LTV

How To Add A Shopify Cross-Sell Popup For Returning Customers

Jon Denney
Jon Denney
Co-Founder, ConvertFlow

Playbook summary

Target a dynamic product recommendation based on the returning customer's last Shopify order.

  • Industry:
    Ecommerce
  • Metrics affected:
    LTV
  • Campaign type:
    Popups

Tools you'll need

  • ConvertFlow
  • Shopify

Quick setup

  • Trigger: After 3 seconds
  • Content: Related products
  • Call-to-action: Add to cart
  • Targeting: If customer Shopify order count is greater than 0

There's multiple ways to improve your funnel. You can increase checkout rate, increase AOV (average order value), and increase customer LTV (lifetime value).

To improve LTV, add a product recommendation popup targeted to returning customers, that displays products related to their last order. Include an incentive to purchase again to increase customer LTV.

In this playbook, we'll breakdown step-by-step how to add a returning customer cross-sell popup to your store.

Step 1: The creative

ConvertFlow has dozens of product recommendation templates.

Here are the best templates for this campaign:

Once you've chosen a template, you'll be taken to ConvertFlow's funnel builder.

Here you can adjust the creative. Customize:

  • The headline / discount offer
  • The sub-headline
  • The theme styling

Step 2: The configuration

Next, we'll need to configure a few things:

- The product recommendation

- The discount code

- The popup trigger

The product recommendation

You'll want to configure the products feed to display products related to the last product in the order.

Select the product element, and adjust the filters on the left like so:

The discount code

In this case, the incentive to purchase again is 10% off the next order.

We'll need to add that discount to the product element's button action.

First, click to the actions tab and edit the default action.

Then, scroll down and add a discount code for the incentive. ConvertFlow will apply this when the shopper adds to cart through the cross-sell popup, and clicks to checkout.

The popup trigger

Next, click to the settings tab to the left of the builder panel. Here you can adjust the popup trigger.

In this case, triggering the popup for the returning customer after 3 seconds should reach lots of shoppers.

Note that we have the popup configured to hide for 30 minutes after closed.

Also, once it's closed, it'll instead show a floating "two-tap" button in the bottom right of the screen.

We can edit this two-tap button to say "10% Off Next Order" and the two-tap button styling.

Step 3: The targeting

Save your work, publish your changes, and then click to the launch page.

Here, we'll want to add a targeting condition:

If customer Shopify order count is greater than 0

This will make sure the popup only shows to logged in customers who've had an order.

We can also add URL conditions to limit which pages this returning customer cross-sell popup shows on, such as showing just on the home page.

Once you've configured the targeting, click the toggle at the bottom to set the popup live!

One last step. Targeting returning Shopify customers with ConvertFlow requires enabling an option in the Shopify integration.

Go to Settings > Integrations and then click to manage the Shopify integration.

This enables ConvertFlow to add a snippet to your Shopify theme that connects the logged-in customer's order history to ConvertFlow's targeting.

About the author
Jon Denney
Co-Founder, ConvertFlow
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Jonathan Denney leads product at ConvertFlow. After running a marketing agency with his brother Ethan Denney, Jonathan & Ethan co-founded ConvertFlow to help brands build funnels without code or waiting on developers. Since then, ConvertFlow's no-code funnel builder has helped launch 200k+ funnels, across brands such as Volkswagen, HausLabs, CampingWorld and more.

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