Getting Started Guide

Table of Contents:

Introduction to Upsellar
- Key Functionalities of Upsellar
- The Role of the API Key
Requirements
Installation
Sign Up and Obtain API Key
Initial Setup
- Entering and Activating the API Key
- Basic Configuration and Settings Overview
Troubleshooting
- Common Issues and Solutions
- Contacting Support

Introduction to Upsellar

Welcome to Upsellar, a cutting-edge WordPress plugin designed to revolutionize the way you approach sales and product recommendations on your eCommerce platform. At its core, Upsellar leverages sophisticated algorithms to analyze your sales data, enabling personalized product recommendations that cater to the unique preferences and behaviors of your customers. By integrating Upsellar into your website, you unlock the potential to significantly boost your conversion rates, enhance customer satisfaction, and ultimately, drive higher revenue.

Key Functionalities of Upsellar

Personalized Product Recommendations: Upsellar analyzes your sales and customer data to deliver highly targeted product suggestions, making each customer's shopping experience unique and tailored.
Seamless Integration: With a simple setup process, Upsellar integrates smoothly with your WordPress and WooCommerce platforms, ensuring a hassle-free operation.

The Role of the API Key

The API key serves as the bridge between your WordPress site and Upsellar's cloud-based analytics and recommendation engine. Upon signing up at upsellar.com, you will be provided with a unique API key. This key is essential for several reasons:

Authentication: The API key authenticates your website's requests to Upsellar's servers, ensuring secure communication and data exchange.
Customization and Personalization: It enables Upsellar to tailor its algorithms to your specific dataset, optimizing recommendation accuracy based on your sales history and customer interactions.
Access to Advanced Features: Depending on your Upsellar plan, the API key unlocks various levels of functionality and features, allowing you to scale the service according to your business needs.

To harness the full power of Upsellar, entering your API key within the plugin settings is the first step. This simple action sets the stage for transforming your online store into a dynamic, customer-centric shopping environment.

Through the next sections, we will guide you through the seamless setup process, how to import your sales data for maximum efficiency, and tips to get the most out of Upsellar's suite of features. Welcome aboard the journey to elevated eCommerce success with Upsellar.

Requirements

To ensure a smooth operation and compatibility of the Upsellar plugin with your WordPress site, it's essential to meet the following requirements. Adhering to these prerequisites will help in leveraging the full features offered by Upsellar and avoid potential conflicts or issues.

Minimum WordPress Version

WordPress: The Upsellar plugin is designed to work with WordPress 6.3 and above. This version requirement ensures compatibility with the latest WordPress features and security standards. Please update your WordPress installation if you are using an older version.

PHP Requirements

PHP: A minimum of PHP 7.4 is required for the Upsellar plugin to function correctly. The specified PHP version or newer provides improved performance, security, and compatibility with the latest WordPress and WooCommerce features.

Compatibility Notes

WooCommerce: Since Upsellar enhances the eCommerce experience, it's built to integrate seamlessly with WooCommerce 8.5 and above. Ensure your WooCommerce plugin is up to date to take advantage of all the features Upsellar has to offer.
Themes and Other Plugins: While Upsellar is designed to work with most WordPress themes and plugins, certain customizations or specific plugins might affect its functionality. It's recommended to test Upsellar in a staging environment if you're using custom or highly customized themes, page builders, or plugins that significantly alter the default WooCommerce product display and checkout process.

Upsellar Account and API Key

Account Registration: Before activating the Upsellar plugin, you'll need to create an account on upsellar.com. Signing up is straightforward and provides access to your personal dashboard.
API Key: After you register for an account, go to the Sites page. Create your site and save the information. On the site’s page, go to the “API Tokens” section. Here, you can create an API token for your site. Once the token has been created, store the key in a safe place. You cannot view the key more than once. If you lose the key, you will need to create another. If you need to create a new key, the new key will be linked to the same site, so the data will not be lost. This key is crucial for connecting your WordPress site with Upsellar's services, enabling the personalized product recommendation engine and access to detailed analytics. The API key must be entered in the plugin's settings page for activation and operation. Please note, you CANNOT use the same key on more than one site. All of your site’s data is linked to the API key, so if more than one site uses the same key, all of the product and user information will be invalid.

Installation

Installing the Upsellar plugin is straightforward and can be accomplished directly from your WordPress dashboard or manually by uploading the plugin's ZIP file. Below are step-by-step instructions for both methods.

From WordPress Dashboard

Installing Upsellar directly through the WordPress dashboard is the most convenient method:

Navigate to Plugins: Log in to your WordPress dashboard. On the left-hand menu, click on "Plugins" and then select "Add New."
Search for Upsellar: In the "Search plugins..." box, type "Upsellar" and press Enter. You will see the Upsellar plugin listed in the search results.
Install the Plugin: Click the "Install Now" button next to the Upsellar plugin. WordPress will download and install the plugin.
Activate the Plugin: After the installation is complete, the "Install Now" button will change to "Activate." Click it to activate the Upsellar plugin on your site.

Manual Installation

If you prefer or need to manually install the Upsellar plugin, follow these steps:

Download the Plugin: Visit upsellar.com or the WordPress Plugin Directory to download the latest version of the Upsellar plugin. The download will be a ZIP file.
Upload the Plugin: Log in to your WordPress dashboard. Go to "Plugins" > "Add New" > "Upload Plugin" at the top of the page.
Choose the ZIP File: Click the "Choose File" button and select the Upsellar plugin ZIP file you downloaded. After selecting the file, click "Install Now" to upload the plugin.
Activate the Plugin: Once the upload and installation are complete, you'll see a success message with a link to activate the plugin. Click the "Activate Plugin" link to activate Upsellar on your site.

After Installation

After activating the Upsellar plugin, you will need to enter your API key in the plugin's settings to connect your WordPress site with your Upsellar account. This key enables the plugin's features and links your site to the Upsellar service.

Enter the API Key: Navigate to the “Upsellar” > “Settings” page within your WordPress dashboard. Here, you will find a field to enter your API key.
Save Changes: After entering your API key, save your changes. The plugin will let you know if the connection has been successfully established. Your site is now connected to Upsellar, and you can start configuring the plugin according to your preferences.

To fully activate and utilize the Upsellar plugin's capabilities, you'll need to sign up for an account on upsellar.com and obtain your unique API key. This key connects your WordPress site to Upsellar, enabling personalized product recommendations and analytics. Here’s how to get started:

Creating an Account on Upsellar.com

Visit Upsellar.com: Open your web browser and go to upsellar.com . Look for the sign-up or registration option on the homepage.
Sign Up: Fill in the registration form with your details, including your name, email address, and password.
Email Verification: After submitting the registration form, you will be required to verify your email address. Check your email inbox for a verification email from Upsellar, and click the verification link to activate your account.

Getting Your API Key

User Dashboard: Once your account is activated, log in to upsellar.com. You will be directed to your user dashboard, which serves as the central hub for managing your account and accessing Upsellar's features.
Create a Site: Head to the “Sites” section and create a site that matches your website information.
Create an API Key: Within the new site, look for a section labeled "API Tokens”. This section will create your unique API key.
Copy the API Key: Once your API Key is created, the key will be revealed. Make sure to copy it securely; you'll need to enter this key in your WordPress site's Upsellar plugin settings.

Account Management

Dashboard Overview: The user dashboard on upsellar.com provides an overview of your account status, including your current plan, recent activity, and access to various features. You can navigate through different sections to view detailed analytics, manage product recommendations, and more.
Upgrading Your Plan: If you're interested in accessing additional features or higher usage limits, look for the "Plans" section within your dashboard. Here, you can compare different subscription plans and choose one that fits your needs. Follow the prompts to upgrade your account.

Initial Setup

After installing the Upsellar plugin on your WordPress site and obtaining your API key from upsellar.com, the next step is to activate and configure the plugin to start utilizing its features. This section guides you through the process of entering your API key and provides an overview of the basic configuration and settings available within the plugin.

Entering and Activating the API Key

Access Upsellar Plugin Settings: Log in to your WordPress dashboard. Navigate to the section where the Upsellar plugin settings are located. This can be found under “Upsellar” > “Settings”.
Enter the API Key: In the Upsellar plugin settings page, look for a field labeled "API Key". Paste the API key you copied from your account dashboard on upsellar.com into this field.
Activate the API Key: After entering the API key, click “Save API Key”. Clicking this button will authenticate and activate your plugin with upsellar.com's services. A message will be displayed confirming the connection to the Upsellar server.

Basic Configuration and Settings Overview

Once your API key is activated, you can proceed to configure the plugin according to your preferences and requirements. Here's an overview of the basic settings available:

Import Existing Data: It is highly recommended that you import your existing product data into Upsellar. This will give us a head start on providing accurate recommendations to users. As more data is collected, the recommendations will become more accurate.
Appearance Settings: Customize how product recommendations are displayed on your site. This includes setting the number of recommended products and more.

Troubleshooting

Here are some common issues users of the Upsellar plugin might face, along with their solutions, and how you can get further support.

Common Issues and Solutions

API Key Not Recognized
- Solution: Double-check that you've correctly copied and pasted the entire API key from your upsellar.com account without any leading or trailing spaces. If the issue persists, regenerate a new API key from your account dashboard and try again.
Product Recommendations Not Displaying
- Solution: Ensure that the plugin is activated and the API key is correctly entered. Clear your site cache and browser cache.
Incompatibility with Other Plugins or Themes
- Solution: Deactivate other plugins temporarily to identify a potential conflict. If the issue is related to your theme, try switching to a default WordPress theme like Twenty Twenty-Four (or most recent default theme) to test compatibility. Contact the plugin or theme developer for further assistance.
Data Synchronization Errors
- Solution: If product data or sales data is not syncing correctly, verify your website's connection to upsellar.com in the plugin settings. Ensure your server's PHP configuration meets the minimum requirements, and check if any security settings or firewalls are blocking the connection.

Contacting Support

If you're unable to resolve your issue with the provided solutions, Upsellar offers several support channels to assist you:

Email Support: For direct assistance, you can reach out to our support team via email at info@upsellar.com. Please provide a detailed description of your issue, any error messages, and relevant screenshots.