What is an offer group?
What is an offer group?
Offer groups are a powerful feature in Platter+ that allow merchants to deliver personalized, data-driven product recommendations to customers using the In-Checkout Cross-Sells and Post-Purchase Offers extensions.
Why are offer groups useful?
Instead of being forced to select individual products to upsell, offer groups let you group products together, either manually or automatically, to make smarter product recommendations to customers.
Traditional upsells rely on manually assigning specific products, which can lack relevance to the customer. Offer groups make it easier to build a profitable checkout by:
Using AI: Shopify’s Search & Discovery app uses AI to tailor product suggestions based on customer behavior.
Increasing relevance: Recommendations adapt dynamically, displaying the most relevant products from your offer groups to ensure they are enticing for customers.
Saving time: No need to manually configure individual upsells—Shopify Search & Discovery app handles the logic for you.
Types of offer groups
Offer groups are created in two ways:
Related Products (powered by Search & Discovery) Shopify’s AI recommends products based on the customer’s shopping behavior, purchase history, or what’s already in their cart. Example: If a customer adds a camera, related products might include a camera lens or tripod.
Complementary Products (powered by Search & Discovery) Suggest items that naturally pair with products in the customer’s cart. These recommendations are tailored to create a complete shopping experience. Example: A customer purchasing running shoes might see recommendations for socks or a water bottle.
Top Sellers (generated automatically) This group highlights your store’s best-selling products, which are automatically populated using Shopify’s sales data.
Custom Group (manually created) Merchants can create their own offer group, giving you complete flexibility to upsell or cross-sell specific items. A custom offer group can be either a collection or a manually created group of products (or even just one product). Example: Products that you'd like to offer to customers during the holidays.
How do offer groups work
With offer groups, you have full control over how products are displayed in your checkout. You can:
Adjust hierarchy: Set the priority of offer groups (e.g., Complementary Products first).
Hide groups: Remove groups that don’t align with your goals.
Create new groups: Manually add custom product collections to meet specific needs.
When the customer gets to the checkout process, Platter+ will display product offers to the customer based on the offer groups you select, and the hierarchy you set.
For example, based on the settings above, the customer would see products in the cross-sell extension from the Complementary products group first. If there was not enough products in that group, to fill three offers that are displayed, a product from the Related products group would then be shown.
This approach ensures recommendations are relevant, personalized, and more likely to drive additional purchases.
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