Order Processing & PaymentPurpose
1. Increase average order value by presenting relevant up-sell or cross-sell opportunities at the point of order processing or payment.
2. Utilize real-time customer order data to dynamically generate custom offers, enhancing user satisfaction and loyalty.
3. Support omnichannel deployment (POS, web, mobile app, email, SMS) for consistent offer delivery.
4. Integrate with inventory, loyalty, and customer profiles to suggest only in-stock, high-margin items matched to historical patterns.
5. Automate follow-up offers post-transaction based on previous acceptance/refusal and total spend.
Trigger Conditions
1. Upon item selection in POS, web, or mobile ordering system.
2. When order subtotal reaches specific thresholds (e.g., over $30).
3. During payment initiation or payment method selection.
4. When targeted menu items are in the cart (trigger specific suggestions).
5. After order completion for post-purchase engagement (e.g., email, SMS).
Platform Variants
1. Square POS
- Function: Checkout API, Orders API — Configure webhook on order.created to trigger up-sell pop-up based on cart content.
2. Toast POS
- Setting: Toast API, Order Added Webhook — Activate upsell_offer event on qualifying menu item.
3. Shopify
- API: Script Editor or Checkout UI Extension — Set cart value rules to render upsell app modal at checkout.
4. Lightspeed
- Function: Custom Integration via Webhooks — Configure trigger on sale.finalize to call offer recommendation webhook.
5. Clover POS
- API: Orders API — Use onOrderUpdate event to inject additional item suggestions prior to cart finalization.
6. Stripe
- Function: PaymentIntent API — Deploy Payment Flow extension to display offer modal before confirm phase.
7. PayPal
- Setting: Smart Payment Buttons — Enable OnApprove callback to suggest upsell add-on in payment window.
8. Revel POS
- API: Order Webhook — Trigger up-sell offer JSON payload to frontend based on order.status=enqueued.
9. TouchBistro
- Function: Integration API — Set OnOrderClosed event to fire cross-sell campaign push notification.
10. OpenTable
- API: Reservation Completed Webhook — Leverage reservation_end event to push email with special menu upgrade offers.
11. Olo
- Function: Order Placed API Endpoint — Inject up-sell offer in confirmation screen via addOnRecommendation payload.
12. Twilio SMS
- Setting: Messaging API — Configure auto-SMS with limited-time cross-sell offer after guest completes payment.
13. Zendesk
- Feature: Triggers and Automations — Send automated reply with special menu add-ons after order submission via web chat.
14. Facebook Messenger
- Setting: Messenger Send API — Use postback trigger to deliver up-sell carousel after order initiated.
15. WhatsApp Business API
- Function: Message Templates — Automate message with recommended combo after order marked completed status.
16. SendGrid
- API: Marketing Automation — Deploy real-time transactional email pushing targeted up-sell deals on order confirmation.
17. Mailchimp
- Setting: Customer Journey Builder — Set trigger on order.completed to dispatch cross-sell email flow.
18. HubSpot
- Function: Workflow Automation — Use deal stage “Order Placed” to trigger up-sell notification to guest.
19. Salesforce
- API: Process Builder & Flow — Define rules on payment_complete to automate offer notification.
20. Zapier
- Feature: Instant Trigger/Action — Monitor new orders and push up-sell offer to any comms channel via supported apps.
21. Google Ads
- Function: Audience List Automation — Add high-intent buyers to remarketing lists for up-sell campaigns post-payment.
22. Segment
- API: Track API — Send custom up-sell offer events to all connected analytics/delivery endpoints.
Benefits
1. Boosts per-ticket revenue through precision-targeted offers.
2. Reduces manual workload for staff, ensuring consistent offer delivery.
3. Enhances personalization and guest experience.
4. Provides actionable data on up-sell conversion and pricing.
5. Enables rapid A/B testing for ongoing offer optimization across all channels.