MarketConnect Promotions and Upsells

From WHMCS Documentation

Revision as of 23:52, 16 May 2017 by Matt (talk | contribs) (View Cart Page)

WHMCS MarketConnect comes with ready made landing pages and promotions/upsells built into the client area and shopping cart user experience.

You can control these and turn them on and off via the MarketConnect management page within the admin area.

Promotions

When enabled, MarketConnect can show promotional messages to customers promoting products and services which they do not have. These are supported in the Client Area homepage, the services list, specific product details and in the cart process.

Homepage

When the homepage banners are activated, they will show for logged in clients that don't have the service being offered. In this example a client has a hosting package but has not ordered a Weebly Site Builder service. We show them a banner highlighting the pricing we have configured in the Admin interface:

Screenshot 2017-05-16 11.37.28.png

The learn more link takes you to our product specific landing page. The highlighted button takes you into a store page where you can setup the details of your order and progress to checking out.

Product Detail Page

When the product details options are activated, they will show on products that have not already ordered that service. In this example the client does not have spam filtering, so they are shown a banner about it.

The learn more link takes you to the product specific landing page. The highlighted button takes you into a store page where you can setup the details of your order and progress to checking out.

Product List Page

When the product list page is enabled, we add a banner to the sidebar that allows you to promote additional services to your customers. In this example the customer has a hosting account but no site builder, so we show an advertisement.

The banner takes you to our product specific landing page.

View Cart Page

When the view cart promotion is enabled, we add a banner underneath the existing items in the cart if there is a product in the cart but not this type of product. In this example the customer is shown a promotion for adding a SSL certificate to their hosting order.

Cart-ssl-upsell.png

Clicking the button will add the product to the cart with the price and taxes in the summary section.

Checkout Page

When the checkout page promotion is enabled, if a customer proceeds to checkout without adding an additional service we offer them the chance to add it before completing the order. In this example you can see a promotion for an ssl certificate above the complete order button.

Upsells

WHMCS can show users recommended products that they may upgrade to after making an initial choice. This provides a simple and convenient way for customers to see alternative options that are available and might be better suited to them. We refer to these as upsells. Upsells are shown when a customer adds MarketConnect service to the cart. Version 7.2.0 includes two upsell opportunities: in the store landing page and in the product configuration page.

Store Landing Page

The SpamExperts landing page allows you to select which type of service and shows discounts if you bundle multiple different services.

Product Configuration Page

Each of the MarketConnect products are configured in a custom product configuration page. This page will also display an upsell opportunity if the customer does not have a top of the line product selected. In this example, the customer has selected a RapidSSL certificate, they are offered the chance to upgrade to a wildcard SSL certificate.

Ssl-upsell-store-order.png