Configuring Upsells
The concept of upselling is to increase revenue by attempting to persuade a customer to purchase either a more expensive item or related additional items. For example:
- If you are selling multiple editions of a product, such as Basic and Premium, you would attempt to upsell a customer from the Basic to the Premium version.
- If you are selling multiple related products, you would attempt to upsell a customer additional related products, perhaps offering a discount on the related products.
SOLO Server's cart includes the ability to display a list of upsell items below the cart based on the current cart content. For each upsell, this listing displays:
- The product/option image of the upsell product or option (if specified).
- The upsell product and option name, formatted as a link to the Info URL on the upsell product or option if this is specified.
- An optional user defined message.
- A message regarding any discounts if a discount is specified.
- An Add to Cart button to allow the customer to quickly add the item to the cart.
Upsells are defined in SOLO Server on either the product or the product option level. Upsells defined on the product level apply for any options on the product, while those defined on the product option level apply only to the specific option. To configure upsells for either a product or a product option, simply navigate to the product or product option configuration page for the given product or option, scroll to the bottom, and click the Upsells tab. This tab will bring up a list of upsells defined for the Product/Product Option. To add a new upsell, click the Add New Upsell button at the top of the table. To edit or delete current options, use the edit and delete links on the left side of the table.
Upsells are defined by the following properties:
- Upsell Product Option
- The product option to offer as the upsell.
- Display Index
- The display index used for ordering within the upsell list on the cart page.
- Message Text
- Optional message to display with the upsell on the cart page.
- Remove Cart Item
- Whether to remove the existing cart item when adding the upsell item to the cart. Note that this will only work for products that do not have a EULA specified.
- Combo Discount Type
- The discount type to be applied to the upsell item when both it and the product or option the upsell is defined on are in the cart. Upsell discounts are only applied when the base item and the upsell are purchased in combination - hence the term "Combo Discount". Only applicable when Remove Cart Item is not set. This can take the following values:
- None - no discount
- Dollar Off Single: Dollar amount off discounted once, regardless of quantity.
- Dollar Off Multiple: Dollar amount off multiplied by the quantity of the upsell.
- Percent Off Single: Percent off discount on a quantity of 1 of the upsell. Additional quantity is full price.
- Percent Off Multiple: Percent off discount on total upsell price regardless of quantity.
- Combo Discount Value
- The combo discount value - available only when Combo Dicount Type is not None, and Remove Cart Item is not set.
- Hidden
- Whether the upsell is hidden. Check this to hide the upsell so it is not displayed on the cart page.