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Creating Product Offer Recommendations

You can define upsell and cross-sell recommendations for product offers. You can recommend the product offer to customers who have a specific installed asset or to customers who add a specific item to a quote or order.

You can define translations of the recommendations so they are displayed in the customer service representative's language. For information about how the customer service representative can view the recommendations, see Viewing Product Offers for an Account.

For example, you are creating a product offer for unlimited text messaging for $10 for a month. You want to present this product offer as an upsell recommendation to wireless service customers who already have the pay-as-you-go text message plan. To accomplish this, you do the following:

• You create a recommendation when you define this product offer, and you select Wireless Service as the subject product. This product offer is the default value of the object product.
• You set up a compatibility rule that states that this product offer requires customers to have the pay-as-you-go text message plan.

When customer service representatives view the installed assets of wireless services customers, they can select Recommendations from the menu to display this product offer. The compatibility rule ensures that the product offer is displayed only for customers who have the pay-as-you-go text message plan. For more information about recommendations, see the chapter about product recommendations in Siebel Order Management Guide.

This task is a step in Process of Creating Product Offers.

To create product offer recommendations

1. Navigate to the Administration - Product screen, then Product Offers view.
2. Select the Product Offer that you want.
3. Click the Recommendations view tab.
4. Add a new record to the Recommendations list, and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Subject Product	Select the product that the customer must own or be interested in buying to get this recommendation.
   Object Product	This field displays the product offer, which is the upsell or cross-sell product recommended to the customer.
   Reason	Enter the message to be displayed in the Messages list. The message is used by customer service representatives to tell customers the reason that they should purchase the upsell or cross-sell product.
   Effective From and Effective To	Enter the start date and end date of the period when this recommendation is active.

5. To specify translations for the text message that you entered in the Reason field, do the following:
   1. Select the record that you want to translate in the Recommendations list.
   2. In the Translations list that is below the Product Recommendations list, add a new record for each translation, and complete the necessary fields. Some fields are described in the following table.

      Field	Comments
      Language	Enter the language code for the translation. For example, if this record contains the French translation of the message text, then enter the code FRA.
      Reason	Enter the translation of the message text. This translation is displayed in implementations in the language that you specified. For example, if the company has a Siebel implementation or a Web site in French, then this French translation is displayed in that implementation.