Cross-selling and Product Recommendations In WHMCS

WHMCS 8.5
We added cross-selling and product recommendations in WHMCS 8.5.

Cross-selling allows you to display product recommendations to your customers while they shop. These products display in accordance with the products the customer has already added to the shopping cart or already purchased. You can determine the recommendations for a specific product when you configure it.

Cross-selling Locations

Product recommendations display in several locations as customers order products from the Client Area:

You can choose which locations display recommendations when you enable and configure them (see below).

After Adding to the Cart

Clients will only see product recommendations in this step if they are associated with the product that the client added.

View Cart and Checkout

Product recommendations only display on the Review & Checkout and Checkout pages once per cart session. They will not display again until the client makes a purchase and then adds the product to a new cart session.

If you enable the Product Cross-sell Style setting, the system will group recommendations here by the associated product. If multiple products include the same recommendation, a recommended product may appear multiple times. If you disable the Product Cross-sell Style setting, no duplicates will appear.

Order Confirmation

The Product Cross-sell Style setting does not affect product recommendation display on this page. Instead, clients will see a group of recommendations for the ordered products. If you enabled Recommend Existing Services on Order Confirmation, then clients will also see a group of recommendations for the products that they already own.

Enabling and Configuring Cross-selling

Before customers can see product recommendations for your individual products, you must enable cross-selling for your WHMCS installation.

To do this, use the related settings at Configuration () > System Settings > General Settings in the Ordering tab. You can choose where to display recommendations, how many to display, whether to recommend previously-purchased services, and whether to display details about why products are recommended.

For more information about these settings, see Ordering Tab and How to Configure Cross-selling.

Configuring Product Recommendations

You can configure how products appear when displaying as a recommendation in the Details tab at Configuration () > System Settings > Products/Services.

Use the Product Tagline setting to specify a tagline for the product, and use the Product Short Description setting to specify an abbreviated description for the product.

Currently, these only display within product recommendations.
These settings offer translations support.

For more information, see Products and Services and How to Configure Cross-selling.

Adding Recommendations to a Product

You can add recommendations to individual products in the Cross-sells tab at Configuration () > System Settings > Products/Services.

A maximum of 30 items will appear in the product selection menu. Using the search feature will allow the system to display products that it did not initially list.