How To Configure Related And Upsell Products In Magento 2

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In e-commerce websites, related and upsell products play an important role in boosting sales and generating revenue. These products act as a catalyst for the customers to explore more options and increase their cart value. Being a robust e-commerce platform, Magento 2 offers various options to configure and showcase related and upsell products.

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Here, we will discuss how to configure related and upsell products in Magento 2 and how it can increase your sales.

Differentiating Related and Upsell Products

Before understanding the configuration process, we must learn the difference between related and upsell products.

Related Products:
Related products are displayed on the product page and they are related to the currently viewed product. They offer a complementary or similar product that the customer might be interested in.

Upsell Products:
Upsell products are recommended to the customer during the checkout process, before making the final payment. They offer the customer a similar or better product than the one being purchased at a slightly higher price or value.

Configuration of Related Products

To configure related products in Magento 2, follow these basic steps:

  1. Login to your Magento 2 admin panel.
  2. Go to the product edit page and scroll down to the ‘Related Products’ section.
  3. Click on ‘Add Related Products’ and select the products you want to showcase as related products. You can also search products by name or SKU.
  4. Once you have selected the related products, click ‘Save’ to update the product.

You can also configure related products in bulk by following these steps:

  1. Go to ‘Catalog’ on the admin panel and select ‘Products.’
  2. Select the products you want to add related products to by checking the checkbox next to their names.
  3. On the action dropdown menu, select ‘Update Attributes’ and click on ‘Submit.’
  4. Select the ‘Related Products’ tab on the update attributes page and add the related products by SKU or name.
  5. Click ‘Save’ to update all the selected products with the related products.

Configuration of Upsell Products

To configure upsell products in Magento 2, follow these basic steps:

  1. Login to your Magento 2 admin panel.
  2. Click on ‘Marketing’ and select ‘Catalog Price Rules’ from the dropdown menu.
  3. Click on ‘Add New Rule’ to set up a new rule.
  4. Fill out the rule information like rule name, description, websites, customer groups, and discount amount.
  5. Under the ‘Conditions’ tab, set the product or category conditions where the upsell products will be recommended.
  6. Under the ‘Actions’ tab, set the discount amount for the upsell products.
  7. Under the ‘Related Products’ tab, add the products you want to display as upsell products.
  8. Preview the rule and save it.

Now, when a customer checks out, they will be shown the upsell products that match the conditions set in the rule.

Conclusion

Configuring related and upsell products in Magento 2 can significantly impact the customer’s shopping experience and increase sales. By following these simple steps, you can showcase complementary and better products to the customer and encourage them to explore more options, ultimately increasing their cart value.

We hope this guide has provided enough information and guidance to help you configure related and upsell products in Magento 2.

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