Optimize

The Optimize module within the Subscription Commerce Manager allows you to access the tools required to help you acquire new customers and increase the overall value of each transaction. The available options include:

Cross / Up & Subsells

In the Cross / Up & Subsells section, you can set up the products that are recommended to customers during the checkout process. These recommended products are an addition to, or a replacement for the original products that the customerClosed An individual or business purchasing your product or service by placing an order through Cleverbridge. The customer is the end user of this product, as they are not allowed to resell the purchased products or services. ​ A customer is unique per client. If a customer purchases products or services from two different clients, there are 2 separate records of said customer.​ added to the cart. Recommendations are important for increasing the number of products purchased and the overall cart value.

Dashboard

On the Cross / Up & Subsells dashboard, you can find the following:

Add a Cross-Sell

A cross-sell is a similar, additional product that is packaged with the original product the customer selected. This additional product can be offered at a discount. By adding a cross-sell, you can compel the customer to add more products to the cart, thereby increasing the cart value.

Example

Examples of cross-sells are:

  • Similar products in your catalog
  • Product bundles

To add a cross-sell, complete the relevant information in the following sections:

Add a Sub-Sell

A sub-sell is a supporting product that is frequently dependent on the original product in the cart. When the sub-sell is dependent, the additional product can’t be purchased by itself (for example, a technical support plan for your software). On the other hand, you can also configure an additional product so that customers can purchase the sub-sell in the event that they remove the original product from the cart, see Products ✱. By adding a sub-sell, you can compel your customers to add more products to the cart, thereby increasing the cart value.

Example

Examples of sub-sells are:

  • Extended download
  • Support package

To add a sub-sell, complete the relevant information in the following sections:

Add an Up-Sell

An up-sell is a better product that replaces another product in the cart. The original product is removed from the cart. The up-sell increases the cart value because the customer pays for a more expensive product than the one originally selected.

Example

Examples of up-sells are:

  • A more advanced version of a product, such as a “professional” version
  • A higher-priced product
  • Additional licenses

To add an up-sell, complete the relevant information in the following sections:

Promotions

In the Promotions section, you can set up price discounts, such as a specified percentage or amount of money off of the regular product price. A promotion can also be a product offering that deviates from your standard product offerings. It gives customers an incentive to buy a product. Promotions boost sales or reward loyal customers.

Example

Examples of promotions are:

  • Freebies
  • Limited-time offers
  • Holiday specials

In the Promotions section, you can find the following features and options:

Dashboard

On the Promotions dashboard, you can find the following:

Add a Promotion

A promotion is a price discount, such as a specified percentage or amount of money off of the regular product price (Item Level Promotion) or a discount from the total value of the cart (Cart Level Promotion).

For use cases showing how to set up the cart level promotion, see Implement Cart Promotions. To add an item level promotion, complete the relevant information in the following sections:

MVT Campaigns

MVTClosed Multivariate testing (MVT) is a technique for testing two or more different variables in the checkout process to determine which variable creates more revenue or a higher conversion rate. campaigns are used to perform multivariate testing, as well as to route customers by region, language, browser, or operating system without performing testing. In the MVT Campaigns section, you can find the following features and options:

Dashboard

On the MVT Campaigns dashboard, you can find the following:

Add an MVT Campaign

You can use the MVT Campaign section to add, view, and edit MVT campaigns used for multivariate testing. You can also use this portal to route customers by region, language, browser, or operating system without performing testing.

For more information on implementing MVT campaigns, see Basic Steps for Implementing an MVT Campaign.

To add an MVT campaign, do the following:

  1. Click Add MVT Campaign and enter a unique name for the campaign.
  2. In the Display URL field, enter a unique identifier to be added to the end of the display URL. The first part of the URL is pre-filled. This URL is used as the campaign URL and is visible to customers.
  3. Click the Copy Copy button to copy the URL and paste it in your website. The Active checkbox defines whether or not this campaign is actively used for testing.
  4. Add candidates to the campaign. Enter information in the following sections:

Monitor an MVT Campaign

There are two ways to monitor your campaigns:

Tip

When you are optimizing the checkout process and performing multivariate testing, take note of several best practices for achieving the best test results. See Best Practice: Test with MVT Campaigns.

Tip

An important best practice is to use a display URL on your website with an underlying destination URL. See Best Practice: Use Display URLs.