Customer Success Portal
            Knowledge Base Truvi Commerce Marketing Upsell

            Upsell Marketing

            The Up-Sell feature allows you to create customized messaging to display to your customers on your website and to your staff on the POS, enticing them to increase their purchase for an added benefit.

            Follow the steps below to setup the Up-Sell feature for your winery:


            • Select Marketing from the left side menu
            • Select the Upsell option
            • Click the green Add New button at the top right of your screen
            • Review and complete each of the Tabs (General Information, Customer Information and Order Information) completing the required fields. 
            • Once all  required data is populated on each of the tabs, Click Create


            Below are the available fields on each tab of the up-sell creation. Fields marked with * are required.

            General Information
            Name *
            Is Active * - Yes/No
            Priority * - Enter a numerical value from 1-9
            Start Date - Select the start date that this marketing message will begin to display
            End Date - Select the end/expiration date that this marketing message will no longer display
            Website Message * - Available Tags: {items_remaining_in_discount} {amount_remaining_in_discount} {customer_ltv_remaining_in_total} {customer_last_12month_ltv_remaining_in_total}



            Cart Popup Message * - Available Tags: {items_remaining_in_discount} {amount_remaining_in_discount} {customer_ltv_remaining_in_total} {customer_last_12month_ltv_remaining_in_total}



            POS Message - Available Tags: {items_remaining_in_discount} {amount_remaining_in_discount}



            Confirmation Message - This message will appear right after the cart conditions are met.
            Order Types * - (Internet, Phone, Email, Mail, Fax, InPerson, Club, Credit Memo, Trade, Telemarketing, Third Party Marketing, Corporate Order, Employee Order)


            Customer Information
            All fields below are optional and are intended to help you segment who receives your marketing up-sell messaging based on their customer data.
            Relationship With Customer
            Birthday Approaching In X Days
            LTV Amount From/To
            Last 12 month LTV Amount From/To
            Customer For More Than X Days
            Customer For Less Than X Days
            Has Purchased Amount More Than
            Has Not Purchased Amount More Than
            Last Purchase More Than X Days
            Last Purchase Less Than X Days
            SKUs Purchased
            SKUs Not Purchased
            Member Of Clubs
            Not Member Of Clubs
            Club Member For More Than X Days
            Club Member For Less Than X Days
            Club Membership Status

            Order Information
            All fields below are optional and are intended to help you segment who receives your marketing up-sell messaging based on their current cart contents and value.
            SKUs In Cart
            SKUs Not In Cart
            Items In Cart More Than X Number of Items
            Items In Cart Less Than X Number of Items
            Has Subtotal More Than X Amount
            Has Subtotal Less Than X Amount

            Updated: 04 Aug 2019 01:45 AM
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