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Set up cross-selling and upselling

Goal​

To configure cross-selling and upselling relationships for products, encouraging customers to explore complementary items, alternatives or higher-value products. This improves the shopping experience, guide your sales team and can increase average order value.

Understanding Cross-selling Types​

Propeller supports five types of product relationships:

  • Accessories: Complementary items that enhance the main product
  • Alternatives: Similar products that could replace the current item
  • Related Products: Items frequently purchased together
  • Options: Additional configurations or add-ons
  • Parts: Replacement or spare parts for the product

Step 1: Locate the Product​

  1. Navigate to PIM > Products & Clusters.
  2. Search for the product using:
  • Product name
  • SKU or product code
  • Category filters
  1. Click on the product to open it.

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Step 2: Navigate to Cross-selling Settings​

  1. In the product details screen, click the Storefront tab.
  2. The right sidebar displays cross-selling sections:
  • Cross & Upsell / Accessories
  • Cross & Upsell / Alternatives
  • Cross & Upsell / Related Products
  • Cross & Upsell / Options
  • Cross & Upsell / Parts

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Step 3: Add Cross-selling Products​

You can add products using two methods:

Method 1: Add Individual Products​

  1. Click Add products in the desired section.
  2. In the product selection dialog:
  • Search for products by name or SKU
  • Use filters to narrow results
  • Select checkboxes for products to add
  1. Click Add products to confirm.
  2. Selected products appear immediately in the section.

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Method 2: Create Product Groups​

  1. Click Add product group in the desired section.
  2. Enter a descriptive group name (e.g., "Safety Equipment Bundle").
  3. Click Save to create the group.
  4. Click Add products next to the group name.
  5. Select products to include in the group.
  6. Click Add products to confirm.

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Step 4: Verify Configuration​

  1. Cross-selling relationships save automatically - no additional save action required.
  2. Review the added products and groups in each section.
  3. To remove items:
  • Click the X icon next to individual products
  • Delete entire groups using the group's remove option

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Best Practices​

Strategic Product Selection​

  • Accessories: Choose items that genuinely complement the main product
  • Alternatives: Select products at similar or higher price points
  • Related Products: Focus on frequently bought together items
  • Options: Include popular upgrades or customizations
  • Parts: List commonly needed replacement parts

Organization Tips​

  • Use product groups to organize large numbers of related items
  • Name groups clearly to indicate their purpose
  • Limit the number of cross-sell items to avoid overwhelming customers
  • Regularly review and update relationships based on sales data

Testing​

  • Always verify changes on the front-end website
  • Check that cross-sell products display correctly
  • Test different device views (desktop, mobile)
  • Ensure product links work properly

Common B2B Use Cases​

Industrial Equipment Example​

  • Main Product: Industrial Water Pump
  • Accessories: Mounting brackets, pressure gauges, control panels
  • Alternatives: Higher capacity pumps, energy-efficient models
  • Related: Piping, valves, filtration systems
  • Options: Installation service, extended warranty, maintenance contract
  • Parts: Replacement seals, impellers, bearings

Office Supplies Example​

  • Main Product: Professional Printer (Bulk Pack)
  • Accessories: Paper trays, network cards, finishing units
  • Alternatives: Higher-speed models, multifunction devices
  • Related: Toner cartridges (bulk), paper reams (case quantities)
  • Options: On-site setup, training package, service agreement
  • Parts: Maintenance kits, replacement drums, fuser units

Construction Materials Example​

  • Main Product: Steel Beams (per ton)
  • Accessories: Beam connectors, mounting plates, protective coatings
  • Alternatives: Different grades of steel, aluminum beams
  • Related: Fasteners (bulk), welding supplies, cutting tools
  • Options: Custom cutting service, delivery scheduling, project consultation
  • Parts: Touch-up paint, repair welds, protective caps

Important Notes​

  • Cross-selling relationships are unidirectional - adding Product B to Product A doesn't automatically add Product A to Product B
  • Product groups help manage seasonal or promotional cross-sells
  • Monitor performance metrics to optimize selections
  • Cross-selling configuration applies to both individual products and cluster products