According to the latest reports, more than 4 million stores are active (in the 3rd quarter of 2023). And 9.8% of these WooCommerce stores are in the US.

And, these stores (at least most of them) have one thing in common: 

What Black Friday Marketing Strategies should I follow to make money during the holidays? 

There are 2 things you need to do here.

Number 1, plan ahead – make sure to have a good plan of action ready. Number 2, prepare your WooCommerce store for it. 

Carrie Cousins of LeadPoint Digital had this to say in one of her blogs:

“Early preparation will ease much of that stress and ensure that you have a plan for different scenarios. Early planning also gives you time to test new concepts and ideas before launching them in front of a big audience.” 

So today, we will be discussing plan number 2. We will show you how to prep your WordPress WooCommerce store for sales success!

Preparing WooCommerce Store for Black Friday: How to Make Money on Holiday 

There are plenty of useful tactics you can use to prepare your website. We have a data-driven list of Black Friday strategies focusing on some of the key things: 

5 Black Friday Marketing Strategies for Success!

However, to turn these strategies into success, you need to prepare your website the right way. 

This includes the ability to start your sale at the “right time”. 

Tip 1. Plan Your Black Friday Sale: When Do You Start? 

The easiest thing to do is: Start Early!

However, some questions will pop up in your mind: 

When exactly should I start?  

If you indeed want to start early, there are some things you need to keep in mind: 

Your WooCommerce Store Needs to be Agile 

Your WooCommerce store needs to have a proper system in place that can manage and showcase the products in your store the right way. This means:

• 76% of buyers look for product descriptions when making a purchase. Also, 7 out of 10 users are “not sure” what they want to buy. So, it is crucial to write and manage product descriptions. 
• Your WooCommerce product management system should help you create and manage products, run promotions, manage prices, etc. without hassle. 
• Deploying banners quickly and effectively to showcase promotional offers is an excellent feature to have. 
• The site needs to be scalable. It needs to handle the growing number of visitors coming to your store. There is a possibility that your site traffic will increase 2.5X during the holiday season. 
• You need to have full access to the design customizations of your WooCommerce store. Otherwise, you will not be able to properly design and deploy your Black Friday or Cyber Monday Offers. This includes creating custom banners and deploying them for promotions.

Fortunately, other than the scalability, the ProductX and WholesaleX plugins can help you out here. 

ProductX can help you out with your site’s design, promotion, consumer sales, and more. As for WholesaleX, it helps you with handling product discounts for both B2B and B2C online stores. 

More on that in a bit. 

Since the site is “Agile”, you are now ready to know when to “actually” start the sales. 

When to Start the Black Friday Sale? 

In general, it is a safe bet to start reaching out to your users as early as possible – start the promotions at least 2-weeks prior to Black Friday or Cyber Monday. 

Now the question is: 

Why should you plan for both Black Friday and Cyber Monday? 

Cyber Monday is the biggest “Online” sales fiesta in the holiday sales season. Cyber Monday alone can generate 11.3 billion dollars worth of online sales. 

Also, Black Friday in 2023 will start on November 24, 2023. Cyber Monday will be close by, starting on November 27, 2023. 

The sales potential can reach up to 20 billion USD! 

You would want to be a part of that, won’t you? 

It’s simple: 

If you have the resources, make sure to plan ahead for both sales. However, if you think you are not ready for it (you have issues with your security and scalability) you may want to start planning for it. 

But when should the “real” sale start? 

Note that you started the promotions 2-weeks early. But it is a safe bet to open the sales 2 days before the real holiday. 

BUT… 

You need to be sure that your site is ready to take on the burden. If you have a somewhat lackluster hosting and no proper security measures, you may not reap the benefits of starting early.

That’s where eCommerce website security comes into play:

Tip 2: WooCommerce Site Speed, Hosting, and Security: Covering up Any Loopholes

There are a couple of things to note before you start looking for a hosting company: 

• Your website needs to be up 99.99% of the time
• It needs to handle the surge in user traffic (as mentioned before) 
• It needs to load fast

These 3 criteria are a must-have if you don’t want to lose any customers. 

Only during Black Friday, you can see a 2.5X to 3X surge in traffic. And if your website can’t handle the traffic, the effects can be devastating: 

WooCommerce store downtime can be suicidal: 

Depending on the business size, the industry vertical, and business models, reports indicate that a company/enterprise can lose up to $9000 for 1 minute of downtime. 

If your website is down for an hour, then you are looking at around a 5 million dollar loss! Again, all of it depends on specific factors of the industry. 

The question is, can you avoid it?

Can you avoid WooCommerce Site Downtime?

Unfortunately, there’s no way to avoid downtimes for your WooCommerce store. It’s because of the following reasons: 

• You can’t ignore server maintenance. Hardware upgrades from the ISP (Internet Service Provider) end will result in some downtime. Fortunately, the ISPs will provide advanced notice for such maintenance. 

If you’re a small business, then this applies to your situation. If you are running in-house servers, disk corruptions, upgrades, and man-made security flaws can lengthen the maintenance process. 

• Theme compatibility is another problem. If you are using a “lesser” known theme, your site structure may break. This can lead to users “bouncing” away from your website (the bounce rate, on average, is already around 45-65%, you don’t want anything higher than that!)  
• Then there’s the issue with the hosting service providers. “Lesser” known hosting companies do not provide the best uptime and/or customer support. 

The ultimate impact of a website downtime and slow speeds can be listed as: 

1. Damage to the brand value – users no longer find your site useful 
2. Unthinkable impact on the store’s financials
3. Increased bounce rates – impacting your search results

As a whole, you are looking at an angry customer base who will be reluctant to put their faith in you! 

So, you need to close down any loopholes, don’t you think? 

Addressing the Site Speed Issue

According to data, for a B2B WooCommerce store that loads within 1 second, the conversion rate for it can increase up to 5X. 

Not only that, for a general WooCommerce store, even if it loads in 5 seconds, you can expect around 2.5X conversion rates. 

So, you have some headroom to work with here. 

Because if the load times go beyond 6 seconds, your bounce rate can go up as much as 106%! 

So, what can you do to maintain better site speeds: 

1. Go with a trusted hosting provider 
2. Use a fast and light-weight WooCommerce theme
3. Optimize images – use compression and keep them in JPEG format
4. Measure site speed with speed optimization tools
5. Keep it simple

Some known speed optimization tools are: 

• Google page speed insights
• GTmetrix
• Pingdom tools

These are some of the reliable options you can try out. 

Addressing the Hosting Issue 

Choosing the right hosting is crucial for sales success this Black Friday. A proper hosting service provider can: 

1. Keep your site up and running 99.99% of the time
2. Offer 24/7 support
3. Provide small and large-scale solutions effectively 
4. Help scale your website accordingly

The safest thing to do is to read online reviews on the best hosting service providers. 

Also, reaching out to the customer service representatives can help clear things out as well. 

Addressing the Security Issues

WooCommerce site security breaches can happen in various ways. So, it is crucial to take precautionary measures like: 

1. Go with a proper hosting service provider
2. Use an SSL certificate on your store 
3. Generate ‘hard-to-predict’ passwords for users and site admins
4. Keep WooCommerce plugins up to date 
5. Use a CDN as an advanced security measure 
6. Use Security Authentication Keys for admins
7. Invest in training your staff against WooCommerce security threats
8. Provide strong usernames to admins
9. Use a Firewall if possible 
10. Strictly manage access control 
11. Take regular backups of your websites 

We have an in-depth guide on WooCommerce security, make sure to check it out: 

11 Security Tactics for WooCommerce Websites

The next section is very crucial!  

Tip 3: Implement Different Discount Strategies: Laying out the Options

Discount strategies can be both beneficial and annoying for users. If you do it too much, you are destroying the user experience. 

On the other hand, a lack of effort can render your whole strategy useless. 

What can you do here? 

There are a couple of things you can do: 

Discount Coupons for Black Friday

Discount codes are a great way to let customers buy products at a discount this Black Friday. 

Reports suggest that a 30% discount coupon is the favorite of 65% of users during the holiday sales season. 

Also, you can use a discount coupon with other marketing strategies like: 

• Email marketing 
• SMS marketing 
• Influencer marketing, etc. 

Now before creating a marketing strategy with coupons, you need to know what types of coupons you can use: 

Types of Discount Application through Coupons 

There are a couple of discount coupon strategies you can use: 

Direct Discount Coupons

Direct discount coupons are applied at checkout automatically. Some folks call them automatic coupons. Both B2B and B2C businesses apply these strategies every quarter, especially during the holiday season. 

Personalized Coupons 

Personalized coupons can be deployed easily for specific users. These coupons are very useful when offering “personalized discounts” to customers. 

Coupons like these have great promise since you, the marketer can use them with multiple channels. 

For example, most GenZs use mobile devices (around 60-70%) to find out about new offers through their mobile devices. 

Also, the response rate through app-based and SMS-based personalized coupon discounts is greater than other marketing channels. 

Early Bird Coupons 

Early Bird coupons create a sense of ‘urgency’ among users. And more than 50% of users respond to such ‘urgent’ sales. 

Early bird coupons work great as ‘early’ sale generators. It can work as a great motivator for users who are looking to get an “extra” discount on products or services.  

Wholesale Deals 

Wholesale deals can work wonders if you are: 

• Looking to clear out existing product inventory
• Create hype among users
• Increase the average order value

Plugins like WholesaleX have a great way of setting up Wholesale discounts. You can set up custom coupons or directly apply them as you wish. 

Here’s a useful resource to follow: 

Setting Wholesale Prices in WooCommerce

***Although it’s not technically a “coupon”, store points or in-store wallet currency can be an excellent motivator to boost Black Friday sales. Users, when they buy something from your store, get points they can use later to buy something from your store. 

BOGO Discounts

Around 65% of users find BOGO discounts very useful. And BOGO discount strategies do perform great during the holiday season! 

Among popular BOGO discounts, “Buy X Get 1 Free” and “Buy X Get Y Free” are popular. Setting these wholesale discounts requires some A/B testing from the marketer’s end. 

Fortunately, the WholesaleX plugin is a great tool for this! 

Users can set wholesale discounts on various criteria using the dynamic rules. For both B2B+B2C online stores, it is highly beneficial.  

Here’s a useful resource on creating BOGO discounts: 

How to apply BOGO discounts on Wholesale products?

Upsell and Cross-sell

Upsell and cross-sell work great together when marketers use them properly. 

Unfortunately, users feel lost about upselling and cross-selling. You use them to: 

1. Increase your average order value
2. Better customer retention
3. Lower the customer acquisition cost 

The general rule of thumb is to: 

• Clearly state the offers 
• Don’t try to do too much – customers can feel lost 
• Be customer-focused, not sale-focused

Working with Banners  

You can let users know about the Black Friday and Cyber Monday offers through custom banners. 

Although banners have a relatively low conversion rate, you can use them in creative ways with other marketing channels. 

And yes, ProductX allows you to create banner offers just the way you want them. As a matter of fact, we created banner offers for halloween 2023! You can use the same strategy: 

Creating a custom banner for the holidays

Also, we have a bonus section for you at the end. Make sure to check it out!

Tip 4: Close or Expand: When is the Right Time to End the Sale? 

This can vary depending on the industry and the product you are selling. 

The general recommendation for Black Friday is to run the sales for a 3-4 day duration. Since Black Friday generally occurs after the 4th Thursday of every November (after Thanksgiving that is), you can start 1 day before Thanksgiving and continue the sales 1 day after Black Friday. That’s 4 days! 

Now if you are a large WooCommerce entity, that would work for you. However, there are some things you should know before planning for a 4-day period. 

Pre-Black Friday Sales 

For some companies, this can start as early as the final week of October. 

During this time, marketers offer “Early Bird” discounts and other relevant offers. This is beneficial since more than 50% of customers start roaming through online sale offers 14 days before actual Black Friday. 

Cyber Monday is very CLOSE…

For a WooCommerce store, it doesn’t make any sense to miss the vibe of Cyber Monday. 

And it’s the 1st Monday after Black Friday! 

And you can expect a customer to spend an average of $500 on Cyber Monday. This should give you some idea about the average sales potential!  

Also, some companies prefer to run sales after 1-week of Black Friday and Cyber Monday. 

So, what is the right course of action? 

Unfortunately, you need to figure that out for yourselves – understand what works for you. 

Some companies like to tease Black Friday deals 2-3 weeks ahead of time. You could try that. And there’s the “Early Bird” Discount aspect you can explore as well. 

BUT…

The plan that works is to start as early as possible and end 3-4 days after the period ends. You can start your “Early Bird Sales and promotions” 14-21 days before the actual date. Then plan your campaign and discounts as you progress.   

Tip 5: Evaluate the Performance: Take Notes and Plan for the Next Sale

This section deals with the calculation of important performance metrics during and after the Black Friday and Cyber Monday sales. 

Here are some important metrics you need to track: 

1. Your total number of sales equals the total revenue. You need to monitor it throughout the campaign period
2. The Average Order Value (AOV) is an important metric to consider
3. The Cart Abandonment Rate (CAR) is another important metric. It measures how many customers left after adding items to the cart (More on it later!) 
4. The Conversion Rate needs to be tracked. It is a measure of the percentage of people who completed a task on your website
5. Keep an eye on the Ad campaign outcome. 

What is the formula to calculate the Average Order Value?

To calculate the average order value, divide the total order value (in USD) by the total number of orders placed: 

(Total Order Value/Total Orders Placed) = Average Order Value of your store

We have a guide on ways to increase average order value, you can go ahead and check it out:

Ways to increase the Average Order Value (AOV)

How Do You Calculate the Conversion Rate?  

To calculate the conversion rate, you need to divide the total number of sessions on your site by the total number of purchases made through the website. 

(Total number of sessions/Total purchases) in site = Conversion Rate  

Bonus Section: Cart Abandonment and Store SEO

Cart abandonment and WooCommerce Store SEO are 2 important metrics that can help make your conversion rates better: 

Cart Abandonment Rate: How to Deal with It?  

During Black Friday, in 2022, the cart abandonment rate was around 78%. 

That’s not a small number by any means. 

So, how do you address this issue? 

Before that, you need to know how to measure the Cart Abandonment Rate (CAR). Here’s the formula: 

1. First find the value of : (Number of Completed Purchases/Number of Created Carts in Store) – let’s call it the “Shopping Ratio”
2. Then find (1-Shopping Ratio) 
3. Finally, find the total percentage by dividing it by 100

The final equation looks something like this: 

(1 – Shopping Ratio)/100 = Cart Abandonment Rate

Now the question is: What can you do about it? 

Here is a list of the best course of action: 

1. Cart abandonment emails are a great way to keep the bounce rate down. According to data, cart abandonment emails have a 69% chance of success compared to regular emails
2. Be clear about your discounts – you shouldn’t confuse the customers
3. Keep the checkout process as simple as possible
4. Make sure your site accessibility is top-notch

These are some of the things you can do. However, with the “accessibility” aspect, the SEO factor plays a role as well. 

WooCommerce Store SEO: Things to Manage

WooCommerce SEO depends on a couple of things. Here are the key things you need to keep into account: 

1. Site load times need to be in check. Site load times should be ideally within 2 to 5 seconds. 
2. Keyword research strategy should be leak-proof
3. Product descriptions should be clear and concise 
4. Site navigation should be simple for the customer 
5. Call-to-actions should be clear 
6. Discounts and Offers should not confuse the user

If you can manage these 6 things, you don’t need to worry about anything else! 

Key Takeaways for Preparing a WooCommerce Store for Black Friday

With the 5 tips on preparing a WooCommerce Store for Black Friday, you should be able to create a killer site with high conversions and low bounce rates. Let’s recap the things you need to keep in mind: 

1. Plan your Black Friday Sale EARLY. 
2. Site load speeds are super important 
3. WooCommerce website security is another key measure of performance 
4. Implementation of different discount strategies requires planning and testing
5. Creative banners can be a great way to share WooCommerce store discounts
6. A/B testing is required to know when to start the sales promotion
7. Ideally, sales promotion should start at least 14 days early 
8. Evaluate important metrics like AOV, CAR, and conversion rates from the start
9. CAR emails can help get better conversions 
10. Make sure the site SEO is proper

At this point, we want to hear from you. Did we miss anything? Do sound off in the comments below. 

There are 5 potential Black Friday Marketing Strategies you can try this season. 

According to sources, in 2023, the eCommerce market potential will be more than $9.8 billion this Black Friday! Not just that, more than 1/3rd of the population in the US will be looking to make a purchase through WooCommerce stores this holiday season. 

So, you are a WooCommerce store owner. You are looking to make your mark this holiday season with your online presence. 

Do you know what you need? 

A proper set of strategies that will help you get better sales! 

Since reports suggest that WooCommerce-based purchases will rise by 10.14% from 2022, it is crucial to implement certain strategic actions. 

Otherwise, it will be impossible to get ahead of the curve and grab a chunk of the 50% of customers who start making purchases early. 

So, how do you start? 

Black Friday and Cyber Monday: What’s with All the Hype? 

Black Friday is a day filled with discount offers and deals for shoppers. It takes place right after the US Thanksgiving – a day of joy and appreciation. Historically, many employees have a day off during this time. 

After Black Friday, there’s another reason for celebration – Cyber Monday! 

Cyber Monday is a PRIME day for online shoppers! The National Retail Foundation came up with the term back in 2005. Since then, online shoppers get to buy tech products at a HEAVILY discounted price! 

It’s a field day for online buyers because of the great deals and promotions on tech products! 

One more thing. Cyber Monday takes place on the 1st Monday after Thanksgiving. 

Since we are talking about shopping on Black Friday and Cyber Monday, let’s take a look at some interesting stats!

1. An average American plans to spend between $430 and $500 during the Black Friday and Cyber Monday Period. 
2. In contrast to an average day of shopping, interaction increases to a whopping 512% during the Cyber Monday season!
3. Among the top 50 retailers, 88% offer some form of discount during Cyber Monday. 
4. The average discount during Cyber Monday is 30% in the US.  

Black Friday Marketing Strategies: Starting from the Ground Up! 

Although we are going to work with Black Friday Marketing Strategies, there is one question that needs an answer: 

Should you plan for both Black Friday and Cyber Monday? 

Well, the answer to that question is a bit technical. The very first thing you need to keep in mind is: you need to have your footprint on the internet. Meaning, you need to have a WooCommerce store without delay! 

Let’s say you don’t want to do it right now. If that’s the case, then you may want to keep your plans limited to Black Friday. 

However, there’s been a surge in online sales – over 11 billion dollars. You need to ask yourself: 

Can I afford to be offline? Or do I need an online WooCommerce store today? 

The simple answer is, you need to set up an online store today! And you need to plan for both Black Friday and Cyber Monday since they offer enormous sales potential! 

In essence, you need to plan for both Black Friday and Cyber Monday. Because you simply cannot afford to lose a piece of the massive sale that’s going to be generated! 

You are now clear on your objectives. Good! 

Now, we start with the implementation of the strategies:

Strategy 1: Leverage the Power of SMS Marketing

SMS marketing has a 53.5% CTR (Click-through rate) and open rate – far more potent than email marketing. 

And there’s a good reason for that as well: 

Over 43% of customers prefer 2-way SMS communication. It is something marketers leverage along with other marketing channels. And 91% of them have reported it to be effective! 

It’s one of the great Black Friday marketing tips you can put into practice. 

So, how do you plan something like this: 

Start planning for the SMS Campaign Early  

According to Barbara Casey from Mobile High 5:

“Texting for small business is truly a gold mine that awaits.” 

This is not just true for small businesses. Medium and large businesses can benefit from it as well. The stats below will tell you why: 

As we probably mentioned earlier, Black Friday and Cyber Monday shoppers typically start charting their shopping plans 2-3 weeks in advance. 

And there’s the fact that young adults find SMS marketing more viable. 28.5% of them prefer texting over any other forms of communication. 

So, you can gain the early shoppers – under which you can reach the young adults and other buyers. 

So, the best way is to start early. Here are 4 questions you need to ask yourselves before making chalking out a plan: 

1. Who are my target customers? 
2. What type of SMS should I craft for them? 
3. Am I offering the right deals? 
4. What is the competition doing this year? 

These questions will set the tone for your campaign. 

Carefully Craft an SMS with a Proper CTA 

In order to craft the perfect SMS, you need to have the answer to the previous 4 questions ready. 

It will help you craft the perfect SMS for the campaign. The following section has a couple of templates you can use for your campaign.

SMS Marketing Template Examples

Here are some example SMS templates for Black Friday Marketing: 

1. “EARLY BIRD DISCOUNTS: Get X% OFF on Y Items. Click on the [LINK] to learn more. Type STOP to stop receiving SMS from Z Store.” 
2. “X MORE DAYS LEFT, discounts to expire on Y Items. Type STOP to opt out of promotions.” 
3. “Ready for some BLACK FRIDAY FUN! Grab X% discounts on Y Items.” 
4. “Get a free X with every Y purchase this BLACK FRIDAY! Visit the [LINK] to get an exclusive look!” 
5. “Y Days to Go! Once it’s gone, IT’S GONE! Don’t miss this amazing deal on X Items this Holiday Season! Click the [LINK] to learn more.” 

These are just a few examples. You can bring your own twist, make changes according to your user base, and craft the SMS(s). 

However, if you want to offer special discount offers or coupon codes, you can create something like this: 

“You are SPECIAL to us! USE [CODE] for an EXTRA X% DISCOUNT! Dial [NUMBER]  with the CODE Get the DISCOUNT COUPON!!!” 

Again, this is just an example. You can also send promotional offers like: 

“Use Code [CODE] to get X% OFF on Y products! Dial [NUMBER] with the code to get your DISCOUNT COUPON!” 

Pro Tip: For SMS marketing success, it is crucial to keep the SMS size below 160 characters. Anything more than that can result in “Less-than-Expected” conversions. 

SMS Collection and Follow-Up

SMS collection can be very tricky. A viable way of collecting phone numbers is to use a catchy form. 

The form needs to appeal to the customer by urging the customer about the upcoming deals. Your loyal customers will likely be interested in receiving offers from your end. 

And yes, you will need to segment your customer list. You need to identify which customers will get you the best conversions via SMS marketing. 

Now the question is, how do I follow up with the customer? 

SMS Marketing Follow-Up

According to a study, the cart abandonment rate is around 76-78%. It means that users add items to the cart, but don’t complete the purchase. 

You need to take action to reduce this number. To do that, a follow-up email can help. 

In the follow-up email: 

• Remind the customers that they did not complete the purchase. 
• Offer them a coupon code. 
• A Call-to-Action; telling them to make the purchase before the offer ends. 
• A final call before the offer ends!

The last thing you need to do is: 

Add a personal touch to your SMS(s). Without your own personal flair, buyers will not be convinced about your business. Something personal in your SMS will help sell your brand to the customer. 

Strategy 2: FOMO Marketing for Black Friday

FOMO stands for “FEAR OF MISSING OUT!”. It means the user is in “Fear” of missing out on a special offer. 

Marketers take advantage of this marketing strategy by: 

1. Showcasing the people buying products from your website
2. Adding a countdown timer to create urgency in an offer 
3. Showing the number of people who bought items from the store
4. Sharing real-life customer experiences of your customers

All the points mentioned above have one thing in common: 

They try to “persuade” the customer that they are “MISSING OUT” on a running offer in your store. 

Now there are a couple of ways to implement a successful FOMO strategy:

1. Creating a sense of urgency through short-term deals on your website

More than 50% of customers buy an item because of an ongoing deal on a WooCommerce website. 

This is because they think the promotion will be over before they can take advantage of a promotion. 

This works great in favor of a WooCommerce marketer. And he/she can take advantage of this feature by promoting early bird or short-term deals. 

For example, an offer like: “60% OFF, ONLY for an HOUR!” will stir the minds of the buyers, persuading them to make a decision quickly. And this translates to better sales and conversion. 

Fortunately, you can create these offers and promotions with the ProductX WooCommerce Builder Plugin. The Banner Maker Block allows you to create wonderful banners for promotional offers. 

And yes, you can build stunning WooCommerce shop pages as well. 

2. Building a proper eCommerce shop page with ProductX WooCommerce builder

Before we start building an eCommerce page with ProductX, it’s probably a good idea to learn something about the ProductX plugin: 

ProductX is a WordPress WooCommerce plugin that allows you to create proper eCommerce websites without the need for any additional page builders. With the help of the WooCommerce builder, you can create custom WooCommerce shop pages and single product pages with just one click. 

Here’s a sneak peek of the builder:

That’s not all, you are free to build your full WooCommerce store and customize how you want to show the products and their variations. 

Enough said, let’s take a look at how you can build a custom shop page for your WooCommerce store:

To do this, you need to: 

1. Install and activate both the WooCommerce and the ProductX plugin 
2. Go to ProductX > Add Ons 
3. Enable the WooCommerce builder addon
4. Now go to ProductX > WooCommerce Builder > Shop 
5. For now, choose a shop page template and click on import
6. In the editor panel, make changes to the template
7. Finally, save and publish the template

Now, these are the very simple steps of creating a WooCommerce shop page. You will find more on it if you read the following: 

How to Build a WooCommerce Shop Page Template?

You will find all the information you need on the resource mentioned above. 

Here’s the shop page of a furniture website we created with ProductX:

According to reports, 52% of online shoppers do not find the right information on the product page. Reports also suggest that the bounce rate for product pages is 61.1%. This indicates that product owners need to make efforts to update their product pages as well. 

Fortunately, ProductX has the solution for you: 

ProductX features a wide array of single product page blocks that help you create custom WooCommerce single product pages with ease. Also, you can import one of the pre-made designs, make changes to it, and publish it. 

You will find the relevant information in the following resource:

How to Build a WooCommerce Single Product Page Template?  

Our list of Black Friday Marketing Strategies, so far, guided you to make your site formatting better (you already know why it’s important). Now, let’s talk about creating promotions! 

3. Creating banner promotions using the ProductX Banner Maker

Banner Makers offer a great advantage for FOMO marketing. 

According to research, 56% of people are afraid of missing special events. These include special sales promos, offers, etc. 

And FOMO affects millennials as well, to a great degree! 60% of them are prone to making impulse purchases. 

You get the idea. 

The ProductX Banner Maker can be very useful in this case for: 

• Letting buyers know about potential offers running in your store.   
• Letting shoppers know about any limited time offers. 

Here are 4 steps to create a promotional banner using the ProductX banner maker: 

1. Create a page or prepare the space where you want the banner 
2. Bring the banner block to the page
3. Use a pre-made banner template or build your banner from scratch
4. Save changes to the page and publish it

Using the banner maker is super simple for FOMO promotions. Also, you have an extended number of features to work with. Here’s a detailed guide on how to do it: 

How to create a promotional banner? 

You can do a lot with the banner maker. Just follow the above-mentioned resource to learn more.

Strategy 3: BOGO Discounts on Black Friday

BOGO discounts are a great way to clear out your shop inventory for new products. Since many shop owners like to clear out the inventory to bring in new products, it can be a highly effective strategy this holiday. 

Also, shoppers love the kinds of discounts where you buy one product and get another one for free (Buy X get 1 Free BOGO discount). 65% of them love all-out BOGO discounts.

Also, 95% of buyers got BOGO discounts at least once! 

You already know about creating and promoting product offers with ProductX. If you add WholesaleX, you unlock B2B wholesaling powers for your WooCommerce store. 

Here’s a quick look at the features of WholesaleX:

WholesaleX is a proper wholesale plugin that can help create proper B2C+B2B wholesale stores.

It lets you add tiered pricing for your products along with BOGO discounts. Here are the steps you need to follow: 

1. Install and activate WooCommerce, ProductX, and WholesaleX plugins
2. Go to WholesaleX > Dynamic Rules from your WordPress dashboard
3. Set the discount rule to BOGO 
4. Update the Products and the User Roles for BOGO discounts
5. Save the rule

The great thing about WholesaleX is the fact that you can apply a variety of BOGO discounts and other discounts with it. The following resource will be of great help if you want to add BOGO discounts this season for better sales: 

How to set BOGO discounts in WooCommerce?

Now BOGO discounts are very useful, no doubt about that! However, you need to create a sense of urgency – it’s why you need to combine BOGO and FOMO together. 

Run the BOGO offer for a very limited time. It’s shown to yield better results (check out the FOMO section). 

Strategy 4: Marketing Ads for the Holidays

Marketing ads can be a great motivator for shoppers who are looking to spend this Black Friday and Cyber Monday. 

According to reports, users use somewhere between 34% to 35% of Google ads.

Also, among other channels for marketing, they spend 17-18% on Facebook ads, 15% on Amazon ads, and 32% on other ad channels. 

So, it is clear that Google ads can give you the best possible results. There’s only around a 3 to 4% difference in running ads on other channels – such as your website. You can use the banner maker for that. 

Paid Media Ads can work wonders if you use them on the right platform. 68% of Gen Z discover new brands and products on Instagram. So, if you play your cards right with paid ads, you can target a whole lot of new users.

Since 46-49% of users come to eCommerce stores from Social media, spending “a bit extra” on social media paid ads can come through for you.

Although ads can make a difference, there are a couple of things you need to know here: 

• Your ad funnel should be ready in advance. This will help you find prospective customers, engage with them, target them, and retain them. Starting a minimum of 2 weeks ahead of the sales can be beneficial.
• Not all of your ads will reach the customer – so, make sure to market on multiple channels. It increases your chances of success. 
• Use custom ads for different channels. This increases your chances of success by a great degree.
• Share your stories on different channels. Be humble and honest in your approach
• Share customer stories in ads – share real experiences of users on what benefits they received from your products. 
• Ad spending grew 188% in the last couple of seasons. Marketers want to expand their funnel and gain as many users as possible. 
• You need to spend your ad money wisely as well. Otherwise, it may not reach the “right” users. 

Data suggests different conversion rates for different regions: 

1. UK: 4.2-4.4%
2. US: 2.8-3% 
3. Canada: 7.0-7.1%
4. Australia: 4.2-4.3%

As you can see, for different regions, the conversion rate is different. This tells us that you need a different strategy for retargeting ads in various regions. It’s simply because people have different takes on ads.

Strategy 5: Bundle Offers, Upsells and Cross-sells

Bundle offers can be of great help this holiday season for 2 reasons: 

1. It helps to clear out your inventory and bring in new products
2. Users show interest in products that come in a bundle with other products. It plays a role in increasing the Average Order Value (AOV).  

Before we show you how you can leverage AOV (Average Order Value) with bundled products, here’s how to add bundled products to your WooCommerce store: 

How to Add Product Bundles to WooCommerce Store

To add bundled products to WooCommerce, you can do the following: 

1. Go to Products > All Products from your WordPress dashboard
2. Choose and select “Edit” for the Product you want to create a bundle
3. Find Product Data on the page
4. Choose Grouped Product from the dropdown
5. Then from the left-hand panel select Linked Products
6. Write the name of the product and add them one by one
7. Save or update the product.  

Here’s how we added some products to sell it as a grouped product. We are offering a product as a bundle:

Here’s how the grouped product looks like in the single product page (built with ProductX): 

We have an in-depth guide on the topic. Check it out: 

8 Strategies for Increasing Average Order Values

What is Upselling? 

Upselling and cross-selling can be highly beneficial for WooCommerce businesses. This holiday season, you include upsell and cross-sell strategies to your site. 

Upselling refers to the strategy of selling “upgraded” products. An example here is in the food industry. If you are looking to eat a small burger, the person behind the desk often asks you to get a ‘larger’ burger instead. 

He or she tries to sell a larger order to the customer.

Advice from Marketers on Upselling Strategies

Igor Avidon of Avidon Marketing Group shares his insights on upselling:

“Your upsell offer would act as an incentive to encourage the customer to make a quick decision and buy more from your site.”

According to Igor, customers find upselling to be a welcome nod. They find motivation to explore your store, see if there is anything useful to them.

Another marketer, Guerric De Ternay, says that you need to keep your customers in mind and build your upselling strategy around them.

“A big mistake when creating an upsell strategy is to be too focused on trying to sell something rather than trying to help your customers.

It’s important to be aligned with your customer’s goals.”

He stresses that customers need to feel welcome in your store. So, make sure to design your upsell strategy with the customer in mind.

Michelle Ebbin from JettProof suggests product bundles:

“Upselling customers is easier to do if you can take the thinking out of it for the customer. 

A great way of doing this is creating product bundles!” 

According to her, it takes guesswork out of the way for the customers. They feel encouraged to buy from your store. 

What about Cross-selling? 

As for the concept of cross-selling, it’s easier to understand with the smartphone example: 

You do have a smartphone right? When you are buying a smartphone online, typically on the cart page, you will find the store trying to push you to buy a charger or a pair of wireless earbuds. 

That is the concept of Cross-selling. If you have any doubts, make sure to check out our write-up on the process of cross-selling:

Learn to configure product cross-sell. 

Cross-selling can seem overwhelming if you are trying to push it to the customer. Jerrel Reigada suggests WooCommerce owners not to oversell before the conversion. 

This leads to an overwhelming number of customers who may not make the purchase. 

Bonus Section: What about Email Marketing? 

Yes, you cannot overrule email marketing as a viable strategy. According to reports, buyers who receive and open emails are 138% more likely to buy products from your shop. 

Also, the open rate for emails is 3.24%, higher than the typical opening rate during regular times. 

For this reason, marketers urge you to start early. According to Kalo Yankulov: 

“Start Early! Many shops start their promotions 24-48 hours before the holiday season starts. The customer’s inbox is already overwhelmed at this point.” 

The point is, that your email may not reach the customer at all! 

The bottom line is, you must start early. 

That’s just one thing. Among other things, you can: 

1. Keep it clean and get straight to the point 
2. Find the optimal hour so that the user finds your offer right away 
3. Use brand visuals to help your offers stand out
4. Make sure to highlight key offers with your brand colors
5. Optimize the email for mobile, since 85% of the users use a mobile device to open emails! 

You need to start straight away if you are looking to increase your sales. For WooCommerce users, Yaymail has a cool guide to creating custom emails. You may want to check that out. 

Final Thoughts 

Implementing Black Friday Marketing Strategies can seem daunting. As a matter of fact, not everyone can make the right decisions simply because of a lack of data. 

We tried to bring all the relevant information in one place – simply to help you build your plan effectively. And the tools needed, ProductX and WholesaleX, can be of great use to you as well. 

Deloitte estimates an increase in sales as much as 4.6%. So, you better get started! 

And yes, thank you for making it to the end! If you have any suggestions, do let us know in the comments section below. 

Since 2019, B2B sales have risen from 13% to 19% – and it is slated to grow more in the coming years. Also, the B2C online industry will grow to become an $8.3 trillion market by 2026. 

This goes to show one thing: 

Creating a proper B2B eCommerce store with B2C is super important for vendors. Small Businesses should think about creating B2C+B2B hybrid eCommerce websites to get the best of both worlds. 

Today’s discussion is all about that. 

We will show you how to create a proper B2C+B2B eCommerce website using the ProductX and the WholesaleX plugins. 

But before that, let’s explore why the WordPress CMS is an excellent starting point for wholesale and retail businesses. 

Why Use WooCommerce for Your Online Store? 

WooCommerce comes as an “extended” version of WordPress – adding eCommerce capabilities to WordPress. In contrast, other popular options like Shopify, Magento, Wix, etc. WooCommerce has a couple of distinct advantages: 

1. WooCommerce is free to use. Unlike platforms like Shopify which require a monthly fee, you do not have to pay anything to use WooCommerce with WordPress. 
2. One of the great things about WooCommerce is the fact that it’s very scalable. If you want to bring any new feature to your B2B+B2C store, you can do it with free plugins. However, some plugins will cost you. 
3. WooCommerce has a wide community of users. If you’re looking for a solution to a problem the possibility of finding a proper solution is very high. 
4. You can integrate more than 100 payment gateways with WooCommerce – making it a proper platform for an online store. 
5. You can use WooCommerce with various plugins to enhance the usability of the platform. You can use various plugins to introduce features like conversations, registration forms, payment gateways, etc. 

Low cost, better modularity, and good community support are some of the reasons why you should use WooCommerce for a growing business. 

Now, let’s get to know the plugins we will use to create the B2C+B2B eCommerce website.

Why Choose WooCommerce Plugins Like ProductX and WholesaleX? 

ProductX and WholesaleX are plugins that complement each other. On one hand, ProductX is a WooCommerce Gutenberg builder plugin that allows you to create page templates with just a couple of clicks. On the other hand, WholesaleX adds the B2B+B2C wholesale functionalities to the WooCommerce store. 

Among various notable features of the ProductX plugin, the WooCommerce builder ranks at the top. With the WooCommerce builder, you can create a custom shop page, single product page, archive page, 404 page, etc. You can use the custom blocks or the library of pre-made templates to create a tailored WooCommerce store. 

Do explore other features of the ProductX plugin in the link below: 

WholesaleX is a ‘feature-first’ plugin that allows users to add wholesale features to a WooCommerce store. Features like dynamic rules, form builder, user role management, etc. will help you create a wholesome B2B+B2C experience. 

Before Getting Started

Before you start building your B2B eCommerce website with ProductX and WholesaleX, you need to have a couple of things ready: 

1. You need to have proper hosting with your WordPress site installed and activated. 
2. You need to install the WooCommerce plugin 
3. After that, install and activate the ProductX and WholesaleX plugins

Once you are done installing these things, you are ready to build your eCommerce website. 

*** Now you may ask – Do I need a WordPress WooCommerce theme installed on my site? Well, ProductX is a standalone plugin and can create a product home page on its own. However, if you want to have some flexibility, you can install a WordPress theme (though it’s not a requirement). 

Creating an eCommerce Website from Scratch with ProductX 

Now that you have everything installed and activated, it’s time to start building an online store with ProductX. 

We will be using the ProductX WooCommerce Builder to create our store. The WooCommerce store builder lets you build eCommerce website templates that represent the different pages of an online store. 

Here’s a quick overview of the WordPress WooCommerce builder:

Also, you can create assets like the header and the footer of your store using the WooCommerce builder. 

But before you start building, you need to enable the WooCommerce builder addon and other essential addons you may want to use with the ProductX plugins. What you need to do is: 

1. Go to ProductX > Addons from your WordPress Addons 
2. Enable the WooCommerce builder addon 
3. Enable any other addons you may want to use

Note that you have 2 types of addons – General Addons and Integration Addons. General addons are the ones you use with ProductX and the Integration addons let you use ProductX with various page builders. 

Once you enabled all the addons, go to the WooCommerce builder of ProductX from your WordPress dashboard.

If you are using the builder for the first time, you will see the following interface:

From here, you can start building your eCommerce website templates. There is a synchronize button that allows you to get access to the new design templates. 

Also, there is a template kits tab under the ProductX setting that allows you to use some pre-made templates of ProductX. You can import any of these templates and use them as the home page of your website. 

Now that we have the basics out of the way, let’s start building the eCommerce site.

Creating a Header and Footer for WooCommerce Store? 

To create a header, you need to click on ProductX > WooCommerce Builder and click on the header from the left panel.

Here, you will have 2 options: 

1. You can choose to create the template from scratch
2. Import a pre-made template and customize it

We will choose the second option. We will import a pre-made header template and customize it. To import a pre-made template, just click on import. The template will be imported and you will be taken to the editor page.

Once you are in the editor, you can make changes accordingly. Before that, you will be asked to add a condition for the header template. 

For example, if you want to show it on the entire site, include “entire site” and save the condition. Once you save it, you will be able to customize it. 

Here’s what the final customized version looks like: 

Creating the footer is a similar process. You can follow the documentation to learn more.

You may also like to read: How to create a header and footer design in WordPress WooCommerce Store? 

Creating the eCommerce Home Page

Again, ProductX comes with a number of pre-made templates for the home page. You can select one of them or create a custom page from scratch. 

Here’s a home page we created: 

The page features some of the necessary features for a proper product home page. We have the WooCommerce product slider along with the row block, product category block, grid block, and WooCommerce banner. 

Another thing you can use (though it is better to use on the shop page) is the currency switcher. It helps you to show the product prices of the various regions. Here’s a quick video showing you how the currency switcher works:

To learn more, 

You may also like to read: 

1. How to Use WooCommerce Product Slider?
2. How to create a WooCommerce Banner for Promotions? 

Creating the Shop Page 

You can create the shop page template by following the above-mentioned way. You can simply choose a shop page template and customize it. Or if you want you can create a template from scratch.

Here’s a quick guide to help you with the process:

Creating the Single Product Page

The Single Product Page is one of the more important pages of an eCommerce store. It is where most people tend to make their purchase decisions. 

ProductX understands this. That’s why there are 15+ dedicated blocks to help you create a single product page. 

Let’s show you how to create the page from scratch: 

• Go to ProductX > WooCommerce Builder from your WordPress dashboard
• Click on Single Product in the WooCommerce builder dashboard
• Click on Start from Scratch. You will be taken to the editor. 

• Here, you will need to set the condition to show the template on all product pages.
• Now, you need to start building a single product page. Use the “+” icon to find the product page blocks. You will find them under the Single Product (ProductX). 
• Now all you have to do is bring the desired blocks to the single product page and create your template 

In order to show upsell products, you need to use a product grid and set the product sort condition to upsell products. Once you do that, for each product, you will be able to show the upsell products. 

If you don’t know the difference between upsell and cross-sell, you can check out the following post: 

What is the difference between upsell and cross-sell in WooCommerce? 

Here’s how the final single product page looks like:

This way, you can create a proper product archive page, thank you page, and more with the ProductX WooCommerce builder. 

The best way is to use the pre-made templates and customize them to your needs. And yes, for various page templates, you have various ready-made blocks to use. So, you don’t have to worry about coding and creating anything new. You can pretty much do all you want with the eCommerce website templates of ProductX. 

Now, let’s explore how to add wholesale functionality to your WooCommerce store using the WholesaleX B2B WooCommerce plugin. 

You may also want to read about:

1. How to create a WooCommerce cart page?
2. How to Create a Single Product Page Template?

How to Enable Wholesale Features in an eCommerce Store? 

WordPress has a wide library of plugins that can help turn your retail store into an online B2B powerhouse. However, not many plugins have the right features to do so. 

But there is a plugin that can! 

The WholesaleX B2B plugin has the features to turn your WooCommerce store into a B2C+B2B wholesale powerhouse. 

Now we will not go into the complete details. However, we will take you through the process and share the necessary knowledge bases. So, you will have zero problems turning your regular e-store into a marketplace.

Let’s get started! 

How to Setup reCAPTCHA with WholesaleX? 

Google reCAPTCHA works as an added layer of security for your B2B eCommerce store.

You can easily set it up by following the steps below: 

1. Go to WholesaleX > Addons from your WordPress dashboard. 
2. Enable the reCAPTCHA addon 
3. Go to WholesaleX > Settings 
4. Enter the Site Key and the Secret Key 
5. Save the changes

How to Get the Google reCAPTCHA Keys? 

To generate the Site Key and Secret Key, you can go to the Google reCAPTCHA link, add your domain, accept the terms and services, and submit the request.

Once that’s done, you will receive the keys. Then, you can enter these keys in the reCAPTCHA settings and save the changes for them to take effect. If you feel lost, you can take a look at the documentation to get a clearer idea about the process.

Or, you may want to look at a quick video to help you with this:

Creating a User Roles for Setting Tiered Wholesale Price

In order to create user roles for allotting bulk wholesale pricing, make sure to do the following: 

• Go to Users > Add New from your WordPress dashboard. 
• Add a new user by filling out the form with the necessary credentials. 
• Save changes. 

Now, you have to create a new user role from WholesaleX. To do this:

• Go to WholesaleX > User Roles from your WordPress dashboard. 
• Click on Add New B2B role and set it up

• Save the changes 

Now the B2B user role is ready, you need to assign the role to a user. To do that: 

• Go to Users > All Users
• Select the user you just created
• Go to the WholesaleX Profile Settings within the User Setting

• Under the WholesaleX User Settings select the WholesaleX role 
• Save the changes

You are now ready to assign tiered pricing for the particular user. Here’s how to set tiered wholesale pricing: 

Set Tiered Pricing for Wholesale User

We are now going to set tiered pricing for a particular user role. Follow the steps below to set tiered pricing: 

• Go Products > All Products from your WordPress dashboard
• Edit the product where you want to show tiered pricing 
• Under the Product Data click on WholesaleX 

• Select a tired pricing table-style
• Now go back to the General Tab
• Under WholesaleX B2B Special, find the specific user role to show tiered pricing
• Set the Base Price and the Sale Price
• Set the tiered pricing with the discount types 

• Save changes to the product. 

Now, if a registered user with the specific user role logs in to his account and goes to view the product, he will find the tiered pricing shown in the format you set earlier. 

You can also set dynamic discounts for specific roles using the dynamic rules feature. 

How to Set Dynamic Discount Rules for a Specific User Role

The WholesaleX dynamic rule is a feature that allows eCommerce website owners to create specific discounts based on specific criteria. We have detailed resources on how you can set dynamic discounts for specific user roles. But the gist of it is: 

1. Go to WholesaleX > Dynamic Rules from your WordPress dashboard
2. Click on Create Dynamic Rule
3. Choose the Rule Title and set the Rule Status to Active
4. Set the Rule Type, Use Role, and the Product Filter for which the discount will be applied
5. Choose additional discounts from the Optional Conditions tab 
6. Select the date and limit rule (if necessary) 
7. Save the changes

You can create various dynamic discounts. Also, you can set specific discounts for specific user roles. We have a detailed guide on the process. 

You may also like to read: 

How to Create WooCommerce BOGO Discounts with WooCommerce Dynamic Rules? 

Set up Bulk Order Product Pricing

You can enable the bulk order addon from the WholesaleX Addon settings. Once you do it, registered users will be able to inquire about bulk order discount prices from the user dashboard. 

Speaking of user dashboards, you can create custom dashboard account designs with the ProductX WooCommerce builder. But you already knew that right? 

On a different note, this video might help you understand the bulk order feature in a better way: 

Setting Up Conversations for Registered Users? 

Registered users can have a conversation with the site admin using the WholesaleX Conversations addon. Here’s how to use it: 

1. Enable the Conversations addon from the WholesaleX dashboard
2. Go to WholsaleX > Settings > Conversations and enable “Show Conversation”
3. Save the changes

Now, registered buyers from their dashboards will be able to send queries from the conversations tab in their account dashboard. The eCommerce B2B platform admin will be able to check these conversations from the dashboard. Make sure to check out the documentation to have a better idea of the feature.

How to Turn your B2B site into a Multi-Vendor WooCommerce Store? 

The WholesaleX B2B WooCommerce plugins allow you to turn your WooCommerce store into a multi-vendor site using: 

1. WholesaleX for Dokan Integration and 
2. WholesaleX for WCFM Integration 

The process for adding a multi-vendor taste to your WooCommerce store is simple: 

1. Install and activate WholesaleX and WholesaleX Pro 
2. Enable the either one of the two addons (WCFM or Dokan) 
3. Go to WholesaleX > Settings to customize specific options for the multivendor plugin. 
4. Add wholesale pricing and other features to the multi-vendor marketplace. 

Here’s a quick overview of the WholesaleX for Dokan migration plugin: 

Also, if you are a WCFM user, then you can check out the following video: 

We would highly recommend you go through the following to turn your WooCommerce store into a B2B powerhouse: 

1. How to Use WholesaleX for Dokan Integration to Create a Multi-vendor Site? 
2. WholesaleX for WCFM: Creating a Multi-vendor Powerhouse! 

FAQ

You may have a couple of questions about both plugins. We will try and answer them here: 

Where do you show upsell and cross-sell products? 

In general, you show the upsell products on the product page and cross-sell products on the cart page. ProductX gives you the option to do so. 

What is a Product Archive Page? 

A product archive page lets you systematically show groups or categories of products. For example, you can create a product archive page with ProductX and show a specific group of products. 

Can I build custom banners using ProductX?

Yes, the ProductX banner block allows you to create custom banners of your choice. You can use the in-built settings to create customized banners for your product promotions. You can check the documentation for the banner maker to learn more about the functionalities. 

What is the minimum allowed score for reCAPTCHA? 

In the WholesaleX, reCAPTCHA settings, you will find a setting called the “Minimum Allowed Score” – here you can set the value between 0.1 to 1.0. The scale measures the interaction between an entity and your website. If the score is <= 0.3, the entity is likely to be a bot or malicious program. If the score is greater than or equal to 0.7, it is an indication that the interaction is good and the entity is likely a human looking to establish communication with your site. 

How to change the store to be a B2C+B2B eCommerce website? 

If you go to WholesaleX > Settings > General Settings, you will find the option to change your store from wholesale B2B to a B2C+B2B eCommerce website. All you have to do is select the option and save the changes. 

Can I create wholesale pricing for guest users? 

Yes, WholesaleX has the ability to set tiered wholesale pricing for guest users. All you have to do is go to Products > All Products from your WordPress dashboard. Select the product to create wholesale prices. Go to Product Data > General > Guest User and add the tiered prices. Make sure you choose “B2B+B2C” in the WholesaleX settings for this to work properly. 

Can registered users create subaccounts?

Yes, with the WholesaleX Subaccounts addon, you can enable subaccount creation for desired users. Registered users will be able to create subaccounts from their dashboards. 

Can users create custom email templates? 

You can create custom email templates with the WholesaleX plugin. Even if you find it lacking in some areas, there is a WholesaleX Email Integration you can try out to get a proper experience. 

Finally…

Hopefully, you found all the right answers on how to create a B2C+B2B eCommerce website. Both ProductX and WholesaleX have great potential to help you create a tailor-made wholesale website. 

Is there a particular feature you are missing? Something we did not cover? 

Sound off in the comments below. We would like to hear from you very much. 

Have a great one! 

Now, before we get into the review of the WooCommerce deposit and partial payment plugin, you should probably know something: 

What is partial payment? 

Partial payment is the amount a user can pay that covers a portion of the total amount. For example, lets say a product costs $1000 dollars and you, the admin, is allowing 20% partial payment. It means if the customer can buy the product by paying 20% of the full invoice cost – $200 to be exact, as long as the full payment is done before a pre-defined period. 

And you can do these things with a WordPress deposit and partial payment plugin. 

Our review consists of a couple of great partial payment plugins that are easy to use. We took into account their features, usability, and pricing to judge their overall usability. 

So, without further ado, let’s get started!

Best WooCommerce Partial Payment Plugins – The Choices

There are plenty of plugins out there for enabling WooCommerce partial payments for your online WordPress store. However, not all plugins will allow you the ability to easily configure the settings. Sometimes, the set up is way too complicated. 

That’s what we tried to avoid! 

We wanted to provide you with options that are easy to use and doesn’t take too much time to setup. 

Here are the top choices we could find:

1. ProductX WooCommerce Partial Payment Plugin 

The ProductX partial payment feature allows users to configure partial payments for customers with ease. The feature comes bundled with the ProductX WooCommerce builder plugin. 

One of the notable features of the plugin is the fact that you can create full WooCommerce sites using the ProductX plugin. Also, you can enable product pre-orders, back orders, currency switchers, and more – all with just one plugin. 

The key selling point of the partial payment in ProductX is the fact that it’s super easy to configure. Let’s see what else it can offer. 

Key Features

• It’s a feature that’s very easy to set up. 
• A dedicated partial payment setting panel for smooth control. 
• Disable payment deposit methods from the controls.
• Set custom deposit status from ready-made options. 
• Enable different partial payment methods with ease. 
• Partial payment works for variable products as well. 
• It is a part of a plugin that enables you to build complete online stores. 

Pricing 

The ProductX WooCommerce partial payment feature comes as an addon with the ProductX builder plugin. Pricing for a single site license with 1-year support starts from $49. For a lifetime license, pricing starts from $149 for 1-site. 

And yes, there is a free version of the plugin available for you to try out. 

Who Should Use This Plugin?   

The ProductX plugin isn’t just for users who are looking to use the partial payment feature. It caters to users who want to create proper online WooCommerce stores and take advantage of the partial payment feature. If you’re one of those users, do check out the plugin and take it for a spin. 

2. WholesaleX Wholesale Partial Payment Plugin 

The WholesaleX partial payment is another great option – if you are looking to set up a partial deposit payment feature for wholesale customers. It’s a feature that’s convenient to set up for a B2B wholesale store without any hassle. 

And the great thing is, it comes as a part of the WholesaleX plugin – a B2B WooCommerce wholesale plugin that allows the ability to set custom user roles and dynamic rules to make wholesale purchases easier. Also, features like the custom registration and login form builders offer excellent usability, both for the store admin and the customer. 

The partial payment feature of WholesaleX is a part of the WholesaleX wallet – you need to enable it through the WholesaleX wallet settings for partial payments on your WooCommerce wholesale store. 

The execution of this partial payment feature is a bit different (we’ll talk about it later on). For now, let’s look at the key features:

Key Features

• It’s super easy to set up with the global and local settings. 
• Top up your WholesaleX wallet and use it for partial payments. 
• Allow partial payment for specific user roles. 
• Enable WholesaleX wallet partial payment for offering payment discount. 
• An opportunity to create a wholesale store along with the partial payment feature. 

Pricing 

The partial deposit feature is a part of the WholesaleX plugin – you can use the free WholesaleX plugin and see if it the feature is worth it.  

The are 3 types of paid plans with a starter and a lifetime option. The pricing for the starter pack with 1-year support for 1-website starts from $129. The agency plan with 20-website support for 1-year (the most popular plan) starts from $299. The lifetime agency pack with 20-website support will cost you $699. 

If you wish to grow your business, you may want to check out other pricing tiers. 

Who Should Use This Plugin? 

The plugin is for wholesale B2B and B2C users who are looking to offer the partial payment feature to their clients. Not only that, the users are getting to use advanced features of the WholesaleX plugin. 

If you are one of these users, do check it out.

3. Deposits and Partial Payments for WooCommerce

Deposits and partial payments for WooCommerce is another great option for users who are looking to enable partial deposits for the customers. 

It is a standalone option that can help users make partial payment on pricey products – allowing you to retain potential customers (more on that later). 

Here are the key features: 

Key Features

• You can enable store-wide partial payment control. 
• Deposits and partial payments control is available for unauthenticated users.
• Partial payments can be enabled as fixed or percentage amounts. 
• You can enable product-level partial payments with the settings. 

Pricing 

Pricing for the deposits and partial payments plugin for WooCommerce starts from $43 for 1-site with support for 1-year. They also have lifetime plans as well. A free version is also available.

Who Should Use This Plugin?   

It is a great standalone option for users who are already using some WooCommerce plugins on their online stores. If you are looking for an individual plugin for WooCommerce deposits and partial payments, make sure to check it out. 

4. Deposits for WooCommerce 

Another nifty plugin in our list of the best WooCommerce partial payment plugins is one from Codeixer. The deposits for WooCommerce is a user-friendly WooCommerce part payment plugin that has all the necessary features you need to set up deposits and partial payments for your E-commerce store. 

So, what features can you expect from this plugin? 

Key Features

• Proper controls for setting fixed deposits or percentage deposits. 
• It features support for all types of payment methods. 
• Setting up partial payments is easy enough. 
• Custom settings for individual products is available. 

Pricing 

This plugin has 3 different pricing plans. The starting price for 1-website license with 1-year of support is $59. 

Who Should Use This Plugin?   

It’s a simple and easy to use plugin anyone can use. If you need a plugin that helps with product deposits and partial payments, definitely give it a try.

How to Add WooCommerce Partial Payments to Your Online Store? 

There are different ways you can control partial payments for your WooCommerce store. In this discussion, we will share 2 different scenarios here: 

How to Enable WooCommerce Partial Payment for Retail Products? 

The process for adding partial payment for a retail product is super simple with the ProductX WooCommerce plugin. Here’s how to do it: 

1. Install the ProductX WooCommerce plugin
2. Enable the Partial Payment Addon from the ProductX Addon Settings
3. Go to a product 
4. Enable partial payment for that product
5. Select the deposit type (fixed rate or percentage)
6. Set the deposit amount
7. Update the product

Here’s a quick video to help you out:

If you follow these steps, in the product page, you will be able to see the partial payment option added to the specific product page [The product where you want the partial payment option to be enabled]. 

In the checkout page, you will see the following: 

Finally, once you complete the payment, in the thank you page, you will find the following order details: 

*** You can create the single product page, cart page, thank you page and other WooCommerce pages with ProductX. Check out the following resources to learn how you can create these pages:

Relevant Resources

• How to create a single product page with ProductX?
• How to create a cart page with ProductX?
• How to create a thank you page with ProductX?

How to Enable Partial Payments for Wholesale Products

The process for adding and using the partial payment feature is a bit different with WholesaleX. You need to use the WholesaleX Wallet to make partial payments for wholesale products. 

Please note that you need to add funds to the WholesaleX wallet for a specific user for the partial payment to work. Also, the wallet balance will be used to make the partial payment. 

Now the process to add partial payment for a registered user (the partial payment will be made with WholesaleX wallet) is to: 

1. Install and Activate the WholesaleX plugin 
2. Go to the WholesaleX addon page and activate the wallet addon
3. Go to the WholesaleX settings from your WordPress dashboard
4. Choose the wallet settings
5. Enable partial payment through wallet balance
6. Enable WholesaleX wallet payment for the specific user(s). 

Please note that you need to enable WholesaleX wallet from the WooCommerce payment settings. You can add payment discounts using the dynamic rules if you like.  

Now, when a specific user makes a wholesale purchase, he or she will have the option to make partial payment with WholesaleX. 

Relevant Resources

If you aren’t really sure how it all works, check out the resources down below:

• How to use the WholesaleX Wallet?
• How to set User Roles in WholesaleX?

How Can Deposits and Partial Payments Help to Increase Online Sales?

There are several advantages to leveraging deposits and partial payments: 

1. Budget consumers feel urged to buy pricey items if they can make payments partially – allowing you to broaden your customer base. 
2. An increased customer base means it will help with better conversions. 
3. Establishing a brand loyalty will become easier. 
4. A wider customer base means better A/B testing opportunities. 

These are some of of the advantages that will lead to better growth of your online store. 

FAQ

In this section, we will try and answer some questions that may come to your mind. 

Finally…

You now know about a couple of options that are worthy of being the best WooCommerce partial payment plugins. 

However, there maybe some options that we overlooked. Maybe you are using a partial payment plugin that offers something more. 

If that’s so, do share it in the comments down below. We would like to take it for a spin ourselves. Also, while you’re at it, check out various WordPress video tutorials on our YouTube Channel. Also, find us on Facebook and Twitter for regular updates!

In this blog post, we’ll explore the seamless WholesaleX YayMail integration. This is the integration between YayMail – a WooCommerce Email Customizer with WholesaleX – the comprehensive WooCommerce Wholesale Plugin that offers dynamic pricing and advanced B2B solutions. 

So, let’s get started without further ado!

What are YayMail and WholesaleX?

First, let us give you a brief introduction to YayMail and WholesaleX.

YayMail: Enhancing WooCommerce Email Communication

Communication is essential for successful e-commerce operations, and YayMail is an excellent plugin for this. This WooCommerce email template customizer has an easy-to-use drag-and-drop interface allowing you to create custom email templates easily. 

From order confirmations and shipping notifications to promotional emails, YayMail helps you create emails that reflect your brand’s identity. Its user-friendly features ensure that your communications stand out and help you build better customer relationships.

WholesaleX: Redefining WooCommerce Wholesale Solutions

WholesaleX is the ultimate WooCommerce Wholesale solution that transforms your store into a sophisticated B2B or B2B+B2C hybrid platform. At the core of WholesaleX is its ability to implement various pricing and discount structures seamlessly. 

Whether you’re offering simple wholesale pricing, tiered pricing, or intricate dynamic pricing and wholesale discount rules, WholesaleX provides a user-friendly interface to manage it all. This flexibility means you can cater to diverse wholesale pricing needs effortlessly.

How to Use WholesaleX YayMail Integration

Now that we know about YayMail and WholesaleX let’s guide you on using the WholesaleX and YayMail integration.

Prerequisites

Before you can use the integration, here are a few things you need at your disposal:

• YayMail
• WholesaleX
• YayMail Addon for WholesaleX

Step 1: Install Prerequisites

The first and basic step is to install and activate the prerequisite plugins. Once you activate these plugins, you can customize your emails using the WholesaleX – YayMail integration.

Here’s a image of installing WholesaleX, do the same for YayMail. And upload the “YayMail addon for WholesaleX,” then install and activate the plugin.

Step 2: Enable WholesaleX Email Templates

To use the WholesaleX Email templates, you must enable them. Go to WholesaleX > Emails. 

Here, you will see all the email templates available for WholesaleX users. Simply click the toggle bar to enable it. Currently, WholesaleX provides 16 email templates.

Step 3: Customize WholesaleX Email with YayMail Integration Addon

There are 2 ways you can customize WholesaleX email templates.

From WooCommerce Email Settings

If you want to customize a specific email, you can do it from the WooCommerce email settings.

Go to WooCommerce > Settings > Emails to see all the available email templates. You will see all the default templates and also the WholesaleX email templates. 

Choose the template you want to customize and click “Customize with YayMail” from that template.

This will open the YayMail WooCommerce email customizer. From here, you can customize the email template as you like.

From YayMail Plugin

Customizing templates directly from YayMail customizer is basically a similar process. Go to “YayCommerce” from the WordPress dashboard. And it will open the YayMail WooCommerce email customizer.

Now, select an email template from the dropdown. If you’re having trouble finding the location, kindly refer to the image below.

After selecting a template, click on the template section to customize it. 

You can add shortcodes by clicking the “shortcode” button on YayMail. You can add regular texts beside the shortcodes if you want.

Step 4: Save and Enable the Template

After completing the customization, click the “Save” button to save the changes made. And to use the modified template, click the “Enable this template” toggle.

And you’re done. That’s how simple the WholesaleX – YayMail integration works.

Click the button below to learn more about how WholesaleX Email Templates work.

Benefits of Customized Email in a Wholesale B2B Store?

As wholesale businesses continue to expand and engage with clients globally, the significance of personalized and tailored communication has become even more critical. Let’s explore how personalized emails can elevate your wholesale B2B store and foster stronger client relationships.

Professionalism and Brand Consistency: Customized emails showcase your brand’s identity and create a professional impression. You can align your communication with your brand’s tone and aesthetics to reinforce a consistent brand image.

Enhanced Client Engagement: Personalized emails boost open rates, click-through rates, and conversions by showing your commitment to clients. Use their names and tailor content to their preferences.

Tailored Pricing Information: Customized emails can communicate complex pricing details directly to clients. For instance, tiered or dynamic pricing can be communicated based on order quantity. This fosters transparency and trust.

Relevant Updates and Information: Wholesale B2B clients want timely order, shipping, and account status updates. Customized emails do this efficiently. Personalized emails keep clients informed and engaged.

Building Stronger Relationships: Personalized emails humanizes your brand and builds relationships. Acknowledging milestones and sending birthday wishes shows you value partnerships.

Resources You’ll love

Here are a few articles you might love:

• How to Set Wholesale Prices in WooCommerce
• How to Create WooCommerce Tiered Pricing
• How to Create WooCommerce Registration Form for B2B & B2C Users
• How to Start a Wholesale Business
• How to Set WooCommerce Prices by User Role with WholesaleX (B2B+B2C)

Conclusion

The WholesaleX YayMail integration offers a comprehensive approach to enhancing your wholesale operations. By customizing email templates, communicating tailored pricing, and streamlining B2B experiences, you’re setting a new standard for efficiency and professionalism. 

Embrace the power of YayMail and WholesaleX integration, and witness the transformation of your wholesale business into a thriving, client-centric venture.

You can check out WordPress video tutorials on our YouTube Channel. Also, find us on Facebook and Twitter for regular

However, managing too many plugins on one site can be frustrating. Not only it brings conflict with each other, but it also slows down your website.

We’ve helped tons of WooCommerce store owners reach their potential, and now we’re taking on wholesalers onboard!

Introducing WholesaleX, the complete WooCommerce B2B solution. It has all the required features an ideal B2B store should have. We have made WholesaleX even better with the new and improved stable release.

What Is WholesaleX?

WholesaleX WooCommerce B2B solution is the most complete and Simplest solution to build and manage B2B or B2B+B2C hybrid stores with ease. With tons of features, this single plugin is enough for wholesalers to smartly add prices and configure discounts completely.

You can start with exclusive wholesale pricing or quantity-based tiered pricing. However, you can also provide discounts based on multiple criteria. In short, WholesaleX is the best choice for WooCommerce B2B store owners who want to increase their revenue and grow their business.

What’s New in the New and Upgraded WholesaleX?

You probably already know about the WholesaleX plugin, as it’s already captured so much attention with its initial release. But it is now even better with exciting new features, and we have also improved previous features. With the latest version of WholesaleX, you can get the following features:

Explore the Features of WholesaleX

As mentioned, WholesaleX is a complete solution to create and manage B2B+B2C hybrid stores in WooCommerce. Now let’s explore the features and what we can do with them. 

User Roles Management

WholesaleX is mostly known for its easy-to-manage functionalities, starting with managing group users with roles. WordPress and WooCommerce provide some essential roles. But those are not enough to manage B2B stores. That’s why WholesaleX comes with the option to create unlimited B2B roles. You can easily create your desired roles and assign users to the roles, so you can manage multiple users simultaneously, whether you want to facilitate or restrict with conditions.

Subaccounts Management

We have also included the subaccount creation options. So you can empower the registered users of your store to create subaccounts. So the subaccount holder can deal with you without the main account holder.

Registration Form Builder

You have created User Roles, but how will you manage customer acquisition? Yes, WooCommerce has a registration form on its “My Account Page.” But is it really enough for the perfect Wholesale stores?

Don’t worry WholesaleX got your back. The Registration Form Builder allows us to create a custom registration form. Not only that, but the form builder also allows us to create a separate registration and login page for B2B users. 

Wholesale Bulk Order Form

The Bulk Order Form is one of the most important features that all wholesale stores should have. It allows customers to quickly create order lists using categories and tag filters. Then they can add the products to the cart and place the order. Or they can also save the order list as a purchase list if they want to order them later. The purchase list is also effective for customers who order the same products regularly. 

WholesaleX Wallet

WholesaleX also comes digital wallet that can be used as a payment method. The registered users can see the wallet on their “My Account.” To start using it, they must add funds using regular payment methods. Or the store owner can also manually add funds to the user’s wallet.

Dynamic Rules: Wholesale Pricing & Discounts

Setting wholesale prices or providing discounts can be tricky and frustrating if you don’t use the right solution. There are lots of wholesale pricing plugins available in the WordPress directory. All of them come with the same offerings. But then processes are difficult to follow and understand. 

But it’s not with WholesaleX, as we have already claimed it is the simplest solution.

The Dynamic Rule is the one-stop solution to provide discounts to B2B customers based on various criteria, including

• Product Discount 
• Quantity-Based Tiered Pricing 
• Cart Discount
• Payment Discount
• Min and Max Order Quantity
• Payment Order Quantity
• Buy X Get 1 Free (Bogo Discount)
• Buy X Get Y

All of these discount options can be configured based on users or user roles (group of users) so that you can provide different offerings to different users. It will help you increase your loyal customer base without compromising revenues.

WooCommerce Private Store

Want to make your site private from Guest or B2B users? With Wholesale, you can do that with a single click. So when unregistered users come to your online store, they will be required to the registration & login page or any other page you want.

If you also don’t want specific products or products of specific categories instead of the full store, WholesaleX has options for that too. You can also hide products from any B2B user(s). In short, WholesaleX has all the options that one ideal Private Store plugin should have. 

Conversation

The conversation features makes it easier to stay connected with the users. Once you enable this feature, the registered users will see a conversation area on their “My Account Page.” From there, they can send you messages. The messages can be differentiated into two types: inquiry and regular messages.

Request a Quote

Having trouble converting visitors into customers? One of the main reasons for the low conversion rate is high pricing. Suppose you are unsure whether your pricing is competitive or not. You can let the shopper request a quote. So, they start to negotiate with you to reduce the price. And you get the opportunity to convert them into customers.

Why Is WholesaleX Better Than Other B2B Solutions?

Most of the B2B plugins offer only wholesale pricing adding options. Some plugins offer different features like wholesale bulk order forms, private stores, etc. But can you name a plugin that offers all essential features in one plugin? 

The first name that would come to everyone’s mind is WholesaleX, as it is the simplest and most complete solution. It will save you money and maintain your site’s loading time.

Write Your B2B Success Stories with WholesaleX 

You are still with us, so you already why you should start using WholesaleX. The smartest decision would be to get it now and start serving B2B customers without compromising the services of the B2C users. It can improve your revenue and grow your business within a short period.

Stay Tuned for More!

So what are you waiting for? Start building a successful B2B business with WholesaleX. And stay connected with us for guides, tutorials, and strategies to increase earnings and grow your business. Feel free to leave your thoughts and feedback in the comment section. You can also contact our support team for faster response.

WooCommerce is a free WordPress plugin allowing users to set up an online store easily. It connects to a user’s WordPress site, allowing them to add products, set prices, manage inventory, and accept customer payments. However, WooCommerce doesn’t let you create a B2B store; we have to use plugins like WholesaleX WooCommerce B2B solution.

Today, we will show you how to make your wholesale WooCommerce store private in just 1 click.

What is a Private Store?

A private store also allows businesses to control what information customers access. For example, some stores may only display certain product information to customers who are logged in. In contrast, other stores may display all product information to all customers. This allows businesses to control how much information customers can see and helps protect customers’ privacy. 

WholesaleX and Private Store

One of the most attractive features of WholesaleX is its ability to create a private store. With a private store, customers must register and log in to view products and make purchases. This allows businesses to maintain control over who has access to their store and who can view and purchase products.

Creating WooCommerce Private Store in 1-Click

Let’s show you the process to create a WooCommerce private store in 1-click.

Installing WholesaleX

First, you have to install WholesaleX. WooCommerce doesn’t let you create a B2B store or create a wholesale order form. WholesaleX opens up a vast opportunity and is a complete solution for your WooCommerce wholesale store.

So, to install WholesaleX:

• Go to the “Plugins” section on your WordPress dashboard.
• Then click on “Add New.”
• On the right search panel, type “WholesaleX.”
• You should now see the WholesaleX plugin.
• Click on “Install.”
• Then you can click on the highlighted “Activate” button.

Once you install and activate WholesaleX, you can make your store private with a single click.

Making WooCommerce Store Private

Now to create your WooCommerce private store:

• Go to WholesaleX → Settings → General.
• Scroll to the end and Click the Checkbox that says “Make The Store Private.”

And you’re basically done. You have made your WooCommerce store private.

However, when you click the checkbox, another setting called “Force Redirect URL” will appear just below the “Make The Store Private” settings. 

You can change the redirection URL, which unregistered/guest users will go to when they visit the store.

[N.B: Store admins can directly go to the login page with the dedicated URL without being redirected.]

More Visibility Settings for WooCommerce Store

WholesaleX can turn your regular WooCommerce store into a B2B or B2B+C hybrid store, and comes with several other important perks. As we are discussing privatizing the WooCommerce store, product visibility is another directly connected aspect.

If you want to partially turn your store private, you have to have control over products, categories, and user roles. WholesaleX can do exactly that.

With WholesaleX’s product visibility settings, you’ll be able to do the following:

• Show or hide products by user role
• Show or hide products by categories
• Show or hide products by specific users
• Show or hide specific products for guests
• Change global visibility of all or specific products
• Show or hide discounts for specific users or user roles

✨Here’s a complete guide to product visibility settings to help you.✨
You should consider this if you want to tweak your WooCommerce store in a more extensive way.

Benefits of a Private Store

A private store can help businesses build relationships with customers. With a private store, businesses can create a specific section of customers. This allows businesses to provide better customer service and build customer loyalty and trust.

Also, a private store can help businesses protect their intellectual property. With a private store, businesses can control who has access to their products and information and prevent others from copying their designs. This helps businesses maintain the value of their products and protect their brand.

Overall, a private WooCommerce store can be a great way for businesses to increase sales and reach a larger customer base. It provides businesses with a cost-effective way to set up an online store and control who has access to it, what information customers can view, and how customers can interact.

Conclusion

Need a way to make your WooCommerce private store? WholesaleX is the ultimate answer for members-only stores. Make a single product, a few, or your entire store private and away from public users. Whether you want to hide a single product, a group of products, or your entire WooCommerce store, WholesaleX is the perfect solution for you. Get the privacy you need with WholesaleX.

You can check out WordPress video tutorials on our YouTube Channel. Also, find us on Facebook and Twitter for regular updates!

But when it comes to wholesaling it lacks many important features like the WooCommerce Wholesale order form. This feature allows businesses to sell products in bulk to their customers, which can be extremely beneficial for businesses that sell products with multiple uses or in large quantities. 

Today we will be showing how we can add the bulk ordering form in WooCommerce wholesale store using the WholesaleX WooCommerce B2B solution, an amazing B2B+B2C hybrid plugin for WooCommerce that has all the necessary features for the perfect wholesaling solution.

What is WooCommerce Wholesale Order?

The WooCommerce wholesale ordering feature allows businesses to unlock the bulk ordering feature for WooCommerce B2B stores. Customers can select desired products in bulk and purchase them directly. It helps the customers not to go through each product and add them to cart one by one, rather add multiple products in bulk quantities from one place.

How to Set WooCommerce Wholesale Order Form with WholesaleX?

WholesaleX’s new feature: Wholesale Ordering and Wholesale Order Form, is here. So, let’s not waste time and dive into its settings and usage.

Video Tutorial

Here’s a video tutorial for you, so you can understand the process better.

Installing WholesaleX

First, you have to install WholesaleX. WooCommerce doesn’t let you create a B2B store or create a wholesale order form. WholesaleX opens up a vast opportunity and is a complete solution for your WooCommerce wholesale store.

So, to install WholesaleX:

• Go to the “Plugins” section on your WordPress dashboard.
• Then click on “Add New.”
• On the right search panel, type “WholesaleX.”
• You should now see the WholesaleX plugin.
• Click on “Install.”
• Then you can click on the highlighted “Activate” button.

WholesaleX unlocks features like WooCommerce wholesale order form, which is important for any wholesale store.

Activating Addons

First, you must activate the WholesaleX Bulk Order addon to use the feature.

To do that:

• Go to the WordPress Dashboard.
• Select WholesaleX and go to Addons.
• Enable the Bulk Order addon by clicking the toggle bar.

When you successfully enable the bulk Order addon, all registered WholesaleX users can use the bulk ordering feature using the WooCommerce wholesale order form. 

How to Use the WooCommerce Wholesale Order Feature of WholesaleX?

Let’s move forward with how to use the feature.

Any logged-in/ registered user can use this feature. 

• Go to My Account Page.
• Select the Bulk Order option.

• Use the search bar to find desired products. Also, you can use the category and tag to locate desired products easily.
• Select your product(s).

• Use the “+ Add Product” button to select multiple products.
• Specify the product amount in the quantity box.
• To directly go for the purchase, select “Add to Cart.”
  

• If you don’t want to purchase immediately, select the “Save Order List,” then name your list and click save.

Once you are on the cart page, you can change your mind and still save the order list by clicking “Save as purchase list.”

Also, you can use our request a quote feature by clicking “Request Custom Code.” Here’s a guide for using the WholesaleX request a quote feature.

WooCommerce Wholesale Order Form Settings

Once you activate the addon, you can change a few order form settings.

Go to WholesaleX → Settings → Bulk Order to change the settings.

In the settings, you can change the following options:

• Clear session after saving the purchase list [Enabling this will clear the selected products after saving the order to purchase list.]
• Clear the cart page after saving the purchase list. [Enabling this will clear the cart page if you save the order from the cart page, and not purchasing it.]
• Disable Filter on Bulk Order Form. [Enabling this will disable the product filtering option.]

Also, you will get a shortcode to use the form on any page.

How to Create a Separate Page for Wholesale Order Form?

As we have said in the previous section, you can get a shortcode from the WholesaleX → Settings → Bulk Order section.

Copy and paste the code into any page using the shortcode block. And you will be able to use the wholesale order form on any page. 

Let’s create a separate page for it.

• Go to WordPress Dashboard → Pages → Add New.
• Name your Page. (We named it the Separate Bulk Order Form for better understanding.)
• Add the “shortcode” block.
• Copy the shortcode from the WholesaleX → Settings → Bulk Order section.
• Now, paste the shortcode in the shortcode block.
• Publish the Page.

And you are done creating a separate page for WooCommerce wholesale order form.

Benefits of WooCommerce Wholesale Order

The wholesale ordering feature enables businesses to manage their inventory more efficiently. By setting different pricing tiers, businesses can better control the amount of stock they have available at any given time. 

This feature also allows businesses to easily track orders and shipments, so they can quickly respond to customer inquiries and resolve any issues that may arise. 

The wholesale ordering feature also helps businesses to manage their customer relationships better. Businesses can reward their loyal customers by offering discounts on bulk orders and encouraging them to purchase more frequently. 

This feature also allows businesses to easily identify customers who are purchasing in bulk, so they can provide them with personalized customer service and better understand their needs. 

The wholesale ordering feature is important for any business looking to maximize profits and build strong customer relationships. By offering discounts on bulk orders, businesses can attract more customers and encourage them to purchase more frequently. 

This feature also helps businesses better manage their inventory and track orders, responding quickly to customer inquiries and resolving any issues that may arise. For these reasons, the wholesale ordering feature is essential to any successful e-commerce business.

Conclusion

The WooCommerce wholesale order form is an excellent feature for any wholesale business looking to streamline its ordering process. Its ability to quickly create, edit, and manage orders provides a powerful and efficient solution for businesses of all sizes. 

With its ease of use, this feature is an invaluable tool that can help businesses save time and energy while ensuring their customers’ orders are processed quickly and accurately.

You can check out WordPress video tutorials on our YouTube Channel. Also, find us on Facebook and Twitter for regular updates!

Setting a maximum order quantity in WooCommerce is a great way to ensure that customers are not over-ordering and creating problems with inventory and shipping costs. It also helps to keep your store running smoothly. 

In this article, we’ll explain how to set a minimum and maximum order quantity in WooCommerce with WholesaleX WooCommerce B2B solution, so that you can ensure that customers are meeting your requirements. 

What is a Minimum Order Quantity? 

Minimum Order Quantity (MOQ) is a concept used in retail and wholesale businesses that require customers to purchase a certain number of products to make a purchase. 

The manufacturer or wholesaler usually sets the MOQ (min), which serves as a way to ensure that distributors and retailers can purchase a minimum amount of products to remain profitable. 

It also discourages buyers from buying small amounts of products and then returning them for a full refund. 

What is a Maximum Order Quantity?  

Maximum Order Quantity (MOQ) is used in purchasing and production planning to refer to the maximum amount of product ordered in a single purchase or production order. 

It is typically used in manufacturing and production processes to ensure that the production process runs smoothly and that all necessary components are available at the right time for the production process. 

How to Set Minimum and Maximum Order Quantity in WooCommerce with WholesaleX?

By default, WooCommerce doesn’t let you set a minimum or maximum order quantity. So, we will use WholesaleX because it gives you complete freedom to upgrade your ordinary WooCommerce store to the perfect B2B wholesale store.

So, before we set up the minimum and maximum order quantity, let’s see the installation process of WholesaleX.

Installing WholesaleX

First, you must install WholesaleX to set up different discounts, including minimum and maximum order quantity.

Go to the “Plugins” section on your WordPress dashboard.

• Then click on “Add New.”
• On the right search panel, type “WholesaleX.”
• You should now see the WholesaleX plugin.
• Click on “Install.”
• Then you can click on the highlighted “Activate” button.

Video Tutorial

Before we jump into thorough guide, here’s a video for you so you can visually see and understand the process:

Setting Minimum Order Quantity

Let’s check how you can easily set up a minimum order quantity with WholesaleX.

Step 1: Go to WholesaleX Dynamic Rules

First, you need to go to WholesaleX→Dynamic Rules.

This is the most impressive feature of WholesaleX. 

Step 2: Create A Dynamic Rule

Now you need to create a rule for your minimum order quantity.

Click the “Create Dynamic Rule” button to create a new rule.

The created rule will be named the “untitled rule.” You can change it once you expand the rule bar.

Step 3: Select Rule Type

Now you have to select the rule type.

We will pick the “minimum order quantity” option from the dropdown.

Step 4: Select User/Role

Now you have to choose the specific roles you want to set the minimum order quantity. With WholesaleX, you can easily create user roles. 

So from the dropdown menu, you have to choose “All roles” if you want to set a minimum order quantity for all your customers. 

Also, you can choose “specific roles” to set it for particular roles. It is very much like role-based discounts. 

Step 5: Product Filter

Now you need to filter the products to which you want to give this discount.

You can select all or specific products, categories, and even more to which you want to add the minimum order quantity.

Now, if you want to set it for every product or some particular product, you can also do that.

Step 6: Set Minimum Quantity limit

You’ll see a box to input your “minimum order quantity.” Insert your minimum limit here.

Now click save to successfully set the minimum order quantity for your WooCommerce store.

Setting Maximum Order Quantity

The maximum order quantity is also the same as the minimum order quantity. However, let’s still see the entire process so you won’t miss anything.

Step 1: Go to WholesaleX Dynamic Rules

First, you need to go to WholesaleX → Dynamic Rules.

Step 2: Create a Dynamic Rule

Now you need to create a rule for your maximum order quantity.

Click the “Create Dynamic Rule” button to create a new rule.

Step 3: Select Rule Type

Now you have to select the rule type.

We will pick the “maximum order quantity” option from the dropdown.

Step 4: Select User/Role

Now you have to choose the specific roles you want.

So from the dropdown menu, you have to choose “All roles” if you want to set the maximum order quantity to all your customers. 

Also, you can choose “specific roles” to set it for particular roles.

Step 5: Product Filter

Now you need to filter the products to which you want to set the maximum order quantity.

You can select all or specific products, categories, and even more to which you want to add.

Now, if you want to set the maximum order quantity for every product or some particular product, you can also do that.

Step 6: Set Maximum Quantity limit

You’ll see a box to input your “maximum order quantity.” Insert your maximum limit here.

Now click save to successfully set the maximum order quantity for your WooCommerce store.

Benefits of Minimum Order Quantity

In wholesale businesses, the MOQ (Min) is often used to encourage buyers to purchase a certain number of products to receive a discount. For example, a wholesaler may require a buyer to purchase at least 500 items to receive a 10% discount. This allows the wholesaler to offer attractive discounts while still making a profit on the sale.

The MOQ (Min) is also used to ensure that buyers purchase items in bulk, which helps reduce the cost of shipping and handling for the seller. This is especially important for online businesses, as shipping and handling costs can quickly add up. By setting a MOQ (Min), the seller can ensure that buyers purchase enough items to justify the cost of shipping and handling. 

Finally, the MOQ (Min) is also used to help manage inventory levels. By setting a minimum purchase amount, sellers can ensure that they don’t overstock their inventory and run out of products. This helps to reduce the risk of lost sales due to stockouts. 

The MOQ (Min) is essential for retail and wholesale businesses. It helps to ensure that customers purchase enough items to make a profitable sale while also helping to manage inventory levels and offer attractive discounts to buyers. By understanding the concept of minimum order quantity and setting a reasonable one, businesses can ensure that they remain profitable while still offering the best deals possible to their customers.

Benefits of Maximum Order Quantity

The manufacturer or supplier of the product typically sets the maximum order quantity. It is usually based on the production costs associated with the product. Sometimes, the customer may set the MOQ (Max), such as when the customer wants to ensure that the product is available in sufficient quantities. 

Several factors must be considered when setting an MOQ (Max). The production costs associated with the product, the availability of components, and the cost of shipping are all factors that must be taken into account. The MOQ (Max) must also be set with consideration to the customer’s needs and the ability of the supplier to meet the customer’s needs. 

The MOQ (Max) can significantly impact the cost of the product. If the MOQ (Max) is too low, it can cause supply chain issues, resulting in higher production, storage, and shipping costs. On the other hand, if it is too high, it can lead to overstocking and inventory issues, also resulting in higher costs. 

It can also affect the customer’s experience with the product. If the MOQ (Max) is too low, the customer may not get the product in sufficient quantities to meet their needs. On the other hand, if it is too high, the customer may find it challenging to obtain the product in the required quantities. 

In conclusion, the maximum order quantity is an important consideration when setting the price of a product and the production costs associated with the product. It must be set with consideration to the customer’s needs, the components’ availability, and the shipping cost. 

Setting the MOQ (Max) appropriately ensures that the production process runs smoothly and that all necessary components are available at the right time for the production process.

Conclusion  

Setting a minimum order quantity and maximum order quantity in WooCommerce is a great way to ensure that customers order enough products to make it worthwhile. It also helps to keep inventory and shipping costs under control. The process is relatively simple and can be done in just a few clicks. 

Now that you know how to set a minimum order quantity and maximum order quantity in WooCommerce, you can encourage customers to purchase more items and start to keep your store running as efficiently as possible. Also, the setup process is very quick and easy with WholesaleX. 

So, what are you waiting for?

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