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How to configure products for upsell on customer account?

Once a customer commits to a subscription, the focus shifts to retention and maximizing customer lifetime value (LTV). Recurpay's Upsell feature allows you to recommend relevant add-on products directly within the customer's portal, letting subscribers boost their upcoming orders with a single click.

How to Configure Targeted Upsells

Follow these steps to set up and manage your portal upsell recommendations:

  1. Navigate to Revenue Boosters: Log in to your Recurpay dashboard, go to the Settings menu in the left sidebar, and select Revenue Boosters > Upsell existing subscribers.

  2. Create an Upsell Policy: Click to add a new recommendation rule. You will define a Trigger Product (what they currently subscribe to) and an Upsell Product (the add-on item you want to suggest).

    • Example: If a customer subscribes to your Coffee Beans, you can create a policy to automatically recommend a Reusable Coffee Filter or a Grinder.

  3. Activate and Review: Toggle the policy status to Active. The targeted add-on will now appear prominently as a recommended box layout inside the portal for qualifying subscribers.

  4. Manage or Disable Policies: To adjust your strategy or stop a recommendation, return to the Upsell existing subscribers list. You can edit the product pairs or remove the policy entirely at any time.

The Benefit: Tailored post-purchase recommendations help increase your Average Order Value (AOV) and overall subscription revenue effortlessly, without relying on new marketing traffic.

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Need Help? If you face any issues while configuring your upsell policies, reach out to our team at help@recurpay.com or start a live chat anytime on your dashboard for real-time assistance. We are available 24x7.

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