Using Upsell & Cross-sell

Introduction

The Upsell & Cross-sell Widget or Recommendation Widget is an automatically-generated list of product recommendations in your online store. It allows your customers to discover new products more easily and increases your sales. An example of the Recommendation Widget:

You can add the Recommendation Widget to different pages of your online store:

1. Manually to any page
2. Automatically to specific pages:
   • Home page
   • Collection pages
   • Product pages
   • Search Results page
   • Cart page

Types of Recommendation Widget

Type	Description	Pages for placing
New Products	Includes recently added products.	Any page
Featured Products	Includes products selected manually.	Any page
Similar Products	Includes products that are similar by one of the options: product type, product options (size and color), tag, vendor, or collections. Your customers will see products similar to the product they are viewing at the moment.	Product page
Most Popular Products	Includes the all-time bestselling products of your online store.	Any page
Products by Attribute	Includes random products of a selected product type, vendor, or collection, or random products with a specified tag.	Any page
Customers Who Bought This Product Also Bought	Recommends products other customers bought together with the viewed product within the same purchase. If the currently viewed product has not been purchased together with other products, this widget will not be shown for it.	Product page Cart page

Add a widget

To add a widget to your store, follow these steps:

1. Go to the Searchanise Search & Filter control panel > Merchandising & Promo > Upsell & Cross-sell section > General tab.
2. Click the + button in the top-right corner. The adding page will be opened.
3. Choose the type of widget.
   1. For the Featured Products type, add products that will be displayed in the widget.

      

   2. For the Similar Products type, select an option in the Based on setting based on the products will be displayed.
   3. For the Products by Attribute type, select a product detail and its value in the Based on setting based on which the products will be displayed.
4. Optionally, change the Title.
5. Choose the installation variant: automatic or manual.

Adding automatically

1. Choose the Auto option.
2. Choose pages where you want to show the widget in the Install on setting.
3. Click the Create widget button at the top.

That’s it. Your new widget has been created. You can now check out how it looks on the pages you selected.

Adding manually

1. Choose the Manual option.
2. Click the Create widget button in the top-right corner.

Your new widget has been created. As a result, you will see the code that you can insert into your theme template:

Next, follow these instructions to add recommendation widgets manually to your theme files.

Hide/Show a widget

To hide or show a widget, follow these steps:

1. Go to the Searchanise Search & Filter control panel > Merchandising & Promo > Upsell & Cross-sell section > General tab.
2. Click the Edit recommendations button in the top-right corner.
3. Change the widget’s status from Active to Hidden or vice versa.
4. Click the Save changes button.

Edit a widget

To edit a widget, follow these steps:

1. Go to the Searchanise Search & Filter control panel > Merchandising & Promo > Upsell & Cross-sell section > General tab.
2. Click the Edit link next to the widget you want to change. The editing page will be opened.
3. Change the options.
4. Click the Save widget button.

Delete a widget

To delete a widget, follow these steps:

1. Go to the Searchanise Search & Filter control panel > Merchandising & Promo > Upsell & Cross-sell section > General tab.
2. Click the Edit link next to the widget you want to delete. The editing page will be opened.
3. Click the Delete widget button and confirm the deletion.

Recommendation Widget’s settings

Recommendation Widgets have settings that you can manage in the Settings tab.

Setting	Description
Show button	Choose whether to show the product in the Recommendation Widgets or hide it.
Display option swatches	The Recommendation Widgets will show size and color variations if you select this option. You should specify all colors in Color families if you want to display them.
Default product image	It is shown only if the Display option swatches setting is enabled. It has 2 variations: Variant image – displays the product image of the preselected variant. Main image – displays the main product image by default until your customer switches option swatches.
Use custom CSS	This option allows you to write your own CSS rules for the Recommendation Widget, which will change its appearance.

The image below shows CSS schematics. You can use it for customization.

Widget’s analytics

To understand how the recommendation widgets added to your store affect your store’s conversion, analyze the data in the Searchanise Search & Filter control panel > Merchandising & Promo > Upsell & Cross-sell section > Performance tab. The analytics data shows a sales funnel for all your recommendation widgets and detailed information about each one:

• Impressions – the number of displays to customers
• Clicks – the number of product clicks in the widgets
• Add to cart – the number of products added to the cart from the widgets (including product clicks into adding them to the cart)
• Item ordered – the number of products added to the cart from the widgets that got into the checkout
• Revenue – the total cost of the ordered products (the app doesn’t consider refunds and discount codes)