Up selling is a widely used eCommerce strategy whereby customers are invited to buy higher quality items or items from a superior range. By showing products with a higher price than the most expensive product in the cart, you’re likely to increase your average ticket value.
In this article, you'll learn how to implement an upselling strategy on your website.
Objective: Conversion.
Difficulty: Intermediate.
When to use it: Anytime.
This strategy is part of our pool of templates. To implement it in your account, access your Connectif account and go to “Workflows Create new workflow”. In the Create from template section, enter the name of the workflow in the search engine (Upselling) then click Select and Create.
How it works
In this workflow, we’ll configure inline-type web content to appear on the selected pages when the contact adds a product to the cart. This inline content will display products with a higher price than the cost of the most expensive product in the cart.
Workflow configuration
Before configuring your workflow, create the following elements:
— A custom decimal field with a default value of “0", minimum amount of “0" and number of decimals “2", and check the “Required” box.
— A floating bar, to show the message with the amount remaining to qualify for free shipping.
STEP 1. "Start" node
(This node will set the target audience for the action).
1. Click (Edit node settings) for the “Start” node.
2. Under Select limitation, check "All my list".
3. Under Select data source, check “All existing and new”.
4. Click Update.
STEP 2. “On product addition” node
(This node will detect contacts who add a product to their cart).
5. Click (Edit node settings) in the “On page visit” node.
6. Under Limitations, uncheck the "Deactivate after triggering" box.
7. Click Update.
If you’d like to learn more about node limitations, click here.
STEP 3. First “Check value” node
(This node checks if the value of the product added to the cart is higher than the most expensive product in the current cart).
8. Click (Edit node settings) of the “Check value” node.
9. Drag the "Unit price" field from "On product addition" to the block on the left.
10. Under Operator, select "Is greater than".
11. Drag the custom field created from "Contact" to the block on the right.
12. Click Update.
If you want to learn more about the "Check value" node, click here.
STEP 4. First “Set field” node
(This node sets the price of the most expensive product purchased in the custom field created).
13. At the junction of this node with the previous one, click on the circle until "Yes" appears.
14. Click (Edit node settings) for the “Set field” node.
15. Drag the "Unit price" field from the "Fetch products" node to the block to the left of the custom field created.
16. Under Operator, select "Assign".
17. Click Update.
STEP 5. "Wait" node
(This node will initiate a waiting period before continuing the workflow).
18. Click (Edit node settings) for the “Wait” node.
19. Under Set the time delay, select "A period of time" and enter "1" Hour.
20. Click Update.
STEP 6. Second “Set field” node
(This node will delete the value saved in the custom field, leaving it at 0).
21. Click (Edit node settings) for the “Set field” node.
22. Drag the "Literal" field to the left block of the field created and set a value of “0".
23. Under Operator, select "Assign".
24. Click Update.
STEP 7. “On page visit” node
(This node will detect contacts who visit any page).
25. Click (Edit node settings) in the “On page visit” node.
26. Under Limitations, uncheck the "Deactivate after triggering" box.
27. Click Update.
STEP 8. “Fetch last cart” node
(This node will fetch the contact's last active cart).
28. Click (Edit node settings) in the “Fetch last cart” node.
29. In Select cart status, choose the “Active” option from the dropdown.
30. Click Update.
STEP 9. “Fetch products” node
(This node will fetch products with a higher price than the most expensive product purchased).
31. Click (Edit node settings) in the “Fetch products” node.
32. To select the use cases, drag "Automatically related to a cart" to the block on the right and click Next .
33. In Main use case settings, select "4" in the Number of products to fetch.
34. Click +Add another condition and select “Unit price” from the dropdown. In the operator, choose "Greater than". On the right, select "Imported data" and, after clicking "Select imported data", choose the custom field created, for this example "Contact Highest product price in cart".
35. Check the box "Shuffle the fetched products" and click Next .
36. In Summary, locate the section Number of products to fetch and indicate “4”. Then uncheck "Fill with products until selected limit" and check "Exclude the products exported by the nodes before this one".
37. Click Complete .
STEP 10. Second “Check value” node
(This node checks if there is a more expensive product than the one with the highest value in the current cart).
38. Click (Edit node settings) of the “Check value” node.
39. Drag the "List size" field from "Fetch highest price products" to the block on the left.
40. Under Operator, select "Is greater than".
41. Drag the Literal field to the block on the right and set a value of "0".
42. Click Update.
STEP 11. First “Send web content: inline” node
(This node will send inline content with the last products with a higher price than the highest-priced product in the cart).
43. At the junction of this node with the previous one, click on the circle until "Yes" appears.
44. Click (Edit node settings) in the “Send web content” node.
45. Select the corresponding inline content and click Next .
46. In Configuration, add the appropriate selector to display the content.
47. In the Variables step, link any variables there may be.
48. Click Complete .
To learn more about inline web content, click here.
Success!
Your workflow for establishing an upselling strategy on your website is now ready.
Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, just open a Support ticket by clicking the blue “Help” button on your dashboard.
Keep learning!
To make the most of your Connectif account, we recommend reading these articles next:
- Cross selling, to show users a product banner related to the last products purchased.
- Offer recommender, to display a banner of products with discounts.
- Recommender on product sheet, to show recommended products that are relevant to the one visited in the product page.
- Recommender on category pages, to display recommended products on the category page.