How to configure cross-selling in the cart and checkout

Limio offers out-of-the-box cross-selling features to help you maximize customer lifetime value. Cross-selling is a strategy that encourages customers to add related or complementary offers to their existing basket. With subscriptions, cross-selling usually means offering an add-on or a related product that enhances the current subscription plan.

Configuration

Cross-selling in Limio is simple - configure your cross-sell offer or add-on text, attach your cross-sell offers or add-ons to core offers via offer or add-on labels, and configure the Cross-sell component. 

Note that an offer can have cross-sells that are offers and add-ons, however add-ons cannot have any cross-sells themselves.

1 - Configure offers and add-ons for cross-selling

Cross-sell display text

The Cross-sell Display Name and Cross-sell Display Description attributes on offers and add-ons are used to control the text displayed to the customer in a cross-sell scenario. This provides flexibility to use different text when presenting cross-sell offers in the Cross Sell component versus an offer card component. 

To configure cross-sell offer display text:

1. Open the relevant offer by navigating to the Offers tab in the right navigation panel.

2. Select the offer you want to edit, or create a new one.

3. Locate the Cross-sell Display Name and Cross-sell Display Description attributes.

4. Populate the attributes with the desired text.

5. Save and publish the offer.

To configure cross-sell add-on display text:

1. Open the relevant add-on by navigating to the Add-ons tab in the right navigation panel.

2. Select the add-on you want to edit, or create a new one.

3. Locate the Cross-sell Display Name and Cross-sell Display Description attributes.

4. Populate the attributes with the desired text.

5. Save and publish the add-on.

Configure removal behaviour

In some cases, you may only want to allow a customer to purchase a cross-sell if the core offer is still in the basket. For example, if you are selling a full priced offer with a heavily discounted offer as a cross-sell. 

In these scenarios, set the offer attribute labeled "Remove this item from the basket if it was added as a cross-sell and the base offer was removed?" to true. 

Attach cross-sell offers and add-ons to offers

Limio uses the Cross-sell Offers and Cross-sell Add-ons attributes to determine which set of offers and/or add-ons should be displayed as cross-sell options in the shop. Once a label is added to the Cross-sell Offers or Cross-sell Add-ons attributes, you can see which offers and/or add-ons will be involved in the cross-sell scenario in a table below, and change the order of the offers or add-ons.

A note on ordering: Cross-sell ordering in the shop is determined first by the order of items in the basket, and then by the configured order of the offers and cross-sells. 

To attach cross-sell offers to a core offer:

1. Add the same offer label to all the offers you want to cross-sell from a core offer. You do not need to add that offer label to the core offer. Ensure that each of these cross-sell offers are published. 

2. On the core offer, locate the Cross-sell Offers and set that attribute to the offer label you added in step 1.

3. After adding an offer label, you can order the offers by clicking the up and down arrows on the left side of the table. The order in the table will be how the offers are displayed in the Cross Sell component. 

4. Save and publish the offer. Both the core offer and cross-sell offers will need to be published in order for the cross-selling experience to work properly. You can check whether your cross-sells are published by looking at the Status column in the Cross-sell Offers table.

To attach cross-sell add-ons to a core offer: 

1. Add the same add-on label to all the add-ons you want to cross-sell from a core offer. Ensure that each of these cross-sell add-ons are published. 

2. On the core offer, locate the Cross-sell Add-ons and set that attribute to the add-on label you added in step 1.

3. After adding an add-on label, you can order the add-ons by clicking the up and down arrows on the left side of the table. The order in the table will be how the add-ons are displayed in the Cross Sell component. 

4. Save and publish the offer. Both the core offer and cross-sell add-ons will need to be published in order for the cross-selling experience to work properly. You can check whether your cross-sells are published by looking at the Status column in the Cross-sell Add-ons table.

2 - Configure cross-selling in the Limio shop

The Cross Sell component is where the cross-sell offers are displayed. Follow these steps to ensure your cross-selling experience is configured correctly:

1. Add the Cross Sell component to your desired page.
2. Set price visibility: If you are using initial pricing on your offers and add-ons and want to show the price in the Cross Sell component, then set the Show Price prop to True. Otherwise, set this prop to False. If you are using externally priced offers or add-ons, set this prop to False.

3 - Edit cross-sell offers and add-ons

After publishing your initial cross-sell experience, you may want to change the cross-sell offers or add-ons in the future.

If you update the display text attributes of an offer or add-on, remember to save and republish that offer. You do not need to re-publish the core offer. 

If you change which offers are associated with a cross-sell offer label, you will need to click the "Update attached items" button on your core offer. Remember to save and publish the core offer again.

Important: If you do not click the "Update attached items" button, the new offers or add-ons will not appear in any live cross-selling pages.

Customer Behaviour

Here’s how the Cross Sell component will work for customers in a cross-sell scenario:

1. Display cross-sells
   • When a customer adds an offer to the cart that has cross-sells, the cross-sells will be displayed in the Cross Sell component. 
   • If the offer has no cross-sells configured, no cross-sell options will be shown.
   • If there are cross-sells that have the same product as any of the offers or add-ons in the cart, then that cross-sell will not be displayed. 
2. Selecting a Cross-sell Offer
   • If a customer adds a cross-sell to the basket, then the cross sell will be added to the cart as a new line item and will no longer appear in the Cross Sell component. 
   • The Cross Sell component will update based on whether the added cross-sell has any other cross-sells configured. 

3. Removing an Offer

   • If a customer removes an offer from their basket, the cross-sells related to that offer will be removed from the Cross Sell component. 

   • If any remaining offers in the basket were cross-sells of the removed offer and the cascade attribute on that offer is true, that offer will also be removed. 

Tracking in the data layer

Cross-selling can be tracked with the Limio data layer. If a customer clicks on a cross-sell to add to the basket, then the add_to_cart event will be triggered. 

These events help track the success of cross-sell promotions and provide valuable data for analysis.

Read more about the Limio data layer here: How to Configure the Limio Data Layer to Collect User Events for Analytics