Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

[FW][IMP] ecommerce: cross-upselling #11443

Closed
wants to merge 1 commit into from
Closed
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
Original file line number Diff line number Diff line change
@@ -2,88 +2,69 @@
Cross-selling and upselling
===========================

Any sales process is an opportunity to maximize revenues. **Cross-selling and upselling** are sales
techniques consisting in selling customers additional or more expensive products and services than
what they were originally shopping for. It is a great way to maximize the value of each one of your
customers.
:ref:`Cross-selling <ecommerce/cross_selling>` and
:ref:`upselling <ecommerce/cross_upselling/alternative>` are sales techniques designed to encourage
customers to purchase additional or higher-priced products and services from your :doc:`catalog`.

**Cross-selling** can be done via **two** features:

- :ref:`Optional products <cross_upselling/optional>` upon **adding to cart**;
- :ref:`Accessory products <cross_upselling/accessory>` on the **checkout page**.

**Upselling** is only done via :ref:`alternative products <cross_upselling/alternative>` on the
**product page**.

.. seealso::
:doc:`catalog`
.. _ecommerce/cross_selling:

Cross-selling
=============

.. _cross_upselling/optional:
Cross-selling can be achieved by suggesting
:ref:`optional products <ecommerce/cross_upselling/optional>` when items are added to the cart or by
recommending :ref:`accessory products <ecommerce/cross_upselling/accessory>` on the checkout page.

.. _ecommerce/cross_upselling/optional:

Optional products
-----------------

**Optional products** are suggested when customers click :guilabel:`Add to cart`, either from the
**product page** or **catalog page**. Upon clicking, a pop-up window opens with the
**optional products** displayed in the :guilabel:`Available Options` section.
**Optional products** are suggested when the customer selects a product and clicks
:guilabel:`Add to cart`.

.. image:: cross_upselling/cross_upselling-cart.png
:align: center
:alt: Optional products cross-selling

To enable **optional products** go to :menuselection:`Website --> eCommerce --> Products`,
select a product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the
:guilabel:`Optional Products` field. Optional products are **linked** to the product(s) they are set
up with on the **product template**. They only appear when that product is added to the cart.
To enable **optional products**, go to :menuselection:`Website --> eCommerce --> Products`, select a
product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the
:guilabel:`Optional Products` field.

.. tip::
You can also access the :guilabel:`Sales` tab of the **product template** by selecting a product
on your **main shop page** and clicking :guilabel:`Product` in the top-right corner.
.. image:: cross_upselling/add-to-cart.png
:alt: Optional products cross-selling

.. _cross_upselling/accessory:
.. _ecommerce/cross_upselling/accessory:

Accessory products
------------------

**Accessory products** are displayed in the :guilabel:`Suggested Accessories` section before
processing to checkout at the :guilabel:`Review Order` step.

.. image:: cross_upselling/cross_upselling-checkout.png
:align: center
:alt: Suggested accessories at checkout during cart review
**Accessory products** are showcased in the :guilabel:`Suggested Accessories` section during the
:guilabel:`Review Order` step, just before proceeding to checkout.

To enable **accessory products**, go to :menuselection:`Website --> eCommerce --> Products`, select
a product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the
:guilabel:`Accessory Products` field. Suggested accessory products are **linked** to the product(s)
they are set up with on the **product template**. They only appear when that product is at the
checkout process review.
:guilabel:`Accessory Products` field.

Upselling
=========
.. image:: cross_upselling/accessory-products.png
:alt: Suggested accessories at checkout during cart review

.. _cross_upselling/alternative:
.. _ecommerce/cross_upselling/alternative:

Alternative products
--------------------
Upselling
=========

**Alternative products** are suggested on the **product page** and usually incentivize customers to
buy a more expensive variant or product than the one they were initially shopping for.
You can display **alternative products** at the bottom of the product page as an upselling
technique, encouraging customers to consider a more expensive variant or product than their
initial choice by presenting appealing alternatives.

.. image:: cross_upselling/cross_upselling-alternative.png
:align: center
:alt: Alternative products on the product page

To enable **alternative products**, go to :menuselection:`Website --> eCommerce --> Products`,
select a product, go to the :guilabel:`Sales` tab, and enter the products you wish to feature in the
:guilabel:`Alternative Products` field. Then, go to the related **product page** by clicking
:guilabel:`Go To Website`, and click :menuselection:`Edit`. Stay on the :guilabel:`Blocks` tab, and
scroll down to the :guilabel:`Dynamic Content` section. Then, drag and drop the :guilabel:`Products`
building block anywhere on the **product page**.

When placed, in :guilabel:`Edit` mode, click the **block** to access various settings for that
:guilabel:`Products` building block. In the :guilabel:`Filter` field, select :guilabel:`Alternative
Products`. You can configure several additional settings, such as how many elements are displayed
(:guilabel:`Fetched Elements`), the :guilabel:`Template` used, etc.
To enable alternative products, navigate to :menuselection:`Website --> eCommerce --> Products`,
select the desired product, and go to the :guilabel:`Sales` tab. In the
:guilabel:`Alternative Products` field, add the products you want to feature.

Click :guilabel:`Go to Website` to view the alternative products displayed at the bottom of the
product page.

To adjust the settings, click :guilabel:`Edit` and select the related
:doc:`building block <../../website/web_design/building_blocks>`. In the :guilabel:`Customize`
tab, scroll to the :guilabel:`Alternative Products` section and modify the settings as needed to
tailor the display to your preferences.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file not shown.
Binary file not shown.