Setting Up Upsell Recommendations in WebToffee Marketing Automation

The WebToffee eCommerce Marketing Automation app allows you to increase your revenue by automatically suggesting higher-value ‘Upsell’ alternatives to your customers. To set this up, navigate to Marketing & Sales > Recommendations in the web app and select ‘Upsell.’ You can choose to handpick premium upgrades manually or let the app suggest them automatically. Once configured, these upsells will appear as popups when a customer adds a basic item to their cart or proceeds to checkout, encouraging them to upgrade to a better product. Let’s walk through the process step by step.

Smart upselling does more than increase revenue; it improves the customer experience, too. Here’s why enabling upsell bundles is worth it:

• Boost Average Order Value (AOV) – Encourage customers to pick premium or higher-priced options.
• Improve Customer Satisfaction – Help shoppers discover better products they might not have considered.
• Reduce Friction – Customers don’t have to hunt for alternatives; the right product shows up at the right time.
• Increase Lifetime Value – Buyers who start with a premium purchase are more likely to return.

• Configure General Settings
  Before creating your first upsell bundle, set up how your recommendation pop-ups will look and behave across your store. To do this:
  • Go to the Recommendations page.
  • Click the General Settings icon in the top-right corner.
  • Adjust the styles and display options to match your store design.

For more details, check out this article: Configure General Settings for Product Recommendations.

• From your app dashboard, go to Marketing & Sales → Recommendations. Here you’ll see three recommendation types:
  • Upsell – Encourage shoppers to upgrade.
  • Cross-sell – Suggest complementary products.
  • Frequently Bought Together – Offer bundles often purchased together.
• Click Upsell to begin.

• Click on Add upsell bundles to start creating a new bundle. This initiates a guided process with several steps.

• Bundle Title → Give your bundle a clear, descriptive name, for example: Chair Upgrade or Coffee Table Upgrade.
• Recommendation Mode:
  • Manual → You handpick trigger and recommended products (4 steps total). Example: Trigger = Basic Wooden Chair → Recommend Products: Upholstered Dining Chair, Designer Lounge Chair, Premium Ergonomic Chair.
  • Automatic → The app automatically suggests recommended products based on purchase history and store data (3 steps – skips the recommended products stage).
• Click Next to proceed.

Choose the products or categories that will trigger your upsell.

Example:

• If a shopper adds a product from the Dining Chairs category (like a Basic Wooden Chair), you can upsell them with premium alternatives such as an Upholstered Dining Chair or a Designer Lounge Chair.
• If a shopper adds a Simple Coffee Table, they might see a Glass-Top Coffee Table or a Premium Marble Coffee Table as upgrades.

If you select Manual mode, you can choose up to 3 recommended products.

Example:

• Trigger = Basic Wooden Chair
• Recommended products = Upholstered Dining Chair, Designer Lounge Chair, Premium Ergonomic Chair.

Here’s where you decide how and where your upsell appears.

• Popups (modal overlays) → Show upsells during:
  • Add to Cart → Catch customers right after they’ve shown purchase intent.
  • Proceed to Checkout → A great moment to suggest an upgrade before payment.
  • Post-Purchase Page → Recommend a better product immediately after purchase.
• Emails → Insert the Product Recommendation block into your automated emails (like thank-you emails or win-back campaigns).
• Popup Content: Add a title and button text. Example:
  • Title: “Upgrade your space with a premium chair”
  • Button: Upgrade Now

Click Create bundle to finalize.

Your bundle will now appear in the Upsell recommendations dashboard, showing:

• Trigger + recommended products
• Display placements (cart, checkout, email)
• Actions to edit, duplicate, or delete bundles

Once active, your upsell bundle will display based on your chosen triggers.

Example Flow:

• Shopper adds a Basic Wooden Chair to the cart.
• A pop-up suggests premium alternatives: Upholstered Chair, Designer Lounge Chair, and Ergonomic Chair.
• The shopper selects the premium alternative they want.
• After clicking Upgrade Now, the premium product replaces the original item in the cart.