Setup Checklist
This section is a comprehensive and high level summary of all tasks and prerequisites required for this feature to function properly. This section is purposed for use after an administrator is familiar with configuring this feature as an “audit” checklist. For detailed set-up instructions, jump down to “Prerequisite Tasks” and “Detailed Setup Guide” and then follow up with this checklist to ensure all steps are completed.
1. POS TASKS | |
|---|---|
Ensure all products are set up in the POS. REQUIRED | PREREQUISITE |
2. COMMERCE TASKS | |
Language Strings, Setting -
| PREREQUISITE |
Apply Cross Sell to the Product(s)
| DETAILED SETUP |
Prerequisite Tasks
This section describes all requirements that must be completed before you can begin setting up this feature. Once these tasks are complete continue to the next section.
POS Tasks
Ensure that all products are set up in the POS.
Commerce Tasks - Settings and Language Strings
This feature may require updates to the following settings, language strings and/or HTML Widgets. Learn more about how to update and create Settings, Language Strings, and HTML widgets follow the links to the respective section.
Settings
Activate Cross Sell
Go to Configuration > Settings > Shopping Cart Settings and look at the Number of ‘Cross Sells’ checkbox.
If set to ZERO (0), Cross Sell is deactivated across the entire store. No objects will appear, neither in the lightbox or the mini cart.
If set to any other integer, the integer will determine the maximum number of items displayed as cross sold items, in the lightbox and the mini cart.
NOTE: Consider the maxim “less is more” and try limiting the number of cross-sells to a lower number, effectively increasing the impact of the cross-sell presentation, and also being less intrusive to the shopping experience. The default setting is 4.
For another way of configuring these settings, go to Settings > All Settings (advanced) and update the following settings:
Setting name | Value | Description |
|---|---|---|
producteditorsettings.crosssellsproducts | True/False | Activates/Inactivates Cross Sell |
shoppingcartsettings.crosssellsnumber | 4 (Any integer) |
|
aspenwarecommercesettings.hidepricingonpromotionalproducttiles | True/False | Option for resorts to toggle on/off pricing display on Cross-Sell product tiles store-wide.
Admin users are advised to review Meta Text on the Related products, as the Meta Text will always display on these tiles. |
Language Strings
While the images and copy displayed with the cross sold product are determined by the PDP, there are other areas of customization required by the resort through configurable language strings.
Go to Configuration > Languages > English and click Edit.
Scroll down to String Resources panel.
Search on “crosssell” (one word, no spaces) and edit the following strings to reflect your store.
String Resource | Example Value | Description |
|---|---|---|
products.crosssell.lightbox.cancelbuttonlabel | No thanks. | Cross Sell Lightbox Title |
products.crosssell.lightbox.title | Holy moly, these are awesome! | Cross Sell Lightbox Cancel Button Label |
shoppingcart.crosssells | Cool cart, here’s some recommendations. | Cross Sell Mini Cart Title |
Detailed Setup Guide
Apply Cross Sell to the Product(s)
Cross Sell is applied at the product level, in a dedicated tab in the PDP. There are two (2) steps involved in applying Cross Sell. The first determines if the cross sold product displays in a lightbox (and if so, at what frequency), or is displayed only in an appended list, at the bottom of the “mini cart.” The second defines which products are triggered.
Go to Catalog > Products and locate the trigger product.
Edit the product. Make sure the “Advanced” view of the PDP is selected.
Scroll to the bottom of the PDP, where you will see the Cross Sell Tab and Additional Product Settings Tab.
On the Cross Sell Tab, expand to see Add new cross sell Button.
Click Add new cross sell, navigate to the desired product, select it and Save. The selected product will now be displayed as cross sell when the trigger product is added to the cart.
NOTE: The order in which you add products to the Cross Sell list is the order in which they are displayed to customers. To modify the display order, delete all cross sold products, and add in the preferred order.
Scroll to the Additional Products Settings tab, scroll to the Cross Sell settings section and complete the following fields:
Is Cross Sell lightbox enabled? Check this the box activates the display in the lightbox.
Number of times that Cross Sell Lightbox should show? The integer applied will determine the number of times each item is displayed in the lightbox only. Items will display in the mini cart until they are “added to cart” or the shopping session ends.
NOTE: These settings apply to all products added as cross sell products.
