|
2 | 2 | Cross-selling and upselling
|
3 | 3 | ===========================
|
4 | 4 |
|
5 |
| -Any sales process is an opportunity to maximize revenues. **Cross-selling and upselling** are sales |
6 |
| -techniques consisting in selling customers additional or more expensive products and services than |
7 |
| -what they were originally shopping for. It is a great way to maximize the value of each one of your |
8 |
| -customers. |
| 5 | +:ref:`Cross-selling <ecommerce/cross_selling>` and |
| 6 | +:ref:`upselling <ecommerce/cross_upselling/alternative>` are sales techniques designed to encourage |
| 7 | +customers to purchase additional or higher-priced products and services from your :doc:`catalog`. |
9 | 8 |
|
10 |
| -**Cross-selling** can be done via **two** features: |
11 |
| - |
12 |
| -- :ref:`Optional products <cross_upselling/optional>` upon **adding to cart**; |
13 |
| -- :ref:`Accessory products <cross_upselling/accessory>` on the **checkout page**. |
14 |
| - |
15 |
| -**Upselling** is only done via :ref:`alternative products <cross_upselling/alternative>` on the |
16 |
| -**product page**. |
17 |
| - |
18 |
| -.. seealso:: |
19 |
| - :doc:`catalog` |
| 9 | +.. _ecommerce/cross_selling: |
20 | 10 |
|
21 | 11 | Cross-selling
|
22 | 12 | =============
|
23 | 13 |
|
24 |
| -.. _cross_upselling/optional: |
| 14 | +Cross-selling can be achieved by suggesting |
| 15 | +:ref:`optional products <ecommerce/cross_upselling/optional>` when items are added to the cart or by |
| 16 | +recommending :ref:`accessory products <ecommerce/cross_upselling/accessory>` on the checkout page. |
| 17 | + |
| 18 | +.. _ecommerce/cross_upselling/optional: |
25 | 19 |
|
26 | 20 | Optional products
|
27 | 21 | -----------------
|
28 | 22 |
|
29 |
| -**Optional products** are suggested when customers click :guilabel:`Add to cart`, either from the |
30 |
| -**product page** or **catalog page**. Upon clicking, a pop-up window opens with the |
31 |
| -**optional products** displayed in the :guilabel:`Available Options` section. |
| 23 | +**Optional products** are suggested when the customer selects a product and clicks |
| 24 | +:guilabel:`Add to cart`. |
32 | 25 |
|
33 |
| -.. image:: cross_upselling/cross_upselling-cart.png |
34 |
| - :align: center |
35 |
| - :alt: Optional products cross-selling |
36 |
| - |
37 |
| -To enable **optional products** go to :menuselection:`Website --> eCommerce --> Products`, |
38 |
| -select a product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the |
39 |
| -:guilabel:`Optional Products` field. Optional products are **linked** to the product(s) they are set |
40 |
| -up with on the **product template**. They only appear when that product is added to the cart. |
| 26 | +To enable **optional products**, go to :menuselection:`Website --> eCommerce --> Products`, select a |
| 27 | +product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the |
| 28 | +:guilabel:`Optional Products` field. |
41 | 29 |
|
42 |
| -.. tip:: |
43 |
| - You can also access the :guilabel:`Sales` tab of the **product template** by selecting a product |
44 |
| - on your **main shop page** and clicking :guilabel:`Product` in the top-right corner. |
| 30 | +.. image:: cross_upselling/add-to-cart.png |
| 31 | + :alt: Optional products cross-selling |
45 | 32 |
|
46 |
| -.. _cross_upselling/accessory: |
| 33 | +.. _ecommerce/cross_upselling/accessory: |
47 | 34 |
|
48 | 35 | Accessory products
|
49 | 36 | ------------------
|
50 | 37 |
|
51 |
| -**Accessory products** are displayed in the :guilabel:`Suggested Accessories` section before |
52 |
| -processing to checkout at the :guilabel:`Review Order` step. |
53 |
| - |
54 |
| -.. image:: cross_upselling/cross_upselling-checkout.png |
55 |
| - :align: center |
56 |
| - :alt: Suggested accessories at checkout during cart review |
| 38 | +**Accessory products** are showcased in the :guilabel:`Suggested Accessories` section during the |
| 39 | +:guilabel:`Review Order` step, just before proceeding to checkout. |
57 | 40 |
|
58 | 41 | To enable **accessory products**, go to :menuselection:`Website --> eCommerce --> Products`, select
|
59 | 42 | a product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the
|
60 |
| -:guilabel:`Accessory Products` field. Suggested accessory products are **linked** to the product(s) |
61 |
| -they are set up with on the **product template**. They only appear when that product is at the |
62 |
| -checkout process review. |
| 43 | +:guilabel:`Accessory Products` field. |
63 | 44 |
|
64 |
| -Upselling |
65 |
| -========= |
| 45 | +.. image:: cross_upselling/accessory-products.png |
| 46 | + :alt: Suggested accessories at checkout during cart review |
66 | 47 |
|
67 |
| -.. _cross_upselling/alternative: |
| 48 | +.. _ecommerce/cross_upselling/alternative: |
68 | 49 |
|
69 |
| -Alternative products |
70 |
| --------------------- |
| 50 | +Upselling |
| 51 | +========= |
71 | 52 |
|
72 |
| -**Alternative products** are suggested on the **product page** and usually incentivize customers to |
73 |
| -buy a more expensive variant or product than the one they were initially shopping for. |
| 53 | +You can display **alternative products** at the bottom of the product page as an upselling |
| 54 | +technique, encouraging customers to consider a more expensive variant or product than their |
| 55 | +initial choice by presenting appealing alternatives. |
74 | 56 |
|
75 | 57 | .. image:: cross_upselling/cross_upselling-alternative.png
|
76 |
| - :align: center |
77 | 58 | :alt: Alternative products on the product page
|
78 | 59 |
|
79 |
| -To enable **alternative products**, go to :menuselection:`Website --> eCommerce --> Products`, |
80 |
| -select a product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the |
81 |
| -:guilabel:`Alternative Products` field. Then, go to the related **product page** by clicking |
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| -:guilabel:`Go To Website`, and click :menuselection:`Edit`. Stay on the :guilabel:`Blocks` tab, and |
83 |
| -scroll down to the :guilabel:`Dynamic Content` section. Then, drag and drop the :guilabel:`Products` |
84 |
| -building block anywhere on the **product page**. |
85 |
| - |
86 |
| -When placed, in :guilabel:`Edit` mode, click the **block** to access various settings for that |
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| -:guilabel:`Products` building block. In the :guilabel:`Filter` field, select :guilabel:`Alternative |
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| -Products`. You can configure several additional settings, such as how many elements are displayed |
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| -(:guilabel:`Fetched Elements`), the :guilabel:`Template` used, etc. |
| 60 | +To enable alternative products, navigate to :menuselection:`Website --> eCommerce --> Products`, |
| 61 | +select the desired product, and go to the :guilabel:`Sales` tab. In the |
| 62 | +:guilabel:`Alternative Products` field, add the products you want to feature. |
| 63 | + |
| 64 | +Click :guilabel:`Go to Website` to view the alternative products displayed at the bottom of the |
| 65 | +product page. |
| 66 | + |
| 67 | +To adjust the settings, click :guilabel:`Edit` and select the related |
| 68 | +:doc:`building block <../../website/web_design/building_blocks>`. In the :guilabel:`Customize` |
| 69 | +tab, scroll to the :guilabel:`Alternative Products` section and modify the settings as needed to |
| 70 | +tailor the display to your preferences. |
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