Goal: Increase Average Order Value

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Incentivize customers to spend above the store's current average order value (AOV) by creating threshold-based discounts that reward higher cart totals.


Business Goal

Goal ID: UPSELL_BOOST

The merchant wants to increase the average amount customers spend per order. This is achieved by setting a minimum subtotal condition above the current AOV, so customers are encouraged to add more items or upgrade to higher-priced products to unlock the discount.


KPIs

KPIDefinitionHow to measure
Average Order Value (AOV)Total revenue / total ordersgetSiteData — revenue / ordersCount
Revenue per orderGross revenue attributed to each completed orderTrack via order data before and after campaign
Discount redemption rateOrders qualifying for the discount / total ordersCount orders with the discount applied vs total
Cart size increaseChange in items per order after campaignCompare items per order pre/post

Triggers

Activate this goal when the merchant expresses any of the following intents:

  • "increase AOV"
  • "boost order value"
  • "upsell"
  • "get people to spend more"
  • "increase average order"
  • "raise order size"
  • "higher cart value"
  • Any request mentioning order value, spending thresholds, or minimum purchase incentives

Primary: Flow: Upsell Boost Campaign

The primary action for this goal. Creates a percentage discount with a minSubTotal condition set above the current AOV. The discount percentage and threshold are tiered based on the store's average profit margin.

When to use: Always the first recommendation for AOV-focused goals. Works best when the store has clear AOV data and margin information.

Key mechanics:

  • minSubTotal set to 1.15x-1.5x the effective AOV (based on margin tier)
  • Discount percentage scaled to margin (10-20%)
  • Scope prioritized: CATEGORY (high-margin) > ITEMS (specific upsell candidates) > SITE (fallback)

Secondary: Flow: Bundle & Save Campaign

A complementary action that increases AOV by encouraging multi-item purchases. Instead of a subtotal threshold, it uses an item quantity threshold.

When to use: When the catalog has natural cross-sell opportunities (complementary products, accessories, related items). Particularly effective when the store has many lower-priced items where quantity-based incentives drive higher totals.

Key mechanics:

  • minItemQuantity condition (typically 2-3 items)
  • Targets categories with cross-sell potential
  • Can run alongside an upsell boost if scoped to different categories

Measurement Plan

Before campaign launch

  1. Record baseline AOV from getSiteData (revenue / ordersCount)
  2. Record baseline items per order
  3. Note the campaign start date

During campaign (weekly check-ins)

  1. Compare current AOV to baseline
  2. Track discount redemption rate
  3. Monitor margin impact (ensure effective margin stays above 15%)

After campaign (30-day assessment)

  1. Calculate AOV lift: (new_aov - baseline_aov) / baseline_aov * 100
  2. Calculate incremental revenue attributable to higher order values
  3. Assess whether the minSubTotal threshold needs adjustment:
    • If redemption rate > 80% — threshold may be too low, consider raising
    • If redemption rate < 10% — threshold may be too high, consider lowering
    • Sweet spot: 20-40% redemption rate

Decision Matrix

ScenarioRecommended FlowRationale
Clear AOV data, margin data availableUpsell Boost (primary)Full data enables optimal threshold + discount calculation
Low-data store (few orders)Upsell Boost with conservative defaultsUse price_p50 as AOV proxy, 10% discount, 1.15x threshold
Catalog has natural bundlesBundle & Save (secondary)Multi-item incentive drives AOV through quantity
Both AOV and cross-sell opportunityBoth flows, different scopesUpsell Boost on high-value categories, Bundle & Save on accessories
Merchant specifies exact valuesHonor merchant inputUser overrides always take priority over calculated values
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