Manage Recommendations

Enter a unique name for the recommendation.

The position determines where the recommendation displays in the checkout process. There are several options for where a recommendation can be positioned, such as:

• On an extra page before the order An agreement between a seller and a buyer to exchange goods and/or services for money. An order can: - contain multiple products and quantities; - have multiple financial transactions. A preorder authorization is considered an order. process
• In the cart
• Below the product
• In a pop-up window
• As an additional line item
• On the review page The review page contains summary information about the purchase a customer is about to make.
• After the cart
• On the confirmation page The confirmation page is displayed after a customer makes a purchase. The confirmation page contains the order confirmation and delivery information.
• In the confirmation email

Use the Template option to display recommendation information for a specific position. Not all templates work for all positions.

Most of the positions for cross-sells and sub-sells require a template in order to work. Up-sells must have a template selected.

If a position requires a template, the Template field becomes active for selection. Click Show Example Screenshot for a preview of a template. The preview only works for default templates provided by Cleverbridge, not for custom templates.

Use the positions that don't require a template when a recommendation is presented as an additional line item in the cart. These positions are:

• Upper area
• Lower area

If a position doesn't require a template, the Template field is locked down and can't be selected.

There are several default templates provided, which must be formatted by the Cleverbridge design team to match your website's style. Custom template configurations can be created for different recommendations, depending on your company's business needs.

To discuss the positions and templates for your recommendations, contact Client Experience.

The Active option determines whether or not a recommendation is available to be displayed in the cart.

The Valid from and Valid to options determine when a recommendation is available to be displayed in the cart. If you don't enter valid dates and times, the recommendation is always available to be displayed in the cart when active. This setting is based on the date and time settings of your computer.

1. Click the toggles to activate the Valid from and Valid to fields.
2. Enter a date and time for the duration of the recommendation.

The quantity of the recommendation is always equal to the quantity of the original product. If the quantity of the original product changes, the quantity of the recommendation also changes.

The license quantity of the recommended product is equal to the license quantity of the original product. This is typically used by companies selling expensive products, where more than one license is generated per product quantity purchased. This option only works if you select the Equal number of licenses for cross- and sub-sells option in the original product's settings within the Product Attributes section of the Product portal.

The recommendation quantity doesn't depend on the original product quantity, but it can't exceed the original product quantity. The customer can set the original product quantity and that of the recommended product separately.

The recommendation quantity can't exceed a specified limit. When selecting this option, the Quantity Limit field becomes active.

The recommendation displays in the cart, but by default it is not added to the order. The customer must add the product to the order.

An opt-in may give customers the feeling they have more control over the purchase of a recommendation, which potentially creates a more positive customer experience.

The recommendation displays in the cart, and by default it is added to the purchase. The customer must remove the product from the purchase.

An opt-out can potentially create a negative customer experience. It's possible that customers won't recognize that the opt-out is in the cart, causing a higher refund request rate. However, the customer experience highly depends on your demographic and the products being offered. Test an opt-in vs an opt-out to determine if either significantly changes the conversion rate. See Perform Multivariate Testing.

The recommendation displays in the cart, and by default it cannot be removed. This is typically used when offering a free future upgrade of the product or a previous version of the same product.

The recommendation always displays in the cart when the original product is added. A parameter name is not needed or used.

This option is typically used with extended downloads or other products that should always be presented with the original product in the cart. This option is less flexible and gives you less control of displaying recommendations in the cart.

The recommendation only displays when the parameter name is included in the URL.

This option is typically used when the recommendation is offered on a unique basis, such as for a product offering in email campaigns. This option offers more flexibility and control of displaying recommendations in the cart, but also requires more maintenance.

The recommendation appears either when no parameter name is defined or when a parameter name is specifically defined. If no parameters are defined in the URL, then a recommendation appears. However, if another recommendation has a parameter name defined in the URL, then the original recommendation does not display, unless it also has a parameter specifically defined. This is the default option, and it gives you the most flexibility.

Multiple Recommendations

A comma acts as a placeholder for specific parameters and means that you don't have to include a specific parameter name in a URL for a recommendation to be displayed. For example, if you have several recommendations, instead of manually including every individual parameter name, you can simply add a comma at the end of the &recommendation= parameter string. All active recommendations that have Displays with or without parameter selected display in the cart.

The Discount limit for quantity of licenses option limits the quantity of units that can be discounted when a customer purchases multiple quantities of the same product. Select the maximum number of units that can be discounted.

The Apply to billing interval(s) option applies the discount to subscription-billed products. Select a number to control how many billing events have the discount. Use 0 to discount only the initial purchase, which means later billing events are full price. Use numbers greater than 0 to specify how many billing events are discounted. If you turn off this toggle, then the coupon applies to all interval billing intervals.

The Percentage Discount option allows you to set a specific percentage which will be subtracted from the price of a product. To offer a percentage discount, do the following:

1. Select Percentage Discount from the drop-down menu. The Percentage field is displayed.
2. Select the percentage you want to offer as a discount.
3. Click Save.

The Percentage Discount (Volume Scale) option allows you to set a specific percentage which will be subtracted from the price of a product. This is useful for products that are sold in multiple quantities. To offer a percentage discount for a product purchased in volume, do the following:

1. Select Percentage Discount (Volume Scale) from the drop-down menu. A grid with quantities and percentages displays.
2. In the Quantity column, enter the volume scale, with each row representing the next tier of the scale. For more information, see Use Volume Pricing.
3. In the Percentage column, enter the percentage discount for each row of the volume scale. For more information, see Use Volume Pricing.
4. Click Save.

The Absolute Discount option allows you to set a specific amount which will be subtracted from the price of a product. To offer an absolute discount, do the following:

1. Select the Absolute Discount option from the drop-down menu.
2. Select and enter the appropriate information in the following fields:
• Price type for taxation
• a price grid
3. Click Save.

The Absolute Discount (Volume Scale) option allows you to set a specific amount which will be subtracted from the price of a product. This is useful for products that are sold in multiple quantities. To offer an absolute discount for a product purchased in volume, do the following:

1. Select the Absolute Discount (Volume Scale) option from the drop-down menu.
2. Select and enter the appropriate information in the following fields:
• Price type for taxation
• Volume pricing method. For more information, see Use Volume Pricing.
• a price grid
3. Click Save.

The Fixed Price option allows you to set a discounted price for a product. This price is a lower version of the original product price. To offer a fixed price discount, do the following:

1. Select the Fixed Price option from the drop-down menu.
2. Select and enter the appropriate information in the following fields:
   • Price type for taxation
   • a price grid
   • a toggle (Show original price and discounted price)

     Note

     Only select this option, if you want the original price and the new price to be shown. See the example below.

3. Click Save.

The Fixed Price (Volume Scale) option allows you to set a discounted price for a product. This price is a lower version of the original product price, and this option is useful for products that are sold in multiple quantities. To offer a fixed price discount for a product purchased in volume, do the following:

1. Select the Fixed Price (Volume Scale) option from the drop-down menu.
2. Select and enter the appropriate information in the following fields:
1. Price type for taxation
2. Volume pricing method. For more information, see Use Volume Pricing.
3. a price grid
4. a toggle (Show original price and discounted price)

Note

Only select this option, if you want the original price and the new price to be shown.

3. Click Save.

The Recurring Price option allows you to set a unique price for each subscription billing event. These prices are lower versions of the original product price. To offer different prices for different subscription billing events, do the following:

1. Select the Recurring Price option from the drop-down menu.
2. Select and enter the appropriate information in the following fields:
• Price type for taxation
• a price grid
3. Click Save.

The Recurring Price (Volume Scale) option allows you to set a unique price for each subscription billing event. These prices are lower versions of the original product price, and this option is useful for subscription products that are sold in multiple quantities. To offer different prices for a product subscribed to in volume, do the following:

1. Select the Recurring Price (Volume Scale) option from the drop-down menu.
2. Select and enter the appropriate information in the following fields:
• Price type for taxation
• Volume pricing method. For more information, see Use Volume Pricing.
• a price grid
3. Click Save.

Use the Original Products section to define which products initiate the recommendation. When a customer adds an original product to the cart, the recommendation is applied. The original products work independently from each other.

Add Original Products

To add original products to a recommendation, complete the following:

1. Click the Select Product button at the top of the Original Products table.
2. Search for and select the product(s) that you would like to add to the recommendation.
3. Click OK.

Remove Original Products

To remove original products from a recommendation, complete the following:

• In the Original Products table, click the trash can icon to the right of the original product that you would like to remove.

Use the Recommended Products section to define which products are recommended with the original products.

Add Recommended Products

To add recommended products to a recommendation, complete the following:

1. Click the Select Product button at the top of the Recommended Products table.
2. Search for and select the product(s) that you would like to add to the recommendation.
3. Click OK.

Remove Recommended Products

To remove recommended products from a recommendation, complete the following:

1. Select the checkbox to the right of the recommended product that you would like to remove.
2. Click the trash can icon in the Recommended Products table.