Configuration: Cross Sell

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 - Activate Cross sell through Shopping Cart Settings. REQUIRED Configure language strings on lightbox and shopping cart. OPTIONAL	PREREQUISITE
Apply Cross Sell to the Product(s) 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. 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.	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)	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.

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.