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Overview


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Relevant product suggestions are a great way to help your customers find what they need. Whether it's the correct light bulb for the lamp they're buying, or a newer model of the power tool they're viewing, you can increase sales and improve the customer experience by offering alternate & accessory product suggestions.


 This practice is also known as cross selling and up selling, and this article will show you how to do it.

 


1. Maintaining Product Data

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  1. Navigate to Settings → Feature Management.

  2. Search for the Product Maintenance feature and click Configure.

  3. Tick the boxes to Enable Maintenance of Product Accessories and Enable Maintenance of Product Alternates and Save.

    Info

    Before you begin, contact CV to have us check that alternate/accessory integration has been properly disabled for your site. Otherwise you may find that you maintain data in the CMS and it gets mistakenly overwritten by the integrator.

 



Now you're ready to edit a product: 

  1. Navigate to Products & Categories → Product Maintenance

  2. Search for and Edit the product you wish to add alternates/accessories to. 

  3. Scroll to the Accessories or Alternates section as required. 

  4. Enter a product code or description in the input box, and select the correct product from the dropdown. 

  5. Click Add Accessory (or 'Add Alternate', depending on the type of product you're adding).

  6. Repeat as necessary for additional accessories and alternates. 



  7. Save or Save & Exit at the top of the page.  


PRONTO Maintenance

If you maintain the bulk of your product data in the ERP, here's where you can find Alternate & Accessory maintenance in PRONTO:

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  • to integrate Alternates, click send Changed for 'Product Master & Pricing'.
  • to integrate Accessories, click send All for 'Product Notes'.

 


2. Displaying this content on the web

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  1. Navigate to Content → Standard Pages

  2. Search for and Edit the Product Detail template.

  3. Locate the best placement for this content (in our case it was Zone:Bottom), and click Add Widget

  4. Search for and select the Cross Sell /Up Sell widget and click Add

  5. Edit the widget and select either Cross Sell (accessories) or Up Sell (alternates) from the dropdown. 

  6. Configure other options as required and click Save

  7. If you'd like to display both alternates AND accessories on the product detail page, repeat steps 3 - 6, this time selecting the other option from the 'Cross Sell or Up Sell' dropdown.
    This will result in having 2 widgets on the one template.

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Load your website in another browser (or incognito window) to see your changes in effect!  


Additional Information


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MultiExcerptNameAdditional Info

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Cross selling and Up selling - Product suggestions for your users



Minimum Version Requirements


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MultiExcerptNameMinimum Version Requirements

3.75+


Prerequisites


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MultiExcerptNamePre reqs

--


Self Configurable


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MultiExcerptNameSelf Configurable

Yes


Business Function


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MultiExcerptNameBusiness Function

Marketing


BPD Only?


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MultiExcerptNameBPD Only

Yes


B2B/B2C/Both


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MultiExcerptNameB2B/B2C/Both

Both


Ballpark Hours From CV (if opting for CV to complete self config component)


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MultiExcerptNameBallpark Hours From CV (if opting for CV to complete self config component)

Contact CV Support


Ballpark Hours From CV (in addition to any self config required)


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MultiExcerptNameBallpark Hours From CV (in addition to any self config required)

Contact CV Support


Third Party Costs


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MultiExcerptNameThird Party Costs

n/a


CMS Category


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MultiExcerptNameCMS Category

 Product Maintenance

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