Purpose
1.2. Incorporates customer purchase history and cart content to personalize upsell prompts across digital POS and e-commerce platforms.
1.3. Seamlessly integrates with customer loyalty data, providing exclusive deals for member tiers during transaction flows.
1.4. Enables cross-selling of services (e.g., pet grooming booking) or merchandise at the last stage before payment is completed.
Trigger Conditions
2.2. Specific item(s) detected in cart (e.g., beverage without pastry).
2.3. Customer recognized as loyalty club member or visiting for the first time.
2.4. Time-based triggers (e.g., happy hour windows, slow business periods).
2.5. User inactivity for set duration at checkout screen.
Platform Variants
3.1. Shopify
• Feature: Script Editor/API — configure a “cart update” webhook to present suggested upsell items at checkout.
3.2. Square POS
• Setting: Checkout Flow — enable Upsell Popup, configure via Developer Dashboard triggers for specific SKUs.
3.3. Toast POS
• Setting: Prompted Modifiers — set up triggers for “add-on items” before customer completes payment.
3.4. Vend (Lightspeed Retail)
• Feature: Promotions API — define rules for dynamic product recommendations at checkout.
3.5. Clover
• Feature: Customer Engagement App — enable offer prompts configured by basket content, setup in dashboard.
3.6. Stripe Terminal
• API: PaymentIntent metadata — insert upsell eligibility and retrieve suggested products via webhook.
3.7. WooCommerce
• Plugin: Cart Upsell — configure rules to suggest related pet treats when cart total > $20.
3.8. Magento
• Feature: Related Products — assign upsell items to SKUs, configure rules in admin panel.
3.9. BigCommerce
• API: Checkout Scripting — inject dynamic product suggestions based on cart analysis at checkout.
3.10. Revel Systems
• Feature: Combo Offers Setup — use Combo Builder, add triggered add-ons by item type.
3.11. Poynt POS
• API: Order Events — monitor “about to pay” events, trigger recommenders for impulse upsells.
3.12. Lightspeed eCom
• Feature: Automated Recommendations — configure triggers for pet snacks or merchandise upsells per basket.
3.13. Wix Stores
• Setting: Product Add-ons — enable “suggested at checkout” toggles in store manager.
3.14. Ecwid
• App: Upsell & Cross-Sell — define smart rules for offer display based on cart’s pet-friendly product tags.
3.15. GoDaddy Payments
• API: Enhanced Checkout Script — use custom script hook for last-minute product push.
3.16. Paypal Smart Payment Buttons
• SDK: createOrder with upsell options in post-approval callback for extra items/services.
3.17. Salesforce Commerce Cloud
• Feature: Einstein Product Recommendations — configure rules for personalized upsell using purchasing history.
3.18. Oracle MICROS POS
• Setting: Suggestive Selling — enable by menu group setup, assign combos to pet-specific items.
3.19. Loyverse POS
• API: Receipt Hook — configure prompt for snacks or toys when certain payment types used.
3.20. Heartland Retail
• Feature: Promotions Engine — create upsell logic for defined shopper segments at checkout.
Benefits
4.2. Enhances customer experience with relevant, value-adding suggestions.
4.3. Lowers manual sales effort, ensuring every checkout opportunity is optimized.
4.4. Leverages purchase history for accuracy in offers, leading to higher conversion rates.
4.5. Encourages trial of new or high-margin products/services with minimal customer friction.