What is the Upsell / Cross-sell recipe and how can you use it

Increase the value of every customer's order, by automating your up-selling / cross-selling process, giving product discounts, or making other great offers, as soon as a customer places an order through your website.

This recipe can be used to send out a targeted email campaign when a customer makes a specific purchase, suggesting a complementary product to the one purchased, or offering discounts to more expensive options of the same product category. Help your customers save on shipping, and get them to spend more time on your web catalog.

If you have already found the Up-sell / Cross-sell recipe among the available recipes, and know how recipes are laid out, then let's go right ahead and see the ingredients of this recipe:

A. Overview


The trigger (1) for this recipe is called When someone purchases products with code and, as its name implies, it fires up your automation when someone purchases a product that you specify, from your website. Following the trigger is the Wait for a specific time interval control step (2) which creates a practical distance between the time the customers make the purchase and the time an email campaign is dispatched to them, based on the Then send email campaign action step (3).


B. Changing the Recipe 

If you are already familiar with how to use Action steps and Conditional / Control steps, you can use that knowledge to change parts of this recipe as you see fit. It's exactly like creating or editing one of your own automation designs: you can add steps, remove steps, or edit the steps already available to fit your design's needs.

You can also save your changes as a custom recipe, and use it at your leisure.up_sell_cross_sell_recipe_2.png


C. Using the Recipe

A recipe cannot be activated as is! You first need to complete all the incomplete tasks found in the task list and transform the recipe into a fully functional automation workflow. The Up-sell / Cross-sell recipe requires only the following tweaks:

1. Click on the When someone purchases products with code trigger.


2. Set the trigger options required, using the available fields.up_sell_cross_sell_recipe_3.png

You will need to define the website(s) where the purchase needs to take place in order to trigger your automation. Additionally, you will need need to define the code of the product which needs to be purchased in order to trigger your automation. Click on the Save button when you are done.

3. Click on the Wait a specific time interval step.


4. Set the required time value and measurement unit, on the available fields.up_sell_cross_sell_recipe_4.png

Click on the Save button when you are done. 

5. Click on the Then send email campaign step.


6. Select the appropriate campaign options from the available drop-down menus.up_sell_cross_sell_recipe_5.png

This type of action requires that you define a Subject line, the "From" name, the Content as well as set an optional Emails per day cap so that a customer won't get more emails than you would want on the same day. Click on Save when you are done.


7. Don't forget to activate your automation by toggling the switch to Active.


Remember, this type of recipe requires that you connect your website to your account so that your automation workflows know when your customers make a purchase on your website.