Setting Up Cross-Selling
Wait, what exactly *is* cross-selling?
Have you ever been shopping online, for -- let's say shoes -- and when you go to add the shoes to your online cart, you get a popup that says "Hey, you know what'd go great with these shoes? These fancy neon shoelaces! Only $1.99 extra." with a button below to optionally add that item to your cart as well? That is what is called cross-selling.
With cross-selling, items are basically tied to other items as suggestions or recommendations. In the realm of restaurants and food-focused storefronts, a good example of a cross-sell when ordering online would be when a customer orders a chicken sandwich. When they click to add the chicken sandwich to their cart, it might be a good idea to have a cross-sell window that pops up asking them if they'd like to add a bag of chips to their sandwich.
How do I set up cross-selling?
To set up cross-sells for your Paytronix Order & Delivery menu, you'll first need to go to Settings-->Cross-Sells from the top menu on your admin page. This will take you to the Cross-Sell configuration page:
Before we step into the cross-sell methods, let's take a closer look at a couple of the general settings from this section:
- Frequency to Show: this setting defines how often your customers will get cross-sell prompts. For example, if you enter a value of 3 here, they'll be prompted with a cross-sell for every third item they add to their order.
- Max. Times to Show: if you want to put a limit on the amount of times a customer gets prompted with cross-sells during a particular session, this is the place to do it. Setting a value of 3, for instance, will stop cross-sells from prompting the customer after the third one. Leaving this field blank means there is no maximum.
There are two ways you can set up cross-sells. The first is by configuring them to be "automatic" by checking the Enable Price-Based Cross-Sells checkbox (shown below). Enabling this feature will generate two more fields that will need to be configured:
- Suggested Items Max. Price: automatic cross-sell items will be less than or equal to this dollar amount (default value is 7).
- Min. Price to do Cross-Sell: automatic cross-sell items will only be displayed when the ordered item is greater than or equal to this dollar amount (default value is 10).
Configuring cross-sells this way will make it so any item added to a customer's order that meets the Min. Price value will display a suggestion for an additional menu item that costs no more than the value in the Max. Price field.
The second way to set up cross-sell is by specifically defining your own. You can do so from the Cross-Sells configuration page under "Specific Cross-Sells", which might look something like this with a fully-configured menu:
Each heading/box represents a category from the menu (in this case, the categories are Breakfast and Entrees). Each box lists the entire available menu so that you can select exactly what and where you want to cross-sell. In the screenshot below, you can see that we've selected Mozzarella sticks and Steamed veggies as cross-sells under the Entrees category.
With this configuration and a Frequency to Show value of 3 set, every 3rd entree added to the order will be prompted with a cross-sell, and the first cross-sell will suggest Mozzarella sticks, the second will suggest Steamed veggies, the third, Mozzarella sticks, and so on.
By the way, here's a screenshot of what the cross-sell popup would look like from your customer's perspective:
Keep in mind that while the price-based and specifically-defined cross-sells can be used in conjunction with one another, we recommend using just one or the other for your restaurant. Otherwise, it could get a little convoluted.
So, why not take cross-sells for a spin? See if you like them. And if you have any questions that you couldn't find the answer to in this article, give us a shout at firstname.lastname@example.org and we'll be happy to help you out!