Enable cross-selling and upselling of products on pre-order with Personizely integration.

About Personizely #

Personizely helps optimize your Shopify store’s conversions through email popups, exit intent, and upsell features.

Integration Features #

• Cross-sell pre-orders from product pages with active PreProduct listings
• Upsell products that are on pre-order, including deferred-charge items
• Seamlessly combine pre-order and regular products in your upsell flows

Requirements #

1. Both apps installed on your Shopify store:
   • Personizely
   • PreProduct
2. PreProduct is running on your product page (either by auto-install or manual install)
3. Personizely snippet (auto-installs)

Setup Instructions #

Create Pre-order Listing #

• Start by creating a pre-order listing in PreProduct via the “New listing” menu

Switch to Personizely for the rest of the tutorial.

Enable Integration #

1. Go to Personizely dashboard
2. Navigate to “Settings” → “Integrations”
3. Find PreProduct and click “Connect”

Create Widget #

1. From the Personizely main menu, click “Widgets”
2. Select “Cross-sell and upsell” (For more details, check out Personizely’s video guide)

Configure Cross-sell/Upsell #

1. Complete the setup wizard:
   • In step 2, select the products you want to cross-sell/upsell via pre-order
2. On the editor screen:
   • Click the widget preview’s side
   • Open the left-hand drawer
   • Select “Pre-order” from the “Cart action” dropdown
3. Save and publish:
   • Click “Save” in the top right
   • Toggle the publish switch

Note: The “Pre-order” cart action is only available for products with active PreProduct listings.