Before creating and configuring upsell and add-on articles, you should make a plan:
- Decide which items are going to trigger upsell and add-on articles, and what the upsell or add-on items will be. Remember:
- Upsell items replace the user's original selection. This feature is most often used to upsell a single event to a bundle or a membership.
- Add-on items are added to the user's original selection. This feature is most often used to add a miscellaneous item to an order.
- If you are only promoting one or two items in your upsell and add-on articles, make the most of the real estate in your article (and save on configuration effort) by using deep links to the upsell/add-on items instead of a search widget.
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Warning
If deep link to an upsell or add-on item within the article, you must include the target = _parent parameter in your link using the following syntax:
<a href="destination URL" target="_parent">label</a> |
For more information, refer to Inserting Direct Links to Performances, Bundles, Articles, Miscellaneous Items and Gifts in an Article.
- If you are promoting three or four upsell or add-on items, consider using the Search Results Widget - Align Horizontally and Search Results Widget - Align Vertically search widgets. These search widgets display an image and additional information. For more information, refer to Inserting the Search Results Widgets.
- Add some text and images to your upsell and add-on articles to explain why the user should consider selecting the item(s).
- Do not overload the user with too many upsell or add-on items.
- Use the 'Sales Type' field on all items to identify which items are going to be offered as upsells or add-ons, then filter the search results in your upsell and add-on articles by 'Sales Type'.
For example, if you have many miscellaneous items on sale, but only some of them are going to be offered as add-ons, setting the 'Sales Type' field to Add-On and then filtering the search criteria by 'Sales Type' in your add-on article is an easy way to ensure that only the correct items are offered as add-ons. 'Sales Type', 'Upsell Article' and 'Upsell Article' can be defined on the following items/pages: