Overview 

Upsell Products are additional products or services that can be booked by the user. With the help of the ruleset, upsell products can be displayed for all of your templates or for specific ones, depending on your needs.

Upsell Products have a dedicated step within the planning process and they'll be displayed in the first checkout step before you need to fill in the personal information. If a template has no upsell product assigned, then the step won't be displayed in the checkout process. 

 

Article Available in Video The information in this article is available in videos and with additional details below.

 

00:00: Hello, and welcome to another how to video. In this one, we will go over the basic steps to create Upsell Products in Inventory that can be made available in templates and in the Planner. 00:11: On Inventory, click on Products. Find and Click on "Upsell Products". 00:17: Upsell Products are Inventory products that can be added on the first checkout page on individual trips or Templates, after an user finishes the trip planning on the planner. In this page, you have listed all the Upsell products that you have created. If you haven't created one, the list will be empty. 00:35: To create a new one, Click on "Create Upsell Product". Keep in mind the things you will need to create this: - Name and currency of the Upsell, - Your contracted prices with your supplier, - A good description for your product, - And At least one good quality picture. 00:51: Start by filling the name of your Upsell Product. For example purposes, we will be creating an Upsell product to offer our users a Travel Insurance Option. 01:01: Select the contracted Currency. Remember that this cannot be changed afterwards. 01:07: You can define the type of upsell from the options: - Insurance - Documentation - Membership - Transport, or - Miscellaneous. This does not show in the frontend, and is just for your own governance. 01:20: Select the best that fits the Upsell you are creating. You can use Miscellaneous if none of the options are suitable. 01:27: Add a good description to your product, informing users what is included, and why they could benefit from choosing this option. 01:34: When you're done, Click on "Save". 01:37: Your Upsell Product is saved, and you can continue to work on it. 01:41: Let's move on to pricing. Click on "Service Categories". 01:45: You can enter as many service categories as you need. To do so, Click on "Add service category". 01:52: Start by giving a name to your Service Category. For this example, we will be creating two service categories for our Travel Insurance: A basic and a premium one. 02:02: Click on "Ok" to continue. 02:04: On Upsell Products you can define if the price is per PAX, per Group or Included. 02:10: If you select Included, you don't need to add any pricing to this product. 02:15: Selecting per PAX or per Group, you have the option to define prices for the PAX range and seasons. 02:22: Optionally, you can also add a Managed Product Category from the options you might have available 02:28: You can also add a Commission Category that you might have available, created by your TripBuilder Admin. To learn more about Commission Categories, check the video available about the topic. 02:39: As in other Products on Inventory, to define a pricing for this, you need to define a PAX range first. To do so, Click on "create now". 02:49: Click on "Add PAX range" 02:52: Now, you can define a PAX range in which the pricing you have will apply. If you have different prices based on the number of PAX, create the correct PAX ranges to reflect that. For example, if you can't offer this Upsell Product on trips that have more than 4 PAX, you would define a range of 1 to 4. Or if you have different prices if the trip has more than 4 but less than 10 PAX, you would create a PAX range of 5 to 10. If the PAX range is not important, create a 1 to 99 PAX range, and define a global price, independent of the number of PAX. 03:27: For our Travel Insurance example, we can only offer it to trips that have less than 4 PAX, and we have a special price if there are more than 2 PAX, so we created our PAX ranges accordingly. Remember that PAX ranges cannot overlap. If this happens, you will get a error message asking you to correct the situation. 03:47: When you're done, click on OK. 03:50: Now that you have defined the PAX ranges, you can create a pricing season. 03:55: To do so, Click on "Choose the season dates". 03:58: Give your Season a name, for identification purposes. 04:02: To select the actual dates of the season, you can use the calendar or list view. 04:07: On the Calendar List View, use a dragging motion with your hover to select all the dates you need. Remember that you can also click individual days to select them, and click on the dates again to deselect them. When done, click on Ok. 04:21: Now you can define the prices for the season you created, depending on the PAX ranges you have. 04:27: If needed, you can add more pricing seasons, for example for low seasons, or any specific season you need. 04:35: On Upsell Products you can add Special Offers. Special Offers are a set of rules that when met, can reduce the price of an Inventory Product. To learn more about this option, check our dedicated videos about it. 04:49: Optionally, you can also define stop-sell dates for each service category of your Upsell Product. 04:55: Stop Sell dates are dates inside the seasons were you might not want to sell this Upsell Product. You can define a date or a range of dates to avoid this inventory product being available in the frontend. 05:07: As said before, you can add as many service categories as you need. To add a new one, click on Add Service Category. 05:16: When you do so, the seasons you have configured in the first Service Category will be automatically populated for the second service category and so on, to spare you from repetitive work. 05:27: Now that we have defined the pricing, let's move on. Click on "Pictures". 05:32: Click on the plus sign to add the pictures to your Upsell Product. Remember that Pictures need to be previously uploaded on the Picture Library. 05:41: Navigate your picture library until you find the right pictures. 05:45: If more than one picture is uploaded, the first picture is the main one in the frontend. 05:50: Since Upsell Products are Inventory products that are offered to users in the first step of the Checkout, and not in the Planner, you have the option to set rules for them to show, or not to show in the trips. Click on Offer Rules. 06:04: In Opt-out you can define if a user booking a trip can opt out of this Upsell Product. If this option is selected, the user can choose not to add this Upsell to the cart. If unselected, the user needs to choose an option of the Service Categories in order to continue with the booking. 06:22: Default Selection allows you to select what option of the Service Categories you created is preselected to the user, or if none is selected. 06:30: Optionally, you have rulesets that you can create. This rulesets are used to have Upsell Products included in Templates and Modules. Rulesets work as rules "And" / "or". They allow you to fine tune in which templates or individual trips you want this Upsell Product to be present to the user. You can click on "Add ruleset" to add the first rule. 06:51: First, select the context object to apply this rule. As of now, TripBuilder offers only rules based on Itinerary. 07:00: Now, select the attribute from the itinerary you want to use to define the rule. You can select: - Destinations - Number of PAX - Template Reference ID - Module Reference ID - And Distribution Channel reference ID See on your screen the possible use cases in which you can use the correct attribute. 07:20: Now, select the condition in which the attribute must exist. For now, for all the attributes you choose - except number of PAX - you can only select Include as the condition. For number of PAX you can select "less than" or "equal to". 07:35: Finally, you can set a value. Picking our example again, we created a Travel Insurance Upsell Product, but we only want to offer it in Egypt. So, we could select that we want to offer this Product only on Itineraries in which the destination includes Egypt. 07:52: You can add another rule, as a "or" rule. 07:55: Click "Add ruleset" to add a "And" rule. 07:58: When you finish this steps, click on Save. 08:01: Next, open the action menu. 08:04: To make this Upsell Product available to Templates, Modules and in the Planner, you need to publish it. Click on "Express Publish". 08:13: This is how your Upsell Product will look like in the checkout. It always shows as the first step of the checkout process. 08:21: These are the name and description you have set up. 08:24: And these your Service Categories, with the prices defined by PAX range and seasons. In here, you can also see the Opt-out rule and default selection options in action. 08:35: Going back to your Product page on the cockpit, you also have a cancelation policies, translate, miscellaneous, integration and summary tabs. Since these are common across all products, we have some videos explaining them. Make sure to check them out! 08:52: Thank you for watching this video explaining how to create your Upsell Products in TripBuilder. Remember that you have at your disposal our Knowledge base articles with more information about this subject. See you next time!

 

How to create upsell products? 

In order to load an upsell product, please make sure you have the following information available:

• Description of the upsell product
• Net prices for all service categories
• Representative, high-quality picture of the upsell product 

 

Steps to create upsell products:

1. Go to Cockpit

2. Click on Inventory

3. Click on Products

4. Click on Upsell Products

5. The Upsell Products page is displayed. Click on the button Create Upsell Product to open the following screen and enter the required information. 

Please note: All required fields are marked with a *.

6. Add the Name of the Upsell Product.

7. Choose the contracted Currency. 

Important: The currency cannot be changed after the upsell product is created. While the rest of the fields are open to being modified (in the draft and in future versions), the currency is considered integral data of the upsell product.

 

8. Select the Type.

• Choose between Insurance, Documentation, Membership, Transport or Miscellaneous.

9. Add a Description.

10. Click Save.

After clicking Save, the draft of the upsell product is created and you're redirected to a new page. 

 

Please note: The upsell product won't be created and the information won't be stored unless you click the Save button. Only after clicking Save the draft of the upsell product will be created.

 

Adding Service Categories

On the Service Categories tab, various service categories can be added. There is no restriction to the amount. 

1. Click on the Service Categories tab.

2. Click on Add Service Category.

3. Enter the Name of the Service Category and hit OK. The entered Service Category appears on the page. 

4. Select the Pricing Type:

• Price per Group 
• Price per Pax
• Included 

5. Click on the small calendar icon to add a Stop Sell Date (optional).

• Specific dates (single days and/or date ranges) on which the service shouldn't be offered can be entered here.

Please note: It's best to create a Service Category with seasonality first. The season tables of service categories are copied and only have to be entered once. When changing one of the season tables, all season tables are adjusted accordingly.

Create Pricing Season

Know more: Check out the How to create pricing seasons article to know the pricing season creation process.

 

Adding Pictures

Move to the Pictures tab to be able to add a picture to your upsell product. The tab is directly linked with the picture library. 

Please note: Pictures need to be uploaded to the Picture Library before they can be assigned to a rental car.

 

1. Click on the Picture tab.

2. Click on the + to access the Picture Library.

3. Select the picture that you want to add to the upsell product and click on Assign. 

4. Click Save.

 

Adding Offer Rules

Move to the Offer Rules tab to be able to add rule sets to your upsell product. With the help of the ruleset, upsell products can be displayed for all your templates or for specific ones, depending on your needs.

Travel Agents can select specific Upsell Products that they would like to include in the Travel Documentation when generated. This is useful when agents want to make a commercial offer using the Travel Documentation and include upsell options that travellers can purchase with their itinerary.

In Planner, click the TA-Tools menu and select the Upsell Offers option.

The Upsell Offers page opens, where the Travel Agent can select which upsell products to add to the documentation.

After selecting the upsell products, travellers will see an additional section with the selected Upsell Offers in their Travel Documentation

 

The Travel Documentation is also available to download from the Planner.

 

Please note: The upsell products' information will only be displayed in the Travel Documentation when the itinerary isn't booked yet. Once an itinerary is booked, only purchased Additional Services will be presented with the itinerary.