How to create product offer with OneTick

OverviewClick to copy

Summary: This article dives into OneTick’s exciting new Product Offer feature. After reading this, you will know how to display targeted promotions directly in your customers’ carts, enticing them to add more items and boosting your bottom line.

RequirementsClick to copy

  • OneTick App Installed: Make sure you have installed OneTick app already installed in your Shopify store

How To Create Product Offer With OneTick?Click to copy

Quickly create product offer with OneTick by following these steps:

Step 1: Access Online StoreClick to copy

From the Shopify Admin, go to Online Stores

Step 2: Open OneTick Upsell Cross Sell AppClick to copy

Search for “OneTick Upsell Cross Sell” app then select “OneTick Upsell Cross Sell” in the search results

Step 3: Choose “Active” Status Product OfferClick to copy

In the Status dropdown, select “Active” to ensure all product offers are visible in the live view.

Step 4: Set Up For Product RecommendationClick to copy

You can choose between two Product recommendation options: Auto and Manual.

AutomaticClick to copy

Select this option if you want to automatically offer related products to items in the cart, generated by Shopify AI.

ManualClick to copy

Select this option if you want to manually set conditions for product offers. You can click on Product offer and use available settings to create new or adjust existing product offer(s).

Note: The limit of conditions that can be created is 20 (including enabled and disabled states).

Creating conditions for product offers

To create conditions for a product offer, please follow these 7 steps:

  1.  Click “Add condition”

  1.  Set name for and status for the new condition:

  1. Configure Trigger products: This section explains how to set conditions for when your trigger products will be activated. You can choose to activate them when the cart:
  • Contains or doesn’t contain any products at all
  • Trigger Products based on specific criteria:
    • From collections: Products belonging to specific collections you’ve created.
    • With tags: Products that have certain tags assigned to them.
    • From vendors: Products from particular vendors.
    • Of product types: Products belonging to specific categories (e.g., clothing, electronics).
    • From custom list: Products you’ve manually added to a custom list.

Example: In this example, we’ll configure the trigger to activate when the cart contains any products from collections you’ve created.

  1. Select products based on the conditions set in the previous step. For example, if you chose ‘from collection‘ as a condition in step 3, now choose the specific collections you want to set as trigger products.

  1. Choose Products to Offer: This section lets you pick which products will be presented to your customers. You can select from these options:
  • Best selling: This automatically includes your most popular products.
  • Products from collections: You can choose specific collections you’ve created.
  • Products with tags: This option allows you to target products based on assigned tags.
  • Products from vendors: Lets you select products from particular vendors.
  • Products of product types: Choose products belonging to specific categories (e.g., clothing, electronics).
  • Specific products: This allows you to hand-pick individual products.

Example: For this example, we’ll choose the “Specific products“.

  1. Refine Your Product Selection (if applicable): This step depends on the option you chose in the previous step. Here’s what you’ll do for each option:
  • Best selling: There’s no further selection needed – the system automatically picks your top sellers. (Skip this step)
  • Products from collections/Products with tags/Products from vendors/Products of product types: Select the specific collections, tags, vendors, or product types you want to include.
  • Specific products: Here, you’ll get a list of all your products, allowing you to choose the exact ones you want to offer.

Example: Since we chose “Specific products” in step 5, you’ll now see a list of all your products. Simply pick the ones you want to include.

  1. Click “Save”.

Steps 5: Select Offer Options And Display SettingsClick to copy

You can select from the following offer options: Limit the number of recommended products, Exclude out-of-stock products and Exclude products already in the cart. You can choose any combination of these options, including all three.

In Display settings, you can select the Type, and enter the Heading and Button text for the offer.

For more information about configuring OneTick product offers, please refer to the Product offer documentation.

Step 6: Go To Cart PageClick to copy

Go to Theme Customize, then navigate to the Cart page.

Step 7: Add “Product Offer” App BlockClick to copy

Click the “Add block” button, then select the “Product offer” block.

When customer select product that match pre-configured product offer, its matching recommended product(s) will appear:

Frequently Asked QuestionsClick to copy

1. What happens when I use OneTick product offer?

The OneTick app automatically displays product offers in the cart drawer when the Product offer is set to Active. By default, the app detects the cart drawer class for themes from the Shopify Theme Store and adds the product offer directly below the items in the cart.

If OneTick cannot detect your theme’s cart drawer class automatically, you’ll need to manually enter it in the ‘Custom selector’ field in the settings. Once entered, OneTick will use this class to add product offers below the items in the cart.

For detailed instructions on how to find your cart drawer class, please refer to this article.

2. What happens when I have several conditions for product offers?

With the “Manual” option, OneTick will check from the top to bottom of the conditions list. If items in cart meet a condition, OneTick will show the corresponding product offer on live view. However, OneTick only checks the Enabled conditions, it doesn’t check the Disabled conditions.

Additional ResourcesClick to copy

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