Upselling

How to configure upselling in the cart and checkout

Limio offers out-of-the-box upselling features to help you maximise customer lifetime value. Upselling is a strategy that encourages customers to upgrade their existing basket to one that has a higher value. With subscriptions, a higher value subscription usually means a subscription with a longer initial term (eg monthly to annual) or a more premium offering (eg basic to pro).

Screenshot: In this example, the SaaS Subscription offer has 2 upsells - 2 years and 3 years. The Cart Items component has been configured to display the upsell price.

Configuration

Upselling in Limio is easy - simply configure your upsell offer text, link your upsell offers via offer labels, and enable upselling in the .

1 - Configure offers for upselling

Upsell display text

The Upsell Display Name and Upsell Display Description attributes on offers are used to control the text displayed to the customer in an upsell scenario. This grants you more flexibility to use different text in upselling scenarios and non-upselling scenarios.

In the screenshot above, the SaaS Subscription offer is currently in the basket and has 2 upsells. The SaaS Subscription offer would have the following configuration:

• Display Name: SaaS Subscription

• Upsell Display Name: 1 year of protection

• Upsell Display Description: $95.99 $71.99

To configure upsell display text:

1. Open the relevant offer by navigating to the Offers tab in the right navigation panel.

2. Select the offer you want to edit, or create a new one.

3. Locate the Upsell Display Name and Upsell Display Description attributes.

4. Populate the attributes with the desired text.

5. Save and publish the offer.

Do this for each offer you plan to be involved in the upsell scenario.

Link upsell offers

Limio uses the Upsell Offers attribute to determine which set of offers should be displayed as upsell options. Once an offer label is added to the Upsell Offers attribute, you can see which offers will be involved in the upsell scenario in a table below, and change the ordering of the offers.

In a basic upsell scenario where the customer can select an upsell and then reselect the original offer, follow these steps:

1. Add the same offer label to all the offers you want involved in an upsell scenario.

2. On each of the offers, locate the Upsell Offer attribute and set that attribute to the offer label you added in step 1.

3. After adding an offer label to the Upsell Offer attribute, you can order the offers by clicking the up and down arrows on the left side of the table. The ordering in the table will be how the offers are displayed in the Cart Items component in the shop.

4. Save and publish the offer.

If you do not want to allow your customers to downgrade back to their original offer after accepting an upsell offer, do not add the upsell offer label to the original offer.

2 - Configure upselling in the Limio shop

The is where the upsell offers are displayed. Follow these steps to ensure your upselling experience is configured correctly:

1. Enable the upsell feature: Ensure the Display Upsell Offers prop in the Cart Items component is set to true.

2. Set price visibility: If you are using initial pricing on your offers and want to show the price in the upsell section, then set the Show Price in Upsell Offers prop to true. Otherwise, set this prop to false. Note that if you are using externally priced offers, you must set this prop to false.

Note: You must ensure Show component in read-only mode? is toggled to OFF if you want to display Upsell offers.

3 - Edit upsell offers

After publishing your initial upsell experience, you may want to change the upsell experience in the future.

If you update the display text attributes of an offer, remember to save and re-publish that offer. You will not need to publish the other upsell offers.

If you change which offers are associated with an upsell offer label, you will need to click the "Update attached items" button on each of your offers with that offer label. You will need to resave and republish the offers.

Important: If you do not click the "Update attached items" button, the new offers will not appear in any live upselling pages.

Customer behaviour

Here’s how the will work for customers in an upsell scenario. Upselling will work on either a standalone cart page or a checkout page with cart components.

1. Adding Upsell Offers

   • When a customer adds an offer to the cart that has upsell offers, and the Cart Items component is configured to display upsells, these upsell offers will be displayed automatically below the cart item.

   • If the offer has no upsell configured or the Cart Items component has been configured not to display upsells, no upsell options will be shown.

2. Selecting an Upsell Offer

   • If a customer selects an upsell, the original offer is removed from the cart.

   • The selected upsell offer is added to the cart as a new line item.

   • The upsells still displaying will depend on your configuration.

3. Removing an Offer

   • If an offer with upsells is removed from the cart, all corresponding upsells will no longer be displayed to the customer.

Tracking in the data layer

Upselling can be tracked with the Limio data layer. If a customer chooses an upsell offer, the following events will be triggered:

• add_to_cart for new offer

• remove_from_cart for old offer

These events help track the success of upsell promotions and provide valuable data for analysis. Read more about the Limio data layer here:

Publishing offers and add-ons

To avoid your offers and add-ons being immediately available online while being configured, Limio versions offers and add-ons and require to publish them to make them available for sale. Learn more at Manage Versions with Publish

Troubleshooting upsells

If your upsell offers aren't appearing as expected, check the following configuration settings:

1. Cart Items configuration: Ensure that the upsell property is set to true for the relevant items in the . This enables the system to identify which items can trigger upsell logic.

2. Offer publication status: Make sure your upsell offers are published. You can verify this in the Offers table, where they should be listed with a status of ‘Published.’ Learn more at Manage Versions with Publish.