Upselling is a powerful feature recently added to our customer dashboard. With upselling, you’re able to show relevant items on the checkout screen and prompt users to quickly add them. These upsells use parameters that are customizable, and can be based on what’s in the cart, time of day, user segment, and more.
How Upselling Works
Determining what item to upsell is controlled by the following:
- Standard Upsell Rules. These will have the most customizable parameters, including cart conditions, user segment restrictions, tenders, and more. Standard upsell rules are checked first by the system, to see if the user qualifies based on the specifications.
- Catch-All Rules. These will only specify an exclusion group, and the capability to link schedules. A catch-all rule is checked after all standard rules, and applies to any cart items – it’s a backup “when in doubt, sell fries” type of rule. Since schedules can be linked, you can still restrict catch-all upselling based on time periods to have different ones for periods like lunch and dinner.
- Automatic Upselling. This is based on historical transaction data, and is a form of intelligent upselling similar to how online shopping recommends what other people with similar items in their cart have purchased. The automatic upselling applies after any standard rule has been checked, and if no catch-all has been created.
Note that the system will never upsell and item that is already in the cart, and we also recommend using exclusion groups. You may choose to have multiple rules active at once. For example, you may want to have a standard rule with specific conditions, as well as a catch all rule in case users don’t qualify for the standard upsell.
The upsell conditions are the specific rules that a user must satisfy in order for the upsell to apply. In the case of standard rules, this includes : applicable user segment, active date range, schedule restrictions, tenders, and item groups. Segments, schedules, tenders, and item groups can include more than one for each selection. For example, you can set a standard upsell for for both lunch and dinner, to three different user segments.
The item groups are used to set cart rules that must be satisfied for the upsell rule to apply. In the below example, a user would need to have one item from either specified section to qualify.
Exclusions are used to exclude certain items from the upsell rule. For example, if the rule upsells a Coca-Cola, then you likely want the “Drinks” menu section in the exclusion group. That way, we won’t upsell a drink to a cart that already contains a drink. The exclusions are applicable to both standard and catch-all upselling rules.
Variants allow a rule to upsell different items. They are randomly chosen if the rule conditions are satisfied, with equal distribution amongst the variant options. These are great for testing to see which upsell items convert best for rules. We track and provide analytics around all your rules and variants, so you can see which ones are performing best.
Watch the video for a detailed walkthrough of upselling setup:
Hangry provides campuses with a cross-functional, branded mobile app that includes modules for: food ordering, dietary filtering, nutrition tracking, campus-wide loyalty & rewards, rich-push marketing, announcements, surveys, and feedback. Built by us, driven by you, trusted by your users.