Preliminary Remarks
Up-/down-selling makes it possible to define up- or down-selling processes in the Merchant Backend, which are then automatically implemented in the checkout if the conditions are met. The basis is formed by tags that must be created in advance. The tags are then assigned to the desired offers to use them for this process.
Note: Certain technical restrictions apply to up/down-selling. These restrictions should be taken into account when designing and creating processes.
Create up/down-selling
Start of the creation
Click on +Add up/down-selling .
Internal data & Checkout texts
Enter an internal title for the internal naming of the up/down-selling (not visible to customers).
If desired, add an internal description (optional).
Enter public title for the checkout process.
Example: "Change from monthly subscription to annual subscription"Enter public description for confirmation page for the checkout process .
Example: "We will carry out the desired change of offer for you after your order has been completed at {nextPayment} ."
Note: In the above example, a variable {nextPayment} is used to output variable data in the checkout.
The text field Description for confirmation page supports different variables:
{offerTitle} displays the title of the target offer.
{nextPayment} displays the next due date.
{subscriptionId} displays the ID of the current subscription.
{subscriptionTitle} displays the title(s) of the products contained.
{subscriptionPrice} shows the monthly price of the current subscription.
Tag settings
Selection of source (tags) and target (tags).
Sources define the tags from which a change can be made.
Targets define possible targets for up/down-selling.
Several tags can be selected in both fields.
A change is made from source offers to target offers.
Conversion options
Activate checkbox This path is optionalto change the way up/down-selling works.
Activated checkbox: The target offer is purchased in addition to the source offer.
Deactivated checkbox: The target offer replaces the source offer.
Select Transition to define the time of the offer change.
Immediately (with immediate start of invoicing): Changes immediately upon completion of the checkout process.
Immediately (invoice with next booking date): Changes immediately upon completion of the checkout process. However, the invoice will not be issued until the next booking date.
Last Booking (with retroactive invoicing): Start with last accounting period - allows cross-selling based on the last accounting period, generates a complete cancellation of the last invoice and a new invoice with a longer term based on the last accounting period.
Next booking (invoice with next booking date): The change is noted, but not carried out until the next billing date of the current subscription.
End of the current subscription interval (with invoice for the next subscription interval): The change takes place at the end of the subscription interval.
Application examples for up/down-selling
To illustrate how sources and targets work within up/down-selling, practical information and examples are provided below.
Example 1: Multiple targets
Sources (tags): "Up-/down-selling/month"
Targets (tags): "Up-/Down-Selling/Year" & "Up-/Down-Selling/Year Churn"
This configuration is intended to carry out a change from a current monthly subscription offer to an annual subscription offer from two possible processes.
Up/down-selling is carried out within two processes due to the two targets:
when selecting an annual subscription offer in an upsell process
when selecting an annual subscription offer via an established cancellation recovery system
Example 2: Multiple sources
Sources (tags): "Up-/Down-Selling/Year" & "Up-/Down-Selling/Year Churn"
Targets (tags): "Up-/down-selling/month"
This configuration is intended to switch from a current annual subscription offer, which is marked with one of two different tags, to a monthly subscription offer.
The two sources mean that up/down-selling can be used for offers with two different tags:
when selecting an annual subscription in an upsell process
when selecting an annual subscription via an established cancellation recovery system
Note: Up/down-selling represents a logic within the checkout. The following points are intended to illustrate the practical implementation:
Up/down-selling is started by calling up a checkout.
The logic develops from the targets.
A checkout call is therefore started for a desired target offer .
If the tag settings defined in up/down-selling apply, up/down-selling is carried out automatically within the checkout process.
Up-/down-selling performs a change exclusively from source offer to target offer.