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Reference Guide

Marketing

Upsale

Upsale refers to products and discounts that you offer customers during checkout. Customers can add the offered product(s) to their order, or decline and continue with their original order. The basic process of upselling is:

  1. Add an upsale product. This is a bit misleading since you are not creating a product. All you are doing is taking one of your existing products and creating an entry that says: "I want to be able to offer this product to customers during checkout." Creating this kind of entry does not alter the product in any way. You can also control when customers are offered an item during checkout by selecting Display and Upsale Options.
  2. Link the upsale product to one or more products. For example, let's say that you have a shirt product. If a customer buys that shirt, during checkout you want to offer them the chance to order a matching hat. You would
  3. 2.1. Create an upsale entry for the hat.

    2.2. Link the upsale hat entry to the shirt. When a customer buys the shirt, they will be offered the hat during checkout.

    Marketing

To Create an Upsold Product

  1. Go to Menu> Marketing > Upsale tab.
  2. Click Add Upsale Add. The Add Upsold Product screen appears.
  3. Marketing Upsold

  4. In the Add Upsold Product screen:
    • Enter a product code or click the Look Up button to find one. This is the product that you want to offer customers during checkout.
    • Display: these options control when your upsale product will be offered.
    • Pricing: these options control the price of your upsale product.
    • Most of the pricing options are obvious. For example, if you select the Product Price radio button, the upsale product will be offered to your customers at the price you entered in Menu> Catalog > Edit Product > Product tab > Details section > Price field.

      Absolute Price lets you offer the upsale product to customers at any price that you want, unrelated to Price field or the Cost field. For example, let's say that you have a hat product. You set the product price to $20, and the cost to $10. If you want to offer the upsale product to your customers for $18, you could select the Absolute Price radio button and enter $18.

  5. When you are done, click the Add button. A new tab will appear: Required Products.
  6. Select the "Required Products" tab and click the assigned icon next to one or more products until the icon turns blue.
  7. Required Products

    If a customer has the required product in their basket, they may be offered the upsale product during checkout (depending on what Display and Upsale Options you selected). In our example:

    • We created an upsale product entry for "hat_Hawaiian".
    • The required product is "shirt_Hawaiian".
    • If the customer adds the Hawaiian shirt to their basket, they will be offered the Hawaiian hat during checkout.

  8. The upsale item has now been created and linked to a required product. However, there's another way you can verify this.
  9. 6.1. Go to Menu> Catalog > Products.

    6.2. Edit the required product. In our example, the required product is "shirt_Hawaiian".

    6.3. Select Edit Product: Hawaiian Shirt, Red > Upsold Products tab. You can see that the Hawaiian shirt is now associated with the upsale hat.

Edit Product

When the customer purchases "Hawaiian Shirt Red", they will be offered the Hawaiian hat during checkout. If the customer is only being offered one upsale product, the screen looks like this by default (see Menu> User Interface > Pages > OUS1):

Edit Product

If the customer is being offered multiple upsale items, the screen looks like this (see Menu> User Interface > Pages > OUSM):

Edit Product

To Change the Upsale Options

Go to Menu> Marketing > Settings tab > Upsale Options section.

There are several variables that limit upsale offers to customers during checkout:

  • The Display criteria let you decide when a customer qualifies for an upsale offering. For example, when you create an upsale product you can set the Display setting so that the customer only qualifies for the upsale product if their order total is over $100.00.
  • In the Upsale Options section, the "Upsold Products to Show" variable lets you control how many upsale products you want to display on the customer's checkout screen. For example, the customer may meet your Display criteria for 10 upsale products, but you can set the "Show" variable so that they never see more than 3 upsale products during checkout.
  • In the Upsale Options section, the "Max Number of Upsold Products to Select" variable lets you control how many of the upsale products the customer is allowed to purchase. For example, as a "thank you" during checkout you might show customers three deeply discounted products, but only allow the customer to purchase one of them.
  • Example 1: Based on the Display criteria, the customer qualifies for three upsale products. We'll set both of the Upsale options: "show" and "select" to unlimited.

Sorting Records

Example 2: Based on the Display criteria, the customer qualifies for three upsale products. We'll set "show" to unlimited and "select" to 1.

Pages Related to Upsale Products

Upsale products are controlled by four pages in the admin interface: OUS1, OUSM, UATR, and UATM.

Page OUS1 controls the screen where a customer is being offered a single Upsale product. The content of this page is controlled by the template code on OUS1 > Page tab > Details section. If the upsale product has Attributes, they are controlled by the OUS1 > Page tab > Product Attribute Template section.

Special Offer

If:

  • The customer clicks on one of the buttons (Add to Order, or Do Not Add to Order) at the bottom of OUS1, AND
  • The attributes of the upsale product are required, the customer will be taken to page UATR.

Special Offer

Page OUSM controls the screen where a customer is being offered multiple products. All of the content on this screen is controlled by the template code on OUSM > Page tab > Details section.

Special Offer

Notice that on OUSM, the user can't select attributes for the upsale products, even if they are required. The user clicks on the Continue button and goes to the next screen, UATM.

Page UATM controls the screen where a customer has been offered multiple products and needs to select attributes for those products. All of the content on this screen is controlled by the template code on UATM > Page tab > Details section.

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