Manually Select Upsell/Cross-sell Items

LimeSpot: Personalizer's Upsell and Cross-sell recommendation boxes are a great addition to any store. These boxes help boost sales and drive even more revenue by recommending products to your shoppers through either manually selected products or products that our algorithm has auto-generated for you.

Before we get into how to set up these recommendation boxes, here is a brief overview of both the Upsell and Cross-sell recommendation boxes and why they are   effective.

 
Upsell
  • Present your shoppers with last minute add-ons on your cart page! Use the Upsell recommendations to encourage your shoppers to impulse buy a few extra items before checking out.
Cross-sell
  • Have products that you want to sell together? The Cross-sell product recommendations will enable you to manually select which products to relate to one another.
In the LimeSpot: Personalizer admin panel, you can manually select the items for our Upsell and Cross-sell recommendation boxes individually as well as in groups. You can find complete instructions in article from our knowledge base.
 
You can also manage the pages on your shop as to where you would like to activate the Upsell and Cross-Sell recommendation boxes. You can follow the steps in this article to enable/disable our recommendation boxes on your desired pages.
 
If you would like to learn more about Upselling and Cross-selling techniques, please take a look at this Wikipedia article.
 


Setting Up Your Upsell and Cross-sell Settings
 
  1. Click on Products > Product Tool option from the left hand side menu.
  2. Here you will see a list of all of your shop's items on the left panel. Click on a product and a panel with three tabs: Targeting, Cross - & Upsell and Box Settings will pop up on the right side. Click on Cross - & Upsell. 

    Tip: 
    You can easily search for your items based on keywords and navigate through the items' list page by page.

 

Individual Item Settings
 

  1. Click on the item for which you would like to manually change Upsell, Cross-Sell and/or Related Items settings. 
    NOTE: Make sure you do not check the checkbox. Click on the item image/title itself for the individual mode.
  2. Your selected item's setting panel will appear on the right side of the page.


Upsell & Cross-Sell Items Settings 

  1. From the right panel click on the add button. A pop-up with all your items will appear.
  2. Select the items you would like to Upsell and/or Cross-Sell.
  3. Click on the Add selected items button.



  1. You can choose whether these items are both Upsell & Cross-Sell, Upsell only or Cross-Sell only. You can easily modify these settings by checking/unchecking the Upsell & Cross-Sell buttons.  NOTE: When you select an item at step 3, they will automatically be an Upsell and Cross-sell item for the primary item. For those items you want to keep as Upsell and/or Cross-Sell items, make sure the Upsell and/or Cross-Sell button is checked on the right panel (see below screenshot).
  2. You can assign a custom title to the Upsell and/or Cross-Sell box through the Box Settings tab, which can be found on the right side of Cross - & Upsell. If you leave it blank, the title for that item's Upsell and/or Cross-Sell recommendation box will be the one that you choose in the Box Settings page (LimeSpot Admin Panel > Personalizer > Recomm. Boxes > Customize). NOTE: To alter the Upsell Box message, navigate to Personalizer > Recomm. Boxes. Click on customize, and navigate to the cart page on you webstore. Click on the upsell box on the left panel and select the Basic dropdown menu. You can change the contents of the upsell message here

  
Item Ordering in the Recommendation Boxes

 
  • To rearrange the item ordering, simply drag & drop the items anywhere on the list, using the grey placement arrows to the right:
 

Deleting the Relation Between Two Items

 
  1. To remove the relation between the primary item and it's Upsell and/or Cross-Sell items, click the remove button that appears on the right side of each item when you hover over it.
  2. You will be asked to confirm the action.
  3. Click Remove if you wish to continue.

Note 1: Our Cross-Sell recommendation box will appear on the Product and Cart pages with a maximum of 20 items. If you have selected more than 20 items, the first 20 Cross-Sell marked items will appear.
Note 2: Our Upsell recommendation box will appear only on the Cart page with a maximum of 20 items. If you have selected more than 20 items, the first 20 Upsell marked items will appear.

Group Item/Bulk Editing Settings
 
There are cases when you would like to apply the same item settings to a group of your items (let's call it the Primary list). For such case, follow the steps below:
 
  1. Select the items (Primary list) that you would like to apply the same settings to by checking their checkboxes.
  2. You will see a blue panel appear on the top right side of the settings including all checked items.
    NOTE: You can remove items from the primary items list during any step of the Group Item Settings process by either unchecking their checkbox or clicking on its image in the right panel list.
  3. Once you have selected more than two items, you can begin editing by clicking on the Cross- & Upsell tab.
  4. The remaining item settings (Upsell/Cross-Sell/Related Items) process is similar to the Individual Item Settings explained above.
  5. NOTE 1: You can add/remove items to/from your primary list during any step of the Group Item/Bulk Editing Settings.
    NOTE 2: When you are adding a new item to the primary list after step 5, all of the group item settings will be applied to this item which cannot be undone.
  6. Click Apply to selected Items once you are done.

     

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