Problem
Does RecTrac/WebTrac provide a way to entice customers purchasing one thing to purchase another related thing?
We're looking for a 'because you bought this, you might want that' type feature for our patrons in WebTrac.
Solution
Yes. Upsell Management provides this functionality in RecTrac 3.1.
Upsell Management allows you to create links between items so that when patrons use WebTrac to purchase a certain product or service, you can introduce the patrons to other products or services that are related to what they are purchasing. For Example: You offer a number of different Yoga programs. You also have a 12-Punch Pass which can be used for Yoga. Upsell Management allows you to link your Yoga programs to the 12-Punch Pass (and vice versa) so that when a patron adds a Yoga Class to the Shopping Cart, the patron will see a pop-up showing your 12-Punch Pass with words, such as, 'Recommended because you purchased <this program>.' The 12-Punch Pass is a clickable link, thus enticing the patron to purchase the Pass as well as the Yoga Class.
Upsell Management is customizable and allows you to create links to items/services within the same module (i.e. when a customer adds a Swimming program to the cart, you can have other Aquatics programs display) OR across modules (i.e. when a customer adds an Activity to the cart, you can recommend a Pass, or when a customer adds a Facility Reservation to the cart, you can recommend a selection of Rental Items, or when a customer adds a Trip to the cart, you can recommend a series of Inventory Items, etc) OR any combination of the above.
Note: Upsell Management is not Affinity Analysis and does not recommend products for your patrons based on their past purchases. Upsell Management is a process whereby you control the purchase recommendations for your patrons based on what they are putting in the shopping cart during their current session only.
To Create an Upsell Management Record
1. In the Standard VSI Design, go to Management Ribbon System Management Misc Management group Upsell Management.
2. Click Add to launch the Upsell Details group. This will appear at the bottom of your browser.
3. Expand the Drop-down list for Base Option and make your selection. The Base Option is the RecTrac Module, Module Category or Module Type that you wish to use as the trigger for the Upsell. For Example: If you want to upsell a 12-Punch Pass when patrons add a Yoga program to the shopping cart, then you would select an Activity-based Base Option here. Whether you select Activity, Activity Section, Activity Category, or Activity Type is up to personal preference. If all your Yoga programs fall under the same Type, then it might make more sense to select Activity Type in this field. If, on the other hand, you only want to upsell the Punch Pass with the purchase of a specific Yoga program, then it might make more sense to select Activity in this field, etc.
4. After making a Base Option selection, click the Combo Box icon for the next field and make selections as needed. Multiple selection is allowed. The item(s) you select in this field act as the trigger for your Upsell in WebTrac. When an item listed in this field is added to the cart, WebTrac displays the Upsell items as determined by your settings in the Link To Option fields. For Example: Your Base Option is Activity Type and you have 'Yoga' listed in this field. Your Link To Option is Pass and you have '12 Punch Fitness' listed in that Combo Box. The purchase of a Yoga enrollment in WebTrac will trigger the Upsell, and your 12 Punch Fitness Pass Code will be displayed as a click-able link for the patron.
5. Expand the Drop-down list for Link to Option and make your selection. The Link to Option and the item(s) you select in the next field will be displayed as your Upsell in WebTrac. For Example: Your Base Option is Pass Type. You then would click the Combo Box icon to select the Pass Type System Code(s) that you want patrons to see when the Upsell is displayed.
6. After making a Link to Option selection, click the Combo Box icon for the next field and make selections as needed. Multiple selection is allowed. The item(s) you select in this field are the Upsell items that appear in WebTrac. When an item listed in the Base Option fields is purchased, WebTrac displays the Upsell items as determined by your settings here. For Example: Your Base Option is Activity Type and you have 'Yoga' listed in the field. Your Link To Option here is Pass and you have '12 Punch Fitness' listed in this Combo Box. The purchase of a Yoga enrollment in WebTrac will trigger the Upsell, and your 12 Punch Fitness Pass Code will be displayed as click-able links for the patron.
7. Click Save. The record will move into the Upsell Management DataGrid.
8. Repeat these steps as necessary to create other Upsell Records.
9. Use the '?' icon for further information and examples, if needed.
RecTrac 10.3 Users, refer to Knowledge Base 2751.