UpsellMaster Setup & Documentation

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This documentation covers the setup and installation of the UpsellMaster Plugin. With this plugin, you’ll be going to enjoy automatic upselling on your website saving you more time for other important things to work on. Read the complete information of this plugin right here.

Once you acquire a copy of this plugin, just follow the steps below on how to set up and install properly for it to work on your web store. Moreover, it is very simple and fast, so you don’t have to worry!

Learn more about the UpsellMaster Plugin

Plugin Purpose

The UpsellMaster Plugin uses a data-driven algorithm to automatically calculate suitable Upsell Candidates for each product. You can modify how your algorithm works so that you can continuously optimize your Upsell Strategy. Save hours of manual work by using this plugin which calculates the best possible Upsell Candidates for you.

How to install UpsellMaster WordPress plugin?

1. First, install the UpsellMaster Plugin on your Easy Digital Downloads WordPress website. You can either upload the plugin via File upload or via FTP into the plugin folder. After that, don’t forget to Activate the plugin on the Plugins Page.

2. After that, the plugin will automatically calculate product Upsells for you. Just go to Upsells > Products > Recalculate All Upsells.

3. You can go to Upsells > Settings to fine-tune your strategy then Recalculate again if needed. Take note that for large servers, calculating upsells can consume a lot of resources, in that case, reduce the batch size to avoid time-out errors. You can do this by going to Upsells > Settings > General Settings > Batch Size.

Upsells Summary

This plugin comes with a very informative Upsells Summary. It basically contains important values and information that will help you in strategizing and optimizing your Upsells.

The following are the information you can get out of this Summary Report:

 

Upsells

Total Upsell Value

Total Number of Upsells Sold

Upsell Value Range

Average Upsell Value

Average Upsell Value per Day

 

Products

Total Products Sold

Number of Base Products Sold

Average Upsell Value per Base Product

Average Upsell Value per Product Sold

Orders

Number of Orders Received

Total Order Value

Average Order Value

 

Customers

Number of Customers

Total Customer Lifetime Sales

Average Customer Lifetime Value

 

Top 5

Upsells

Base Products

Customers

Orders

Further below on the same page, you can also see a complete list of all Upsells Sold, along with details such as the Base Product, Customer Name, Location, Payment ID, Related Products, Sales Value, and Date.

Why keeping track of the Location? An important thing to keep note of is the location where the upsell product has been purchased. This only indicates the best location the customer is willing to put another product on his/her cart for purchase.

Lastly, Site Admins can Print, Export to Excel, and Copy this Upsells Summary List by clicking on the buttons above the list, for future reference and purposes.

You can filter out the Upsells Summary using our extensive Filters List below. Here is the list of all filters you can apply on the Upsells Summary:

  • Base Product / Product Categories & Tags
  • Upsell Product / Upsell Product Categories and Tags
  • Related Products
  • Customers
  • Search
  • Product Price From and To
  • Sales Value From and To
  • Date From and To
  • Time Period: This Month, Last Month, This Year, Last Year, Last Week

Upsells Product List

This page basically shows a list of all your products alongside the Upsells automatically generated to each.

You can enable/disable Product Upsells for each product, check which upsells are generated for each product, preferences, and date calculated.

You can also filter out this list, Export to CSV, as well as to Recalculate All Upsells whenever upsell configurations were made on the Upsells Settings Page.

Upsells Widget

This plugin also comes with an Upsell Widget which you can insert on any Page Sidebars to display Upsells to more locations throughout your website, thus getting more chance of a conversion.

The Widget Settings includes the following:

 

Title – Set a title for your widget

Call To Action Text – More like a subheading and allows you to add more text

Display – Show Upsells either as a List or a Carousel

Displayed Upsells – Set the number of Upsells to display (1 t 4)

Add to Cart Button – Show either the highest price point or all prices per Upsell Product

Short Description Character Limit – Set the character limit for the product description

This is how the widget will look like when inserted for example, on a blog page.

Recently Viewed Products

Instead of showing Product Upsells on any page, you can choose to show Recently Viewed Products or both. This allows users to employ a new strategy to convince customers to purchase a product from you, either from Upsells, or products they recently viewed.

UpsellMaster Gutenberg Page Block

This plugin has a feature to show UpsellMaster on any page or post with Gutenberg Block Editor. This allows an easier way to display Upsells or Recently Viewed Products on any page of your choice.

Preferred and Exclude Product Upsells

This plugin not only allows the automatic calculation of Product Upsells but also gives you an option to set your preferred upsell products to each of your base products. This is very helpful if you want a specific product to always show as an Upsell on a base product to allow you for a more accurate product upselling depending on your strategy.

You can do this by going to the Edit Product Page, scroll down on the page and you can see the UpsellMaster Settings section. Here you can:

  • Enable/Disable Preferred and Exclude Upsells for this product
  • Enter Preferred Upsell Product
  • Enter Exclude Product, Categories, and Tags as Upsells
  • See a list of all Upsells calculated for this specific product.

Displaying Upsells

A great feature of this plugin is you can show Upsells on different pages across your website which is very helpful to gently push customers in browsing and purchasing products they might also be interested in.

You can display Product Upsells to different pages such as:

Product Page

Be able to show Upsells on Product Pages so your customers will have more options to choose from, or even purchase more products from your webstore that he/she might be interested as well.

Checkout Page

Before your customers proceed in buying the products they desired, showing Upsells on the Checkout Page gives them additional product suggestions they might want to buy related to the product they are currently buying, thus increasing your Customer’s Lifetime Sales Value.

Purchase Receipt Page

Once your customers purchased the product they desired, a final reminder would be good by placing Upsells on the Purchase Receipt page, and once again show them related products they might also want to check out and purchase.

Any page with sidebars

For instance, customers didn’t proceed with the checkout but got distracted with your other pages such as a Blog Post, you don’t have to worry since you can also place Product Upsells on any page throughout your website with Sidebars using the Upsells Widget. Gently push them to products they might be interested in and might want to purchase later on.

WooCommerce Supported

This plugin is well-integrated with WooCommerce. You can simply install and activated this plugin on any WooCommerce WordPress webstores, configure the settings same as the one explained here for Easy Digital Downloads stores, and enjoy the automatic product upselling that can save you a lot of time from manually adding upsells product per product.

Settings Page

Here are the configuration options available when using this plugin.

General Settings

Number of Upsells – Define how many upsell products you wish to present per product.

 

Recalculation Interval – This is how frequently you want to change and recalculate the generated upsells per product. Please note that once you changed this setting, it will remove the previous cron schedule for upsell recalculation and add new recalculation cron schedules as per the selected value.

 

Batch size – Set the number of products to be processed in a single call while calculating upsells. This is important if you have too many products and need to calculate by batch.

 

Keep Upsell Data For – Define how many months or years you want to keep Upsells data. After that, the plugin will automatically clean it.

 

Default Upsells – Define which Upsells to show every base product throughout your website.

 

Auto calculate Upsells for newly published Products – Enable/Disable automatic calculation of upsells per new product added.

 

Enable Log – Enable/Disable logs that will be displayed in the PHP error log file.

The next settings section is the Algorithm Logic which is already discussed in the earlier part of this Documentation.

Algorithm Logic

The first thing you might want to know is how to enable Automatic Product Upselling – it’s very easy! First thing, head towards your WordPress Admin Page > Upsells Menu Bar > Settings.

Locate the Algorithm Logic – this is where we need to configure the Automatic Upselling Strategy. Below is what you should see on it.

Exclude Categories and Tags – Simply indicate specific Download Categories and Tags to exclude when generating product upsells.

 

Price Range – You can set the minimum and maximum value o products you want to offer as Upsells.

 

Priority 1 to 4 – Decide which should be the priority factor when generating upsells to all your products. You can set either Vendor, Lifetime Sales, Category, Tag, and Null.

For example, you set Categories as Priority 1, therefore the plugin will calculate upsells within the same category as the base product first, and so on.

Product Page

Enable – This allows you to enable or disable the display of Product Upsells on the Product Page.

Display Type – Choose either to display Product Upsells in a List or Carousel.

Show – Choose either to display Upsells or Recently Viewed Products.

Title – Define the title for this section.

Call to action text – Add more text to attract customer’s attention.

Max Columns – Define how many columns to show your Upsells.

Max Products in Carousel – Define how many Upsells to show in your carousel.

Add to Cart Button – Define whether to show all price points or just the highest value of the product upsells.

Description Length – Define the number of description characters.

Checkout Page

Enable – This allows you to enable or disable the display of Product Upsells on the Checkout Page.

Display Type – Choose either to display Product Upsells in a List or Carousel.

Show – Choose either to display Upsells or Recently Viewed Products.

Title – Define the title for this section.

Call to action text – Add more text to attract customer’s attention.

Max Columns – Define how many columns to show your Upsells.

Max Products in Carousel – Define how many Upsells to show in your carousel.

Add to Cart Button – Define whether to show all price points or just the highest value of the product upsells.

Description Length – Define the number of description characters.

Purchase Receipt Page

Enable – This allows you to enable or disable the display of Product Upsells on the Purchase Receipt Page.

Display Type – Choose either to display Product Upsells in a List or Carousel.

Show – Choose either to display Upsells or Recently Viewed Products.

Title – Define the title for this section.

Call to action text – Add more text to attract customer’s attention.

Max Columns – Define how many columns to show your Upsells.

Max Products in Carousel – Define how many Upsells to show in your carousel.

Add to Cart Button – Define whether to show all price points or just the highest value of the product upsells.

Description Length – Define the number of description characters.

Widget

The Widget tab basically reminds the user about the UpsellMaster Widget and easily redirects him/her to the Widget Settings area. There, you can customize your UpsellMaster Widget.

Shortcode

This section provides the shortcode and attributes you can use to easily insert Upsells or Recently Viewed Products on any page of your choice.

Main Shortcode: [ upsellmaster ]

The shortcode can be used with the list of attributes below.

  • type: Values: “carousel” or “list”
    Products can either be displayed as a carousel or as a (one-row) product list
  • show: Values: “upsells” or “viewed”
    Defines what type of products to display: (1) upsells or (2) recently viewed products
  • title: Values: string
    Title to be displayed on top
  • cta_text: Values: string
    Call to action text to be displayed below the title
  • max_cols: Values: numeric ( 1, 2, 3 … )
    Defines the maximum number of columns to display
  • max_prod: Values: numeric ( 1, 2, 3 … )
    Defines the maximum number of products to be displayed in the carousel
  • prices: Values: “all-prices” or “highest-price-only” ( 1, 2, 3 … )
    Defines the prices options to be displayed on Add To Cart button
  • desc_limit: Values: numeric ( 1, 2, 3 … )
    Defines the maximum number of characters to be displayed in the product description

Examples

  • [ upsellmaster type=”carousel” show=”upsells” max_cols=”3″ max_prod=”10″ desc_limit=”100″ title=”Great Products!” cta_text=”Similar customers where also interested in…” ]
  • [ upsellmaster type=”list” show=”viewed” max_cols=”3″ max_prod=”3″ desc_limit=”100″ title=”Related Products!” cta_text=”You have recently viewed…” ]

Frequently Asked Questions