1.OVERVIEW

Smart Offers is the most effective WooCommerce sales-funnel I’ve ever tried! It’s amazing how easy it is to create advance sales funnels that motivate customers to purchase more and more. WooCommerce One Click Upsell Funnel Pro extension provide the facility to you that you can upsell your funnel with exciting offers and present to your customers.

If the customer does not accept your upsell offer, you can give them another offer that better suits your customer need.

Main Features:
  • A WooCommerce extension that allows showing upsell offers to store customers at the best time when they purchase something from you.
  • Retains your store customers by showing funnel offers and give them a better shopping experience.
  • Multiple funnels can be created with the offers of your own choice.
  • Offers can be purchased with a single click only.
  • Funnels can be scheduled for specific weekdays.
  • Customization for showing more new offers if your customer accepts or rejects an offer.
  • Support for only simple and variable products.
  • Secure payment transaction without asking customers for card/account details again.
  • Shortcodes support for “Buy now” and “No thanks” button for custom offer page.
  • Support core payment options such as COD, Direct Bank Transfer, and Cheque Payment.
  • WooCommerce Standard Paypal Integration.
  • Stripe Integration.
  • Cardcom Integration.
  • Better visualization for funnel offers page.
  • Combined Order: Now Parent products and Upsell products will come in a single Combined Order.
Benefits:
  • Increases the WooCommerce store sales instantly.
  • Hikes the store average order amount value by 10% to 25%.
  • Significantly increase your customer LTV ( Life Time Value ).
  • Increase your AOV ( Average Order Value ) per customer.
  • Increase your revenue.
  • Increase your profits.
  • Exposure to higher margin items and best sellers.
  • Overall customer satisfaction by helping to find the product or service that best meets your visitor’s needs.

Note:

  • Combined Order will be created for each every upsell offer that customer has accepted.
  • Admin panel will show Upsell Orders and Single Orders.
  • The plugin uses a default page to show up funnel offers. It might be the case that the page doesn’t get fits your theme or brand. For your ease plugin provides some custom page shortcodes through which you can design your own page. In the later section of the documentation, you can see how to use them.
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2.INSTALLATION

AUTOMATIC INSTALLATION

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser.

Steps are as follows :

1. Download the zip folder of the plugin WooCommerce One Click Upsell Funnel Pro.

2. Once downloaded install plugin through browsing and activate it.

 

MANUAL INSTALLATION

Manual installation of plugin is another option to install the plugin to your WordPress-environment. The manual installation method involves downloading our WooCommerce One Click Upsell Funnel Pro Extension and uploading it to your web server via your favourite FTP application.

Steps are as follows :

1. Upload the WooCommerce One Click Upsell Funnel Pro folder to the /wp-content/plugins/ directory.

2. Activate the plugin through the ‘Plugins’ menu in WordPress.

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3.ACTIVATE LICENSE

Activate license:

Admin has to activate their license within 30 days after the activation of the plugin. Otherwise, the extension will become dysfunctional. For 30 days, admin can access the functionality of the extension easily.

License activation notification:

There will be a notification on daily basis till 30 days for activating the license. It will remind you of the days left for license activation. After the 30 days, the extension will ask for the license key to work.

 

 

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4.ADMIN SETTING

One Click Upsell Funnel Settings:

 WooCommerce standard PayPal Settings:

One Click Upsell Stripe Settings:

One Click Upsell Cardcom Settings:

Shortcodes for custom offer pages:

Edit/Create Funnel Setting:

Upsell Orders and Single Orders:

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5.WORK FLOW

Initially, after the successful installation of the extension, you have to enable One Click Upsell Funnel if you want the plugin functionalities. Then you can go with the flow given here.

One Click Upsell Funnel Settings (basic) :

Enabling the plugin will turn on all the features of the plugin. You have to do little more settings for the offer page layout else the default one will be used. Mainly, you have to enable the WooCommerce Standard Paypal and One Click Upsell Stripe if you are willing to charge your customers through these two payment methods. Also please fill out the rest settings and at last don’t forget to hit the save button.

Here is the clear explanation for the settings:
1) Stripe Settings: The plugin provides a new stripe integration for which you have to set up its settings. The plugin’s stripe requires the public and secret keys which can get from Stripe dashboard.
2) WooCommerce Standard Paypal Settings: The plugin provides a new WooCommerce Standard PayPal integration for which you have to set up its settings. The plugin’s PayPal requires Paypal API credentials such as API Username, API signature, and API password.
3) Text Settings: Here you can set the text that you want to be visible one offer page for “Buy Now” and “No thanks” link.
4) Button and link colors: You can set your preferred color for “Buy Now” button and “No thanks” link.
5) Header text Settings: Set the header text to be visible on top of the offer page.

Note: Please note that the color and text settings will be valid for default offer page as you can design and add texts to your custom pages.

 

WooCommerce Standard Paypal Settings:

  1. This plugin works with WooCommerce Standard Paypal in order to charge for Upsell Orders. So if you want to use WooCommerce Standard Paypal to charge your customers you must use the WooCommerce Standard Paypal.
  2. The plugin’s PayPal needs API level credentials such as API Signature, API username, and API password.
  3. These details can be found in the following way.
    ->Log in to your PayPal Business account.
    ->Click the My Account tab.
    ->Click the Profile tab.
    ->Click Request API credentials under Account information.
    -> There you will have access to the same.
  4. One more important thing for PayPal is that for upsell order payments make sure that “Reference Transaction” is enabled in your PayPal business account.

WooCommerce One Click Upsell Funnel Stripe Settings:

  1. The plugin provides a newly integrated stripe in order to charge for Upsell Orders. So if you want to use the stripe to charge your customers you must use the stripe provided with the plugin. Using WooCommerce’s stripe or others will not show up offers page to customers.
  2. The stripe needs the secret and public keys as it does in WooCommerce’s one.
  3. One thing you should keep in your mind is that while using test mode please use a dummy email or customer details for a payment as the plugins saves the customers emails once and then process the same in order to avoid ambiguity. Please use your emails accordingly.

WooCommerce One Click Upsell Funnel Cardcom Settings:

  1. The plugin provides a newly integrated Cardcom gateway in order to charge for Upsell Orders. So if you want to use the Cardcom to charge your customers you must use the Cardcom provided with the plugin.
  2. The plugin’s Cardcom needs must cvv terminal number and API username in order to work.
  3. Since the Cardcom makes use of tokens so Paypal option will not be available on Cardcom payment page. Only the card payment can be used.

 Edit/Create Funnel Setting:

  1. In this section, admin can start creating funnel offers. The main step to do this is to set the target products in the funnel on which the offers will be applied.
  2. You must have a good combination of the target product and offers that suit your customer needs. Also, you can schedule you funnel for specific weekdays or let them execute every day.

3. Now here comes the main part of the funnel setup which is attaching new offers and discount to the funnel. Here the admin can set the offered products and price as well. Offer Price can be set in two ways:
-> If you want to give a discount on the product price in percents then set the price in percentage such as 50% or
-> You can just set a new price here for the offered product without the currency. Make sure the price is less than the original price.

4. Later, set the redirection to your offers for if they are purchased or rejected. You can redirect your customers to more new offers if they accept your first offer or if you get satisfied with just one purchase then show them Thankyou page.

5. Also if you are willing to use custom page for offers to show up then create a new page, design well and attach the link to offer custom page URL. Otherwise, the default page will be used to show up the offer.

How to use Shortcodes on Custom Offer Page:

  1. Since the plugin has a default offer page with a basic designing and it might be the case that it may not matches your brand. So to overcome this, the extension supports some useful shortcodes which can be used on custom pages.
  2. Mainly, there is a support for “Buy Now” and “No thanks” shortcode. Admin can design their own page for upsell offers and all that you have to do is just use the suitable shortcodes on the custom page.
  3. Admin can use the shortcodes in wrapping mode or single mode.
  4. The best thing about the shortcodes is that they can be designed by you just bypassing CSS styles and classes to them as parameters. Let’s have a look how to do this,
    -> For “Buy Now” shortcode just copy this [mwb_wocuf_pro_yes] Custom Text [/mwb_wocuf_pro_yes] and place at the suitable place on your page. You can design them as [mwb_wocuf_pro_yes style=”color:red;font-size:15px;” class=”abc xyz”] Custom Text [/mwb_wocuf_pro_yes]. Here the custom text can be set by you as “Add to my order”, “Buy Now” etc.
    -> For “No thanks” shortcode just copy this [mwb_wocuf_pro_no] Custom Text [/mwb_wocuf_pro_no]. The same procedure can be followed to design these as well.
    -> “Product Selector” shortcode can be used when you have added the whole variable product to the offer and want your customers to select any one of the available variations. The shortcode uses simple select to show drop-down and this can also be designed by CSS classes and styles. Note this should be used in single mode
    -> “Offer Price” shortcode can be used to show discounted price on the offer page. It can be designed as well.
    -> “Order Details” shortcode is the one to show your customers a way to directly navigate to thankyou page if they are not willing to buy any of your funnel offers. Note: The settings for color and all text will not be applicable to your custom pages.

 

How will the offers look like on the front end?

If you are ready with the funnel setup then please have a look how will the offers look like. It is the simple representation of the offer page which is created by plugin’s default page. You can make this look more attractive by using custom page setup.

  1. This is a simple representation of the offer page containing the simple product.

 

2. This is your variable product on offer page.

 

 

Managing Upsell Orders:

  1. Combined Order will be created for each every upsell offer that customer has accepted.
  2. In order section, we can see Upsell Orders and Single Orders. Upsell Orders which have upsell offer products. It makes the admin easy to check which are your Upsell or non-upsell orders by filtering them.

 

From here you can filter and categorized your upsell and single orders accordingly.

 

 

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