Cross-selling with cross-client offers

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Preliminary Remarks

Cross-selling can also be used in conjunction with cross-client offers in a shopping cart. with a main subscription (internal offer) and a cross-client subscription (external offer). The cross-selling is created so that the external offer is automatically canceled as soon as the internal offer is canceled.


Cross-selling in a shopping cart

To create the cross-selling, the following steps must be followed:

  1. The offers, the shopping cart and the rule tag must be created.

  2. The source tag must be assigned to the main subscription.

  3. The following must now be defined in cross-selling:

  • Only if the customer has already purchased a product with at least one of the following tags: Source tag (main subscription)

  • Then this offer is preferred: Cross-client subscription

  • If the rule is no longer fulfilled: Cancel subscription


Automatic Cancellation

The customer has completed the purchase of the shopping cart in the checkout and now has access to both subscriptions. At some point, the customer cancels the main subscription in Self Service in due time.

The source offer will be terminated at the next possible time in accordance with the defined subscription interval. The preferred offer from cross-selling is automatically terminated at the next possible date.

Note: Subscriptions may have different subscription intervals, especially with cross-client offers. If the discounted subscription has a longer subscription interval, the customer may be able to use it for longer than the main subscription.

Example:

  • Main subscription: 4 weeks subscription interval

  • Discounted subscription: 52-week subscription interval

If the customer now cancels the main subscription, both subscriptions will be canceled at the next possible date - at the end of the subscription interval. This means they can use the discounted subscription for longer than the main subscription.