How to Add Recommendations

Cross-sell before checkout and suggest related products for upselling

Product recommendations engage customers by suggesting complementary items at checkout.

Example: Starter hosting package with a monthly subscription.

Open the recommendations page

  1. Log in to the Upmind dashboard.
  2. Access it from the dashboard by clicking on Store Catalogue.

Store catalogue

  1. You can also click Settings and select the Product Catalogue tile under Products and Promotions.

Settings > Products and Promotions > Product Catalogue

  1. Select the product you want to add recommendations for.
  2. Click Recommendations.

Recommendations

Create a recommendation

  1. Click Manage on the Recommendations page.
  2. Scroll through the product catalogue and select the items to recommend alongside the base product.
  3. Click Save.

Select products

Customise recommendation text (Optional)

  1. Click the gear icon to edit the description shown with the recommendation popup.

Edit recommendation

  1. To override the default product description, uncheck the box and enter custom text.
  • The Is active box makes the product visible to customers and staff on the product/service order section.

Check the box

Edit the button label (Optional)

  1. Click the Label field on the recommendation popup settings.
  2. Enter custom text for the action button (default is Add to basket).

Edit button label

Customer experience

When purchasing the base product, customers see a pop-up recommending the selected products with an option to add them to their basket or proceed to checkout.

Frequently bought together