What is the difference? How to use them? How can you get the max of benefits from this tool? We know the answer!

1. Cross-Sells, Upsells and Related Products:
What is it?
How to use them?

2. Our customers with online stores built on Magento eCommerce often ask about the built-in cross-
promotion features for Related products, Up-sells, and Cross-sells…
Please clarify cross-sells and up-sells with more Magento friendly definition and
examples.
How to use correctly this functionality in real life to increase sales?
Give me more rules to relate/link products with each-other as cross or up-sells.

3. In Magento there are three types of product relations: Up-sells, Related Products, and
Cross-sell Products. Two of them appear while viewing a product, and one usually
appears in the shopping cart.
Up-sells for a product are items that you would like your customer to buy instead of the
product that he is viewing, and they are pricey, better quality, etc.
Related products also appear in the product info page, but they are products that are
meant to be purchased in addition to the one that the customer is viewing.
Cross-sell items can appear both in the product page and in the shopping cart but they
are a bit like an impulse buy – similar to items at the cash registers in grocery stores.

4. Up-sells
Up-sell products are items that your customer might prefer instead of the product currently
viewed. An item offered as an up-sell might be of a higher quality, more popular, or have
better profit margin. Up-sell products appear on the product page, under a heading such as,
“You may also be interested in the following product(s).”

5. To select up-sell products:
1. In the Product Information panel, select Up-sells.
2. Click the Reset Filter button in the upper-right to list all the available products, or use the
search filters at the top of each column to find specific products.
3. In the list, select the checkbox in the first column of any product you want to feature as an
up-sell.
4. When complete, click the Save button.

6. Related Products
Related products are meant to be purchased in addition to the item the customer is viewing.
Simply click the checkbox of a product to place it in the shopping cart. The placement of the
Related Products block varies according to theme and page layout. In the example below, it
appears at the bottom of the Product View page. With a 2 column layout, the Related Product
block often appears in the right column.

7. To set up related products:
1. In the Product Information panel on the left, click Related Products.
2. Click the Reset Filter button in the upper-right to list all the available products, or use the
search filters at the top of each column to find specific products.
3. In the list, select the checkbox in the first column of any product you want to feature as a
related product.
4. When complete, click the Save button.

8. Cross - sells
Cross-sells are similar to impulse
purchases in the checkout line of a
grocery store. Cross-sell products
appear on the shopping cart page, just
before the customer begins checkout.

9. To set up cross-sell products:
1. In the Product Information panel on the left, click Cross-sells.
2. Click the Reset Filter button to list all the available products, or use the filters at the top of
each column to find specific products.
3. Select the checkbox in the first column of any product you want to feature as a cross-sell.
4. When complete, click the Save button.

10. In EE Magento Edition you can create Product
Relations Rules
Product rules give you the ability to target the selection of products that are
presented to customers as related products, up-sells, and cross-sells. Each
product rule can be associated with a customer segment to produce a dynamic
display of targeted merchandising.
The process is similar to setting up a price rule. First, you define the conditions to
match, and then choose the products you want to display. At any given time, there
might be a number of active rules that can be triggered to display related
products, up-sells, and cross-sells. The priority of each rule determines the order
in which the block of products appears on the page.

11. To create a product relationship rule:
1. On the Admin menu, select Catalog > Rule-Based Product Relations.
2. In the upper-right corner, click the Add Rule button.
3. Complete the General Information as described in the field descriptions on next slide.

12. Rule Name A name that identifies the rule for internal use.
Priority Determines the sequence in which the results of the rule appear when displayed with other
sets of results that target the same place on the page. The value can be set to any whole
number, with the highest priority of 1.
For example, if there are multiple up-sell rules that apply, the one with the highest priority
appears before the others. The sort order of the products within each set of results is random.
Any up-sell, cross-sell, and related products that were manually configured always appear on
the page before any rule-based product promotions.
Status Controls the active status of the rule. Options include: Active / Inactive
From/To Date If the rule is active for a range of time, determines the first/last date the rule is active.
Result Limit Determines the number of products that appear in the results at one time. The maximum
number is 20. If more matching results are found, the products rotate through the block each
time the page is refreshed.
Customer Segments Identifies the customer segments to which the rule applies. Options include: All / Specified

13. 4. In the panel on the left, select Products to Match. Then, build the condition as you would for a catalog price
rule.
5. In the panel on the left, select Products to Display. Then, build the results condition as you would for a
catalog price rule.
a. To base the result on a price relationship with the matched product, under Product Special, select Price
(percentage).

14. b. Complete the condition to describe the products that you want to include in the results. In this example, the
matching products must have a higher value than the original product.
6. When complete, click the Save button.

15. You May Also Like?
There’s no stock way to present product recommendations. Common labels for
recommendations are:
“Recommended products”
“You may also like”
“Customers who bought X also bought”
“Customers who viewed X also viewed”
“Frequently bought together”
“Stuff you need” (Radio Shack, for accessories)
“Stuff you may want” (Radio Shack, for items in other categories)
“More from this (category, brand, author, artist)”
“Looks hot with”
“Complete the look”

16. For usability, the best labels clearly communicate why products are being
recommended (“this is a more fully featured item than the one you’re looking at,”
“people like you liked this,” “these are top sellers in this category,” “these items will look
good with what you’re looking at…”) rather than “Recommended” or “You might also
like.”
You May Also Like?

17. Why separating suggestions?
First of all - label clarity, but aside this it’s more accurate tracking of what types of
suggestions are more effective.
Are you more successful persuading customers to add to their order or upgrade to a more
expensive model?
In fact we don’t need to get too hung up on what cross-sell is vs upsell , and we can
instead add the third category of “alternative products,” understanding the general
differences can help us make better decisions in selecting product associations,
labeling merchandising zones and measuring the conversion
of different suggestions.

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