Overview
Upsell Products are additional products or services that can be booked by the user. With the help of the ruleset, upsell products can be displayed for all of your templates or for specific ones, depending on your needs.
Upsell Products have a dedicated step within the planning process and they'll be displayed in the first checkout step before you need to fill in the personal information. If a template has no upsell product assigned, then the step won't be displayed in the checkout process.
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How to create upsell products?
In order to load an upsell product, please make sure you have the following information available:
Description of the upsell product
Net prices for all service categories
Representative, high-quality picture of the upsell product
Steps to create upsell products:
Go to Cockpit
Click on Inventory
Click on Products
Click on Upsell Products
The Upsell Products page is displayed. Click on the button Create Upsell Product to open the following screen and enter the required information.
Add the Name of the Upsell Product.
Choose the contracted Currency.
Select the Type.
Choose between Insurance, Documentation, Membership, Transport or Miscellaneous.
Add a Description.
Click Save.
After clicking Save, the draft of the upsell product is created and you're redirected to a new page.
Important:
The currency cannot be changed after the upsell product is created. While the rest of the fields are open to being modified (in the draft and in future versions), the currency is considered integral data of the upsell product.
Note: The upsell product won't be created and the information won't be stored unless you click the Save button. Only after clicking Save the draft of the upsell product will be created.
Adding Service Categories
On the Service Categories tab, various service categories can be added. There is no restriction to the amount.
Click on the Service Categories tab.
Click on Add Service Category.
Enter the Name of the Service Category and hit OK. The entered Service Category appears on the page.
Select the Pricing Type:
Price per Group
Price per Pax
Included
Click on the small calendar icon to add a Stop Sell Date (optional).
Specific dates (single days and/or date ranges) on which the service shouldn't be offered can be entered here.
Note: It's best to create a Service Category with seasonality first. The season tables of service categories are copied and only have to be entered once. When changing one of the season tables, all season tables are adjusted accordingly.
Create Pricing Season
Know more:
Check out the How to create pricing seasons article to know the pricing season creation process.
Adding Pictures
Move to the Pictures tab to be able to add a picture to your upsell product. The tab is directly linked with the picture library.
Note: Pictures need to be uploaded to the Picture Library before they can be assigned to a rental car.
Click on the Picture tab.
Click on the + to access the Picture Library.
Select the picture that you want to add to the upsell product and click on Assign.
Click Save.
Adding Offer Rules
Move to the Offer Rules tab to be able to add rule sets to your upsell product. With the help of the ruleset, upsell products can be displayed for all your templates or for specific ones, depending on your needs.
1. Enable the Opt-Out Possible if desired.
If selected, an opt-out option will be shown so the user can choose not to add the product.
2. Select a Default Selection option:
No default, user always has to select one
Opt-out option
Basic
Comfort
3. Add Rules.
Define in which cases the upsell product should be offered to the user by means of rule sets. One rule within a rule set must apply, and all rule sets must apply for the upsell product to be offered.
Click on Add rule set to be able to define for which templates the upsell products should be displayed. Select from:
Rule part | Option | Description |
Context object |
| - |
Attribute |
| Select the preferred attribute from the drop-down list. |
Condition |
| - |
Value |
| Enter the value based on the selected attribute
|
Note: You can define several rules in a ruleset. Moreover, you can combine several rule sets depending on your upsell product offer needs.
Upsell Product for a Distribution Channel
While Upsell Products can be tailored for specific templates as demonstrated in the preceding section, it's also possible to configure them to cover all itineraries generated within one or more Distribution Channels.
To achieve this, establish a Ruleset for each Distribution Channel by following the steps below:
Context object = Itinerary
Attribute = DistributionChannel refIds
Condition = Includes
Value = the Distribution Channel refId (e.g. webinar)
This approach will ensure the Upsell Product reaches a wider audience in a simple way.
Additional Tabs
Learn more about the use of additional tabs in the following overview.
Topic | Description |
Cancellation Policies | Cancellation Policies can be created within Settings and will appear in the drop-down menu. See article Cancellation Policies & Processing Fees. Or a custom cancellation policy can be defined and set directly on the product via the Add Custom Policy button. |
Translate | If the content is offered in various languages, this tab can be used to add the translation for your created content of the upsell product. The language options displayed are based on the setup of your application. |
Miscellaneous | This tab is for internal use only. Here you are able to:
|
Integration | The integration is used to add the external ID and system information. |
Publishing Upsell Products
Before an upsell product can be used in Checkout and added to a Module or Template, it must be published. The status of the upsell product is always displayed next to the defined upsell product name.
Next to the Save button, on the top right, you will see an action button with three dots.
Click on Express Publish to publish the upsell product. The status of the upsell product will be set from Draft to Published.
Display in Checkout
When upsell products are added to your itinerary, they're displayed in the Additional Services tab in Checkout:
Upsell Products in Travel Documentation
Travel Agents can select specific Upsell Products that they would like to include in the Travel Documentation when generated. This is useful when agents want to make a commercial offer using the Travel Documentation and include upsell options that travellers can purchase with their itinerary.
In Planner, click the TA-Tools menu and select the Upsell Offers option.
The Upsell Offers page opens, where the Travel Agent can select which upsell products to add to the documentation.
After selecting the upsell products, travellers will see an additional section with the selected Upsell Offers in their Travel Documentation
The Travel Documentation is also available to download from the Planner.
Note: The upsell products' information will only be displayed in the Travel Documentation when the itinerary isn't booked yet. Once an itinerary is booked, only purchased Additional Services will be presented with the itinerary.