Related & Upsell Products

Modified on Mon, 08 Jan 2024 at 01:32 PM

Related Products

The related products feature gives store admins the ability to cross-sell or recommend additional products to their customers. There are 2 ways to set up related products: Pre-Determined, and Dynamic.


Pre-Determined Related Products

The first method allows store administrators to specify which products should be linked together. 

Setup

  1. Log into your admin console and go to Products > Manage Products
  2. List the IDs of the products you would like to be related (this must be done for each product) on the Options tab. Use the Related Products Helper to find products by name.
  3. Configure the RelatedProducts.NumberDisplayed Setting to determine the maximum number of related products that will display on product pages.

Display 

Related products configured this way will display at the bottom of product detail pages:


 

Dynamic Related Products

The second method of configuring related products allows the software to pick which products are displayed dynamically. It does this by looking at which products customers viewed together in the past. For instance if a lot of customers who view a TV also view a special HD cable, the cable may appear as a related product for that TV. 


Setup

  1. Under Configuration > Settings you can change these setting values:
    Setting NameDescription
    RelatedProducts.NumberDisplayedThis controls how many dynamic related products to display.
    DynamicRelatedProducts.EnabledSetting this to Yes enables this feature.

 

Display 

Related products configured this way will display at the bottom of product detail pages exactly as pre-determined related products do.


Upsell Products

The upsell feature gives store administrators the ability to cross-sell or recommend additional products to their customers.


Setup

  1. Log into your admin console and go to Products > Manage Products.
  2. List the IDs of the products you would like to upsell (this must be done for each product) under the Options tab. You can also specify a discount for upsell products if desired. This discount will only be applied if the product is added to the cart through the upsell window on another product page. Adding that product directly to the cart from its own product page will not apply the discount.
    If you don't know the ID's of the products offhand, click on the Upsell Products Helper bar to the right and you'll be shown a search box, enter the name of a product you are searching for, and all matching products will be displayed. Check the ones you want, and they will be added to the list of upsell products.

  3. Under Configuration > Settings you can change these setting values:
    Setting NameDescription
    UpsellProductsGridColWidthThis controls how many upsell products to display per row.
    ShowUpsellProductsOnCartPageIf this is set to true, upsell products will also be displayed on the shopping cart page (based on the products already in the cart).
    UpsellProductsLimitNumberOnCartIf ShowUpsellProductsOnCartPage is set to true, this determines how many upsell products to display.

 

Display

Upsell products configured this way will display at the bottom of product detail pages and the shopping cart:

 

Restrictions

Upsell products must meet the following criteria or they will not display:

  • Cannot have sizes
  • Cannot have colors
  • Cannot require a text option
  • Cannot be kits
  • Must be published
  • Cannot be deleted
  • Cannot already be in the shopping cart
  • The default product variant of the Upsell product will be added to the cart

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