Order Booster – User Guide

1. Create rules

To start recommending, upselling, or cross-selling with the Order Booster app, you need to create a booster rule first.

Open the app, you’ll see the Booster rules page. Click the “New rule” button to start:

On this page, you can alo:

  • Search: filter and search for specific rules
  • See a list of created rules: with basic information like name, which page the rule is showing on, number of product chosen, date created.
  • Edit old rules: quickly turn rules on and off, edit, copy or delete them.

Fill in necessary information to setup the rule. 

Step 1: Rule name

Choose names that will make differentiating and finding rules easier for you

Step 2: Rule configuration

  1. Offer type: recommendations, upsells and cross-sells display differently, so you should choose one that fit your goal.
  2. Show offers on: includes product page, cart page, checkout page, thank you page.
  3. Set triggers conditions for showing products: set one or multiple conditions, recommendations will only show when matched.
  4.  Recommend products: tick and click Select Product button to choose products 

Step 3: Schedule rule running dates or toggle visibility status in the Settings tab.

Step 4: Customize messages on your store front in the Display tab.

2. Important notes

To start recommending, upselling, or cross-selling with the Order Booster app, you need to create a booster rule first.

There are 4 types of conditions:

1. Product Property:

This condition is only applied on the product page, it will validate the current viewing product’s property with defined condition. In other pages, this type of condition will be ignored.

2. Line Item in Cart:

This condition is available on all pages, it will validate for all line items in cart, and will be valid if at least one line item in cart matches the condition. Line item in a cart has all the properties that a single product has, and it also has the quantity property. This condition is a combination condition, which contains multi sub-conditions, a line item will be matched to condition if it passes all sub-conditions. Eg: A line item in cart condition which checks for line item: Has brand is “Apple”, has price “greater than” $300 and has quantity “greater than”

3. Cart:

This condition is available on all pages, it will validate for the whole cart and will be valid if cart property matches the condition.

4. Customer:

This condition is available on all pages, it will validate for the customer and will be valid if customer property matches the condition. This condition can also be used to personalize the suggestions, based on calculated property from customer’s history data.

  1. Upsell:
    Upselling is a sales technique where a seller invites the customer to purchase more expensive items, upgrades, or
    other add-ons to generate more revenue. While it usually involves marketing more profitable services or products, it
    can be simply exposing the customer to other options that were perhaps not considered.
  2. Cross sell:
    Cross-selling is the action or practice of selling an additional product or service to an existing customer. The
    product to be sold as cross sell often complements the main product(not replace it). Eg: Customers who buy the
    Laptop might also like to buy a Mouse
  3. Booster Rule
    Booster Rule is where we define the rule to display the list of suggestion products(manually picked) on some
    (selected) pages. We can set up a condition to display the product in a very flexible way, it helps to tailor the rule to
    find the best match page to display a list of products that fit customer needs.
    Rules also allow you to schedule rule activation, customize displayed messages on the storefront. It also supports
    A/B Testing, which separates a list of suggested products into 2 versions to determine which version is better.

We are here to listen!

Want to request a demo, register for a direct talk to walk you through Order Booster, or let us know what we are missing? Don’t hesitate to contact us.