The Upsell/Cross-sell Product Campaign allows brands to highlight exclusive products or deals within the Customer portal, encouraging subscribers to add them to their upcoming orders or active subscriptions. It’s a powerful way to increase Average Order Value (AOV) and promote new or limited-edition products without relying solely on emails.
Key features
Customer portal banners
A new discovery channel to showcase live offers directly on the Customer Portal.
Subscribers can view and engage with ongoing campaigns instantly.
Clicking the banner opens an in-portal offer drawer to explore and accept the offer.
Once accepted, the campaign is marked as completed and removed for that subscription.
If multiple campaigns apply, subscribers can swipe through multiple banners.
Banner customization path:
Loop Admin → Customer Portal → Themes → [Your Theme] → Customize → Layout → Subscription Details Page → Campaign Banner
Limited-time offers
Create urgency by setting an expiry date for your campaign.
Once expired, the banner disappears automatically from the portal.
Any expired link (shared via email or SMS) will redirect subscribers to the portal but won’t show the offer drawer.
Note:All the campaign types will be limited time only. Brands can run the campaigns for 2 months (difference between campaign start and end date)
Campaign templates
To make it easier for brands to get started, Loop provides ready templates for various use cases:
New product launch – Announce and sell new products to existing subscribers.
Exclusive subscriber offer – Offer early access or subscriber-only deals.
Stock clearance – Clear inventory efficiently by promoting select SKUs.
Schedule campaigns: No more last minute checklist hassle to turn on subscription campaigns. Brands can effortlessly schedule campaign to a future date and time to match the offer timings.
How to create an Upsell/Cross-sell campaign
Follow these simple steps to set up your campaign:
Navigate to:
Loop Admin → Campaigns → Create Campaign → Upsell/Cross-sell Product
Add an internal name for easy identification.
Select audience:
All active subscriptions or
Specific subscriptions using filters (e.g., frequency, product, or customer tags)
Select channel:
Customer Portal banner
Email/SMS via Klaviyo or other integrations
Both
Select product:
Choose the product you wish to promote as an upsell or cross-sell.Add banner images:
Desktop banner (recommended: 3912 × 964 px)
Mobile banner (recommended: 2000 × 960 px)
Customize offer texts:
Edit button labels and success messages like:Offer Details, Accept Offer, Decline Offer, and success messages
Set timeline:
Add start and end dates to define the campaign’s active duration.Notify via Email(Optional):
Enter an email to receive completion alerts.Click Save to launch your campaign.
Customer experienceOnce live, subscribers visiting the Customer portal will see banners (if created) for ongoing campaigns.
Clicking the banner opens an offer drawer to explore the details.
They can choose to:
Add as Subscription Product, or
Add as One-time Add-on
Upon completion, a success message confirms the product addition, and the campaign disappears from their view.
This real-time experience ensures subscribers don’t miss exclusive deals while reducing friction compared to traditional email-only promotions.