Cross-Selling Rules
Create and assign automated upsell rules.
- Summary
- Cross-Selling Rules
- Set Up a Related Product
- Set Up an Upsell
- Set Up a Basket Upsell (with Variant Filter)
Summary
Use this screen to view and manage cross-selling rules. Cross-selling rules allow you to automatically link Related Items and Upsells to products via Category/Brand/Collection/Attribute associations.
Key to icons
= edit
= delete
Setup
Rule Setup
Rules must be setup for this functionality to work.
Related Products
Search for products to include them in this rule.
These are similar to a 'you may also like', and are displayed below the product description on the Product Detail Page.
Upsell Products
Search for products to include them in this rule.
These are typically simple products, which should be single click upsells, e.g. scatter cushions or a basketball upsold to a pair of trainers. These will display near the add to basket button of the Product Detail Page.
Made to Order and Bundle products can not be upsells; due to the complexity of these products, they can not be single click adds to basket.
Products with multiple variants are not recommended for Upsells - use Basket Upsells instead.
Basket Upsells
Search for Variants to include them in this rule. You may also need to setup an Optional Filter.
| Field | Purpose |
| Optional Filter | This limits the rule to apply to certain Variants of Products that meet the rule's criteria, e.g. to only apply this upsell to the 'large' variant of a product, simply enter 'large' |
These are Variant to Variant upsells, and are applied to the add to basket pop up. Once an item has been added, the platform knows which Variant has been selected, which allows for dynamic upselling.
A perfect use for this would be upselling a 'double' mattress protector to a customer who has bought a 'double' mattress, or 'size 10' socks to a customer who has bought 'size 10' shoes.
Made to Order and Bundle products can not be upsells; due to the complexity of these products, they can not be single click adds to basket.
Cross-Selling Rules
These rules can be used to automatically add various types of cross-sells to Products; it is also possible to assign these manually to individual products on the Related tab when when editing a Product.
How Cross-Selling Rules Work
The user sets up several rules, by which the website can check whether any product qualifies for cross-selling.
Through this method, when products become eligible, those cross-sells will apply immediately.
When a product ceases to be eligible, those cross-sells will immediately be removed.
Setting Up New Overlay Rules
Overlay Rules are managed in the second tab of the Edit Product Overlay screen.
Simply select the criteria that you wish to apply to your Cross-Selling Rule.
Cross-Selling Rules work on an AND basis. That means that in order for a rule to be applied, all criteria must be met.
E.g. Products in the 'Sofa' category that also have the 'Leather' attribute
Once added, this will be automatically active, and all live Products will display the relevant cross-selling selections.
Set Up a Related Product
Set Up an Upsell
Upsells can be applied from within the Cross-Selling Rules screen, which allows you to apply the upsell to any products that match a certain criteria.
