How to Add Recommendations

Product recommendations engage customers by suggesting complementary items at checkout. Example: Starter hosting package with a monthly subscription.

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Open the recommendations page

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

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

4. Select the product you want to add recommendations for.
5. Click Recommendations.

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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.

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Customise recommendation text (Optional)

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

2. 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.

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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).

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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.