Rules is a powerful feature of Upstroke. It allows you to trigger different upsell funnels based on different conditions.
There are two types of Rules:
- Product Rules
- Advanced Rules
Allows you to set conditions based on products/ items in buyer’s order:
- Product Tags
- Product Category
For instance you can run a specific Upsell funnel when buyer purchases products from certain categories or tags.
Here is an example:
The funnel will trigger when items in order belong to category Albums & Clothing
You can create complex rules to trigger funnel using Advanced Rules
Allows you to set specific conditions (AND/OR) for order attributes, customers, geography , date/time and funnel:
- Item Count
- Payment Gateway
- Shipping Method
- Is User First Order
- Customer User Role
- Shipping Country
- Billing Country
- Skip Funnel If User Has Previously Seen the Funnel
Few Use Cases
- Show Specific Offers based on country. Let’s say your store does International shipping and you want your offer prices & shipping cost to be tailored, as per billing / shipping country you can use this rule.
- Do not trigger funnel or trigger a specific funnel if user has applied coupon code. Let’s say the buyer has availed coupon “20OFF” and you may want to not show a particular offer OR show another offer.
- Trigger Funnel If User is First Time Customer
There are endless possibilities. Use your imagination to create highly targeted upsell offers 🙂
Frequently Asked Questions
Q. Let’s say a customer makes a purchase and there are two separate upsell funnels associated with his cart. Which upsell funnel will the customer see?
A. Great question. So there could be a case where a customer bought product A and B. Both the products have two distinct funnels associated with them in UpStroke. In this case, the funnel that has a higher priority will get triggered. You can set priorities in UpStroke and feed the decision into the system.
Go to Funnel Settings>Priority to manage the priority of funnel.
Priority Range– 1 is the funnel with highest priority and the priority decreases as the number increases. So let’s say again there are two funnels associated with a customer’s cart, the one with greater priority (smaller the number) will get precedence over the other.