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.
Upsell/Cross-sell product campaig
Follow these simple steps to set up your upsell/cross-sell 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 experience
Once 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.
Using loyalty points in the add product campaign
The merchant can enable the preference to allow customers to pay with loyalty points when creating the add product campaign.
Why use loyalty points?
Boosts add product actions in campaigns.
Lower prices visible to customers encourage higher chances of purchase, with loyalty points driving the decision.
Configuration
Navigate to Loop admin > Campaigns > Create a campaign
Select the action type "Add product", fill in the required fields, enable the "Allow customers to pay with loyalty points" option, and click Save.
Customer portal experience
As per the definition of the campaign action, when a customer takes action during the campaign event and lands on the customer portal, the add product drawer will appear with the loyalty points option ticked, showing the final price after the points adjustment.
FAQs
What happens when a campaign expires?
What happens when a campaign expires?
The banner automatically disappears, and the offer links no longer open the campaign drawer.
Can multiple campaigns be visible at once?
Can multiple campaigns be visible at once?
Yes, subscribers can view and swipe through multiple active campaign banners on their portal.
Can I run upsell campaigns alongside recover failed payment or winback campaigns?
Can I run upsell campaigns alongside recover failed payment or winback campaigns?
Yes, campaigns can run simultaneously and target overlapping audiences without any conflict.
Do campaigns support external marketing tools like Klaviyo?
Do campaigns support external marketing tools like Klaviyo?
Yes, you can sync and send campaign links via Klaviyo.
What are campaign actions?
What are campaign actions?
Campaign Actions are used for events that have already occurred.
Campaign actions are used when you need to generate a quick action URL for a particular event in bulk. This applies when the event has already occurred, such as when customers have already canceled their subscriptions. In this case, we would initiate a campaign for all customers who canceled their subscriptions in the past. Campaign actions are used within the Klaviyo platform.
Need help?
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If you have any questions or need assistance, feel free to email us at [email protected] or chat with us using the support beacon at the bottom right of your screen.
Regards,
Loop Subscriptions Team 🙂