Targeted upsell or cross-sell product automation

Purpose

1. Automate the process of suggesting complementary or related bags and accessories automatically to customers post-purchase or during browsing, boosting AOV and customer engagement.

2. Automates personalized upsell or cross-sell offers based on real-time customer data, purchase history, onsite behavior, and stock levels.

3. Enables automation of messaging across multiple channels (email, SMS, web push, chat, ads) to target high-conversion moments automatically.

4. Integrates seamlessly with inventory, CRM, and POS to ensure automated suggestions are in-stock and relevant.

Trigger Conditions

1. Automatedly trigger upon successful purchase (checkout confirmation).

2. Automate when customer adds a specific bag to cart but hasn’t checked out.

3. Automates after certain number of visits or item views with no purchase.

4. Trigger automation via customer profile match (VIP, first-time, returning).

5. Automation triggers if customer interacts with marketing campaign/email.

Platform Variants

1. Klaviyo

• Feature/Setting: Automate post-purchase email flow; configure "Product Recommendation" block with dynamic bag/accessory suggestions.
  
• API/Config: Use "Flows/Triggered Flow" and "GET /profiles/{id}/metrics/timeline".
  

2. Shopify Flow

• Feature/Setting: Automate in-cart or post-checkout upsell prompt; configure automated workflow using triggers ("Order Created").
  
• API/Config: Use "trigger: order_created" and "action: send_marketing_email".
  

3. HubSpot

• Feature/Setting: Automate email sequence using "If/Then" logic based on Deals and Contact Properties.
  
• API/Config: "Workflows" with "Enrolled in list: Recent Purchasers".
  

4. ActiveCampaign

• Feature/Setting: Automate upsell emails using "Automations"; configure purchase-triggered series.
  
• API/Config: POST /api/3/automations.
  

5. Mailchimp

• Feature/Setting: Automate "Product follow-up" campaign; enable personalized cross-sell using product picker.
  
• API/Config: "Automations > Post-purchase follow-up".
  

6. Salesforce Marketing Cloud

• Feature/Setting: Automate "Journey Builder" to send segmented upsell emails or SMS.
  
• API/Config: "Triggered Sends" and "Contact Builder API".
  

7. Braze

• Feature/Setting: Automate in-app message or push with "Connected Content" for dynamic related products.
  
• API/Config: "/messages/send" for triggered push.
  

8. Omnisend

• Feature/Setting: Automate workflow using "Order Placed" trigger; cross-sell baskets in follow-up.
  
• API/Config: "Automation > Order Confirmation".
  

9. Intercom

• Feature/Setting: Automate chat-based recommendations with "Custom Bots" on order page.
  
• API/Config: "Messenger > Custom Bots".
  

10. Zendesk

• Feature/Setting: Automate support-triggered product suggestions using "Macros" and "Triggers".
  
• API/Config: POST /api/v2/triggers.
  

11. Twilio SMS

• Feature/Setting: Automate SMS-based product suggestions; configure "Programmable Messaging" with order data feed.
  
• API/Config: POST /2010-04-01/Accounts/{AccountSid}/Messages.json.
  

12. SendGrid

• Feature/Setting: Automate transactional product recommendation email; configure templates and triggers.
  
• API/Config: "Dynamic Transactional Templates" triggered by backend event.
  

13. Google Ads

• Feature/Setting: Automates retargeting audience lists based on cart activity; dynamic creative for upsell.
  
• API/Config: "Remarketing Lists API" with triggers on cart update.
  

14. Facebook Ads

• Feature/Setting: Automate dynamic product ad (DPA) feed; sync Facebook Catalog with real-time bag stock.
  
• API/Config: "Marketing API > Product Catalogs".
  

15. Segment

• Feature/Setting: Automate customer event capture and route to all linked channels.
  
• API/Config: "Track" and "Identify" events.
  

16. WooCommerce

• Feature/Setting: Automate related product pop-ups or checkout up-sell via plugin or webhook.
  
• API/Config: "woocommerce_order_status_completed" hook.
  

17. Magento

• Feature/Setting: Automate cross-sell module with "Rule-based Related Products".
  
• API/Config: POST /V1/products/upsell.
  

18. Pipedrive

• Feature/Setting: Automate sales follow-up with upsell offers via "Workflow Automation".
  
• API/Config: POST /v1/deals.
  

19. Typeform

• Feature/Setting: Automate post-purchase surveys that trigger upsell/coupon offer at submission.
  
• API/Config: "Webhook response" sends event back to CRM.
  

20. Notion

• Feature/Setting: Automate list of new upsell ideas and track conversion success using "Databases" and integrations.
  
• API/Config: POST /v1/pages and sync with sales events via automator.
  

Benefits

1. Automates tailored customer engagement, increasing upsell/cross-sell rates and average order value.

2. Automated flows ensure timely, relevant offers are sent across multi-channels, reducing manual effort.

3. Improves inventory turnover by automating promotion of specific bags/accessories.

4. Delivers measurable uplift in customer loyalty and lifetime value through automation-driven personalization.

5. Enables always-on sales automation with minimal human intervention.