the popup and the offer products you've added to it:

6. The "Buy Boxes" section is where offer product editing is performed, the remaining sections are for the popup appearance and styles.
To edit a particular offer product, either click into the Buy Boxes section and then on the product you want to edit OR click on a text element for a particular product in the popup preview window:

The remaining steps for editing a pre-purchase popup and the products is basically the same as gone over above in the "Working with the Editor" section of this article. Refer to the information there for further details.

πŸ“You're able to apply different "Discount" types and levels to each of the products featured in the multi-offer upsell popup:

Star Rating + Unique Selling Proposition (USP) elements

Unlike the "Single product" Pre-purchase offer types, the Multi-product type includes a Start Rating (1) and USP Text (2) and USP Image(3) elements which can be enabled for each product featured in the popup:

To enable the Star Rating element for a product, click into the Buy Box section for the product and click the "Star Rating" toggle to enable the element:

The Star Value (1), Filled Star Color (2) and Empty Star Color (3) can all be adjusted from the sidebar to match your product rating and branding:

To enable the USP Image and/or USP Text elements, click into the Buy Box section for the product and scroll to the bottom. There you will find click the "USP Image" and "USP Text" toggles which can be enabled independently, or both simultaneously:

A default USP Image is provided. To use a different image instead, click the πŸ—‘οΈ icon and then on the "Choose Image" button that appears after that.

πŸ“Recommended image dimensions for USP Image is 200 x 50 px

Changing the Order of Products in the Pre-Purchase Multi-Product Offer

If you'd like to change the order in which the products included in the pre-purchase multi-product offer are shown, follow the quick and easy steps below:

1. If your funnel is currently published, unpublish it first by clicking on the "Unpublish Funnel" button located in the top-right corner:

2. Once the funnel is unpublished, click the "Change Offer Order" button:

3. Drag and drop the products included in your pre-purchase multi-product offer into the desired order and then click the "Done" button once finished:

4. Click the "Publish Funnel" button to publish the funnel live again and your pre-purchase multi-product offers will be shown in the new order you've set:

Free Shipping Bar

This feature allows you to replace the Headline Banner on the pre-purchase multi-product popup with a Free Shipping Bar.

⚠️When in use the free shipping bar creates a draft order when the funnel is shown. Draft orders do not allow for Shopify shipping settings into account.

All customers who interact with the Shipping Bar funnel will receive free shipping if the threshold it met even if an additional upsell offer is not added. Therefore it's not recommended to use this feature if you ship internationally.

The Free Shipping Bar has a $ value goal that must be set. The goal will be set in the Store currency. The bar will appear partially filled initially, as it will take into account product(s) that are already present in the cart. As a customer adds more product(s), the bar will gradually fill up. Once the customer adds enough units/items from the pre-purchase popup, they will be informed that they were granted Free Shipping. Free shipping can be granted only for this particular order.

To add a Free Shipping Bar to your multi-product pre-purchase popup, follow the quick and easy steps below:

1. Select "Free Shipping Bar" from the Incentive > Incentive Type section of the popup builder:

2. The following settings will appear in the sidebar:

  • β€œFree Shipping Threshold” is the goal that must be reached in order to get free shipping for the order.

  • Color pickers for the progress bar.

3. The free shipping bar has two text messages:

  • Progress Message - is shown when the goal is not yet reached.
    By default, It contains the {{amount_left}} variable that will show how much is left to reach the goal.

    Example: Only {{amount_left}} away from free shipping!

  • Goal Reached Message - This is shown when the free shipping goal is reached.
    Example: Congratulations! You've got free shipping

Click on a message in the builder to invoke the text editor popup with both messages included on it:

4. You can switch between messages on the interactive preview by selecting/deselecting product(s) directly within the preview:

πŸ“If a customer gets free shipping, then "Granted free shipping" will be displayed as the shipping method and the cost will be "Free" on the Payment step of the checkout, and in the Order details in Shopify admin.

Without at least one OCU trigger (for any funnel) or OCU offer products in the cart, OCU will no longer track that cart's eligibility for free shipping. In order to prevent a loophole of achieving free shipping with a cart value lower than the goal, OCU will remove free shipping if the customer removes all OCU trigger and offer products from their cart.

This feature is not compatible with subscription products or Shopify automatic discounts. When a customer gets free shipping and proceeds to checkout, a Draft Order will be created. Subscription products and/or Shopify automatic discounts can’t be applied to a draft order.

Discount Bar

Similar to the Free Shipping Bar feature gone over above, this feature allows you to replace the Headline Banner on the pre-purchase multi-product popup with a Discount Bar.

The Discount Bar has a $ value goal that must be set for each threshold as well as the % discount you'd like given once each threshold goal is reached. The maximum number of discount thresholds is 4. Each discount will be set as a percentage. The threshold goal will be set in the main store currency.

For customers, the Discount Bar will always appear partially filled, as it will take into account product(s) that are already present in the Cart. Selecting product(s) on the offer popup gradually fills up the bar. Once the customer adds enough units/items to reach a discount threshold, they will be informed that they were granted a discount.

If the customer then accepts the offer, the discount will be granted for all the items present in the order during the transition to the checkout.

To add a Discount Bar to your multi-product pre-purchase popup, follow the quick and easy steps below:

1. Select "Discount Bar" from the Incentive > Incentive Type section of the popup builder:

2. Once the "Discount Bar" is selected the corresponding settings will appear in the sidebar. There you can:

  1. Set the discount value

  2. Set the threshold goal value

  3. Delete discount threshold

  4. Add another discount threshold

  5. Choose colors for the progress bar

3. The discount bar has messages that display. Click on the discount bar element directly in the interactive preview to invoke the text editor popup:

The number of messages displayed on the popup depends on the number of discounts you've set for it.

By default, messages contain the {{goal_X}} and {{discount_X}} variables. {{goal_X}} will show how much is needed to qualify for a discount and {{discount_X}} shows how much of a discount will be received.

Message

Condition

Message example

Text editor view

Discount Threshold 1

Shown when total value of items/units is less than the Threshold 1 goal

Add $30 to get 5% OFF!

Add {{goal_1}} to get {{discount_1}} OFF!

Discount Threshold 2

Shown when total value of items/units is enough for Threshold 1 goal, but less than the Threshold 2 goal

You have a 5% discount! Reach $50 to get 7% OFF!

You have a {{discount_1}} discount! Reach {{goal_2}} to get {{discount_2}} OFF!

Discount Threshold 3

Shown when total value of items/units is enough for Threshold 2 goal, but less than the Threshold 3 goal

You have a 7% discount! Reach $80 to get 10% OFF!

You have a {{discount_2}} discount! Reach {{goal_3}} to get {{discount_3}} OFF!

Discount Threshold 4

Shown when total value of items/units is enough for Threshold 3 goal, but less than the Threshold 4 goal

You have a 10% discount! Reach $100 to get 15% OFF!

You have a {{discount_3}} discount! Reach {{goal_4}} to get {{discount_4}} OFF!

Last Goal Reached Message

Shown when total value of items/units is enough for the last Threshold goal

Congratulations πŸŽ‰ You have a 15% discount!

Congratulations πŸŽ‰ You have a {{last_discount}} discount!

*Important Logic Notes:

  1. If a discount threshold is reached and the offer is accepted, then other pre-purchase offers will not be shown in a customer's session (until checkout is completed). In other words, if a customer reaches a threshold and accepts the offer, goes to checkout and returns to the cart, then the next time they go to checkout, other funnels with a higher priority will not be triggered.

  2. If a customer goes to checkout and the total value of products in the cart already exceeds a threshold, then the offer popup with the discount bar will still be shown. The bar will be filled accordingly to the cart value, and if the customer clicks Continue they will be granted the discount.

  3. If a customer receives the discount and then goes back to cart and removes some of the offer items/units, and total cart value no longer qualifies for the discount, then the discount will be removed.

  4. If a customer receives the tier 2 discount (e.g. 10% discount) and then goes back to cart and removes some items/units, and the total cart value of items in the cart no longer qualifies for discount 2, but still qualifies for the tier 1 discount (5% discount), then the discount 1 will be applied on checkout. The discount will be updated on transition from cart to checkout.

  5. If individual discounts are present in the offer(s) and a customer reaches a discount goal, then individual and threshold discounts will stack together. First, the selected item's prices will be summed up and then the threshold discount will be applied.

  6. This feature is not compatible with subscription products or Shopify automatic discounts. When a customer accepts the offer with a discount bar and proceeds to checkout, a Draft Order will be created. Subscription products and/or Shopify automatic discounts can’t be applied to a draft order.

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