Magento 2 Cross-Selling And Upselling: A Comprehensive Guide

If you’re running an online store with Magento 2, you might be missing out on some crucial sales opportunities if you’re not taking advantage of cross-selling and upselling techniques. With Magento 2, you have access to powerful cross-selling and upselling features that can help you increase your average order value and make more profits. In this guide, we’ll explore what cross-selling and upselling are, how they work, and the tools available in Magento 2 that can help you apply these techniques to your online store.

Understanding Cross-Selling and Upselling

Before we get into the nitty-gritty of how to use Magento 2’s cross-selling and upselling features, let’s define what these terms mean and why they’re important.

Cross-selling is the art of offering additional products to customers who are already interested in making a purchase. For example, if a customer is buying a laptop, you may cross-sell them a mouse or a laptop bag. Cross-selling can help increase your sales by making it more convenient for customers to purchase everything they need in one place.

Upselling, on the other hand, is the practice of persuading customers to buy a more expensive or a higher-end product than the one they’re originally interested in. An example of upselling would be to suggest a customer upgrade to a more powerful laptop with additional features for a higher price.

Both cross-selling and upselling can be highly effective tactics for increasing your online store’s revenue. Studies have shown that cross-selling and upselling can boost average order value by 10-30%.

Implementing Cross-Selling and Upselling in Magento 2

Now that we’ve established the benefits of cross-selling and upselling, let’s dive into how to apply these techniques in Magento 2.

Configuring Cross-Selling and Upselling Products

Firstly, let’s look at how to set up cross-selling and upselling products within your Magento 2 store.

1. Log in to your Magento 2 store’s admin panel.
2. Navigate to Catalog > Products.
3. Select the product that you want to cross-sell or upsell.
4. Click on the "Related Products, Up-Sells, and Cross-Sells" tab.
5. Configure the cross-sell and upsell products by selecting them from a list of existing products. You can also create new products that you want to offer as cross-sell or upsell items.
6. Save the product.

Setting Cross-Sell and Upsell Rules

Magento 2 provides different ways to configure cross-selling and upselling rules based on customer behavior. Here are two methods to set up your cross-selling and upselling rules in Magento 2:

Using the Catalog Rules Feature

The Catalog Rules feature in Magento 2 lets you set up rules for cross-selling and upselling products based on certain conditions, such as the number of items in the cart or the purchased product’s category. Here’s how to use the Catalog Rules feature:

1. Log in to your Magento 2 store’s admin panel.
2. Navigate to Marketing > Promotions > Catalog Price Rules.
3. Click on the "Add New Rule" button.
4. Configure the rule by selecting the products to apply it to, setting the conditions to trigger the rule, and setting the actions to perform when the rule is triggered.
5. Save the rule.

Using the Shopping Cart Rules Feature

The Shopping Cart Rules feature lets you set up discount rules based on rules such as products in the cart, amount of the cart, or customer configuration using cross-selling and upselling products. Here’s how to use the Shopping Cart Rules feature:

1. Log in to your Magento 2 store’s admin panel.
2. Navigate to Marketing > Promotions > Shopping Cart Price Rules.
3. Click on the "Add New Rule" button.
4. Configure the rule by selecting the products to apply it to, setting the conditions to trigger the rule, and setting the actions to perform when the rule is triggered.
5. Save the rule.

Displaying Cross-Sell and Upsell Products in Magento 2

Now that you’ve set up your cross-sell and upsell products and rules, let’s look at how to display them to your customers on your Magento 2 store.

Related Products Block

The Related Products block shows products that are related to the main product. This block appears in the product page, and the products listed here are usually complementary or supplementary to the main product. Here’s how to enable the Related Products block in Magento 2:

1. Log in to your Magento 2 store’s admin panel.
2. Navigate to Stores > Configuration > Catalog > Catalog > Product View.
3. Expand the "Related Products" section.
4. Set "Show Related Products" to "Yes".
5. Set "Default Sort by" and "Default Sort Direction" to the options that you prefer.
6. Save the configuration.

Up-Sell Products Block

The Up-Sell Products block suggests products that are more expensive or higher-end than the main product. These products appear in the product page, and they’re usually used to encourage customers to upgrade their purchase. Here’s how to enable the Up-Sell Products block in Magento 2:

1. Log in to your Magento 2 store’s admin panel.
2. Navigate to Stores > Configuration > Catalog > Promotion > Upsell.
3. Set "Display Up-Sells" to "Yes".
4. Set "Default Sort by" and "Default Sort Direction" to your preferred options.
5. Save the configuration.

Conclusion

By now, you should have a good understanding of how cross-selling and upselling can benefit your online store and how to configure these techniques using Magento 2’s built-in features. Whether you’re looking to increase your average order value or persuade customers to upgrade their purchases, cross-selling and upselling can be powerful tactics to achieve your goals. With Magento 2, implementing these techniques is easy and straightforward, and the built-in tools make it possible to customize your approach to suit your business needs.