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woocommerce

Ultimate Gift Cards for WooCommerce

May 15, 2018 by sanjeev maurya

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  1. Overview
  2. How to Download The Plugin?
  3. Installation
    1. Free Gift Cards Plugin Installation
    2. Pro Plugin Installation
    3. License Activation
  4. Create New Gift Card Product & Template
    1. Gift Cards Templates
    2. Import Gift Cards Templates
    3. Create Gift Cards Products
  5. Gift Cards Frontend
  6. General Settings In Gift Cards For WooCommerce Plugin
  7. Product Setting
  8. Email Template
    1. Manage Template
    2. Mail Settings
    3. Coupon Mail Setting
    4. Coupon Expiry Notification Mail
  9. Delivery Method Setting
  10. Other Settings
  11. Offline Gift Card Setting
  12. Import/Export Setting
  13. Group Gifting
  14. Discount Settings
  15. Thank You Order Setting
  16. QR/Barcode Settings
    1. QR Code Settings
    2. BarCode Settings
  17. Customizable Gift Cards Setting
  18. Scan/Fetch and Redeem/Recharge Giftcard Setting
    1. Open Shop
    2. Dashboard
    3. Shop
    4. Gift Card Settings
    5. Gift Recharge Report
    6. Gift Card Redeem Reporting
    7. Add Multiple Stores
    8. Add Unlimited Employees
  19. Notification
  20. Rest API For Gift Cards
  21. Reporting Gift card to the Admin
  22. Compatibility with Points and Rewards For WooCommerce
  23. Compatibility With Subscription for WooCommerce Pro
  24. Compatibility with Return Refund & Exchange For WooCommerce
  25. Compatibility With Wallet System for WooCommerce
  26. Compatibility with Price Based on Country for WooCommerce plugin
  27. Premium version Settings
  28. Feedback and Suggestions
  29. FAQs
  30. Helpful Resources !!
  31. Case Studies

1.Overview

Ultimate Gift Cards for WooCommerce plugin allows the merchant to sell the gift card on their WooCommerce store and  manage everything from selling gift cards & to their usage. The merchant can create many gift card products according to festivals and celebratory occasions with added flexibility for gift card price selection.

Features of WooCommerce Gift Card plugin:

  • Import/ Export Gift cards
  • Group Gifting Support
  • Gift Cards Report for Admin
  • Sell Offline Gift Cards As PDFs
  • Access WP Swings’ Gifting Portal for Redeem/Recharge
  • Multiple Templates For Gift Cards Customization
  • Promote Product on Gift Certificates
  • Price Variation
  • Set Product-Wise Expiry Date
  • Variable Pricing On Customizable Gift Card
  • Coupon Mail Setting
  • Gift Card Recharge by Customers
  • Show Delivery Method on Gift Card
  • Disable Fields from Gift Card Product Page
  • QR Code / BAR Code Feature
  • Automatic Coupon Code Generation
  • Exclude Sale Items, Categories and Products
 

2.How to Download The Plugin?

To download the premium plugin that you purchased please follow the below steps:-

  1. Go To https://wpswings.com/my-account
  2. Visit Orders Section

There you will get a License code and a Premium purchased plugin zip file Download and use it on your website by activating it

Note: You need to have both Free and Pro plugins in order to use them smoothly

3.Installation

Let’s See how you can download and install both the free and pro version of the Gift Card plugin.

3.1.Free Gift Cards Plugin Installation

Automatic Installation:

Automatic installation is the easiest option for WordPress. 

Follow these steps for the installation:1) Go to the Admin panel navigate to the sidebar click on the ‘Plugins’ menu > ‘Add New’.
2) On the ‘Add Plugins’ page go to the search bar and type ‘Gift Cards For WooCommerce’.

Once you find ‘Gift Cards For WooCommerce’ by WP Swings, you can view the details about it such as the points release, rating, and description. One can install it, simply by clicking “Install Now”

ultimate gift cards

Manual Installation:

The manual installation of the plugin is another option to install the plugin in the seller’s WordPress environment. 

The manual installation method involves downloading our ‘Ultimate Gift Cards Extension and uploading it to the web server via their favorite FTP application. 

The steps for manual installation are as follows:

1) Upload the ‘Gift Cards For WooCommerce’ folder to the /wp-content/plugins/ directory.
2) Activate the WooCommerce Gift Cards plugin through the ‘Plugins’ menu in WordPress.

**The best results can be viewed by using the “WooCommerce” standard theme (Storefront). Any third-party plugin might cause conflict with our plugin.**

3.2.Pro Plugin 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.

Pro Gift Cards

The steps are as follows :

1) Download the zip folder of the plugin Gift Cards For WooCommerce Pro from My Account > Orders > Click on view > Scroll down and download the plugin zip file

2) Once downloaded, install the Gift Cards For WooCommerce Pro plugin by browsing and activating it.

Note: Visit the Login page to create your account before completing your purchase.

Manual Installation: 

The manual installation of the WooCommerce Gift Cards plugin is another option. To install the plugin to your WordPress environment. 

The manual installation method involves downloading our Gift Cards For WooCommerce  Pro Extension and uploading it to your web server via your favorite FTP application.

The steps are as follows :

(i) Kindly, upload the Gift Cards For WooCommerce Pro folder to the /wp-content/plugins/ directory.

(ii) Activate the Gift Cards For WooCommerce Pro plugin through the WooCommerce wallet ‘Plugins’ menu in WordPress.

Note: Before activating the Gift Cards For WooCommerce Pro, you should have the Ultimate Gift Cards for WooCommerce otherwise, the plugin will not function.

So, if you don’t already have it, you can download it directly from here:

Download Zip

3.3.License Activation

After Purchasing the premium version navigate to My Account > Orders > Your Order. There you’ll find the License Key.

If you want to benefit from all the premium features and automatic updates and access the support platform to receive help from our staff. In that case, it’s necessary to activate the license.

gift cards license

To do so, you have to navigate to the “License” tab, here you can enter the “License Key”, and click on the “Activate” button. Customers are supposed to receive these in their mail when they purchase the premium plugin. 

You can also find the license activation code in the My Accounts > Order section

4.Create New Gift Card Product & Template

4.1.Gift Cards Templates

After activation of the WooCommerce gift card plugin, it creates “Gift Cards” a custom post type. From here, you can create as many templates for gift coupons as you want. This WooCommerce Gift Card Pro version already provides 20+ templates for gift coupons, which are automatically created on plugin activation. It will help the merchant create gift certificates for various festivals and celebrations.

Gift Cards Templates

4.2.Import Gift Cards Templates

If you require more gift card templates dedicatedly designed for specific occasions, you can click on “Import New Cards”. Once you click, you’ll be redirected to a new page where all the templates for gift coupons are listed.

Import Gift Cards Templates

You can either download them individually or click on “Import All Gift Card Templates At Once” to import all of them at the same time.

Import All Gift Card Templates At Once

If you want to create a new Gift Card Template navigate to the sidebar and click on Gift Cards > Add New. Here you can design your template by using custom HTML and CSS. You can also use the given shortcodes to add some predefined elements to your gift card. After designing your template, click on “Publish” to make it live.

new Gift Card Template

Additionally, you can also select the shortcode to generate a Coupon URL and apply it to the gift card templates while sending emails.

shortcode for templates

When the gift card template is shared via email, the link to apply for the gift card will appear below.

gift card template

Clicking on the link, your customer will be redirected to the checkout page and the coupon will be auto-applied.

checkout page

You can also use the Schedule Date shortcode on the gift card templates to display the scheduled delivery date.

Schedule Date shortcode

4.3.Create Gift Cards Products

To create a new Gift Card product in WooCommerce you can navigate to the sidebar and click on the Products > Add New. After reaching the Add New Product page, follow these steps:

  1. Enter the name and description of your product.
  2. From the Product Data dropdown, select the “Gift Card” option.
  3. Enter the Default price and select the Pricing Type for your gift card WooCommerce product. 

There are five types of pricing you can choose from:

  • Fixed Price 
  • Selected Price 
  • Range Price 
  • User Price 
  • Variable Price 
  • Selected with Price Range

Fixed Price (Default Price):  Select a fixed price for your gift coupons.

fixed price

For example, look at this fixed-cost gift card on the product page.

Price Range: Give a price range between which the customers can buy the gift coupons.

gift coupons

They can enter their preferred price within the set range.

Price Range

Selected Price: You can set multiple prices for the same gift card.

Enter the different prices and use a separator to separate them. 

For example, $50|$75|$100.

selected price

User Price: Add a minimum limit.

WooCommerce gift card product with a minimum limit on User Price.

user price

Variable Price: Add different prices for different durations.

Variable Price

 Create a gift card with duration-based pricing.

Selected With Price Range Type: Define a price range for the gift cards and give specific pricing options within the range.

For example, select a price range of $10-100 and give 10|20|30|40 selectable prices for users to purchase gift coupons.

Selected With Price Range

Give Discount: Enable discount on your gift card WooCommerce product.

Select Email Template: Select Email Template or multiple Email Templates.

Select the Default Template: If you use multiple Email Templates then you need to choose a default template you want to show by default.

Email Template

Display Recommended Products on Gift Cards: Premium While creating gift certificates, you can add products to the recommended products field, and your selected items will be displayed on the gift certificate preview, in the email, and on the PDF.

Recommended Products on Gift Cards

Add [RECOMMENDPRODUCT] shortcode in the template you want to use to create gift cards for this feature to start working.

shortcode for recommended product

Set Expiry Date: Premium You can set the expiration date of your gift certificates individually. It will override the global expiration date you set for all WooCommerce Cards and allow you to create special WooCommerce gift cards for your marketing campaigns.

Set Expiry Date

Exclude Product: Premium You can also exclude a selected product from the gift coupon discount. The customers won’t be able to redeem gift card coupons while purchasing the excluded product. 

Exclude Categories: Premium Exclude categories from gift card discounts to prevent customers from purchasing products in those categories with the gift coupon.

Overwrite Delivery: Premium With this setting, you can select different delivery methods for every individual gift card. You get three delivery options: Email to the Recipient, Download, and Shipping. You can either select all or a single one.

After making the changes, publish your gift card WooCommerce product.

Overwrite Delivery

Now your customer can easily purchase the Gift card from your shop.

Scheduling of Gift Card: Premium While purchasing the gift vouchers, customers can select the specific date of delivery. If they don’t select a delivery date, the email is sent instantly after placing the order.

Scheduling of Gift Card

5.Gift Cards Frontend

Customers can directly recharge their coupons, Check their balance, and group gifting orders from here.

5.1 How Customers Can Recharge Their Gift Card

Customers can recharge their gift cards and extend their usability. To facilitate this top-up, customers have to go to the My Account >> Gift Cards tab >> Coupon Recharge.

Recharge Their Gift Card

After that, they can enter the recharge amount and coupon code to recharge their gift card.

5.2. Group Orders

In this tab, customers can see their group gift card orders.

5.3. Check Balance

In this Tab, customers can enter the email associated with their gift card and coupon code to check their gift card balance.

Coupon Recharge

5.4. View Gift Cards

This new Gift Card Details tab has been added to the gift cards section to provide customers with detailed information about their gift cards.

View Gift Cards

Customers can view coupon codes, check if the card has been used, see the order it was applied to (if applicable), check the expiry date, and review the gift card amount.

6.General Settings In Gift Cards For WooCommerce Plugin

After the successful installation and activation of the WooCommerce Gift Cards plugin, the admin can perform the following actions in the general settings:

General Settings

  • Enable: Toggle this to enable the WooCommerce Gift Card plugin.
  • Enable Tax: Toggle this to enable the taxation on gift coupons.
  • Enable Listing Shop Page: Toggle this to allow the listing of Gift Card products on the shop page.

Enable Listing Shop Page

  • Individual Use: Toggle this setting if the gift card coupon should not be used in conjunction with other gift vouchers & coupons.
  • Free Shipping: Toggle this setting to enable free shipping for the gift card WooCommerce products.

shipping charges

  • Gift card Coupon Length: Enter card coupon length. The minimum size of the coupon is 5.
  • Gift card Prefix: Enter the Gift Card prefix for the coupon code.
  • Gift card Expiry After Days: Enter a valid number after that a purchased Gift Card will expire. Keep value 0 for no expiry date and value 1 for one-day expiry when the order is completed.
  • Minimum Spend: This setting lets you set the minimum spend for gift certificates.
  • Maximum Spend: Set the maximum spend on the gift certificates
  • Gift card Number of Time Usage: Decide how many times a Gift Card can be used before the Gift card goes empty.
  • Premium Gift Card PDF Name Prefix: Add the prefix name to the PDF when attaching it to your gift card template using this feature.
  • Enable the Sent Multiple Gift Card Feature : Premium You can allow customers to send gift coupons to multiple recipients in one go. They have to enter the recipient’s email address and separate them by a comma (,)

Enable the Sent Multiple Gift Card

  • Enable Date Feature : Premium Toggle this setting to allow the Gift Card products to be sent to the receiver on the selected date.
  • Date Format : Premium Select the date format which you want to show on the Gift Card.
  • Enable Payment Gateway For Gift Card : Premium Here choose the separate payment gateway method for Gift Card Products otherwise default payment gateways will work.
  • Disable Category : Premium Toggle this box if you want to change the Gift Card Product category. You have to select the category every time you create a Gift Card product. The Default Gift Card category will not be assigned automatically.
  • Gift Card Dashboard Content : Premium As we have updated our gift cards layout to provide a clean and minimal look, this option is to customize the content that will be displayed on the Dashboard.

gift cards dashboard content

  • Hide Recharge Coupon Code : Premium The new dashboard design shows the three tabs Coupon Recharge, Group Orders and a tab to check balance. By enabling this option, you can hide the recharge Coupon Tab

coupon tab

  • Hide Group Order Details : Premium Just like the previous option, this will hide the Group Orders tab.

hide group order details

  • Select Color for Gift Card Dashboard : Premium With this option, you can customize the color of the dashboard.

select color for gift cards dashboard

7.Product Setting

In the Product Settings, you can include and exclude the product categories for the Gift Cards.

Product Settings

  • Exclude Sale Items: Check this box to restrict gift card coupons from applying to the sale items.


    Exclude Sale Items
     

  • Excludes Products: You can limit gift cards for WooCommerce from applying to specific products. If any excluded product is in the cart, then the gift coupon will not work.
  • Exclude Product Category: You can set exclusions for the gift card coupons, and if any excluded category products are in the cart, the gift coupon discount won’t apply.

    Exclude Product Category

  • Include Products :Premium Add the products from your product catalog to which the gift cards will exclusively apply. The discount will only apply if the included products are present in the cart. If left empty, gift vouchers will apply to all products that aren’t excluded.
  • Include Categories : Premium You can select the product categories suitable for the gift card coupon application. The coupon will apply only when the included category product is in the cart.

Exclude Product Category

  • Days Excluded : Here You can now set specific days when customers won’t be able to use their gift card coupons on your website.

Days Excluded

  • Disable Fields From Gift Cards Product Page : Premium Click on the check boxes of From, Message, Email, and Name fields to remove them from the gift card product page.

Selected Fields From, Message, Email, and name are hidden.

Disable Fields

  • Making Optional ‘To Email’ Field: Remove the validation from the ‘To Email’ field.
  • Making Optional ‘To Name Field: Remove the validation from the ‘To Name’ field.
  • Making Optional “From” Field: Remove the validation from the ‘From’ field.
  • Making Optional “Gift Message” Field: Remove the validation from the ‘Gift Message’ field.
  • Enable Gift Card Expiry Extension Product : Premium Toggle this option to create a product on the shop page, after enabling this option a new product will be created and shown on the shop page.Gift Card Expiry

Users can add their coupon code here and purchase the extension product to extend the validity of their coupons. You can customize this expiry extension product from the product settings and set the price and extension options.

Gift Card Expiry Extension

price and extension options

8.Email Template

An email is sent to the recipient to notify them about their gift card coupon purchase. You can manage their templates for gift coupon emails with the given settings.

8.1.Manage Template

In this section, you can design your email template.

  • Upload Default Logo: Upload an image that you want to use as the logo on the email template.
  • Logo Height (in “px”): Set the height of the logo in pixels.
  • Logo Width (in “px”): Set the width of the logo in pixels.
  • Email Default Event Image: Upload the image that you want to use as the default event/occasion logo in the email template.
  • Gift card Message Length: You can set the ultimate gift card message length. The default length of the message is 300. Users can check the current count of the message characters.
  • Default Gift Cards Message: Set the default message for gift cards.
  • Disclaimer Text: Here you can change the disclaimer text for the email template.
  • Enable to notify the sender: Toggle this option if you want the sender to know when the recipient has used their gift card.

Enable to notify the sender

8.2.Mail Settings

Use this email template to acknowledge the buyer for their gift voucher purchase. You can tailor the mail elements according to your needs and create custom gift card templates for sending emails.

mail setting

  • Gift card Email Subject: Use [SITENAME] shortcode as the name of the site and [BUYEREMAILADDRESS] shortcode as the buyer email address to be placed dynamically.
  • Email Subject to Sender : Premium Write an email subject of the email template for the receiver.
  • Email Notification to Sender : Premium Write the message acknowledging to the buyer that the gift card has been sent successfully. You may use the shortcode [TO] for placing the Recipient Email dynamically.
  • Downloadable Gift Card Email Subject for Buyer : Premium Downloadable Gift card email subject for gift card mail when received by the buyer. Use [SITENAME]shortcode as the name of the site to be placed dynamically.
  • Gift Card Email Subject for Admin : Premium You can customize the subject line for the gift card mail that’s sent to you when the buyer purchases the card. You can proceed to use the details to ship gift vouchers to the shipping address.


Use [SITENAME] shortcode as the name of the site and [ORDERID] shortcode as the order ID of the product to be placed dynamically.

Here is how the email will look in the recipient email after customizing the necessary settings.

Gift Card Email Subject

The recipient can also download the gift card by clicking on the mail attachment.

download the gift card

8.3.Coupon Mail Setting

The WooCommerce gift card plugin will send email notifications to users regarding the usage amount of their gift card coupons. This way, they can easily keep track of the remaining balance on their coupons.

Coupon Mail Setting

  • Disable Coupon Amount Notification Email : Click on the checkbox to disable all users’ gift card coupon usage notification emails.
  • Coupon Email Subject : Write the subject of coupon mail. Use [SITENAME] shortcode as the name of the site to be placed dynamically.
  • Email Notification to Sender : Write the message to notify the user about their coupon amount. Use [COUPONAMOUNT] shortcode as a coupon amount to be placed dynamically. 

Here the [DISCLAIMER] shortcode would be replaced by the above Disclaimer text field.

Here is How the Coupon Mail Will Show to Users:

Coupon Mail

8.4.Coupon Expiry Notification Mail

You can now easily remind your users before their coupon expires by sending them an email. This feature lets you customize the subject line and email content to match your brand.

Coupon Expiry Notification Mail

  • Enable Reminder Send Before Coupon Expiry: Toggle this option to enable this feature
  • Reminder Send Days Before Coupon Expiry: Set how many days before you want to send the reminder mail
  • Reminder Email Subject: Type an engaging email subject “Hurry Up! Your Gift Card is about to expire!”
  • Reminder Email Body: Customize email body, place shortcodes to dynamically fetch the details.

9.Delivery Method Settings

In this setting, you get to enable three delivery options for customers to send gift card emails to the recipient.

  • Enable Email To Recipient: The email-to-recipient feature is used for sending the gift card for WooCommerce via email only to the recipient.

delivery method setting

On the front end, you can see the normal delivery method to send the Gift Card.

delivery method gift cards

  • Downloadable-  In this feature, the gift card template is sent back to the buyer. The buyer will download the gift card template and send it to the recipient with the needed method.

On the front end, you can see the option of printing your gift card.

Enable Downloadable:

Downloadable Gift Card – Example:

download the gift card template

  • Enable Shipping on Gift Card : Premium In this feature gift card email is sent to the admin and the admin will deliver the gift card to the shipping address of the recipient.

After enabling this setting you can see the shipping option on the WooCommerce gift card.

Enable Shipping on Gift Card

Allow Customers to choose : Premium The customer can choose the method for gift card delivery i.e; Email to Recipient, Downloadable, and Shipping.

(i) Customers Can Select: From this section enable the delivery methods for the customers.

delivery method setting

After enabling this feature you can allow the customer to select the delivery methods within three delivery methods for the Gift Card products.

Allow Customers to choose

Apply Coupon On Shipping & Tax: In this feature, the user can also apply their coupon for shipping and tax i.e, the total amount of Gift Card product.

You can overwrite delivery methods via per-product setting: This setting allows you to set the per-product delivery methods.

                                    Goto ‘Product edit page‘ and click on the ‘Product data‘ section, here you can see                                                                                                  the ‘Overwrite Delivery’ setting. 

                                            Enable this setting and select the delivery methods for the specific product.

Overwrite Delivery

10.Other Settings

The WooCommerce gift voucher plugin offers two additional features to control coupon redemption and preview button usage. 

Other Settings

  • Disable Apply Coupon Fields: Admin can disable the apply coupon field which is applied to each order amount.

Disable Apply Coupon

  • Disable Preview Button: Preview Button enables the senders to view their templates for gift coupons before sending them to the recipient. You can disable the preview button as needed.

Frontend Representation – Before:

Disable Preview Button

Frontend Representation – After:

Preview Button enables

  • Enable Subscription Coupon Type: Toggle this button to enable coupon types for subscription. (Requires Subscription for WooCommerce Plugin)
  • Select Coupon Type: Here you can select coupon discount types including Fixed, Initial Sign-up fees, Initial Sign-up fees in percent, and more. (Requires Subscription for WooCommerce Plugin)
  • Enable New Layout: A refreshed design for the Gift Cards Product Page – a simple, responsive, and intuitive layout for hassle-free gifting.

Frontend Representation – Old Layout:

Enable New Layout

Frontend Representation – New Layout:

  • Enable Auto-Complete Gift Card Orders : Premium Toggle this option to autocomplete gift card orders. It will automatically complete orders for gift cards delivered via email or as downloadable products (not shipped).

This only applies if the gift cards are delivered via email or as downloadable products, and the cart contains only gift card items.

  • Enable Bcc option for Gift card Mails :Premium BCC (Blind Carbon Copy) is a copy of an email message sent to a recipient whose email address does not appear (as a recipient) in the message. Click on the check box to enable the BCC feature.
  • Disable Resend Button:Premium Resend button is used to resend the gift card product mail to the recipient. Admin can disable the resend button option.

The user can also resend the email to the receiver in case their first attempt fails. 

Disable Resend Button

  • Disable Quantity: Premium Toggle this option to disable quantity on the cart page, your users will not be able to send gift cards in multiple quantity if you enable this setting.

Disable Quantity

  • Disable Send Today Button : Premium Send Today button is used for sending the gift card on the current day. You can disable this option for customers. The customers can select the date on which they want recipients to receive their gift certificates. They can also send the scheduled gift certificate on the current day through the order details section.

Disable Send Today Button

  • Disable Preview Button: Premium Preview Button enables the senders to view their templates for gift coupons before sending them to the recipient. You can disable the preview button as needed.Disable Preview Button
  • Enable PDF Feature: Premium Enable this feature to allow customers to get WooCommerce gift certificates with PDF attachments along with the email.

Enable PDF Feature

After enabling the PDF feature, two library options will be shown only to old users so that they can switch to the new MPDF and WKHTMLTOPDF.

MPdf and WKHTMLTOPDF

For the best experience, use MPdf, as WKHTMLTOPDF is deprecated.
Note: If you’ve been using the Gift Cards plugin for a while, after selecting the MPDF make sure to import new templates, as the old ones are no longer supported.

  • Select the PDF Template Size: Premium After enabling this feature custom will get a Giftcard email along with the attached PDF.

Select the PDF Template Size

  • Enable Browse Image for Gift Card: Premium After enabling this feature customers will browse the image for Gift Card Product.

Enable Browse Image for Gift Card

You click on the following checkboxes to enable these listed functions of the gift card for WooCommerce plugin : (All setting is available in pro)

  • Manual Increment Usage Count for Gift Coupon: Allow manual increment usage of Gift Coupons.
  • Enable Product for Custom Page: Display the Gift Card product on the custom page.
  • Select Custom Page: Select pages to display the Gift Card Product with the shortcode product_page id =”xyz”
  • Hide Gift Card Notice: Hide the Gift Card notice from the product page.
  • Hide Featured/Thumbnail Image: Hide the feature images from the product page.
  • Disable Buyer Notification: Disable the notification to the buyer about where their Gift Card has been sent.
  • Enable Product for Custom Page: Toggle This Option if you want to show any gift card product on a custom page.
  • Select Custom Page: Select your custom page from this dropdown and use the [product_pageid=”XYZ”] shortcode to show the products on the custom page
  • Hide Recharge Coupon Code Field: Toggle this option if you want to hide the recharge coupon field from the myaccount> gift cards section

11.Offline Gift Card Setting

11.1. Import Offline Coupons

Through this section, you can import Offline Coupons. If you’ve created and offered some gift coupons offline and want your customers to use those coupon codes at your online store to get a discount, you can import them from this tab.

11.2. Offline Gift Card List

If you want to send gift cards to hundreds of customers, you just need to select and import the .csv file where all the required data is mentioned. Then you can choose the fitting template for gift coupons, and it will be sent to all the users.

Offline Gift Card Setting

Read the instructions carefully before importing your .csv file.

You can use this table to send gift card coupons to many users at once. Just click on Add New and add all the required details. Click on Save & Send, and your gift card coupon will be sent on the set date to the added email.

online gift cards

You can view details of all shipped gift cards by clicking on the ‘View List‘ tab.

View List of Offline Gift Cards

12.Import/Export Setting

12.1. Export Gift Coupons 

  • Export Online Coupons Details:  You can export a report of all the online gift card coupons in a .csv file format by clicking on the Export CSV button.
  • Export Offline Coupons Details: Clicking on the Export CSV button to export a report of all the offline generated coupons in a .csv file format

12.2. Import Gift Coupons 

In this section, you can import the gift coupon codes from a .csv file if you don’t want to use the predefined codes generated by our Gift Card Pro plugin. 

Read the instructions carefully before importing a Gift Coupon file. To import a gift coupon file, just click on the “Choose File” button and select your file that contains the coupon codes, and click on Import.

Import Gift Coupons

You can also import gift card coupons for specific products by adding the Product ID to the CSV file. You can assign multiple coupons to a single product for automatic distribution. If no Product ID is provided, the coupon will be assigned randomly. 

Make sure to export the demo CSV for reference to avoid any confusion.

export the demo csv

Now you can directly import gift card coupons using the CSV and directly assign them to products; just select the product before importing your CSV from the option, this way, you don’t have to manually add the product details in the CSV, saving your precious time!

12.3. Import Gift Products 

If you don’t want to create digital gift cards manually, you have to import the card details in a  .csv file. To import a gift coupon product file, just click on the “Choose File” button and select the file that contains the product data, and click on Import.

import gift products

From this tab, you can import WooCommerce gift coupons and products and sell them.

13.Group Gifting

Group Gifting refers to a scenario where multiple individuals contribute money or resources to collectively purchase a gift for someone. This concept is often applied in various contexts, such as birthday gifts, wedding registries, or crowdfunding campaigns for specific items.

Our Gift Cards Plugin Supports The Feature For Group Gifting. You can read the group gifting documentation here

14.Discount Settings

Merchants can enable the discount amount on gift cards for WooCommerce.

Note: Please make sure that you have checked the GIVE DISCOUNT option from the product edit page only then will it reflect on the front.

discount setting

  • Enable Discount on Giftcard Products: Check this box to enable the discount on gift certificates.
  • Select Discount Type: Choose the discount type for gift card products either fixed or percentage.
  • Enter Discount within Price Range: Enter discount within the maximum, minimum price range, and discount amount.
  • Select Discount Type is Fixed: Select discount type is fixed from the dropdown.
  • Set the Discount Amount with Price Range: After selecting the discount type, set the discount amount with the price range.

Discount Amount with Price Range

  • Select Discount Type is Percentage: You can also select the discount type in percentage.
  • Set the Discount Amount with Price Range: After selecting the discount type, set the discount amount with the price range.

Select Discount Type is Percentage

15.Thank You Order Setting

The merchant would be able to send Thank You gift coupons to their regular customers, who have placed the required number of orders for that coupon.

 Thank You Order Setting

  • Want to give a Thank You Gift coupon to your customers: Check this box to enable gift coupons for those customers who had placed orders on your site.
  • Select the Order Status: Set the status when the Thank you gift card coupon would be sent.
  • Number of Orders, after which the thank you gift card would send: Enter the order number after that you want to give the gift card coupon to your customer.
  • ThankYou Coupon Expiry: Enter the number of days for coupon expiry. Keep value 1 for one-day expiry after generating the coupon keep value 0 for no expiry.
  • Select ThankYou Gift Coupon Type: Choose the thank you coupon type. It is either fixed or percentage.
  • Enter a Thankyou Message for your customers: This message will print inside the Thank You template. You may use shortcodes [COUPONCODE], [COUPONAMOUNT], and [COUPONEXPIRY].
  • Enter Coupon Amount within Order Range: Enter the thank you coupon amount with the price range.

Email Representation:

Here is how customers will receive their thank you coupon

thank you coupon

16.QR/Barcode Settings

The QR Code/Barcode is used over the WooCommerce gift card to provide security.

16.1.QR Code Settings

Enable QR Code: Choose this option to enable the QR code function

Display Coupon Code: Toggle this option to display the Coupon Code Below the QR Code

Select ECC Level: This compensates for dirt, damage, or fuzziness of the BAR Code. Valid values are “L” (low ECC), “M”, “Q”, “H” (highest ECC). A high ECC level adds more redundancy at the cost of using more space.

Size Of QR Code: Option to enable QRCode after selecting the ECC level to select the size of the QRCode.

Margin Of QR Code: Set the QR Code margin over here.

You can see the QR Code on the ultimate gift card preview.

QR Code Settings

16.2.BarCode Settings

Enable Barcode: If the user wants to generate their BARCode with the Coupon code so here we give the option for the merchant to allow your user to generate their BARCode with the Coupon Code. 

Display Coupon Code: Enable this feature to generate your Barcode display the coupon code below the Barcode. 

Select Code Type: There are pre-designed code types for barcodes that you can use in different places for different purposes. 

Size Of Bar Code: Set the size of the barcode gift card. You can see the Barcode on the front end.

You can see the BAR Code on the front end.

Size Of Bar Code

17.Customizable Gift Cards Setting

This setting allows your customer to create digital gift cards and customize them before purchase. You can set a default image for cards and also allow customers to upload their images for the customizable gift cards.

17.1. Enable

Click on the checkbox to enable this setting.

Afterward, a Customizable Gift Card product is automatically created in the shop.

Your customer can buy gift coupons with the predefined Gift Card templates or make customizations in the template, such as uploading the Gift Card Image, entering the Message, Card Value, Sending Date, Enter Your Name, etc., in real-time.

Plus, you can implement duration-based pricing (variable) on the customizable gift card. Customers can select the duration from the price drop-down and pay accordingly.

Customizable Gift Cards

17.2. Allow Only Default Template Images

Through this setting, you can limit the customizable gift card image selection to default images only.

default template images

On the front end, your customers will only see the default images.

default images frontend

17.3. Allow Only Uploaded Template Images

Enable this setting to display only uploaded images on the front end. 

uploaded template images

On the front end, your customers can use only the images you’ve uploaded. To upload these images, go to the “Upload Images for Email Template” option.

upload images for email template

Here, you can upload multiple images, and only those will be visible on the front end.

Here’s how it will appear to the users.

gift card designs preview

17.4. Allow Both Uploaded Images and Default Images

You can display both uploaded images and pre-defined images on the front end.

allow upload and retain default images

Here’s how it will appear to the users.

upload and default imagesAs you can see, both the default images and the uploaded images are visible.

17.5. Upload Default Gift Card Image

You can upload and set a default image for Customizable WooCommerce gift cards.

upload default gift card image

On the front end, you can see the default Gift Card image.

default gift card image frontend

17.6. Create Gift Card Product

You can create a new customizable gift card only after deleting the previous one.

create gift card

Click on the ‘Create Gift Card’ button, it will redirect to the product edit pages. Here, you can enter the required product information like product name, featured image of the product, etc, and lastly click on the ‘publish’ tab.

After successfully publishing the product, the product will be listed on the shop page.

product listedIf you want to do further customization of the gift cards, you can use the gift cards setting tab, where you can customize the default price, pricing type, and many more.

customization for gift cards

17.7. Select Color Setting

This setting allows you to set the personalized background and middle section template color for your gift cards. You can also select the color for the disclaimer section.

select color settings

Here is how it’s updated over the frontend.

select color setting frontend

18.Scan/Fetch and Redeem/Recharge Giftcard Setting

This WooCommerce Gift Card plugin will help you to grow your revenue by offering easy redeeming/recharging of gift card vouchers for your offline businesses. You can redeem/recharge all types of gift card coupons from the gifting portal.

To use the Giftcard Redeem Link on the web-store follow these steps.

Step 1: First click on the “Get Me My FREE Redeem Link“.

WooCommerce Gift Card Redeem

Step 2: Now a popup window will be displayed on your dashboard, here enter your Email Id, Name, and then click on the “Generate Link” tab.

Redeem Gift Cards

Step 3: After clicking on the “Generate Link“, your Gift Card Redeem Link and Embedded link will be displayed on your panel with walkthrough steps and the login details will be sent to the given email id.

redeem gift card for woocommerce

Step 4: Now Copy the Giftcard Redeem link or Embedded code to log in to your web-store of gifting.wpswings.com by using the credentials given in the received email. To use the embedded code first you have to create a Page and then paste the embedded code on it.

login

Step 5: After successful login with the dashboard, you will get the shop page of the web-store. 

Here you can see all transactions of Giftcard vouchers. The WP Swings gifting portal allows you to scan, redeem, & recharge gift cards, and view various reports related to gift card sales. 

It is an exclusive service of our WooCommerce gift cards plugin, suitable for both offline and online stores. Note: The gifting portal only works for gift cards created using our plugin.

transaction of gift card vouchers

Step 6: Now go to the “DASHBOARD“, here you can start Scan/Fetch and Redeem/Recharge the gift card coupon. You can scan or enter the coupon code to fetch the detail of the Gift card and you can also redeem/recharge the Gift card coupon easily. 

The dashboard distributed into 3 sections.

  1. Scan: Click on the scan button you can scan the Gift Card Coupon details.
  2. Gift Card Details: Here enter the Gift Card Coupon Code to fetch the details of the Gift Card. After entering the coupon code you can view all the details of the giftcard coupon like amount, expiry date, usage limits of the Gift Card Coupon, etc. 
  3. Redeem: You can enter the amount to redeem the value from the Gift Card Coupon or add value to it.
scan gift card

To use the redeem link on this POS system, follow the steps below

  1. Copy the embed link and paste it on any page at POS.
  2. Login using the credentials given in the received email.
  3. Start Scan/Fetch and Redeem/Recharge.

18.1.Open Shop

You can open the front-end panel to scan QR/Bar codes, fetch details from coupon codes, and redeem & recharge gift cards. Also, you can add a custom note while editing the gift card value. This panel works for both online and offline stores.

18.2.Dashboard

The dashboard shows an overview of the gift portal usage with Total Redeem, Total Recharge, and Transaction Comparison data. You can access the Dashboard from the admin menu on the left panel.

Dashboard

  • Total Redeem: Number of gift cards you’ve redeemed. 
  • Total Recharge: Number of gift cards you’ve recharged.
  • Transaction Comparison: Show the percentage of gift card redemption and recharge compared to the total transactions.

18.3.Shop

The shop settings tab allows you to configure gift card usage, view reports, give access control to your employees, and add new stores to the gifting portal.

18.4.Gift Card Settings

You can set the basic gift coupon usage limits using the settings tab. 

gift card settings

Follow these steps to edit the settings: 

  • Currency: Enter the currency symbol to change the operational currency of your gifting portal. 
  • Expiry Days After Recharge: Set the number of days after which a recharged gift card will expire. 
  • Usage Limit After Recharge: Enter the limit of gift card redeem limit of recharged gift card. 

These settings will apply globally to all your recharged gift cards. So, click on Submit to implement your changes.

18.5.Gift Recharge Report

In the Recharge Report tab, you can view a detailed report of gift card recharge according to date, store, and employee.

gift card redeem report

SEARCH From the Search section, you can filter the gift card recharge report by following these steps: 

Date: Select a Date Range for the gift card recharge report. For example, This Month, Last Month, or Custom Range. 

Store: Select a store from the ones registered on the gifting portal. 

Employee: Select from the employees you’ve given access to the gifting portal. And click on the Submit button to render the report. 

The fetched data will display in the Recharge Report table.

18.6.Gift Card Redeem Reporting

The Redeem Report Table contains data regarding all gift card redemptions carried out by you across all stores. 

You can filter out the report using the following steps:

SEARCH 

  1. Date: Select a Date Range for the gift card redemption report. For example, This Month, Last Month, or Custom Range. 
  2. Store: Select the store whose redeem report you want to fetch. 
  3. Employee: Select the employee who has access to redeem gift cards. Click on the Submit button to generate the report.

18.7.Add Multiple Stores

The Stores tab contains the list of stores you’ve registered on the gifting portal. You can edit, delete, or add new stores.

Add Multiple gift card

To edit the details of an existing store, follow these steps: 

  1. Click on the edit button. 
  2. Enter the required details you wish to change. 
  3. You can edit the details like Name, Owner, Location, Phone, Language Set, Design Set, and Assign Employee.
  4. Click on the Update Button to save your changes.
multiple gift cards

To delete a store, follow these steps: 

  1. Go to the Action Column of YOUR ALL STORES table. 
  2. Click on the Delete button and confirm. 

To add a new store: 

  1. Click on Add Store button 
  2. Add all the required information in the fields 
  3. Lastly, hit the Add button

18.8.Add Unlimited Employees

The Employees tab has the list of individual(s) who have the access to redeem and recharge gift cards. You can add or remove employees as per your need. Plus, you can implement passwords for each employee to add a layer of security and ensure authorized access only.
If You are using the free version of the plugin, you are limited to create only 2 employees, upgrade to the pro version for unlimited access
add multiple employee in gift card

The Employee table has the following columns: Serial No., Employee Name, Email ID, Position Phone, Manager, Added Date, and Action. 

Follow these steps to add a new employee:

  1. Click on the Add Employee button. 
  2. Enter the following details: Employee Name, Email, Position, Manager Name, Phone, Shop, Password and Confirm Password. 

   At last, click the Add button to give access to the new employee.

Adding gift cards employee

19.Notification

Enable WhatsApp Sharing

This setting allows your user to send the Gift card coupon details via WhatsApp to their recipient.

 

Enable WhatsApp Notification

  • Enable PDF Link: Click on this checkbox to share the ultimate gift card in PDF format through the PDF link on WhatsApp
  • Enable WhatsApp Sharing: Through this setting, the admin can enable the WhatsApp sharing of Gift card Details.
  • Message Content: Enter the content for the WhatsApp notification by using the specific shortcodes.

    Use [TO] shortcodes as the name of the sender, use [FROM] shortcodes as the name of the receiver, use [MESSAGE] shortcodes for the gift card message, use [COUPONCODE] shortcodes as the coupon code, use [AMOUNT] shortcodes for the gift card amount, use [EXPIRYDATE] shortcodes as the expiration date of the gift card to be placed dynamically. And the last click on the save setting button.

    After successfully saving the setting by the admin, the customer can see the ‘share on WhatsApp’ button on the order details page. Using this button they can share Gift Card details to their recipient directly via personal WhatsApp amount.

order detail

Enable SMS Notification

This setting allows your user to send the Gift card coupon details via message to their recipient.

To enable this setting first you have to fill out the Twilio Account credentials, If you don’t have a Twilio Account, visit the Twilio Website and create an account by clicking on the given link.

Enable SMS Notification

  • Enable SMS Notification: Click on the checkbox to enable this setting.
  • Account SID: Enter your Twilio Account SID.
  • Account Auth Token: Enter your Twilio Account Auth Token.
  • Twilio Number: Enter your Twilio Number.

After successfully saving the setting by the admin, the customer will be able to send the gift card coupon details via SMS to their recipient contact number.

gift card coupon details via SMS

On the Add to the Cart page, customers can enter their recipient contact number to send the gift card coupon details after placing the order.

Enable WhatsApp Notification

Gift Cards Pro plugin lets you send gift card details to customers via WhatsApp notifications. With easy setup, you can quickly share personalized gift card details.

In the notification tab find the option to enable WhatsApp Notification, simply toggle this setting to activate WhatsApp notifications for your customers.

enable whatsapp notificartionEnter Access Token: You need to enter your Access Token to integrate WhatsApp with your gift cards site. This token can be obtained from the Facebook Developer Dashboard after creating an account. Let’s see how to do it…

enter access tokenAfter creating your account on the Facebook Developer Dashboard, navigate to the Apps section from the top bar and create a new app.

create new appFill out the required fields in the multi-step form based on your needs. Once completed, your new application will be set up, and you will be redirected to the application dashboard.

add products to your appOn the left sidebar, locate the WhatsApp section and click on API Setup. If you don’t see the WhatsApp option, you can easily add it from the Product section below with a single click.

generate access tokenInside the API Setup section, click on the Generate Access Token button. A pop-up window will appear, prompting authentication. Once authenticated, your Access Token will be generated and ready for use.

Once you have generated your Access Token, copy it and paste it into the Enter Access Token field in the plugin

Next, locate your Phone ID in the developer dashboard. As shown in the screenshot below (with some details blurred for security purposes).

API idCopy the Phone ID and paste it into the Phone ID section of the plugin.

After completing these steps, the next step is to send a test message to verify that your WhatsApp configuration is working correctly. This will ensure that the integration is set up properly and ready for use.

WhatsApp configuration verificationTo verify your WhatsApp integration, enter the recipient’s phone number in the “To” section of the plugin. Then, click on the “Send Message” button.

If the configuration is correct, a message will be successfully sent to the recipient using the default template.
The next step is to create a WhatsApp Template for sending gift card details to your members.

create whatsapp template1. To create a WhatsApp template, follow these steps:

  • Access WhatsApp Manager
  • Navigate to the App Dashboard from the top left corner.
  • Under the dashboard, click on WhatsApp Manager.

create whatsapp's templates2. Manage Templates

  • In the WhatsApp Manager, click on Manage Templates to view a list of previously created templates (if any exist).

3. Create a New Template

  • Click on the Create Template button.

In the screenshot below, you can see an example of a WhatsApp template.

example of a WhatsApp templateWhile creating your template, you can define the subject and body content, using placeholders for dynamic data.

  • {{1}} will be replaced with the customer’s name.
  • {{2}} will be replaced with the body content of the message.
  • You can add additional placeholders for any other details you want to personalize.

Once you’ve customized your template, click the Submit for Review button in the top right corner. The Facebook review team typically takes around 24 hours to approve the template.

Once approved, your template will be active and ready to use.

Now, you are ready to send notifications to your members.

20.Rest API For Gift Cards

Base Url for accessing Gift Card Coupons : {home_url}/wp-json/api/v1/giftcard/

Click on the Generate API Key to Generate your consumer-key and consumer_secret key.

rest API setting

Authentication

For authentication, you need Consumer Key consumer_key and Consumer Secret consumer_secret keys. 

Response on wrong API details

   {

        “code”: “rest_forbidden”,

        “message”: “Sorry, your key details are incorrect.”,

        “data”: {

            “status”: 401

        }

    }

Retrieve GiftCard Coupon Details 

POST {home_url}/wp-json/api/v1/giftcard/coupon-details

Required Parameters: consumer_key, consumer_secret, coupon_code

JSON request example:

   {

        “consumer_key”:”XXXXX”,

        “consumer_secret”:”XXXXX”,

        “coupon_code”:”wps-uwsqb”

    }

JSON response example:

   {

        “code”: “success”,

        “message”: “There is Giftcard Coupon Details”,

        “remaining_amount”: “10”,

        “discount_type”: “fixed_cart”,

        “usage_count”: 2,

        “usage_limit”: 10,

        “description”: “GIFTCARD ORDER #491”,

        “coupon_expiry”: “15/05/2025”

    }

Gift Card Coupon Redeem 

POST {home_url}/wp-json/api/v1/giftcard/redeem-coupon

Required Parameters: consumer_key, consumer_secret, coupon_code, redeem_amount

JSON request example:

   {

        “consumer_key”:”XXXXX”,

        “consumer_secret”:”XXXXX”,

        “coupon_code”:”wps-uwsqb”,

        “redeem_amount”:5

    }

JSON response example:

   {

        “code”: “success”,

        “message”: “Coupon is successfully Redeemed”,

        “remaining_amount”: 12,

        “discount_type”: “fixed_cart”,

        “usage_count”: 3,

        “usage_limit”: 10,

        “description”: “GIFTCARD ORDER #491”,

        “coupon_expiry”: “30/05/2024”

    }

Gift Card Coupon Recharge/Update Details ( Coupon Amount, Coupon Expiry, Usage Count, Usage Limit ) 

POST {home_url}/wp-json/api/v1/giftcard/recharge-coupon

  • Required Parameters: consumer_key, consumer_secret, coupon_code, recharge_amount
  • Optional Parameters: coupon_expiry( in timestamp ), usage_count, usage_limit

JSON request example:

   {

        “consumer_key”:”XXXXX”,

        “consumer_secret”:”XXXXX”,

        “coupon_code”:”wps-uwsqb”,

        “recharge_amount”:6,

        “coupon_expiry”:”1717050604″,

        “usage_count”:2,

        “usage_limit”:10

    }

JSON response example:

   {

        “code”: “success”,

        “message”: “Coupon is successfully Recharged”,

        “remaining_amount”: 18,

        “discount_type”: “fixed_cart”,

        “usage_count”: 2,

        “usage_limit”: 10,

        “description”: “GIFTCARD ORDER #491”,

        “coupon_expiry”: “30/05/2024”

21.Reporting Gift card to the Admin

From now this WooCommerce gift voucher plugin provides reporting to the admin of all gift cards, There are two ways to view the report.

  1. Navigate to the dashboard click on the WooCommerce > Reports > Gift Cards. Here admin can view and edit the gift cards detail generated by the customers.

gift cards detail

     2. Directly clicking on the ‘GC Report’ on the top menu of the dashboard.

GC Report

To view the complete description of the gift card click on the ‘View Details’ button of the specific gift card.

Here, the admin can see the full report of the gift card.

full report of the gift card

22.Compatibility with Points and Rewards For WooCommerce

The Gift Card for WooCommerce Pro plugin is compatible with the Points and Rewards for WooCommerce plugin allowing your customers to convert the value of their gift card into points. 

The admin can enable this feature and set the conversion rate  by navigating to the GiftCards >> Settings >> Other Settings point and reward

Then, the customers can convert their coupon into points by navigating to the My Account >> Points Section.

Points Section

23.Compatibility With Subscription for WooCommerce Pro

The WooCommerce gift card plugin is compatible with the Subscriptions for WooCommerce Pro plugin. It enables you to leverage the following benefits:

a) You can allow users to use gift card coupons for subscription-related activities like the first signup fee discount, a signup percentage discount, and recurring discounts.

b)  Use gift cards on existing subscriptions for renewal orders based on coupon amount.

c) If the subscription is purchased using a gift card, the same gift card will be applicable for the renewals.

24. Compatibility with Return Refund & Exchange For WooCommerce

The gift Card for WooCommerce Pro plugin is compatible with the  Return Refund & Exchange for WooCommerce and RMA Return Refund & Exchange for WooCommerce Pro.

With this compatibility, the customers are able to file refunds and exchange requests for the gift card products they purchase. 

But customers must fulfill these two conditions: 

  1. a) The expiration period of the gift card shouldn’t be achieved
  2. b) Its usability should be equal to zero.

You can credit the refund into their RMA wallets instead of paying them back through the payment methods they used for gift card purchases.

25.Compatibility With Wallet System for WooCommerce

Our Ultimate Gift Cards for WooComerce plugin is compatible with Wallet System for WooCommerce Pro and Wallet System for WooCommerce.

wallet system for WooCommerce

The WooCommerce Wallet users can redeem their gift cards to add balance to their wallets. The complete value of the gift card will be transferred to the user’s wallet upon redemption. They may use the updated balance however they like.

26.Compatibility with "Price Based on Country for WooCommerce" plugin

Our gift cards plugin is compatible with the Price Based on Country for WooCommerce plugin. With this compatibility, you can define the currency for different countries. So, based on the geolocation tracking of your users, the WooCommerce gift card currency will be different from your base currency.

woocommerce-ultimate-giftcard-shipping-zone

27.Premium version Settings

Gift Cards for WooCommerce Pro helps you create, sell & manage gift cards on your WooCommerce store. It lets you share gift cards through Emails, WhatsApp, and SMS, & easy download PDFs for offline printing. WooCommerce Gift Cards come with loads of features. Here are some of them:

WHAT PREMIUM VERSION OF  GIFT CARDS  FOR WOOCOMMERCE PRO OFFERS

  • Gift Card reporting
  • Generates Gift Card in PDF
  • 20+ pre-designed Gift Card templates
  • Image gallery for Gift Cards
  • Gift Card scheduling
  • Import/Export Gift coupons
  • Gift Card shipping to recipient’s address
  • Twilio integration for SMS notification
  • WhatsApp sharing for Gift Cards
  • Automated balance updates
  • QR/Barcode coupon codes
  • Discount on gift card purchases

TAKE ADVANTAGE OF EXCLUSIVE FEATURES OF WOOCOMMERCE GIFT CARD PLUGIN

Get premium version of Plugin Gift Cards for WooCommerce Pro 

Visit the WooCommerce Gift Cards Documentation to learn more about the plugin’s Premium features and functionality.

28.Feedback and Suggestions

Don’t see a feature in the Gift Cards for WooCommerce Pro plugin that you think would be useful?

We’d love to hear it: Reach out to our Support query and we’ll consider adding it in a future release.

29.FAQs

 

How can I edit the Gift Card templates?

To edit the Gift card template from the “Gift Card” menu where all the templates are listed. Click on “Edit” to edit a particular template. Now the editing page of the template will open. You can make the changes and update the template.

Can a customer redeem the gift card total amount in different transactions? Like a $100 coupon is used for a $60 transaction and then the remaining $40 in the next order.

Yes, we have this feature in our plugin. To let customers do this, you need to increase the usage of the gift card. Go to your WordPress Dashboard and navigate to Gift Cards > General Settings. Under the General Settings, you’ll find Gift Card No. of time usage. Increase the usage to the number of times you want your customers to redeem a gift card amount

Can I set the expiry of the Gift card?

Yes. In the General Settings of the plugin, you can set the number of days after which the gift card will expire.

I want gift card coupons that can't be used on a few product categories. How can I do that?

You can easily exclude the product and product categories on which you don't want to apply the gift card coupons. Just go to the Gift Card > Settings > Product tab. Here you can select the product and product categories on which you don't want to apply the gift coupons. You also get an option to exclude Sale Items in this tab.

How can I allow the customer to enter their own price for purchasing the Gift cards?

If you want your customers to enter the price of their own choice, you can select the "User Price" option from the Pricing Type dropdown in the gift card product edit page while creating your Gift Card product. This will let your customers enter the gift card price of their own choice.

After receiving the Gift coupon, How can the recipient use this coupon code?

We have inherited WooCommerce features for creating Gift coupons. So your customer can use Gift coupons the same as the WooCommerce coupons. They can apply the coupons on the cart/checkout page to get the discount.

How can I restrict the customer to purchase the Gift card products from the coupons?

Yes, We have provided this feature under the "Other Setting" tab of the plugin. After enabling this setting, the "Apply Coupon" field will not get displayed on the cart/checkout page if only the gift card product is in the cart.

From where can I mention the "Disclaimer" in all the gift card templates?

To add the disclaimer in your Gift Card email templates, go to  Gift Card > Settings > Email Template > Disclaimer Text. Add the disclaimer text here and Save Changes when done. The added text will be displayed on all the gift card product templates.

Can we set the minimum price for user price type?

Yes, the admin can set the minimum price for the user price type. For this, please go to the Product edit page, Choose User Price type, and Set Minimum Limit.

30.Helpful Resources !!

  • How to Sell Gift Cards on your WooCommerce Store?
  • eCommerce Gift Cards : 7 Key Roles in Retail Business Growth
  • How to Redeem Gift Cards at a Retail Store?
  • All you need to Run a Successful Gift Card Program
  • Top 11 Gift Card Mistakes Online Retailers Makes and How to Avoid them

31.Case Studies

  • Stoffsalon Case Study
  • Dee Why Therapeutic Centre Case Study
  • Ezenpur Day Spa Case Study 
  • Slowdays Case Study 
  • Cast Iron Chief Case Study
Suggest Edit

Filed Under: Org, WooCommerce / WordPress Tagged With: free, gift card coupons, woocommerce, woocommerce gift, woocommerce gift card, woocommerce gift certificates, woocommerce gift product plugin, wordpress gift voucher plugin

One Click Upsell Funnel for WooCommerce

May 15, 2018 by sanjeev maurya

search_image
  1. Overview
  2. How to Download The Plugin?
  3. Installation
    1. Free Version
    2. License Activation
  4. Workflow
    1. Creating New Funnel
    2. Predefined Offer Templates
    3. Funnel Lists
    4. How to Use Shortcodes
    5. How To Design Custom Offer Pages With Advanced Shortcodes
    6. Global Setting
    7. Pop-Up on Exit Intent
    8. Payment Gateways
    9. Want Some Other Payment Gateway Integration?
    10. Add Dynamic Shipping Price on COD, Wallet, and Stripe
  5. Sales Reports & Tracking
    1. Sales Reports
    2. Google Analytics
    3. FB Pixel
  6. Plugin Compatibility
  7. Feedback and Suggestions
  8. FAQs
  9. Helpful Resources ! !
  10. Case Studies

1.Overview

One Click Upsell Funnel for WooCommerce allows merchants to create upsell offers that are displayed after checkout. Customers can accept these post-checkout offers and buy them without re-entering their payment details. This encourages the customers to spend more at your store which as a result increases your Average Order Value.

You can add multiple offers in your WooCommerce upsell funnel so if the customer doesn’t accept the first offer, you can present them with another one with a more attractive discount.


Watch: How to Set-up WooCommerce Upsells, Cross-Sells Offers?

https://youtu.be/S4fv2YwLxQk

 


With the help of this plugin, you can create multiple upselling and cross-selling offers that make more sales and generate revenue that you have never expected. Now you can create one-click upselling funnels that trigger when a user adds a target product to their cart.


Key Features of One Click Upsell Funnel For WooCommerce:

  • Shows upsell offers after checkout, the best time to persuade customers to buy more since s/he has already made a purchase.
  • Comprehensive track report for every single smart funnel.
  • Track your upsell funnel sales data on Google Analytics and Facebook Pixel.
  • Create a global funnel that triggers regardless of any product or category.
  • Offer an Upgrade on the Existing purchase to your customers.
  • Show exclusive offers based on the order email.
  • Display intelligently upsell offers by skipping the funnel for the same offer product.
  • View and edit your smart funnels in sandbox mode.
  • Multiple funnels can be created with offers of your own choice.
  • Custom offer pages can be created with the help of shortcodes.
  • 8 predefined offer sales funnel templates that are completely customizable with Elementor. But if you want to use other page builders that are compatible with the plugin, use shortcodes provided within the plugin.
  • Offers can be purchased with a single click only.
  • Custom funnels can be scheduled for specific weekdays.
  • Customizable funnel workflow if the customer accepts or rejects an offer.
  • Compatibility with all leading page builders. Supports Simple, Variable, Subscription, and Bundled Products.

Benefits:

  • Increases the WooCommerce store’s revenue, profit, and Average Order Value(AOV).
  • Significantly boosts your customer LifeTime Value(LTV).
  • Exposure to higher-margin items and best sellers.
  • Improves Customer satisfaction by offering them products or services that best meet their needs.

2.How to Download The Plugin?

To download the org version of the plugin:- 

navigate to the WordPress page of One Click Upsell Plugin, and click on the Download button.

upsell wordpress download button

To download the premium plugin that you purchased please follow the below steps:-

  1. Go To https://wpswings.com/my-account
  2. Visit Orders Section

There you will get a License code and a Premium purchased plugin zip file Download and use it on your website by activating it

Note: You need to have both Free and Pro plugins in order to use them smoothly

3.Installation

Let’s See how you can download and install both the free and pro version of the One Click Upsell Funnel Plugin:  

3.1.Free Version

Automatic Installation:

Automatic installation is the easiest option handled by WordPress. 

Follow these steps for the installation:

1) Go to the Admin panel navigate to the sidebar click on the ‘Plugins’ menu > ‘Add New’.
2) On the ‘Add Plugins’ page go to the search bar and type ‘One Click Upsell Funnel For WooCommerce’. 


Once you find ‘One Click Upsell Funnel For WooCommerce’ by WP Swings, you can view the details about it such as the points release, rating, and description. One can install it, simply by clicking “Install Now”  

[ DOWNLOAD ZIP ]

upload and install upsell funnel plugin


Manual Installation:

The manual installation of the plugin is another option to install the plugin in the seller’s WordPress environment. 

The manual installation method involves downloading our ‘One Click Upsell Funnel for WooCommerce Extension and uploading it to the web server via their favorite FTP application. 

The steps for manual installation are as follows:

1) Upload the ‘One Click Upsell Funnel for WooCommerce’ folder to the /wp-content/plugins/ directory.
2) Activate the WooCommerce Upsell Funnel plugin through the ‘Plugins’ menu in WordPress.

Note: The best results can be viewed by using the “WooCommerce” standard theme (Storefront). Some third-party plugin might cause conflict with our plugin.

3.2.License Activation

After Purchasing the premium version navigate to My Account > Orders > Your Order. There you’ll find the License Key.

If you want to benefit from all the premium features and automatic updates and access the support platform to receive help from our staff. In that case, it’s necessary to activate the license.

license upsell

To do so, you have to navigate to the “License” tab, here you can enter the “License Key”, and click on the “Activate” button. Customers are supposed to receive these in their mail when they purchase the premium plugin. 

You can also find the license activation code in the My Accounts > Order section

4.Workflow

With this plugin, you can create or can begin implementing the functionality of one-click upsell in your store. It provides you with amazing features for creating a custom funnel which will work great for generating funnel offers. 

Each workflow consists of a sequence of features, such as creating a new funnel, predefined sales funnel templates, global settings, and more.

4.1.Creating New Funnel

In this section, you can create new funnels that will take action on your WooCommerce store when a purchase happens.

To create a new WooCommerce funnel, go to the Funnel List section. This section displays the list of all funnels you have created. If you want to create a new funnel, click on the Create New Funnel button. 

Create New Funnel button.

 

When you click on Create New Funnel, you’ll be asked to add the details about your smart funnel. 

smart funnel.

 

  • Name Of The Funnel: 

Add a name you want to give to your sales funnel. 

  • Select Target Product(s): 

Select one or more products as a target product. Whenever a customer purchases a target product, the funnel will come into action. 

  • Select Target Categories:

Select the target categories of the product. Whenever a customer purchases a product from that category, the funnel will come into action. 

  • Funnel Schedule: 

Schedule your custom funnel for specific weekdays or let them execute daily. 

  • Global Funnel: 

Click on this toggle button and enable it if you want to turn this funnel into a global funnel. A global funnel doesn’t depend on any target product or category. So if you want to trigger this funnel always, enable this feature.

  • Exclusive Offer: 

By enabling this setting, you can create exclusive one-time upsell offers on your store to raise urgency among your customers. The Exclusive Offer will make your post-purchase upsell offers visible to the customer once. This setting works for the billing email. 

  • Smart Offer Upgrade: 

By enabling this feature, you can offer an upgrade product to the customers after the purchase is done. If they accept the upgrade offer, the initial product will be replaced by the offer product. 

Note: Smart Offer Upgrade feature doesn’t work if the Global Funnel feature is enabled for a similar funnel. 

After filling in the details of your WooCommerce funnel, add the offer to your funnel. This offer is responsible for displaying the upsell products after checkout. Click on Add New Offer to add offers to your sales funnel. 

add new offers in upsell funnel

You’ll be asked to fill in these details once you click on Add New Offer: 

Add New Offer:

  • Offer Product: Select the product you want to feature in the offer.
  • Offer Price/Discount: Enter the new offer price or specify the discount percentage.
  • Offer Image: Choose an image to represent your offer.
  • After ‘Buy Now’ go to: Select the page where users will be redirected after accepting the offer
  • After ‘No Thanks’ go to: Select the page where users will be redirected after rejecting the offer

Once you’ve filled out the details, you can choose a funnel template that suits your needs.

choose a funnel template

  • Offer Custom Page Link:  If you prefer not to use any built-in templates, you can create a custom offer page and customize it using the shortcodes provided in the Shortcodes section. Once done, simply add the link to your custom page here to use it.

After setting up your offer, click on the Sandbox toggle button to make the Upsell Funnel Live and click on the Save Changes button. 

4.2.Predefined Offer Templates

We provide 8 offer page templates that can be customized with the help of Elementor. You can use these sales funnel templates to display your upsell offers 

Template 1

template : upsell

Template 2

template 2 : upsell

Template 3

upsell : Template 3

 

4.3.Funnel Lists

After successfully creating the WooCommerce funnels, you can view the list of total funnels in the Funnel List section. 

Here you can see all the details of the funnels like Funnel Name, Status, Target Product & Target Categories, and Number of Offered Products in the funnel and also take the proper action according to the need like Edit, View, and Deleting funnel. 

Funnel List section.

4.4.How to Use Shortcodes

 

some advanced shortcodes to design custom funnel

 

This extension provides some advanced shortcodes to design custom funnel offer pages for your own brand. 

All that you have to do is just use the suitable shortcodes on the custom page. 

Here we are providing three types of shortcodes : 

Upsell Action Shortcodes: 

  • Buy Now: This shortcode is used for the “Buy Now” link. In HTML use it as href =”[wps_upsell_yes]” in the anchor tag. 
  • No Thanks: This shortcode is used for the “No Thanks” link. In HTML use it as href =”[wps_upsell_no]” in the anchor tag.

 

Product Shortcodes: 

  • Product Title: This shortcode returns the product title. Use it as [wps_upsell_title] 
  • Product Description: This shortcode returns the product description. Use it as [wps_upsell_desc] 
  • Product Short Description: This shortcode returns a short description of the product. Use it as [wps_upsell_desc_short] 
  • Product Upsell Shipping Price: This shortcode returns an Upsell Shipping Price. Use it as  [wps_upsell_product_shipping_price]
  • Product Image: This shortcode returns a product image. Use it as [wps_upsell_image] 
  • Product Price: This shortcode returns the product price. Use it as [wps_upsell_price] 
  • Product Variation: This shortcode returns product variations. Use it as [wps_upsell_variations]

 

Other Shortcodes: 

  • Star Rating: This shortcode returns the star rating. It can be used as [wps_upsell_star_review=4.5] 
  • Offer Quantity: This shortcode returns the offer quantity field. You can restrict the customer to select the quantity offered. Use it as [wps_upsell_quantity max=4 min=1]. The default quantity is max=3 and min=1. 
  • Urgency Timer: This shortcode returns the urgency timer. You can specify the timer limit as [wps_upsell_timer minutes=5]. After the timer is over, the No Thanks Upsell action will be triggered.

4.5.How To Design Custom Offer Pages With Advanced Shortcodes

Below is the video guide to designing custom Offer Pages With Advanced Shortcodes : 

4.6.Global Setting

From this section, you can enable/disable the plugin functionalities, change the payment gateway settings, and add global offer products, discounts, etc., for the upsell plugin.

global setting with stripe notice

1. Enable Upsell: 

Here you can enable/Disable the plugin functionalities. 

2. Payment Gateways: 

This is very important for Upsell offers. You can set up the supported payment gateways here. We have explained this in the next step. 

3. Free Order Upsell:

When this feature is enabled, the upsell funnel can trigger even if the cart total is zero. This allows upsell offers to appear during checkout regardless of whether the customer’s order total is zero.

4. Skip Funnel for Same Offer: 

Skip funnel if any offered product in the custom funnel is already present during checkout. 

5. Remove Style from Offer Pages: 

Remove the theme and other plugin styles from the offer page. (Note: Not applicable for the custom offer page).  

6. Smart skip if already purchased: 

This feature skips the funnel if the offer product was purchased by the customer in the previous orders. 

7. Pop-up on Exit Intent:

Enable this to show a popup on the offer page when a user intends to exit.  

8. Global Offer Product:

Set the Global Offer Product. When no offer product is set, the global offer product will be visible when the admin simply views the Custom offer page. (Note: Applicable only for custom offer pages in sandbox view, not for Offers that come post-checkout). 

9. Global Offer Discount: 

Set a Global Offer Discount on the product price. (Note: Applicable only for custom offer pages in sandbox view, not for Offers that come post checkout). 

10. Upsell Actions Message: 

 This message is displayed along with the loader whenever a customer accepts or rejects the upsell offer.  

11. Global CSS and JS: 

Write your custom CSS and JS for the offer page without any script and style tags.

And last, don’t forget to hit the Save Changes button. 😉

4.7.Pop-Up on Exit Intent

Enable the Pop-up on exit intent and customize the message according to your needs. 

After that, the pop-up will be shown to users when they try to exit the page during an upsell offer.

Note: You can only customize the message and enable the Accept/Decline Button in the pro version of the upsell plugin

Pop-Up on Exit Intent in sales funnel

They can simply Accept or Reject the offer and proceed with their checkout.

4.8.Payment Gateways

 

Here you can set up and manage the payment gateways for this plugin.

 

payment gateways

 

Here, is a clear explanation of the payment gateways:

 

payment gateway settings in upsell funnel

 

  • Stripe Settings: The plugin provides a new stripe integration that you can set up. Stripe requires public and secret keys which you can get from the Stripe Dashboard.
    Gateway flow:   checkout ➝ stripe payment ➝ upsell offer ➝ thank you.

  • PayPal Settings: This WooCommerce funnel plugin works with WooCommerce Paypal Payments.
    In WooCommerce PayPal Payments, the customer is redirected to the PayPal page to complete the transaction. WooCommerce PayPal Payments needs API-level credentials such as API Signature, API username, and API password.
    Gateway flow:   checkout ➝ PayPal payment ➝ upsell offer ➝ thank you.

  • Authorize.net Credit Card: The plugin provides a new Authorize.net Credit Card Integration. Authorize.net requires an API Login ID, API Transaction Key, and API Signature Key.
    Gateway flow:   checkout ➝ authorize payment ➝ upsell offer ➝ thank you.

  • Braintree: The plugin provides integration with Braintree. You need Public Key, Private Key, and Merchant ID to set up Braintree.
    Gateway flow:   checkout ➝ Braintree ➝ upsell offer ➝ thank you.

  • Square: Go to the Configure Settings page and connect your Square account.
    Gateway flow:   checkout ➝ square payment ➝ upsell offer ➝ thank you.

  • Paystack: WooCommerce upsell plugin is compatible with Paystack.
    Gateway flow:   checkout ➝ paystack payment ➝ upsell offer ➝ thank you.

  • Cardcom Settings: The smart funnel plugin provides an integrated Cardcom Gateway in order to charge for Upsell Orders.
    So if you want to use Cardcom, you must use Cardcom provided with the plugin. Cardcom needs a CVV terminal number and API username in order to work.
    Gateway flow:   checkout ➝ Cardcom ➝ upsell offer ➝ thank you.

  • Vipps: The plugin is compatible with Vipps
    Gateway flow:   checkout ➝ Vipps ➝ upsell offer ➝ thank you.

  • Manual Payment Methods: The plugin also supports manual WooCommerce payments methods.
    Thus, the merchants can now accept payments through offline methods that include:
    1. Direct Bank Transfer or BACS
    2. COD
    3. Check Payments

  • The custom funnel plugin supports integration with Mollie. 
    Gateway flow: checkout ➝ authorize payment ➝ upsell offer ➝ thank you.

Note: All these credentials are provided by the Payment Gateways. Also, in the case of a redirection-based payment gateway such as PayPal or CardCom the customer is redirected to another page to complete the payment process.

As a result, payment will be done for both the product in the cart and the upselling product. 

4.9.Want Some Other Payment Gateway Integration?

We can do Customization for our users to add more Payment Gateways. Connect with us on Skype or Reach out to our Support, We’ll do it for you.

4.10.Add Dynamic Shipping Price on COD, Wallet, and Stripe

Add Dynamic Shipping Price on COD, Wallet, and Stripe

Now, you can put the Shipping price on Cash on Delivery, Wallet, and Stripe while making the WooCommerce one-click checkout by using this latest feature. Letting customers know the accurate accounting of every penny on checkout may increase your AOV and sales.

To add the shipping price of any particular product, you need to go to that specific product under Products, then under General > Upsell setting > Upsell Shipping Price > Enter the price.

5.Sales Reports & Tracking

Navigate to the Report, Analytics and Tracking Section 

5.1.Sales Reports

Create a sales report for the products in your store including or excluding items based on net sales, orders placed, orders purchased and refunds, name of order, view count, conversion rates, and total sales, and generate your report with a click.

Navigate to the Report, Analytics and Tracking Section

upsell sales report

 

Upsell Sales – Reports: Click here to check the upsell reports for a specific time period. 

upsell report by date

Here you can check:

  • Net upsell sales: This is the sum of the upsell item totals after any refunds (whole order refunds) and excluding shipping and taxes.
  • Average net daily upsell sales: Daily average of total upsell sales on the set time.
  • Upsell orders placed: Total upsell orders placed on the set time. 
  • Upsell items purchased: Total number of upsell items purchased on the set time.
  • Upsell refunded items: Total upsell refunded items from fully refunded orders. 

 

You can also filter the report according to the product or category. 

filter the report according to the product or category.

 

Upsell sales by funnel – Stats: This report shows you the data of every individual custom funnel. With this report, you can check the performance of the funnel, its offers, and its success rate.

Here are the metrics this report shows:

  • Funnel Name: Name of the funnel. 
  • Trigger Count: Number of times a funnel has been triggered 
  • Success Count: Number of times a Funnel is Successful. A Funnel is considered successful if any of its Offers are accepted. 
  • Offers Viewed: Number of times the offers in the funnel were viewed by the customers. 
  • Offers Accepted: Number of times the offers in the funnel were accepted by the customers. 
  • Offers Rejected: Number of times the offers in the funnel were rejected by the customers. 
  • Offers Pending: Number of times the offers in the funnel were viewed but no action was taken by the customers or they simply closed the browser window and left. 
  • Conversion Rate: Percentage ratio of Success count vs Trigger Count.
  • Total Sales: Total amount of sales of Upsell Offer Items generated by the smart funnel ( including refunds if any ).

5.2.Google Analytics

Analyze all sorts of insights of your website by using google analytics. It provides a wide range of useful insights into how people use your website. With this, you can gain a comprehensive and easy-to-understand glimpse at a variety of relevant factors which will help you to increase the overall sales of your business. 

google analytics upsell reports

  • Google Analytics ID: Enter your Google Analytics tracking ID. You can find it by logging into your Google Analytics account.
  • Enable Global Site tag: Add Global Site Tag “gtag.js” to your website. Note: Only Enable this when you are not using any other Google Analytics tracking on your website.
  • Enable Purchase Event: This will trigger the Google Analytics purchase event for parent orders and upsells accordingly.

Note: Make sure you disable your Purchase event if you are using any other Google Analytics tracking on your website else it will track data twice. 

Please check the “Other Tracking Plugins Compatibilities” section by clicking on the arrow above it. 

5.3.FB Pixel

track upsell in facebook pixel
  • FB Pixel ID: Enter your Facebook Pixel ID here. You can fetch your Pixel ID from here. 
  • Enable Pixel Base code: Add Facebook Pixel Base Code to your website. Note: Only Enable this when you are not using any other Facebook Pixel tracking on your website. 
  • Enable Purchase Event: This will trigger the Facebook Pixel purchase event for parent order and upsells accordingly 

Note: Make sure you disable your Purchase event if you are using any other Facebook Pixel tracking on your website else it will track data twice.

 

Please check the “Other Tracking Plugins Compatibilities” section by clicking on the arrow above it.

6.Plugin Compatibility

With Upsell plugin, you can also use additional plugins for enhanced features: 

1. Upsell Order Bump Offer For WooCommerce

The One Click Upsell Funnel Plugin is compatible with Upsell Order Bump Offer For WooCommerce Free and Upsell Order Bump Offer For WooCommerce Pro that lets you show upselling and cross-selling offers on the checkout page.

2. Subscriptions For WooCommerce 

The One Click Upsell Funnel plugin is compatible with Subscriptions For WooCommerce Free and Subscriptions For WooCommerce Pro which allows creating post-purchase upselling offers on subscription products.

3. Product Bundles

The WooCommerce Upsell Plugin is compatible with WooCommerce Product Bundles Plugin too which is designed to help store owners create outstanding deals by bundling existing simple, variable, and subscription products. It’s a great way to make cross-selling easier in your WooCommerce store.

 

4. Wallet System for WooCommerce 

The WooCommerce One Click Upsell Plugin is compatible with Wallet System for WooCommerce Free and Wallet System for WooCommerce Pro. It shows upsell offers to customers when they use a wallet as a payment method.

 

5. FOX – Currency Switcher Professional for Woocommerce 

Our upsell WooCommerce Pro plugin is compatible with Currency Switcher for WooCommerce. It allows you to change the currency of your upsell product offers and their shipping prices to any currency type you prefer.

fox currency switcher in upsell funnel

6. Tutor LMS Product Courses 

One Click Upsell Plugin is compatible With Tutor LMS Which allows you to create, manage, and sell eLearning courses on WordPress. With this compatibility, you can convert your courses into a paid product and run upselling and cross-selling funnels. 

7.Feedback and Suggestions

Didn’t see a feature in the One Click Upsell Funnel For WooCommerce Pro plugin that you think would be useful? We’d love to hear it. Reach out to our Support and we’ll consider adding it to the future release.  

8.FAQs

 

What are the payment methods supported by WooCommerce upsell plugin?

Woocommerce One Click Upsell Funnel Pro is compatible with the following payment gateways:

  • PayPal Payments
  • Stripe
  • Authorize.net
  • Braintree
  • Square
  • Paystack
  • Vipps
  • Cardcom
  • Mollie
  • eWay

and core payment options such as Cash On Delivery, Direct Bank Transfer, and Cheque Payments.

I installed the plugin, created funnels and added the offers too but still, it does not show up on purchasing the funnel targets?

If the upsell offers are not showing, make sure:
1) You’ve enabled the One-Click Upsell funnel plugin. Navigate to the Global Settings and enable the plugin if it is disabled.
2) Your Smart funnel is not in Sandbox Mode. If it is, edit the funnel and make it Live and Save Changes.
3) You are testing for the correct target product or category you’ve set in the funnel builder.
4) The offer page is published.
5) You’re making the payment through one of our supported payment gateways. If you make payments through a payment gateway that is not supported by our plugin, the offer will not be displayed.
6) Make sure you have selected any one of the following sales funnel templates or made your custom template and inserted a page link

Is my Payment Gateway compatible with your plugin?

You can see the list of supported payment gateways over on our "Product page." But if your required gateway is not there, You can contact our "Support" team for this.

We will check the possibilities and make your gateway compatible with our plugin on your request. There is always a way for everyone.

How can I use Custom Page Shortcodes for BUY NOW and NO THANKS?

For the “Buy Now” shortcode:

You need to copy this Buy Now → [wps_upsell_yes] and place at a suitable place on your page.

Description: This shortcode only returns the link so it has to be used in the link section. In HTML use it as href=”[wps_upsell_yes]” of the anchor tag.

For the “No thanks” shortcode:

You need to copy this No Thanks → [wps_upsell_no] and place at a suitable place on your page.

Description: This shortcode only returns the link so it has to be used in the link section. In HTML use it as href=”[wps_upsell_no]” of an anchor tag.

Can I design an upsell offer page if I don’t have a designer?

Yes, you can. Our plugin is compatible with Elementor which lets you customize your upsell offer pages as per your needs. And you don’t need a designer for it. Just drag and drop and style your elements as you need and your page will be ready in minutes.

Is there any free version of this plugin?

Yes, there is a free version of this plugin available on WordPress. You can visit our free version. And if you like, you can also request a personal demo for One Click Upsell Funnel For WooCommerce Pro.

Is Stripe Official and Stripe One Click the same?

No, the Stripe Official and Stripe Once Click are not the same. Stripe Official is a WooCommerce plugin that allows the merchant to accept payments via Stripe whereas, Stripe One Click is a free integration by WP Swings. Both the Stripe Official and Stripe One Click are compatible with the plugin. But we recommend using the official stripe for better results.

 

What are shortcodes & how they are beneficial?

If you haven’t installed Elementor in your WordPress environment, you can customize the upsell offer page using shortcodes. The plugin provides some advanced shortcodes for creating custom offer pages. You can check our documentation for more details.

Why do Global Funnel and Smart Offer Upgrade not work at the same time?

The Smart Offer Upgrade works only when it fetches a target product id. On the other hand, the Global Funnel functionality is just the opposite, it does not require a product id to trigger. Thus, this is the reason why Global Funnel and Smart Offer Upgrade do not work together.

Can I show two or more offers at the same time?

Yes, you can show more than one offer with the feature named Additional Offers in pro version.

Does the plugin support Stripe officially?

Yes, the plugin supports Stripe officially for accepting payments.

Can I add additional products to the upsell offer page?

Yes, you can add additional products on the upsell page using the Additional Funnel Offers feature in your custom funnels. But keep in mind that the additional products will only appear for only the first offer of a funnel.

Can I add custom fields to the upsell offer page?

Yes, you can add custom fields on the upsell page by enabling the Show Form Fields option in your funnels. But keep in mind that the custom fields will only appear for only the first offer of a funnel.

Can I preset a minimum cart amount on which the funnel should trigger?

Yes, you can add a minimum cart amount in your smart funnels on which the funnel should trigger.

Can I add additional products and custom fields using shortcodes?

You can use the shortcodes [wps_form] and [wps_additional_offers] on the upsell offer page to add additional products and custom fields. 

Can I show an upsell offer as per the buyer’s behavior?

Yes. Depending on what kind of product a customer has purchased, you can offer them a relevant Upsell product.

Can I offer an upgrade product to my customers after checkout?

Yes. Just set the Target and Offer Product and Enable Smart Offer Upgrade Feature in Funnel settings. As soon as the customer accepts the offer, the target product will be replaced by the offer product.

What is the difference between Exclusive Offer and Smart Skip If Already Purchased?

Exclusive Offer is a Funnel Feature, this feature makes the funnel offer to be shown to the customers only once, whether they accept or reject it.

Smart Skip If Already Purchased is a Global Feature. With this feature, the Offer will be shown to the customers only if they haven’t purchased the offer product already either normally or via upsell.

I want my Upsell Offer to always trigger no matter what target product people choose.

Yes, our upsell WordPress plugin has a feature to do this. You just need to enable the Global Funnel feature and the Funnel Offers will be triggered always.

Can I track the performance of my Upsell Funnels?

Yes, we have Upsell Sales by Funnel Stats that shows Individual Funnel Performance metrics such as Trigger Count, Success Count, Offers Viewed, Offers Accepted, Offers Rejected, Offers Pending, Conversion Rate, and Total Sales. With the help of these metrics, you can easily figure out how your Upsell funnels are performing and make changes accordingly.

Can I offer multiple upsell offers in a single funnel?

Yes. One Click Upsell lets you add multiple products in a single funnel builder. So if you want to offer more than one product after checkout, you can do that by adding new offers in the funnel.

What page builders does this plugin support?

Most of the major WordPress page builders like Elementor, WPBakery, Divibuilders, Thrivearchitect, and other WordPress page builders are supported.

What types of Products does this plugin supports?

Free Version: Only Simple Products.

Premium version: Simple, Variable, Bundle and Subscription products.

9.Helpful Resources ! !

  • What Is Upsell? The Comprehensive Guide To Increase Your Sales 
  • How to Create One Click Upsells on WooCommerce Store? 
  • Upselling v/s Cross-selling: Tips, Benefits, And All You Need To Know
  • Free WooCommerce One-Click Upsell Funnel: How to Cross-Sell & Upsell in WooCommerce WordPress?
  • How To Grow Your WooCommerce Sales With One Click Upsell Funnel For WooCommerce Pro During Festive?
  • One Click Upsell funnel For WooCommerce Pro: Part 3: Shortcodes and Secured Payment Gateways
  • One Click Upsell For WooCommerce: How To Setup Offer Funnels || WooCommerce Checkout Upsell Funnel
  • Free WooCommerce Upsell funnel: How To Setup Offer Funnel || Setup & Installation
  • WooCommerce Upsell Funnel: How to Create One-Click Offers Funnel?
  • How To Do Upselling and Cross-Selling Using WooCommerce Upsell Plugin?
  • How To Set Up WooCommerce Upsells, Cross-Sells & Discounts with One Click Upsell for WooCommerce Pro

10.Case Studies

  • Kolagen Boost
Suggest Edit

Filed Under: Org, WooCommerce / WordPress Tagged With: 1 click purchase, free, funnel, increase sales, Offers, one click upsell, oneclickupsell, upsell, Upsell Funnel, woocommerce, woocommerce checkout plugin, woocommerce one click upsell, woocommerce store

One Click Upsell Funnel for WooCommerce Pro – Display Related Products, Upsell Offers after purchase

May 15, 2018 by sanjeev maurya

  1. Overview
  2. How to Download the Premium Plugin?
  3. Installation
  4. Workflow
    1. Creating New Funnel
    2. Predefined Offer Templates
    3. Funnel Lists
    4. How to Use Shortcodes
    5. How To Design Custom Offer Pages With Advanced Shortcodes: One Click Upsell Funnel For WooCommerce Pro
    6. Global Setting
    7. Pop-Up on Exit Intent
    8. Payment Gateways
    9. Want Some Other Payment Gateway Integration?
    10. Subscription
    11. Add Additional Offers
    12. A/B Testing Funnel
    13. Add Dynamic Shipping Price on COD, Wallet, and Stripe
    14. Offer Page Shortcodes
    15. Minimum Cart Amount
    16. Custom Form Fields On the Offer Page
  5. Sales Reports & Tracking
    1. Sales Report
    2. Google Analytics
    3. FB Pixel
  6. Plugin Compatibility
  7. Feedback and Suggestions
  8. FAQs
  9. Helpful Resources ! !
  10. Case Studies

1.Overview

One Click Upsell Funnel for WooCommerce Pro allows merchants to create upsell offers that are displayed after checkout. Customers can accept these post-checkout offers and buy them without re-entering their payment details. This encourages the customers to spend more at your store which as a result increases your Average Order Value. You can add multiple offers in your WooCommerce upsell funnel so if the customer doesn’t accept the first offer, you can present them with another one with a more attractive discount.

Here are some key features of One Click Upsell Funnel Pro:

  • Shows upsell offers after checkout, the best time to persuade customers to buy more since s/he has already made a purchase.
  • Comprehensive track report for every single smart funnel.
  • Track your upsell funnel sales data on Google Analytics and Facebook Pixel.
  • Create a global funnel that triggers regardless of any product or category.
  • Offer an Upgrade on the Existing purchase to your customers.
  • Show exclusive offers based on the order email.
  • Display intelligent upsell offers by skipping the funnel for the same offer product.
  • View and edit your smart funnels in sandbox mode.
  • Multiple funnels can be created with offers of your own choice.
  • Custom offer pages can be created with the help of shortcodes.
  • 8 predefined offer sales funnel templates that are completely customizable with Elementor. But if you want to use other page builders which are compatible with the plugin, use shortcodes provided within the plugin.
  • Offers can be purchased with a single click only.
  • Custom funnels can be scheduled for specific weekdays.
  • Customizable funnel workflow if the customer accepts or rejects an offer.
  • Compatibility with all leading page builders.
  • Supports Simple, Variable, Subscription, and Bundled Products.
  • Secured payment transactions without asking customers for card/account details again to buy upsell products.
  • Support major payment gateways such as:
    • WooCommerce PayPal Payments
    • WooCommerce Stripe Payment Gateway
    • Authorize.net
    • Braintree
    • Square
    • Paystack
    • Vipps
    • Cardcom
    • Mollie
    • Eway
    • Cash On Delivery, Direct Bank Transfer, and Cheque Payments.
  • Parent products and Upsell products come in a single combined order.

Benefits:

  • Increases your WooCommerce store’s Average Order Value(AOV) and thus your Revenue.
  • Introduces valuable items and best sellers to your customers as offers.
  • Improves Customer satisfaction by offering them products or services that best meet their needs.
  • Significantly boosts your customer LifeTime Value(LTV).

2.How to Download the Premium Plugin?

To download the premium plugin which you purchased please follow the below steps:-

1. Go To https://wpswings.com/my-account

2. Visit Orders Section

There you will get a License code and a Premium purchased plugin zip file

Download and use it on your website by activating it

 

Note: You need to have both Free and Pro Both plugins to use them smoothly

3.Installation

Automatic Installation

Automatic installation is the easiest option handled by WordPress.

  1. Download One Click Upsell Funnel For WooCommerce Pro plugin.
  2. Log in to your WordPress Dashboard.
  3. Navigate to the sidebar, and click on Plugins.
  4. Click on Add New and then click on Upload Plugins.
  5. Hit the Browse button choose your downloaded plugin’s .zip file, and click on Install Now.
  6. Once installed, Activate the Upsell plugin 

Manual Installation

Manual installation of the plugin is another option to install the plugin in the seller’s WordPress environment. The manual installation method involves downloading our One Click Upsell Funnel For WooCommerce Pro plugin and uploading it to the web server via their favorite FTP application.
 The steps for manual installation 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.

You can also download  One Click Upsell Funnel for WooCommerce Free Version from here:

Download Zip

4.Workflow

With this plugin, you can create or can begin implementing the functionality of one-click upsell in your store.

It provides you with amazing features for creating a custom funnel which will work great for generating funnel offers. Each workflow consists of a sequence of features, such as creating a new funnel, predefined sales funnel templates, global settings, and more.

4.1.Creating New Funnel

In this section, you can create new funnels that will take action on your WooCommerce store when a purchase happens. To create a new WooCommerce  funnel, go to the Funnel List section. This section displays the list of all funnels you have created. If you want to create a new funnel, click on the Create New Funnel button.

woocommerce-one-click-upsell-funnel-pro-create-funnel

When you click on Create New Funnel, you’ll be asked to add the details about your smart funnel.

upsell offer
  • Name Of The Funnel: Add a name you want to give to your sales funnel. 
  • Select Target Product(s): Select one or more products as a target product. Whenever a customer purchases a target product, the funnel will come into action.
  • Select Target Categories: Select the target categories of the product. Whenever a customer purchases a product from that category, the funnel will come into action.
  • Funnel Schedule: Schedule your custom funnel for specific weekdays or let them execute daily.
  • Global Funnel: Click on this toggle button and enable it if you want to turn this funnel into a global funnel. A global funnel doesn’t depend on any target product or category. So if you want to trigger this funnel always, enable this feature.
  • Exclusive Offer: By enabling this setting, you can create exclusive one-time upsell offers on your store to raise urgency among your customers. The Exclusive Offer will make your post-purchase upsell offers visible to the customer once. This setting works for the billing email.
  • Smart Offer Upgrade: By enabling this feature, you can offer an upgrade product to the customers after the purchase is done. If they accept the upgrade offer, the initial product will be replaced by the offer product.

Note: Smart Offer Upgrade feature doesn’t work if the Global Funnel feature is enabled for a similar funnel.

After filling in the details of your WooCommerce funnel, add the offer to your funnel. This offer is responsible for displaying the upsell products after checkout. Click on Add New Offer to add offers to your sales funnel.

upsell : Add funnel list
You’ll be asked to fill in these details once you click on Add New Offer:
    • Offer Product: Add the product you want to offer as an upsell product.
    • Offer Price/ Discount: Set the offer price or discount for the offer product. You can either set a percentage or a fixed price discount with this option.
    • Offer Image: Upload a custom offer image if you want to show a different image for your offer product.
    • After “Buy Now” Go To: Select the page you want to redirect your customers to if they buy the upsell product.
    • After “No Thanks” Go To: Select the page you want to redirect your customers to if they don’t buy the upsell product.
    • Offer Template: Choose the offer page template for your upsell offers. We provide 8 offer page templates that you can use to display your upsell offers.
  • Offer Custom Page Link: If you like to use a custom page to show upsell offers, then create a new page, design it well, place our shortcodes, and attach its link to “Offer Custom Page Link” in Offer settings.

If you want to add more than one offer to your sales funnel, click on Add New Offer and repeat the above steps.

One Click Upsell : Make Funnel Live

After setting up your offer, click on the Sandbox toggle button to make the Upsell Funnel Live and click on the Save Changes button.

4.2.Predefined Offer Templates

We provide 8 offer page templates that can be customized with the help of Elementor. You can use these sales funnel templates to display your upsell offers.

Template 1:

one click upsell funnel for woocommerce offer template one

Template 2:

one click upsell funnel offer for woocommerce template two

Template 3:

one click upsell funnel offer for woocommerce template three
Template 4:
one click upsell funnel offer for woocommerce template four
Template 5:
one click upsell funnel offer for woocommerce template five
Template 6:
one click upsell funnel offer for woocommerce template six
Template 7:
one click upsell funnel offer for woocommerce template seven
Template 8:
one click upsell funnel offer for woocommerce template eight

4.3.Funnel Lists

After successfully creating the WooCommerce funnels, you can view the list of total funnels in the Funnel List section. Here you can see all the details of the funnels like Funnel Name, Status, Target Product & Target Categories, and Number of Offered Products in the funnel and also take the proper action according to the need like Edit, View, and Deleting funnel.

upsell funnel list

4.4.How to Use Shortcodes

upsell shortcodes

This extension provides some advanced shortcodes to design custom funnel offer pages for your own brand. All that you have to do is just use the suitable shortcodes on the custom page. Here we are providing three types of shortcodes :

Upsell Action Shortcodes:

  • Buy Now: This shortcode is used for the “Buy Now” link. In HTML use it as href =”[wps_upsell_yes]” in the anchor tag.
  • No Thanks: This shortcode is used for the “No Thanks” link. In HTML use it as href =”[wps_upsell_no]” in the anchor tag.

Product Shortcodes:

  • Product Title: This shortcode returns the product title. Use it as [wps_upsell_title]
  • Product Description: This shortcode returns the product description. Use it as [wps_upsell_desc]
  • Product Short Description: This shortcode returns a short description of the product. Use it as [wps_upsell_desc_short]
  • Product Image: This shortcode returns a product image. Use it as [wps_upsell_image]
  • Product Price: This shortcode returns the product price. Use it as [wps_upsell_price]
  • Product Variation: This shortcode returns product variations. Use it as [wps_upsell_variations]

Other Shortcodes:

  • Star Rating: This shortcode returns the star rating. It can be used as [wps_upsell_star_review=4.5]
  • Offer Quantity: This shortcode returns the offer quantity field. You can restrict the customer to select the quantity offered. Use it as [wps_upsell_quantity max=4 min=1]. The default quantity is max=3 and min=1.
  • Urgency Timer: This shortcode returns the urgency timer. You can specify the timer limit as [wps_upsell_timer minutes=5]. After the timer is over, the No Thanks Upsell action will be triggered.

4.5.How To Design Custom Offer Pages With Advanced Shortcodes: One Click Upsell Funnel For WooCommerce Pro

4.6.Global Setting

From this section, you can Enable/Disable the plugin functionalities, change the payment gateway settings, and add global offer products, discounts, etc. for the upsell plugin.

global settings screenshot
  • Enable Upsell: Here you can Enable/Disable the plugin functionalities.
  • Payment Gateways: This is very important for Upsell offers. You can set up the supported payment gateways here. We have explained this in the next step.
  • Skip Funnel for Same Offer: Skip funnel if any offered product in the custom funnel is already present during checkout.
  • Remove Style from Offer Pages: Remove the theme and other plugin styles from the offer page. (Note: Not applicable for the custom offer page).
  • Smart skip if already purchased: This feature skips the funnel if the offer product was purchased by the customer in the previous orders.
  • Pop-up on Exit Intent: Enable this to show a popup on the offer page when a user intends to exit.
  • Accept/Reject Button for Exit Intent: Enable to show Accept and Decline buttons on the pop-up of Exit Intent
  • Upsell Exit Intent Message: Write Your custom message to show on upsell Exit Intent Pop-up
  • Upsell Redirect on Offer Expire: Add Url to Redirect user when an Upsell Offer Gets Expired.
  • Price HTML format: Select the format of the price you want to show on the offer page. You get two options here, 1) Regular Price Offer Price and 2) Sale Price Offer Price.
  • Global Offer Product: Set the Global Offer Product. When no offer product is set, the global offer product will be visible when the admin simply views the Custom offer page. (Note: Applicable only for custom offer pages in sandbox view, not for Offers that come post-checkout’’).
  • Global Offer Discount: Set a Global Offer Discount on the product price. (Note: Applicable only for custom offer pages in sandbox view, not for Offers that come post checkout’’’).
  • Upsell Actions Message: This message is displayed along with the loader whenever a customer accepts or rejects the upsell offer.
  • Global CSS and JS: Write your custom CSS and JS for the offer page without any script and style tags.

And last, don’t forget to hit the Save Changes button.

4.7.Pop-Up on Exit Intent

Enable the Pop-up on exit intent and customize the message according to your need. After that, the pop-up will be shown to users when they try to exit the page during an upsell offer. 

pop up on exit intent

They can simply Accept or Reject the offer and proceed with their checkout.

4.8.Payment Gateways

Here you can set up and manage the payment gateways for this plugin.

Manage Payment Gateway Upsell Funnel

Here, is a clear explanation of the payment gateways:

payment gateway
  • Stripe Settings: The plugin provides a new stripe integration that you can set up. Stripe requires public and secret keys which you can get from the Stripe Dashboard.
         Gateway flow:   checkout ➝ stripe payment ➝ upsell offer ➝ thank you.
  • PayPal Settings: This WooCommerce funnel plugin works with WooCommerce Paypal Payments. In WooCommerce PayPal Payments, the customer is redirected to the PayPal page to complete the transaction. WooCommerce PayPal Payments needs API-level credentials such as API Signature, API username, and API password.
         Gateway flow:   checkout ➝ PayPal payment ➝ upsell offer ➝ thank you.
  • Authorize.net Credit Card: The plugin provides a new Authorize.net Credit Card Integration. Authorize.net requires an API Login ID, API Transaction Key, and API Signature Key.
         Gateway flow:   checkout ➝ authorize payment ➝ upsell offer ➝ thank you.
  • Braintree: The plugin provides integration with Braintree. You need Public Key, Private Key, and Merchant ID to set up Braintree.
         Gateway flow:   checkout ➝ Braintree ➝ upsell offer ➝ thank you.
  • Square: Go to the Configure Settings page and connect your Square account.
         Gateway flow:   checkout ➝ square payment ➝ upsell offer ➝ thank you.
  • Paystack: WooCommerce upsell plugin is compatible with Paystack.
         Gateway flow:   checkout ➝ paystack payment ➝ upsell offer ➝ thank you.
  • Cardcom Settings: The smart funnel plugin provides an integrated Cardcom gateway in order to charge for Upsell Orders. So if you want to use Cardcom, you must use Cardcom provided with the plugin. Cardcom needs a CVV terminal number and API username in order to work.
        Gateway flow:   checkout ➝ Cardcom ➝ upsell offer ➝ thank you.
  • Vipps: The plugin is compatible with Vipps
         Gateway flow:   checkout ➝ Vipps ➝ upsell offer ➝ thank you.
  • Manual Payment Methods: The plugin also supports manual WooCommerce payments methods. Thus, the merchants can now accept payments through offline methods that include:1. Direct Bank Transfer or BACS2. COD3. Check Payments
  • Mollie: The custom funnel plugin supports integration with Mollie.
    Gateway flow: checkout ➝ authorize payment ➝ upsell offer ➝ thank you.

(Note: All these credentials are provided by the Payment Gateways. Also, in the case of a redirection-based payment gateway such as PayPal or CardCom the customer is redirected to another page to complete the payment process. As a result, payment will be done for both the product in the cart and the upselling product.)

4.9.Want Some Other Payment Gateway Integration?

We can do Customization for our users to add more Payment Gateways. Connect with us on Skype or Reach out to our Support, We’ll do it for you.

4.10.Subscription

Here you can create a subscription funnel that requires recurring payments. It is similar to a regular funnel. Repeat the same steps you followed to create the regular WooCommerce funnel. Just add a target subscription product to which the offers will be applied. For example, we are adding Netflix as a target subscription product in the funnel and attaching Popcorn subscription as the offer product.

One click Upsell : Enable subscription

After successfully creating the funnel, the customer can purchase the subscription product by the following steps.

  1. Go to the Shop page and select a subscription product.

    one-click-upsell-for-woocommerce-add-subscription
  2. Click on the ‘Proceed to Checkout’.

    one-click-upsell-for-woocommerce-checkout
  3. Select a Payment Gateway either PayPal, Stripe, Authorize.net, Braintree or Square to post-purchase upsell the subscription product, Enter your card details and click on Sign Up Now.

    woocommrce-one-click-upsell-payment-gateway
  4. After a successful sign-up, the subscription offer will appear.

    woocommerce-one-click-upsell-get-offer
  5. Now they can Accept the offer with your favorable pack or skip the offer.

    woocommerce-one-click-upsell-add-offer
  6. If your customer accepts the offer product then the offer product will be added in the existing order.

    woocommerce-one-click-upsell-get-offer-add-in-order

You can see the activated subscription products on the WooCommerce > Subscription page.

woocommrce-one-click-upsell-activated-subscription

4.11.Add Additional Offers

The plugin allows the merchants to add additional offers on the post-purchase upsell offer page. To add additional products perform the following steps:

  1. Visit the Funnel List to add additional products to previous funnels or new funnels.
  2. Now scroll down towards the Add Additional Offers portion.
  3. Enable the slider switch beside Add Additional offers to add additional products.
  4. Now enter the additional product in the input field next to the Additional Offer Product.

Add Additional Offers

Note: The additional offers will only be visible on the first offer of the smart funnel.

4.12. A/B Testing Funnel

To create an A/B Test you must install the Elementor Page builder, after the installation navigate to the Elementor dashboard and create a new customized template.

ab testing template

After customization save the template and copy its URL. Navigate to the funnel section, Enable the A/B testing Method, and paste your Elementor template URL.

ab testing toggle

That’s it. Now the a/b testing will be running between your customized template and between the template that you’ve selected in the offer section. 

You can click on the A/B testing result to see how your A/B testing funnel performed using various matrices like Trigger Count, Success count, Offer Viewed Offer Accepted Offer Rehected Offers Pending, etc.

ab testing analysis dash

4.13.Add Dynamic Shipping Price on COD, Wallet, and Stripe

Add Shipping Price on COD

Now, you can put the Shipping price on Cash on Delivery, Wallet, and Stripe while making the WooCommerce one-click checkout by using this latest feature. Letting customers know the accurate accounting of every penny on checkout may increase your AOV and sales.

To add the shipping price of any particular product, you need to go to that specific product under Products, then under General > Upsell setting > Upsell Shipping Price > Enter the price.

4.14.Offer Page Shortcodes

Custom Form: The shortcode is used for adding your custom fields to the upsell offer page. Place the shortcode [wps_form]  on the offer to show the custom fields to the customer.

Additional Offers: The additional offer shortcode is for the additional offer products on the upsell offer page. In HTML use it as [wps_additional_offers] in the anchor tag.

4.15.Minimum Cart Amount

Enter a minimum cart amount to trigger the WooCommerce upsell funnel. This means if the customer adds products to the cart equivalent to this Minimum Cart Amount.

Minimum Cart Amount

4.16.Custom Form Fields On the Offer Page

You can add custom fields to your post-purchase upsell offer page by enabling the Show Form Fields.

Custom Form Fields On Offer Page

Perform the following steps to add custom fields to your upsell page:

  • Login to your WordPress dashboard.
  • Navigate 1 Click Upsell → Funnel & Settings → Funnel List.
  • Enable the Show Form Fields feature by clicking the slider switch.
  • Now click on the Add A Field button to create a custom field.

Note: The custom form fields will only be visible on the first offer of the custom funnel.

5.Sales Reports & Tracking

5.1.Sales Report

Create a sales report for the products in your store including or excluding items based on net sales, orders placed, orders purchased and refunds, name of order, view count, conversion rates, and total sales, and generate your report with a click.

Quickly create sales reports and analyze your order data for smart decision-making.

One Click Upsell : Funnel Stats
  • Upsell Sales – Reports: Click here to check the upsell reports for a specific time period. Here you can check:
One Click Upsell : Upsell Reports
  • Net upsell sales: This is the sum of the upsell item totals after any refunds (whole order refunds) and excluding shipping and taxes.
  • Average net daily upsell sales: Daily average of total upsell sales on the set time.
  • Upsell orders placed: Total upsell orders placed on the set time.
  • Upsell items purchased: Total number of upsell items purchased on the set time.
  • Upsell refunded items: Total upsell refunded items from fully refunded orders.

You can also filter the report according to the product or category.

One Click Upsell :

Upsell sales by funnel – Stats: This report shows you the data of every individual custom funnel. With this report, you can check the performance of the funnel, its offers, and its success rate. Here are the metrics this report shows:

  • Funnel Name: Name of the funnel.
  • Trigger Count: Number of times a funnel has been triggered
  • Success Count: Number of times a Funnel is Successful. A Funnel is considered successful if any of it’s Offer are accepted.
  • Offers Viewed: Number of times the offers in the funnel were viewed by the customers.
  • Offers Accepted: Number of times the offers in the funnel were accepted by the customers.
  • Offers Rejected: Number of times the offers in the funnel were rejected by the customers.
  • Offers Pending: Number of times the offers in the funnel were viewed but no action was taken by the customers or they simply closed the browser window and left.
  • Conversion Rate: Percentage ratio of Success count vs Trigger Count.
  • Total Sales: Total amount of sales of Upsell Offer Items generated by the smart funnel ( including refunds if any ).

5.2.Google Analytics

Analyze all sorts of insights of your website by using google analytics. It provides a wide range of useful insights into how people use your website. With this, you can gain a comprehensive and easy-to-understand glimpse at a variety of relevant factors which will help you to increase the overall sales of your business.
One Click Upsell : Google Analytics
  • Google Analytics ID: Enter your Google Analytics tracking ID. You can find it by logging into your Google Analytics account.
  • Enable Global Site tag: Add Global Site Tag “gtag.js” to your website. Note: Only Enable this when you are not using any other Google Analytics tracking on your website.
  • Enable Purchase Event: This will trigger the Google Analytics purchase event for parent orders and upsells accordingly.

Note: Make sure you disable your Purchase event if you are using any other Google Analytics tracking on your website else it will track data twice. Please check the “Other Tracking Plugins Compatibilities” section by clicking on the arrow beside it.

5.3.FB Pixel

One Click Upsell : fb Pixel
  • FB Pixel ID: Enter your Facebook Pixel ID here. You can fetch your Pixel ID from here.
  • Enable Pixel Base code: Add Facebook Pixel Base Code to your website. Note: Only Enable this when you are not using any other Facebook Pixel tracking on your website.
  • Enable Purchase Event: This will trigger the Facebook Pixel purchase event for parent order and upsells accordingly

Note: Make sure you disable your Purchase event if you are using any other Facebook Pixel tracking on your website else it will track data twice. Please check the “Other Tracking Plugins Compatibilities” section by clicking on the arrow beside it.

6.Plugin Compatibility

With Upsell plugin, you can also use additional plugins for enhanced features:

1. Upsell Order Bump Offer For WooCommerce

The WooCommerce Upsell Plugin is compatible with Upsell Order Bump Offer For WooCommerce Free and Upsell Order Bump Offer For WooCommerce Pro that lets you show upselling and cross-selling offers on the checkout page.

 

2. Subscriptions For WooCommerce

The WooCommerce Upsell Plugin is compatible with Subscriptions For WooCommerce Free and Subscriptions For WooCommerce Pro that allows creating post-purchase upselling offers on subscription products.

3. Product Bundles

The WooCommerce Upsell Plugin is compatible with WooCommerce Product Bundles Plugin too which is designed to help store owners create outstanding deals by bundling existing simple, variable, and subscription products. It’s a great way to make cross-selling easier in your WooCommerce store.

4. Wallet System for WooCommerce

The WooCommerce One Click Upsell Plugin is compatible with Wallet System for WooCommerce Free and Wallet System for WooCommerce Pro. It shows upsell offers to customers when they use a wallet as a payment method.

5. FOX – Currency Switcher Professional for WooCommerce
Our upsell WooCommerce Pro plugin is compatible with Currency Switcher for WooCommerce. It allows you to change the currency of your upsell product offers and their shipping prices to any currency type you prefer.

currency switcher compatibility

7.Feedback and Suggestions

Didn’t see a feature in the One Click Upsell Funnel For WooCommerce Pro plugin that you think would be useful? We’d love to hear it. Reach out to our Support and we’ll consider adding it to the future release.

8.FAQs

 

What are the payment methods supported by WooCommerce upsell plugin?

Woocommerce One Click Upsell Funnel Pro is compatible with the following payment gateways:

  • PayPal Payments
  • Stripe
  • Authorize.net
  • Braintree
  • Square
  • Paystack
  • Vipps
  • Cardcom
  • Mollie
  • eWay

and core payment options such as Cash On Delivery, Direct Bank Transfer, and Cheque Payments.

I installed the plugin, created funnels and added the offers too but still, it does not show up on purchasing the funnel targets, why?

If the upsell offers are not showing, make sure:

  • You’ve enabled the One Click Upsell funnel plugin. Navigate to Global Settings and enable the plugin if it is disabled.
  • Your funnel is not in Sandbox Mode. If it is, edit the funnel and make it Live and Save Changes.
  • You are testing for the correct target product or category you’ve set in the funnel.
  • The offer page is published.
  • You’re making the payment through one of our supported payment gateways. If you make payments through a payment gateway that is not supported by our plugin, the offer will not be displayed.
  • Make sure you have selected any one of the following templates or made your own custom template and inserted page link

Is my Payment Gateway compatible with your plugin?

You can see the list of supported payment gateways over our " Product page." But if your required gateway is not there, You can contact our " Support  " team for this.

We will check the possibilities and make your gateway compatible with our plugin on your request. There is always a way for everyone.

How can I use Custom Page Shortcodes for BUY NOW and NO THANKS?

For “Buy Now” shortcode: You need to copy this Buy Now → [wps_upsell_yes] and place it at the suitable place on your page. Note: This shortcode only returns the link so it has to be used in the link section. In html use it as href=”[wps_upsell_yes]” of anchor tag.

For “No thanks” shortcode: You need to copy this No Thanks → [wps_upsell_no] and place it at the suitable place on your page. Note: This shortcode only returns the link so it has to be used in the link section. In html use it as href=”[wps_upsell_no]” of anchor tag.

Is there any free version for this plugin?

Yes there is a free version of this plugin available on WordPress. You can visit our free version. And if you like, you can also request for a personal demo for One Click Upsell Funnel For WooCommerce Pro.

Can I design an upsell offer page if i don't have a designer?

Yes you can. Our plugin is compatible with Elementor that lets you customize your upsell offer pages as per your needs. And you don’t need a designer for it. Just drag and drop and style your elements as you need and your page will be ready in minutes.

Is it Stripe Official and Stripe One Click are the same?

No, the Stripe Official and Stripe Once Click are not the same. Stripe Official is a WooCommerce plugin that allows the merchant to accept payments via Stripe whereas, Stripe One Click is a free integration by WP Swings. Both the Stripe Official and Stripe One Click are compatible with the plugin. But we recommend to use official stripe for better results

What are shortcodes & how they are beneficial?

If you haven’t installed Elementor in your WordPress environment, you can customize the upsell offer page using shortcodes. The plugin provides some advanced shortcodes for creating custom offer pages. You can check our documentation for more details.

Why Global Funnel and Smart Offer Upgrade not work at the same time?

The Smart Offer Upgrade works only when it fetches a target product id. On the other hand, the Global Funnel functionality is just the opposite, it does not require a product id to trigger. Thus, this is the reason why Global Funnel and Smart Offer Upgrade do not work together.

Can I show two or more offers at the same time?

Yes, you can show more than one offer with the feature named “Additional Offers” in pro version.

Does the plugin support Stripe official?

Yes, the plugin supports Stripe official for accepting payments.

Can I add additional products to the upsell offer page?

Yes, you can add additional products on the upsell page using the Additional Funnel Offers feature in your funnels. But keep in mind that the additional products will only appear for only the first offer of a funnel.

Can I add custom fields to the upsell offer page?

Yes, you can add custom fields on the upsell page by enabling the Show Form Fields option in your funnels. But keep in mind that the custom fields will only appear for only the first offer of a funnel.

Can I preset a minimum cart amount on which the funnel should trigger?

Yes, you can add a minimum cart amount in your funnels on which the funnel should trigger.

Can I add additional products and custom fields using shortcodes?

You can use the shortcodes [wps_form] and [wps_additional_offers] on the upsell offer page to add additional products and custom fields. 

9.Helpful Resources ! !

  • What Is Upsell? The Comprehensive Guide To Increase Your Sales
  • How to Create One Click Upsells on WooCommerce Store?

  • Upselling v/s Cross-selling: Tips, Benefits, And All You Need To Know

10.Case Studies

  • Tramabianca
  • Kolagen Boost
Suggest Edit

Filed Under: WooCommerce / WordPress Tagged With: 1 click purchase, best woocommerce upsell plugin, checkout offer, funnel, Offers, one click upsell, oneclickupsell, post checkout offer, Upsell Funnel, woocommerce, WooCommerce Checkout Plugins, WooCommerce One Click Upsell Funnel Pro

WooCommerce Colors & Swatches for Variations

May 15, 2018 by sanjeev maurya

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  1. Overview
  2. Installation
  3. General Setting
    1. Enable Swatches
    2. Show Swatches in Shop/Archive/Category Page
    3. Display Show/Hide Variation Button
    4. Use Attributes Terms Thumbnails
    5. Show Attribute Term Label
    6. Display Border on Selected Swatch
    7. Attribute Term Label
    8. Attributes Terms Thumbnails Display Type
    9. Attribute Terms Thumbnails Display Size for Product Detail Page
    10. Attribute Terms Thumbnails Display Type for Shop/Archive/Category Page
    11. Use Global Size Everywhere
    12. Use Variation Featured Image
    13. Display Cross on Out-of-Stock Product Variations
    14. Show Tick Symbol on Attribute Terms
  4. Three Different Display Types of Variations
  5. Multi-Colored Variation Swatches
  6. Import/Export Setting
  7. Advance Features
    1. Product Variation Limiter
    2. Social Sharing of Variable Product
    3. Remove Reset Button
    4. Change the Cross Color
    5. Enable to Show attribute Name on the Shop Page
    6. Enable to Show Color on Tooltip
  8. Global Setting of the Product
  9. Per Product Setting
  10. WooCommerce Colors and Swatches Compatibility
    1. Compatibility With Elementor Pro
    2. Compatibility With Popular Themes
  11. FAQs
  12. Helpful Resources !!

1.Overview

WooCommerce Colors and Swatches for Variations plugin allows you to display product variations seamlessly with WooCommerce texts, images, and color swatches. It helps you select the style for each variable product attribute, such as color, size, variety, or quantity. Shoppers appreciate visual representations of product attributes when using your store as it gives a professional and clean look. WooCommerce Color and Swatches plugin organizes your product display and edges out the competition

Features:

  • Add multi-colored variation swatches for variable products.
  • Compatible with themes:  Avada, OceanWP, Flatsome, and Divi.
  • Use Elementor Pro to build WooCommerce product swatches
  • Show WooCommerce Variation Swatches on Shop, Archive, and Categories Pages.
  • Enable social sharing for buttons for variable products. 
  • Show a tick mark on selected WooCommerce variation swatches. 
  • Display cross for out-of-stock product variations. Also, you can customize the cross color. 
  • Hide the reset variation button from the shop and product page. 
  • Allow social sharing of variable products. 
  • Show variation thumbnail in the tooltip view on the Catalog/Archive page. 
  • Display all WooCommerce variations of variable products. 
  • Adding Variable products to the cart from Shop, Archive, and Categories Pages.
  • You can add color and image swatches for attributes.
  • You can add color and image swatches for each variation of the custom attribute.
  • You can use both select and color and image swatch combinations.
  • Add a border on selected swatches.

2.Installation

WordPress Provides two types of installation methods.
1. 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 :

  • Download the zip folder of the plugin WooCommerce Colors and Swatches for Variations.
  • Once downloaded, install the plugin by browsing and activating it.

2. Manual Installation:

Manual installation of the plugin is another option to install the plugin to your WordPress-environment. The manual installation method involves downloading our WooCommerce Colors and Swatches for Variations Extension and uploading it to your web server via your favorite FTP application.

Steps are as follows :

  • Upload the WooCommerce Colors and Swatches for Variations folder to the /wp-content/plugins/ directory.
  • Activate the plugin through the ‘Plugins’ menu in WordPress.

3.General Setting of the Plugin

The Global Settings tab will help you apply changes to all product variation swatches. It will only work if you don’t select the per-product setting. 

3.1.Enable Swatches

Enable this feature to use the Variation Swatches for WooCommerce plugin.

3.2.Show Swatches in Shop/Archive/Category Page

Show Swatches in Shop/Archive/Category Page: Enable this feature to display Variation Swatches on Shop/Archive/Category pages. Now, here you can see the variation swatches on the shop page.

3.3.Display Show/Hide Variation Button

Display Show Variations Button and Hide Swatches in Shop/Archive/Category Page: Click on the ‘Show Variation Button‘ and ‘Hide Swatches Button On Shop/Archive/Category pages’ toggle buttons. After enabling this feature, you can see the Hide and Show Variations Buttons on the shop page.

3.4.Use Attributes Terms Thumbnails

Click on this toggle button to use attribute terms for thumbnails.

3.5.Show Attribute Term Label

Show Attribute Term Label: Variation in colors, texts, & images can be denoted with their attribute terms on the shop and product page. Enable this feature to show the attribute text Above Swatches, Over Swatches, or as Tool-Tip. You can also show an image or text as a tooltip label. 

Here you can see the attribute text as a tool-tip.

woocommerce-color-and-swatches

3.6.Display Border on Selected Swatch

Display border on selected swatch: Enable the toggle button to show the border on the selected product variation swatches.

woocommerce-color-and-swatches
Here you can see the border on the selected swatches.

3.7.Attribute Term Label

Enable this setting to display attribute text above/over swatches or as a tooltip.

3.8.Attributes Terms Thumbnails Display Type

Attribute Terms Thumbnails Display Type: Set the size and display type of variation attribute terms thumbnails. There are three types of display types: Circle, Square, and Rectangle.

On the front-end, you can see the attribute terms thumbnails are square.

woocommerce-color-and-swatches

3.9.Attribute Terms Thumbnails Display Size for Product Detail Page

Attribute Terms Thumbnails Display Size for Product Detail Page: You can set the size of attribute terms thumbnails for the product page. Click on the dropdown, to select different attribute term sizes. 

The available sizes are: 

  • 20px * 20px 
  • 40px * 40px
  • 60px * 60px

Select the ‘Other’ option to set a custom size for attribute terms thumbnails for product variations. 

3.10. Attribute Terms Thumbnails Display Type for Shop/Archive/Category Page

Attribute Terms Thumbnails Display Size for Shop/Archive/Category Page: Using the dropdown, select the size of attribute terms thumbnails for the shop/archive/category page. 

3.11.Use Global Size Everywhere

Use Global Size Everywhere: Turn on this feature to use the global size for all WooCommerce swatches and labels.

3.12.Use Variation Featured Image

Click on this toggle to use the variations’ featured image as a swatch image for selection.

Go to the Product Edit Page > Variations and set the featured image for variation swatches. 

woocommerce-color-and-swatches-global-setting-variations

Go to Variations, Add Variation, and click on Go. Next, fill in all the required fields, and set a featured image. Here, you can choose only those colors that were previously selected under the attribute section.

woocommerce-color-and-swatches-global-setting-add-image

Then, enable the ‘Use Variation Feature image’ toggle. You can see the featured image as the color swatches. 

And lastly, don’t forget to click on “Save Changes“.

On the product detail page, you can see the variation swatches as the featured images.

woocommerce-color-and-swatches-global-setting-image-swatches

3.13.Display Cross on Out-of-Stock Product Variations

The WooCommerce variations plugin automatically shows a cross sign over the swatches of out-of-stock product variations. 

3.14.Show Tick Symbol on Attribute Terms

You can display a tick symbol on the selected variation swatches and provide clear visual detail to your customers during the purchase process. 

Note: The border and tick mark on selected swatches can display at the same time. 

4.Three Different Display Types of Variations

This product variation plugin provides three different display types to show variations of variable products.

1. Display Type: Text

woocommerce-color-and-swatches-display-type-size

On the front end, you can see Text to show the variations of variable products.

woocommerce-color-and-swatches-size

2. Display Type: Image

woocommerce-color-and-swatches-disolay-type-image

On the front end, you can see Image to show the variations of variable products.

woocommerce-color-and-swatches-display-type-image

3. Display Type: Color

woocommerce-color-and-swatches-display-type-color

On the front end, the selected color variation will be visible. 

woocommerce-color-and-swatches-display-type-color-front

5.Multi-Colored Variation Swatches

WooCommerce Color Swatches allow you to show dual color swatches of product variants. It helps you show product variation with multiple color combinations.

19 multi colored variation swatches

Follow these steps to create dual-color swatches: 

  • Go to Product >> Add New.
  • In the “Product Data” section, choose the “Variable Product” option.
  •  Go to the “Attributes” tab and add your custom product attributes. 
  • In the “Name” field, enter the attribute name as color. 
  • In the “Value(s)” field, enter the color options such as “Red,” “Blue,” and “Black“. 
  • Save your attributes. 
  • From the Variations tab, select the “Create Variations from All Attributes” option and click on the Go button.
  • Go to the “Variation Swatches” tab and open the colored attribute terms. 

Select the Display Type as Multi Color.

20 daul color variation

  • Now, Select the color combination suitable for your multi-colored product variant. 
  • Save your changes. 

6.Import/Export Setting

The Import / Export tab allows you to download the existing product variation attributes in a CSV file. You can also create or edit the download file and upload it to load new product variation attributes. 

7.Advance Features

The Advance Features tab contains functionalities to further improve the user experience of Variation Swatches for WooCommerce Customers and Increase your Brand Visibility. 

7.1.Product Variation Limiter

You can enable the variation limiter to reduce the number of variation swatches  that are displayed at first. Also, select the attribute and number of attribute swatches to display on the product page. 

To do this, follow these steps: 

  • Click on the Enable Limiter toggle button. 
  • Choose the Attribute that you want to display. You can only choose one.
  • Enter the Display Limit of the chosen attribute. If you choose 1, only one swatch will show. 
  • At last, save your changes. 

7.2.Social Sharing of Variable Product

You can easily add social share buttons to the product pages and allows users to share your products. 

To do this, follow these instructions: 

  • Click on the Enable Social Sharing Settings toggle button.
  • At last, click on the Save Changes button. Select from the following Social Share Names: Facebook, Twitter, Gmail, Pinterest, and Whatsapp.

7.3.Remove Reset Button

While selecting different WooCommerce product variations, customers can reset the swatches using the clear button. You can choose to remove the clear button from the shop and product page. 

7.4.Change the Cross Color

The colors & swatches plugin shows a cross on unavailable or out-of-stock product variations. You can customize the color of that cross and keep it identical to your brand colors.

Enable the cross color setting and choose a cross color from the color picker.

7.5.Enable to Show attribute Name on the Shop Page

You simply have to enable the toggle to display the product variation attribute names on the shop page. 

Here is how the shop page will look afterward: 

7.6.Enable to Show Color on Tooltip

You can enable the Show Color on Tooltip toggle to customize the tooltip label color. To do this, follow these steps:

  1. Go to the Select Tooltip Background Color and Select the Tooltip Text Color options. 
  2. Click on the color picker and select the colors you want. 
  3. Click on Save Settings. 

Here is how it appears on the variable product detail page: 

8.Global Setting of the Product

First, create Global Attributes.

Navigate to the sidebar and click on Products > Attribute. In this section, you can create a new attribute and edit or delete previously created attributes.

To create a new attribute, fill out the required fields like Name, Slug, etc., and lastly, click on the ‘Add Attribute’ tab.

woocommerce-color-and-swatches-for-variation

After successfully creating an Attribute, add Attributes terms by clicking on a particular Attribute Name.

woocommerce-color-and-swatches-for-variation

To configure the terms, you have to enter the Term Name, Term Slug, and Description, and select the Display type. 

This plugin provides three types of display types Image, Text, and Color.

woocommerce-color-and-swatches-display-type-global

And the last click on ‘Add New Term’, your Attribute Term is successfully created.

woocommerce-color-and-swatches-for-variation

Now, you can add multiple ‘Attributes’ and ‘Attributes Terms’ according to your requirements.

woocommerce-color-and-swatches-for-variation

After successfully creating attributes, you have to enable the plugin setting.

  • Navigate to the dashboard and click on the ‘WC Color & Swatches’ Settings. 
  • Click on the ‘Enable Swatches’ and ‘Use Attributes Terms Thumbnails’ settings.

After enabling those two settings, you can view the WooCommerce variation swatches of the product.

woocommerce-color-and-swatches-variations

9.Per Product Setting

You can configure product variations individually. To enable the product-wise setting, first, you need to add attributes and their values by clicking on the ‘Attribute‘ tab.

 

And then click on the ‘Variation Swatches’ tab.

woocommerce-color-and-swatches-variation-swtches

Now click on the Display Type Image/Color/Text and select Display Name ‘Yes’ from the dropdown list.

woocommerce-color-and-swatches-set-display-type

Next, click on all attribute values. Set the Display Type and other Display settings of all attributes. Set ‘Yes’ in the ‘Enable this’ setting and set the Display Type, it may be color/image/text.

For swatch 1:

woocommerce-color-and-swatches-swatches-variation-1

For swatch 2:

woocommerce-color-and-swatches-select-color

For swatch 3:

woocommerce-color-and-swatches-swatches-variation

Enable the Swatches and last click on the ‘Save Changes‘ button.

Afterward, you can see the per-product variation swatches of the product.

woocommerce-color-and-swatches-per-product-setting

10.WooCommerce Colors and Swatches Compatibility

10.1.Compatibility With Elementor Pro

Our WooCommerce product swatches plugin is compatible with the Elementor Pro plugin.

Elementor is a page editor which allows users to use widgets and modules to build various web pages. Similarly, you can use Elementor to build a product, shop, and any other page to display WooCommerce variation swatches. 

Simply follow these steps to create a variable product page: 

  1. Create a new page or edit an existing page in Elementor Pro.
  2. Add the “Single Product” widget to your page.
  3. Customize the widget settings to display the product variations. Under the “Content” tab, you can choose to display the product title, image, price, and other details. Under the “Product” tab, you can choose to display the product attributes, and variations, and add to cart button.
  4. Save your page changes and preview your variable product page.

That’s it! Now you have a variable product page created using Elementor Pro.

10.2.Compatibility With Popular Themes

The WooCommerce Variation Swatches are compatible with the most popular themes, making it easier for you to sell variable products without breaking your page. 

It works flawlessly with Avada, OceanWP, Flatsome, and Divi.   

11.FAQs

Is your plugin showing Color or Image swatches on shop and category pages?

Yes, Color or Image swatches will show on shop and category pages.

How to enable swatches globally to all variable products?

Yes,It can be done by using global attributes so merchants just follow these simple steps.

1: WooCommerce-> product->attribute.

2: Click on attribute(color)-> then all variations are listed (black,blue,black-silver,black-green etc).

3: Click on configure terms->as you click on that, all variations will list.

4: Select any variation -> click on edit(button)-> there is an option “Display Type” from there you can select the thumbnail-image/color/text which you want to display on the front end.

5: Now this setting works globally for all global attributes and swatches will show on all products.

How many Variations Can be made of each product?

Variation can be made according to the requirements.

How would I remove the drop-down option and keep only variation (color/size)?

 First ,you have to go to the wooCommerce product setting , select  the product and then go to the variation swatches setting after that set  the swatches value as per your Requirement .

Is it possible to use the same size of swatches globally over the site?

Yes, we have provided a setting under a general setting of the plugin, by enabling swatches of the same size shown over the website.

How Would I connect you?

You can raise a ticket from here, our team will check and help you in all your queries.

Is it possible to share the product Variation over the Social Media?

Yes, you can share the variation of the product using this plugin over Social Media.

12.Helpful Resources !!

The Ultimate Guide to Variation Swatches for WooCommerce

Suggest Edit

Filed Under: Codecanyon, WooCommerce / WordPress Tagged With: variable product, variation update in cart, woocommerce, woocommerce add to cart variation, woocommerce multiple product variations, woocommerce price variations plugin, woocommerce product variations plugin, woocommerce swatches

WP Ultimate PDF Generator

May 15, 2018 by Asad Abbas

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  1. Overview
  2. Display Settings
  3. General Settings
  4. PDF Body
  5. PDF Header
  6. PDF Footer
  7. Watermark
  8. Advanced Setting
  9. Custom Bullet Style
  10. Post Meta Details
  11. First Page Settings
    1. Front Page Templates
  12. FAQs
  13. Helpful Resources !!
  14. Case Studies

1.Overview

WP Ultimate PDF Generator Plugin allows you to convert all posts, pages, and products into PDF files. Blog readers can export posts into pdf and can print or send it to a registered email address.

This extension provides various key features :

  • In this new version, we provide the 3 default templates for Post and Products.
  • Custom post types- It supports custom post types and print them to PDF.
  • Custom meta fields- It supports custom meta fields and prints them in PDF.
  • Custom fonts- Feature to set Custom fonts for PDF.
  •  Header- You can include the header logo to pdf, Option to show site name, site description, and site URL.
  • Footer- You can add footer on all pages of PDF
  •  Watermark- Add watermark text and images to look PDF wonderful.
  • Different Font- Can customize fonts of header and content.
  • Featured Image- Can select to display featured images.
  • File Name- Can set the filename for pdf. The default file name of the plugin is Post Id.
  • Add Front Page- Add front page of the PDF with company name, logo, and much more.
  • Four predefined templates fo the cover page: From now you can select any one pre-defined template for the cover page or upload the custom image for the cover page.
  • PDF from Cache- Have the ability to generate pdf from the cache to reduce the load from the server and can schedule a backup of cache if Your blog is not updating too frequently and many more options.
  • Custom CSS- Can add custom style to post contents, mostly all CSS supported.
  • Title- Can set default blog title for pdf
  • Email Mode- In email mode, each pdf export link generates a popup window and visitors have to enter an email address to which the created PDF will be sent.
  • Setting to manage all post type custom fields.
  • Cache supporting- It provides the functionality to deliver the cached PDF to decrease server memory usage if the cache is available in the system.
  •  ACF compatible – It is compatible with advanced custom fields and supports all its meta fields.

2.Display Settings

In this section, the Admin can create multiple settings to Display the PDF.

display-setting

Display Options:

  • Front End: Select users to show the pdf link on post, page, and product.
  • Admin Panel: Enable  Admin Panel option to display a pdf link on the post, page, and product only for the admin panel.
  • Enable shortcode: If you enable shortcode then you will get the authority to apply shortcode anywhere in post content while adding or editing the post.

3.General Settings

This section allows you to set the general option for the PDF.

ultimate-pdf-generator
  • Select Setting: firstly select an option that you want to apply on PDF.
  • Featured Image: Select a featured image that you want to display on the PDF.
  • Include Cache: Select if you want to render PDF from the cache if the cache is available.
  • Schedule Cache Updation: Select the time duration for which you want Cache to be updated. By default, the cache will not be updated.
  • Default File Name: Select the name of generating the PDF file (Post ID/ Post Name/Custom Name).
  • Set PDF Page Color: Select the page color of your choice to add a color in your PDF file.
  • Default File Name: Select name of generating the PDF file(Post ID/ Post Slug).
  • Display Author Detail: Select this if you want to include the author’s details in the PDF, and how it should be formatted.
  • Display Post Category List: Enable this setting to add post category in PDF.
  • Display Post Tag List: Enable this setting to add post tag in PDF.
  • Display Post Date: Enable this to display the post-release date in PDF.
  • Button Alignment: Here you can set the location of the button. You can align the button left, right or center.
  • Button Placement: Select the position of the PDF link on the Posts and pages.
  • Select Button: You can add your custom buttons. By default, a pdf icon will display as a PDF link on the posts, pages, and products to generate the PDF file.

4.PDF Body

In this section, the admin can design the structure of the PDF file.

wp-ultimate-pdf
  • Select Setting: firstly select an option that you want to apply on PDF.
  • Post Template: Here we are proving three types of post templates, you can select any one predefined template whom you want to convert your post into PDF file.
  • Product Template: Here we are proving three types of post templates, you can select any one predefined template whom you want to convert your product into PDF file.
  • The number of Product PostMeta: In this section, you can enter the number of post meta fields to be displayed along with the short description on the converted PDF file.
  • Image scaling Ratio: Select Image height and width with respect to original featured Image.
  • Top/Left/Right Margin: Select options for left, right and top margin to pages of PDF file.
  • Page Size: Select the needed page size (default is A4) of PDF file.
  • Orientation: Select the desired page orientation (default is portrait) of PDF file.
  • Unit of Measurement: Select the desired units of measurement (default is mm) of PDF file.
  • Content Font: Select the font type for the PDF file.
  • Content Font Size: Select the content size for PDF file.
  • Custom Title: Enter a PDF title to replace with the post/Page title.
  • Show PDF Icon to User Roles: Tick this checkbox if you want to restrict display of the PDF icon based on user roles.
  • Select User Role For Which You Want To Show The Pdf Icon: From the dropdown menu, select the user roles for which you want to display the ‘generate pdf’ icon.
  • RTL Support: Select this if you want to generate the PDF in the selected languages(Persian, Arabic).
  • Custom CSS: Enable this setting if you want to write your custom CSS for the PDF file.

5.PDF Header

This section allows you to design the Header of the PDF file.wp-ultimate-pdf

  • Select Setting: Firstly select an option that you want to apply on PDF.
  • Page Header: Select an image to upload a header logo for the PDF file.
  • Hide QR Code: Select this option if you want to remove the scannable QR code from your generated PDF file.
  • Header logo: Select to upload a header logo for the PDF file.
  • Hide Site Name: Select this option if you want to remove the site name from the header.
  • Hide Site URL: Select this option if you want to remove the site URL from the header of the PDF file.
  • Header logo Image Factor: This will apply to logo width/height to provide logo image in some surrounding space.
  • Header logo Top Margin: Enter top margin (default is 10 units) of the logo image.
  • Header Font: Select different font for the header content.
  • Header Font Size: Select different font size for the header content.

6.PDF Footer

This section allows you to design the Footer of the PDF file.

ultimate-pdf-generator
  • Select Setting:  Select the required setting that has been created from the PDF Display Setting.
  • Custom Footer Text: Tick the checkbox and write some text for the footer of PDF file.
  • Footer Font: Choose the font for the footer text of the PDF file.
  • Footer Font Size: Select the font size for the footer of the PDF file.
  • Footer Cell Width: Select required Footer Cell Width.
  • Footer Minimum Hight: Select required Footer Cell Hight.
  • Footer Cell Upper Left Corner (X): Select required Footer Cell Upper Left Corner.
  • Footer Cell Upper Left Corner (Y): Select your required Footer Cell Upper Right Corner
  • Footer Margin: Select the required footer font margin.
  • Footer Cell Fill: Select if you like to add color on the footer cell.
  • Footer Cell Text Alignment: Select your required text alignment for the footer cell.
  • Footer Cell Auto-padding: Here you can select the auto padding for the footer of the PDF.

7.Watermark

This section allows you to add the watermark in the PDF file.

ultimate-pdf-generator

Watermark Text: Check this option to Add Watermark text to your PDF. Enter Font Type, Rotation and Watermark Text.

Watermark Image: Check this option to Add Watermark Image on your PDF file also you can enter Image height, width, transparency of the image.

8.Advanced Setting

This setting allows you to add the advanced option of the PDF like the page Rotation, FontSpacing, FontStretching of the content of the PDF file.

ultimate-pdf-generator
  • Select Setting: Firstly select an option that you want to apply on PDF.
  • Browse to Select Your Font in the .ttf format: Browse a .ttf file, to upload it. TTF is a file extension for a font file, can easily be downloaded.
  • Set FontSpacing: Enter the font space to set the desired space between letters to affect density in a line or block of text.

9.Custom Bullet Style

In this section, you can set the Bullet symbols for the PDF file.

ultimate-pdf-generator
  • Select Setting: Firstly select an option that you want to apply on PDF.
  • Bullet Symbol: Upload an image that you want to place as bullet points.
  • Custom Bullet Image Height/Width: select the image height and width by default it is 3mm.

10.Post Meta Details

This setting allows you to display meta details of the Post, Page, and Product on the PDF files.

ultimate-pdf-generator

If you want to display the PDF with the Meta details, click on the selected post type to pick the meta fields that you want to display on the PDF file.

WP Ultimate PDF Generator LOG :

PDF-Generator-log-setting
  • It shows up all the log of the downloaded PDF with the user email and name along with the post, page or product name.

11.First Page Settings

  1. Use Predefined Templates for the Cover page of the PDF:
    Through this setting, you can design the first page of the PDF file with the different possibilities like Logo, Company Name, Tagline of the company, and add the custom Footer. In the custom footer, you can add the Company URL, Address, Contact Number and Email ID.
    From now we are providing 4 predefined templates for the front page that allow you to change and remove the cover image according to requirements.

    • Enable Predefined Templates: Enable this setting to use the predefined templates for the Cover page of the PDF file.
    • Cover Template: Select anyone template among four different templates.
    • Cover Page Image: Select the image for the cover page template.
    • Company Name: Enter the name of the company.
    • Logo: Set the logo of the company.
    • Company Tagline: Enter a tagline of the company.
    • Custom Footer Text: Enter the custom text for the footer.
    • Enable For Email: Enable this setting to add the email address.
    • Enable For Contact: Enable this setting to add the contact number.
    • Enable For Address: Enable this setting to add the address of the company on the cover page of PDF file.
    • Enable For Website URL: Enable this setting to add the website URL on the cover page of PDF file.
  2. Design and Upload Your own Custom Cover Page: This setting allow you to upload the custom cover for the PDF file.
    ultimate-pdf-generator

11.1.Front Page Templates

We are providing 4 predefined templates for the front page layout of the PDF. You can also change and remove the cover image according to requirements.

  • Cover Page Template 1:
    woocommerce-pdf-generator
  • Cover Page Template 2:
    pdf-template
  • Cover Page Template 3:
    pdf-template
  • Cover Page Template 4:
    pdf-template

12.FAQs

How can i add the pdf button on a single-product page?

You need to follow this step to add PDF button on a single product page.

This plugin will work with other themes which doesn’t show full article on home page?

We generally fetch the article content from database, it does not depend on how much content is showing there. If the content is through meta fields then you have to select it from the settings as provided.

13.Helpful Resources !!

Convert Your Posts to PDF Using the Best WordPress PDF Generator

Adding A Downloadable PDF In Your WordPress Blogs

14.Case Studies

Hospicall Case Study

Porteus Switchgear Case Study

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WooCommerce Product Variation Table

May 15, 2018 by sanjeev maurya

search_image
  1. Overview
  2. Installation
  3. Default Variation Table Setting
    1. Enable Checkbox Table for Default View
    2. Applying Filter and Pagination on Product Table View
    3. Enable Checkbox For Disabling The Set Table In Mobile View
    4. Enable Checkbox to Disable Unnecessary Widgets
    5. Enable to Show Export Tab in Tabular Variation
    6. Enable Grid View With Quantity Field
    7. Select the Position of WooCommerce Product Variation Table on the Product Page
  4. New Setting for Product Variation Table
    1. Other Variation Table View
    2. Enable Variations Description Column On Front-End
    3. Select Color For Table Header
    4. Select The Font Colour For Table Header
    5. Enable Color Product Variations Table
  5. Variation Price Table Setting
    1. Enable Price Table View
    2. Enable Image Grid View Of Variations
  6. Inclusion/Exclusion
    1. Enable Checkbox For Inclusion Rule
    2. Enable Checkbox For Exclusion Rule
    3. Enable Checkbox For None
    4. Products Wise
    5. Category/Categories Wise
    6. User Roles Wise
  7. Select WooCommerce Product Variations Table settings for Advance view
    1. Enable Search and Filter Feature in WooCommerce Product Variation Table
    2. Select Background Image for Product Variation Table Layout
    3. Select Background Color for Product Variations Table Layout
  8. FAQs

1.Overview

WooCommerce Product Variation Table allows you to display the variation of the WooCommerce variable product in a tabular form. In this extension, we provide three different layouts; all variations are listed with the price. This extension is fully responsive and easy to customize.

  • Default Variation: When customers can’t fill any values of the product variation table there are default values in this variation.
  • Tabular Variation: For customers’ flexibility, we provide the tabular product variations table for all the variable products.
  • Export Variation Table: Allow Customers to export the product table variations in a CSV file. 
  • Select Table Location: Admin can determine the location of the product variation table. 
  • Price Variation Table: It provides the WooCommerce price variable product for each variable in a tabular format.
  • Dropdown Menu: To easily select the attributes for drop-down menus.
  • One-Click Order: In this extension, you can just click on to add to cart button and your order would be added to your cart.
  • Easy Customization: Now you can empower your customer to easily customize this extension.
  • Grid View: Quantity Grid View for Two Global Attributes.
  • Cart Button: Grid View Table of WooCommerce product Variation tables with Cart Buttons
  • Managed Tabular Look: This extension allows you to display all the product variations in table for WooCommerce of the variable product in a managed tabular format where Users may see the product, its name, description, price, and quantity all in one single place.
  • Customized Table-View: You can also play around with table forms by listing one single variable product, followed by different variations of the chosen variable product, one single description of the variable product, and Adding to the cart, to complete the process.
  • Color Variation: Enable the color attribute for the product variations table.
  • Header Color: Enable this setting to change the header color of the product variation table.
  • Remove Unwanted Widgets: To enable this setting to remove the unnecessary widgets from the front end.
  • Advanced View Options: This setting allows you to fully customize the product variations table.

2.Installation

1. 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 :
(I) Download the zip folder of the plugin WooCommerce Table View for Variation.
(ii) Once downloaded, install the plugin through browsing and activate it.

 

2. Manual Installation
The manual installation of the plugin is another option to install the plugin to your WordPress-environment. The manual installation method involves downloading our WooCommerce Table View for Variation Extension and uploading it to your webserver via your favorite FTP application.
Steps are as follows :
(I) Upload the WooCommerce Table View for Variation folder to the /wp-content/plugins/ directory.
(ii) Activate the plugin through the ‘Plugins’ menu in WordPress.

3.Default Variation Table Setting

In this section, there are settings to customize the WooCommerce variation product table column names and table view.

default variation table settings

 

3.1.Enable Checkbox Table for Default View

Select the default product variation table view to show the variable product in tabular format and enter text to display the column name of the table.

Now, you can see the product’s details in the tabular format with the defined column name.

woocommerce table view for variations table

3.2.Applying Filter and Pagination on Product Table View

Through this setting, you can allow customers to filter the WooCommerce product variation table and implement pagination on it.

Here you can see the filter and pagination section in the Product Variation Table.

woocommerce product variation table pagination

3.3.Enable Checkbox For Disabling The Set Table In Mobile View

Through this setting, the admin can choose to disable the WooCommerce variations table, when the person is viewing it on their mobile phone.

disabling the checkout feature in mobile view

3.4.Enable Checkbox to Disable Unnecessary Widgets

Click on the toggle button to disable unwanted widgets from the front.

Here you can see the unnecessary widgets will be deleted after enabling the setting.

woocommerce product variation table

3.5.Enable to Show Export Tab in Tabular Variation

Enable this toggle button to add an export button on the product page. You can download the WooCommerce product variation table data in a CSV format using this feature.

export tabular variation

3.6.Enable Grid View With Quantity Field

Enable the Grid View with the Quantity field toggle when you have only two global attributes.

woocommerce product variation table quantity field

After enabling this setting, you can see the variation table in the attribute form.

woocommerce product variation table description

3.7.Select the Position of WooCommerce Product Variation Table on the Product Page

From this dropdown, you can select the on-product page placement of the WooCommerce product variation table. The following positions are available:

product variation table position

  • After Product Summary
  • After Product Description 
  • After Single Product 
  • After Product Price 
  • After Product Short Description 
  • After a Single Product summary 

Select your preferred position and click ‘Submit’ to save your settings.

4.New Setting for Product Variation Table

The setting in this tab allows you to configure the variation table layout.

4.1.Other Variation Table View

variation table view

Using this setting, you can display the product in two types of Variation tables.

Select Type for Grid View of Variations

  • Table View 1: All the product managed in the tabular format where the user can see the product name, Price, and quantity all in one single place.

After saving the settings. This type of variation is displayed.

table view
  • Table View 2: In this listing of products, a variable product is followed by the different variations of the selected variable product, with a single description of the variable product and Add to cart button.
After saving the settings. Display the product with the main product description.table view 2

4.2.Enable Variations Description Column On Front-End

You can enable/disable the description column from the product variation table.

Variations Description Column

After enabling this setting, you can see the Product Variation Table with the different product descriptions.

enable product description

4.3.Select Color For Table Header

You can modify the header color of the product variation table. To do this, click on the Select Color grid and choose the color you want for the table header.

select color for table header
Here you can see the changed header color.
changed header color

4.4.Select The Font Colour For Table Header

The admins can conveniently select the font color for the table header. By utilizing the feature, marketers can enhance the appearance of the variation table.

This is how your customers will see the variation table after you have customized the font color,

Font Color For Table Header

4.5.Enable Color Product Variations Table

To enable Color Product Variation Table Setting first you have to enable WooCommerce Color and Swatches for Variations plugin.
This setting will work only with The ‘Global Color Attribute‘ and select the listing type of color attribute for the Product Variations Table. Last click on the  ‘Submit‘ button.

color variation table

You can choose the product variation with the color attribute.

woocommerce-table-view-for-variations-select-color-variation

5.Variation Price Table Setting

The setting in this tab allows you to configure the variation price table.

5.1.Enable Price Table View

Here you can enable the checkbox for Image Grid View of WooCommerce Variations and select the grid view of variation single cart button. After this click on the Submit button.

enable price table view

After changing the settings, the front-end will be shown as below.

variations product

5.2.Enable Image Grid View Of Variations

Enable Image Grid View Of Variations
  • Select Grid View for the Single Add To Cart button

Select grid view variation with the single cart button.

After submitting the settings, the variable products will be shown in the following image:

Grid View for Single Add To Cart button

 

  • Select Grid View for different Add To Cart button

Select grid view variation with the different cart button.

After saving the settings, all the variable products will show with their own Add to Cart button:

Grid View for different Add To Cart button

6.Inclusion/Exclusion

inclusion exclusion settings

6.1.Enable Checkbox For Inclusion Rule

This setting allows the admin to present to the product variation table only for products that the admin has selected. For example; if the admin wants to table to be shown only for “Hoodies”, that he is selling, he can select the “hoodies” option from the “product-wise” settings, and further “Save Settings”.

6.2.Enable Checkbox For Exclusion Rule

This setting allows the admin to exclude to WooCommerce Product variation table only for products that the admin has selected. For example; if the admin wants to table to be excluded only for “Hoodies”, that he is selling, he can select the “hoodies” option to exclude the variation table from the “product-wise” settings, and further “Save Settings”.

6.3.Enable Checkbox For None

This setting allows the admin to enable the “checkbox for none” option, this will remove the inclusion and exclusion rules and show a set product variation table for products, categories, and user roles that the admin has selected. For example; if the admin wants to remove the inclusion and exclusion rules completely, then, he can select the None Checkbox option from the settings, and further “Save Settings”.

6.4.Products Wise

Through this setting, the admin can choose the products from the drop-down for which he wants to enable the “inclusion” or “exclusion” feature.

6.5.Category/Categories Wise

Through this setting, the admin can choose the category from the drop-down for which he wants to enable the “inclusion” or “exclusion”  feature.

6.6.User Roles Wise

Through this setting, the admin can choose the user role from the drop-down for which he wants to enable the “inclusion” or “exclusion”  feature.

7.Select WooCommerce Product Variations Table settings for Advance view

This setting allows you to produce a fully customizable WooCommerce product variations table for the variable products. After enabling this setting a default table template will display on the frontend with the variation of the selected product.

table settings for advance view

This setting allows you to customize these fields of the table:

  • Enable this setting to filter and Search the variations in the table.
  • Set the background image in the product variation table.
  • Set the background color in the variation table.
  • Choose the color for the table background.
  • Choose the color for the table header.
  • Choose the color for the table header text.
  • Choose the color for table content.
  • Choose the color for the table border.
  • Enter text for thumbnail images column name.
  • Enter text for product title column name.
  • Enter text for product description column name.
  • Enter text for product price column name.
all variations

7.1.Enable Search and Filter Feature in WooCommerce Product Variation Table

Enable this setting to allow the filter and search variation feature in the table. Now, you can see the filter and search feature in the variation table.

filter and search variation feature in the table

After enabling this setting you can see the filter and search feature in the variation table.

filter and search feature in the variation table

7.2.Select Background Image for Product Variation Table Layout

This setting allows you to set a background image, border color, header color, text color, header text color, and column name of the product variation table.

set background image in product table

After saving the setting you can see the modernized table layout.

modernized table layout

7.3.Select Background Color for Product Variations Table Layout

This setting allows you to set the background color, border color, header color, text color, header text color, and column name of the product variation table.

set background color variation table

Here’s how it will appear on the front-end:

background color variation table

8.FAQs

 

Can I change all the column text of the WooCommerce variation table?

Yes, you can change the text of the WooCommerce variation table. Go to the Variation Table >Default Variation Table Setting, enter your custom text in the text boxes for each column, and save your changes.

Can customer use the multiple variation table setting in one Time?

No, customer can use only single variation table setting at one time.

Is this plugin working on variable products?

Basically, this plugin is created for variable products. We provide the tabular variation for all variable products. See the following link:

WooCommerce Product Variation Table Demo

Is there any search box when many variations are listed on the product page?

We provide a search box for searching the variation. Go to the Variation Table > Default Variation Table Setting >Enable Checkbox for applying filter and pagination on Table View.

How many attributes are listed on product page?

There is no limit of the attributes listing, you can list as many attributes as you want.

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Filed Under: Codecanyon, WooCommerce / WordPress Tagged With: table view, variation table, woocommerce, woocommerce product variations plugin

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