Upselling

Basic configuration

1. In your Admin, navigate to "Extensions > My extensions".

2. Install and activate the app.

3. Clear the cache under "Settings > System > Caches & indexes > Clear cache".

Creating an Upselling

Under "Marketing > Upselling" you now have the option to create and configure Upsellings. With a click on "Create new upselling" you reach the editing screen.

Configuration

Name

Here you can assign a name to the Upselling. It is only used for internal purposes.

Active

Determines whether the Upselling is active or inactive.

Headline

This headline is optionally displayed as a title above the upselling section at checkout.

Priority

This defines which Upselling takes precedence in the checkout under equal conditions. The higher the value, the higher the priority.

Upsell Products

At this point you have to link the dynamic product group that should be displayed as Upselling in the checkout. Via the dynamic product group you can select in a fine grained way which products are eligible for the Upselling at all.

Maximum product count

Via this field you define how many Upselling products should be displayed in the checkout at maximum.

Sort order

Determines in which order the Upselling products are displayed in the checkout.

Name ascending Alphabetical sorting from A to Z.

Name descending Alphabetical sorting from Z to A.

Creation date ascending Oldest products first.

Creation date descending Newest products first.

Price ascending Cheapest products first.

Price descending Most expensive products first.

Release date ascending Sorting by release date from old to new.

Release date descending Sorting by release date from new to old.

Random The Upselling products are displayed in a random order on every page load.

Trigger Condition (Cart Products)

Here you define via a dynamic product group which products have to be in the cart so that the Upselling products are displayed. This way you can fine tune which Upselling is shown for which cart contents, depending on the product or category group.

The trigger conditions are optional. If no trigger condition is defined, the Upselling applies regardless of the cart content, as long as it has the highest priority in the sales channel.

Sales Channels

Defines in which sales channel the Upselling should be displayed.

Example: You want to display matching accessories as Upselling as soon as a camera is in the cart. In this case, you link a dynamic product group containing all cameras as cart products. As Upselling products, you link a dynamic product group with matching accessories.

Display in the checkout

The Upselling products are displayed on the checkout register page and the checkout confirm page. Both on smartphone and desktop, your customers can add Upselling products to the cart directly from within the checkout.

Should an Upselling product have variants, the parent product is automatically loaded in the checkout. Your customers then select the desired variant directly in the checkout, without having to leave the checkout.

Priority and selection in detail

So that you can fully understand the behavior of your Upsellings in the checkout, here is the selection logic in detail:

1. First, all Upsellings that are active in the current sales channel are determined.

2. Next, it is checked which Upsellings qualify for the current cart based on the trigger conditions.

3. From the remaining Upsellings, the Upselling with the highest priority is displayed.

4. Should multiple Upsellings share the same highest priority, one of them is selected at random.

Example: You have created two active Upsellings in the same sales channel. Upselling A has priority 10, Upselling B has priority 5. Both trigger conditions apply to the cart. In this case, Upselling A is displayed because it has the higher priority.