Cross selling and Upselling - Product suggestions for your users

Overview

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 upselling, and this article will show you how to do it.

1. Maintaining Alternates & Accessories

There are 2 ways to maintain alternate & accessory product data - via the CMS, or in PRONTO.

CMS Maintenance

First, ensure the feature is enabled for your site:

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.

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:

1. In PRONTO, navigate to 'Web Site Category / Product Maintenance' → 'Stockcode Review'.
   
   
2. Click 'Find' to search for a product by stockcode.
   
   
3. With the required product highlighted, click 'Acc' for Accessories or 'XSell' for Alternates.
   
   
4. Add an accessory or alternate to the product by clicking 'Entry' and entering the product code.
   
   
   
   
5. Repeat the above steps as required for additional accessories and alternates.

Integrate

To push the changes to the web, you'll need to login to the Integrator:

• for Alternates, Send Changed for 'Product Master & Pricing'.
• for Accessories, send All for 'Product Notes'.

2. Displaying content on the web

Add the Cross Sell / Up Sell widget to your product detail template to display these product suggestions to the end user. 

If particular product has no alternate or accessory products loaded against it, the widget will simply not display for that product. 

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.
   
   

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

Additional Information