Users who don’t qualify for promotions present an upselling opportunity: you can make them aware of what they need to do in order to receive a promotion. For example, you can encourage users to purchase more products by displaying a “Buy one more box of light bulbs and get the next one free!” message on a checkout page.
In order to display upsell incentives for a given promotion, you need to describe the circumstances under which those incentives are appropriate. For example, if a promotion gives free shipping to orders over $2500, you might want to display an upsell incentive when orders are $2400 that says “Free shipping if you spend $100!” You specify these circumstances as Promotion Upsell items. A Promotion Upsell has three main parts: a rule that says when it applies (orders greater than $2400), media items that display when the rule is met (“Free shipping if you spend $100!”), and a priority. When the Promotion Upsell rule fits for a user’s circumstance, the user’s profile receives a reference to that Promotion Upsell.
You can also define an Upsell Action, which is a list of upsell products. For example, products that cost $100 could make up your Upsell Action. Buying one such product qualifies a user for the free shipping promotion.
Once you have defined the Promotion Upsells and Upsell Actions for a promotion, you need to decide how those Promotion Upsells will be detected. You can design scenarios to add items to a slot that are accessed in a page or send an email when a user obtains a Promotion Upsell.
Follow these steps in this order to create alert notices about a user’s proximity to a promotion:
The Page Developer creates the text and media that advertises how close a user is to qualifying for the promotion. These items are called media items and you will need to know where they are located in order to complete the steps below.
Create the promotion. See Creating Promotions for instructions.
Describe the Promotion Upsell, when users qualify for it, and the promotion it is associated with. See Creating Promotion Upsells.
Specify upsell products in an Upsell Action. See Working with Upsell Actions.
Enable the upsell option on the promotion. See Updating the Promotion.
Activate the upsell notification by creating a scenario that uses it or instruct a page developer to incorporate it into a JSP. See Detecting a Promotion Upsell.
