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 easier and increase your sales.

An example of the Recommendation Widget:

Using Upsell & Cross-sell

You can add 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 that are 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 selected 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(s) 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 Smart Search & Filter control panel > 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.

      Using Upsell & Cross-sell

    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 variant of installation: automatically or manually.

Using Upsell & Cross-sell

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.

Using Upsell & Cross-sell

That’s it. Your new widget is 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 is created. As a result, you will see the code which you can insert into your theme template:

Using Upsell & Cross-sell

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

Hide/Show a widget

To hide or show a widget follow these steps:

  1. Go to the Smart Search & Filter control panel > 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 Smart Search & Filter control panel > 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 Smart Search & Filter control panel > 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 deleting action.

Recommendation Widget’s settings

Recommendation Widgets have some settings, and you can manage them in the Settings tab.

Setting Description
Show button Choose what kind of button to show for the product in the Recommendation Widgets or hide the button.
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.
Use custom CSS This option allows writing 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.

Using Upsell & Cross-sell

Widget’s analytics

To understand how the recommendation widgets added to your store affect the store’s conversion, you can analyze the data in the Smart Search & Filter control panel > 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)

You can also see the products your customers clicked from the recommendation widgets in the Smart Search & Filter control panel > Analytics section > Products clicked tab.

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Updated on February 14, 2022

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