업셀링을 우선시하는 것이 중요한 이유

업셀링은 전자상거래 상인의 지속 가능한 성장의 핵심입니다. 올바르게 수행하면 추가 가치를 제공하고 더 많은 판매를 촉진하는 효율적인 방법입니다. 다행히도 AI 알고리즘을 통해 모든 규모의 온라인 매장에서 고급 업셀링을 사용할 수 있습니다. 이는 현재 많은 상인이 직면한 다음과 같은 과제에서 특히 중요합니다.

  • 전반적으로 약해진 글로벌 시장으로 인한 예산 삭감.
  • 증가한 경쟁으로 인해 고객 인수 비용이 증가.
  • 강력한 결과를 제공하지 못하는 현재 프로세스 및 솔루션으로 인한 투자 수익률(ROI) 감소.

이러한 과제를 극복하기 위한 핵심 전략은? 업셀링의 기술을 마스터하는 것입니다.

업셀링 덕분에 브랜드 수익을 5% 더 높이거나 최대 60배에 달하는 놀라운 ROI를 달성하는 것을 상상해 보세요. 현명한 전자상거래 상인은 고객 여정 전반에 걸쳐 업셀링 전략(이 전자책에서 찾을 수 있는 것과 같은)을 전개하여 이와 같은 결과를 달성합니다. 그들은 AI와 AfterShip Personalization 같은 도구를 활용해 고객 참여를 강화하고, 브랜드가 놀라울 정도로 정밀하게 업셀링을 맞춤화할 수 있도록 하며, 모든 고객 상호작용이 충성도를 얻을 기회가 되도록 보장합니다.

언제, 어디서 업셀을 해야 할까

If you think checkout is the only place to upsell, think again. Almost every touchpoint in the customer journey reveals ways to boost revenue with additional offers or upgrades, from the home page to the shopping cart to tracking notifications. The recent release of Checkout Extensibility from Shopify, for instance, lets merchants turn checkout and post-purchase pages into new opportunities to generate revenue.

Some best practices to follow when implementing upselling strategies:

  • Introduce upselling at various touchpoints: Unlock hidden sales opportunities throughout the customer's journey. Different touchpoints require unique strategies, and merchants must apply these strategies effectively.
  • Provide AI-powered personalized recommendations: Tailor your suggestions based on scenarios, product features, and customer behavior. Use AI to highlight options like "Frequently Bought Together," "Best Sellers," and "Complementary" items.
  • Incorporate conversion tools: Enhance your conversion rates by leveraging tools like free shipping bars, countdown timers, and additional discounts. Design your checkout process to spark more engagement from your customers.
  • Set merchandising rules: Automate the personalization process on the backend by setting rules for various scenarios, including Triggers, Pins, Exclusions, and Custom rules. (Solutions like AfterShip Personalization can help you set these rules.)

이 플레이북을 읽고

We developed The Upsell Playbook with eCommerce merchants in mind, using examples from real brands driving bigger returns with upselling. We want to give you the actionable knowledge to implement advanced upselling strategies using AI tools. Here's how to get the most from it:

  • Read the scenario: This sets the scene for your winning play. These scenarios correspond to specific touchpoints on the customer journey, like a checkout page or a tracking page.
  • Understand the use case: Each play we share will correspond to a real-life eCommerce challenge. Make sure you understand the context behind each play.
  • Follow the steps: Each play will have clear steps that you can follow to implement it in your eCommerce store. Read and understand these steps before taking action.
  • Customize it: Apply brand voice, design aesthetics, and product offerings to make it your own. You know your customer and product best, so optimize for the best results.

AfterShip의 AI 기반 업셀링을 활용해 각 거래에서 판매량을 늘리세요.

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모든 체크아웃을 중요하게 여기기: 체크아웃 페이지에서 업셀링하기

The checkout page is the final touchpoint before a customer completes their purchase. It's also your best opportunity to upsell and increase the value of their order. Consider what products or services you can offer that complement the customer's purchase. This could be something they may have missed or something that adds value like a bundle deal.

As a customer, imagine being offered a discounted bundle deal on the products you just added to your cart. This is a great opportunity for merchants to upsell and increase AOV.

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재생: 가격이 낮은 품목 추천

With ideal pairing, you can recommend lower-priced items as add-ons to the customer's current purchase. This strategy ensures shoppers do not abandon their purchase due to high prices while boosting the AOV.

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가장 적합한 분야: 패션 및 의류

Here's how to do it:

1. Identify lower-priced items: Look at your product inventory and identify items that are lower in price but still complementary or related to the customer's current purchase. 2. Display the recommendations: Use the "Frequently Bought Together" algorithms to recommend products with prices below a specific value. Create a section on the checkout page that displays these lower-priced items as add-ons, using the "Frequently Bought Together" algorithm. Make sure they are visually appealing and catch the customer's attention. 3. Offer discounts: Consider discounting these recommended items, such as "10% off when you add this item to your cart." This can entice customers to make an additional purchase. 4. Display a free shipping bar: Encourage shoppers to add more items to their cart for free shipping. Consider using phrases to create a sense of urgency and encourage customers to add these items to their purchases before completing checkout. 5. Monitor and track performance: Use data-driven insights to optimize the upsell strategies by understanding which scenarios yield the best results for personalized recommendations and product affinity rates to help brands effectively combine and match their products. This will make the recommendations more relevant and enticing to the customer.

스포트라이트: 제프리 스타 코스메틱스

Jefree Star는 초기 구매를 보완하는 품목을 제안합니다. 아래 예에서 우리는 팀이 손거울과 다른 유형의 립스틱을 제안하는 것을 볼 수 있습니다. 두 품목 모두 저렴한 추가 품목입니다. 이 전략은 쇼핑 경험을 향상시키고 구매자에게 더 비싼 대안으로 압도당하지 않고도 완벽한 추가 품목을 현명하게 소개합니다.

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재생: 무료 샘플로 구매를 장려하세요

Offering free samples is a great way to upsell on the checkout page, especially for new products that customers may need to become more familiar with. You can typically see this play being run in the Beauty and Cosmetic industry as merchants upsell new products.

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가장 적합한 용도: 미용, 건강 및 웰빙

Here's how to do it:

  1. Identify new or popular products: Look at your product inventory and identify new or popular items to introduce or promote to your customers.
  2. Create a merchandising rule: For example, if the cart value is below $200, use the "Frequently Bought Together" algorithm to encourage shoppers to add items and qualify for free samples. If the cart value exceeds $200, use "manual selection" to recommend the free samples that make sense for the purchase.
  3. Display the offer: Clearly display the free sample offer on the checkout page and information about the product and how it complements their purchase. You can do this with an announcement bar.
  4. Use urgency and scarcity: Create a sense of urgency and encourage customers to add the free sample to their cart before completing checkout. Use phrases like "Limited quantity available" or "One free sample per customer." Customize the Offer: Use product labels such as “Sample” for recommendations during this step. Use AI tools to suggest items complementing these samples, creating a more tailored experience.
  5. Monitor and track performance: Use data-driven insights to optimize the upsell strategies. Understanding which scenarios yield the best results for personalized recommendations and product affinity rates helps brands combine and match their products effectively.

스포트라이트: 세포라

Sephora는 각 주문에 샘플을 제공합니다. 하지만 주문당 제공되는 샘플의 수를 제한합니다. 이렇게 하면 너무 많은 품목을 제공하지 않고, 고객은 다음 구매 시에 새로운 제품을 시도하기 위해 다시 방문하게 됩니다.

spotlight dime beauty
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재생: 결제 시 "더 많이 구매하고 더 많이 절약하세요"

Like creating a bundle deal before the customer reaches the checkout page, a bundle can also be an effective upsell strategy during checkout.

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가장 적합한 분야: 뷰티, 건강 및 웰빙, 패션 및 의류

Here's how to do it:

  1. AI-powered personalization: Leverage the “Complements” algorithm to recommend products related to your cart's products.
  2. Create a bundle deal: Offer a discounted price for purchasing multiple items together, such as "Buy 2, Get 1 Free" or "Bundle and Save 20%."
  3. Display the offer on the checkout page: Make sure the offer is displayed to catch the customer's attention before they complete their purchase.
  4. Use urgency and scarcity: Consider using phrases like "While supplies last" to create a sense of urgency and encourage customers to take advantage of the bundle deal.
  5. Test and track performance: Monitor the effectiveness of the bundle deal offer and make necessary adjustments to optimize its impact on AOV.

스포트라이트: DIME Beauty

DIME Beauty는 구매에 추가할 보완 아이템을 추천하는 데 매우 뛰어납니다. 아이템을 개별적으로 구매할 수도 있지만, 묶음으로 구매하면 편리함이 더해지고 할인과 같은 추가 인센티브가 제공되어 이미 전환할 준비가 된 쇼핑객에게 더 많은 가치를 더해줍니다.

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재생: 무료 배송 최소 주문/임계값

Offering free shipping is a great way to incentivize customers to increase their purchase amount and boost AOV.

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가장 적합한 분야: 패션 및 의류, 식품 및 식료품, 전자 제품

Here's how to implement this play:

  1. Determine the minimum order/threshold: Look at your average order value and determine a minimum order or threshold customers need to reach to qualify for free shipping.
  2. Display the offer on the checkout page: Make sure the free shipping offer and the minimum order/threshold amount are displayed on the checkout page. Consider using phrases like "Spend $50 to qualify for free shipping" to create a sense of urgency and encourage customers to buy more before completing checkout.
  3. AI-powered recommendation: You can use the “Frequently Bought Together” algorithm for product recommendation and incentivize customers to add more items to their cart to qualify for free shipping.
  4. Test and track performance: Monitor the impact of offering free shipping on AOV and make necessary adjustments to optimize its effectiveness. Additionally, track how many customers increase their purchase amount to qualify for free shipping.
  5. Consider alternative options: If offering free shipping is not feasible for your business, consider offering a flat rate for shipping or creating a loyalty program that offers free shipping to members after reaching a certain number of purchases.

스포트라이트: DiscStore.com

고객이 결제를 시작하면 무료 배송에 얼마나 가까운지 보고 조금 더 추가하도록 유도합니다. 예를 들어, 고객이 노트북을 구매하면 업셀 블록에서 노트북 케이스를 추가하라고 제안할 수 있습니다. 이는 평균 주문 가치(AOV)를 증가시킬 뿐만 아니라 관련성 있고 가치 있는 추가 기능을 제공하여 고객의 쇼핑 경험을 향상시킵니다.

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더 많은 업셀링 기회를 원하시나요? 전체 플레이북에 즉시 액세스하세요.

업셀링은 결제에서 끝나지 않습니다! 고객 여정의 모든 단계에서 더 높은 평균 주문 가치를 이끌어내는 더욱 입증된 전략을 계속 읽어보세요. 클릭 한 번으로 결제하는 페이지부터 구매 후 업셀링까지, 추적 및 주문 상태와 같은 전략입니다. (PDF도 보내드리겠습니다.)

숨겨진 기회: 결제 후 AOV를 높이는 핵심 영역

결제 페이지를 벗어나는 것은 성공적인 업셀 전략에 필수적이며, 이는 여정에서 종종 간과되는 부분 중 하나입니다. 대부분의 판매자는 고객이 구매를 완료하면 추가 제품이나 할인을 제공하지 않으며, 업셀을 하고 AOV를 늘릴 수 있는 많은 기회를 놓칩니다.

원클릭 업셀 페이지에서 업셀링

The One Click Upsell (OCU) page is a powerful tool for increasing AOV. This page appears right after a customer’s initial purchase, prompting them to buy additional items or upgrade their purchase. It's an effective time to upsell because the customer is already in a buying mindset.

Here are some tips for upselling on the OCU page:

  • Offer relevant, complementary products: Recommend products that complement the customer's purchase or offer an upgraded version of an item.
  • Create a sense of urgency: To create a sense of urgency and encourage customers to buy more, consider offering a limited-time discount or special offer for purchasing on the OCU page.
  • Keep the process simple: Make sure the OCU page is user-friendly and easy to navigate, with a clear call-to-action for adding additional products to the cart.
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재생: 보완 항목 제안

OCU 페이지에 주문 범프 옵션을 추가하여 고객에게 할인된 가격으로 보완 제품을 제공할 수 있습니다. 이는 "보완" 추천 AI 알고리즘과 상품화 규칙을 사용하여 특정 금액 미만의 제품을 특별 일회성 구매에 추천할 수 있습니다.

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가장 적합한 분야: 건강 및 웰빙, 뷰티, 패션 및 의류, 전자 제품

Here's how to implement this play:

1. Choose relevant products: Use product tagging and AI to identify complementary products with the customer's purchase. For example, if they buy a face cream, offer a toner or serum as an order bump. 2. Offer a discount: Consider offering the complementary product at a discounted price to incentivize customers to add it to their purchase. This can be done by setting up merchandising rules for dynamic pricing. 3. Keep it simple: Ensure the order bump is easy to understand and add to the cart without adding friction to the checkout process. Also, ensure the add-on product can be easily added to the customer's cart with a single click. 4. Test and track performance: Keep a close eye on how many customers add the order bump to their purchase and its impact on AOV. Make adjustments as needed to optimize this strategy.

스포트라이트: 베스트바이

보완 상품은 물리적인 품목에 국한될 필요가 없습니다. 때로는 추가 서비스의 형태로 제공됩니다. Best Buy는 구매 전과 구매 후에 제품 보호 플랜을 제공합니다.

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재생: 업그레이드된 제품으로 업셀링

On the OCU page, present the customer with complementary products from their initial purchase or best sellers. This boosts average order value and ensures our customers receive even greater satisfaction from their choice.

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가장 적합한 분야: 뷰티, 패션 및 의류

To effectively implement this upsell strategy:

1. Suggest higher-priced items: Recommend upgrading the customer's initial purchase. For example, if your customer buys a single unit of lipstick, you could offer a more premium version with additional benefits. 2. Highlight the benefits: Communicate the added value of the upgraded product. Give customers a reason to spend more and make that purchase decision immediately. For instance, you could mention that the complementary product has a long-lasting formula or better ingredients. 3. Offer a special discount: Consider offering a special discount for upgrading on the OCU page, making the choice more appealing to customers. For the lip liner promotion, you could make it more appealing by offering 50% off to entice the customer. 4. Make it easy to upgrade: Ensure customers can easily switch to the upgraded product without redoing their entire purchase. Consider offering a one-click option to switch to the higher-priced item. 5. Monitor performance: Track the number of customers who choose to upgrade and the overall impact of this play on AOV. Adjust your offer as needed to optimize this strategy.

스포트라이트: DIME Beauty

DIME Beauty는 원클릭 업셀(OCU) 페이지를 사용하여 상품 원가가 낮고 재고가 잉여인 SKU를 홍보합니다. 이 전반적인 전략은 AOV에서 50.88%의 눈에 띄는 상승을 가져왔습니다.

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감사합니다 및 주문 상태 페이지에서 업셀링

The Thank You and Order Status pages are another opportunity to upsell and increase AOV after the customer has completed their purchase.

When upselling on the Thank You and Order Status pages:

  • Strike while the iron is hot: Use language that conveys a sense of excitement and urgency to encourage customers to make another purchase.
  • Recommend relevant products: Use AI to identify products frequently bought with the customer's initial purchase or offer related products at a discounted price.
  • Keep it simple: Make sure the upsell options are easy to add to the cart and don't require much additional effort from the customer.
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Like offering complementary products on the OCU page, you can use triggers and tagging to recommend related products on the Thank You and Order Order Status pages. This allows customers to add more items to their cart that they may have missed during their initial purchase.

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가장 적합한 분야: 패션 및 의류

To effectively implement this cross-sell strategy:

1. Identify complementary items: Use triggers to identify complementary and related products. This can be done using the “Complements” AI algorithm rule. For example, recommend matching shoes or accessories if the customer buys a dress. 2. Highlight the benefits: Through product descriptions, images, and customer reviews, clearly communicate how these products will enhance the customer's initial purchase and add value to their overall experience. 3. Offer a discount: On the thank you page, consider offering a special discount for purchasing related products to entice customers to add more items to their carts. One-time discounts create a sense of urgency and encourage customers to purchase more. 4. Make it easy to add to the cart: Ensure the recommended products can be easily directed to the product detail page with a single click. 5. Track performance: Track the number of customers who choose to cross-sell and its impact on AOV. Adjust as needed to optimize this strategy.

스포트라이트: 히로인 스포츠

사용자가 레깅스 세트를 구매한 후, Heroine Sport는 감사 페이지를 사용하여 같은 라인의 추가 제품을 홍보합니다. 이는 고객의 취향에 맞는 제품으로 고객을 타겟팅하려는 노력입니다.

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재생: 로열티 프로그램 제공

A loyalty program is another way to encourage customers to spend more after checkout. By offering rewards or discounts for future purchases, loyalty programs encourage customers to spend more to earn benefits.

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가장 적합한 분야: 미용, 음식 및 음료

Here's how to implement this upsell strategy:

1. Connect your loyalty program: If you have an existing one, you can use it to incentivize customers to spend more. On the thank you page, offer a special discount or reward if they sign up for your loyalty program. 2. Promote exclusive offers: Use the Thank You or Order Confirmation page to promote exclusive offers or early access to sales for loyalty program members. This encourages customers to sign up and spend more to take advantage of these benefits. 3. Use urgency and scarcity: Phrases like "Limited time offer" or "Join now to start earning rewards" create a sense of urgency and encourage customers to sign up for the loyalty program before completing checkout. 4. Personalize the program: Use data-driven insights to personalize the loyalty program based on the customer's past purchases, preferences, and behaviors. 5. Monitor and track performance: Track the number of customers joining the loyalty program and their impact on AOV. Make adjustments as needed to optimize.

스포트라이트: 세포라

인기 있는 화장품 브랜드는 미국과 캐나다에서 무료 Beauty Insider Program을 만들어 고객이 구매에 대한 포인트를 적립하고 보상으로 교환할 수 있도록 했습니다. 이 브랜드는 성공적인 구매 직후에 감사 페이지에서 로열티 프로그램을 홍보합니다.

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AfterShip의 AI 기반 업셀링을 활용해 각 거래에서 판매량을 늘리세요.

추적 페이지에서 업셀링

The tracking page is another opportunity to upsell and increase AOV after the customer has completed their purchase.

Here are some tips for upselling on the Order Status or Tracking page:

  • Highlight special deals or promotions: Use this page to offer customers exclusive discounts or promotions on related products.
  • Offer upgrades or add-ons: Use AI algorithms to recommend upgrades or add-ons that enhance the customer's initial purchase.
  • Use social proof: On this page, display reviews and testimonials from satisfied customers who have purchased additional products through upselling.
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재생: 추적 페이지에서 추천 사항 제공

A strong feeling is attached to your order tracking page. When customers check this page, they usually feel strongly about the product they just purchased—they might be excited or even anxious about its delivery. And while they are still thinking about your products, this presents a wonderful opportunity to provide recommendations for the next purchase.

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가장 적합한 분야: 패션 산업

To effectively implement this upsell strategy:

1. Use data-driven insights: Lean on AI to identify which products will most likely appeal to the customer and offer a special discount or promotion. This can be based on their past purchases, browsing history, and items frequently bought together. 2. Offer limited-time discounts: Use phrases like "Today only!" or "Limited stock available" to create a sense of urgency and encourage customers to make an additional purchase before their order is shipped. 3. Use visuals: Add eye-catching images or videos of the products offered to catch customers' attention and entice them to purchase. For example, if the customer has purchased a dress, show them a pair of shoes to complete the outfit. 4. Monitor performance: Track the number of customers who make an additional purchase on the Order Status or Tracking page and the impact on AOV. Use this data to continuously optimize and improve this upsell strategy.

스포트라이트: 글로시에르

Glossier는 주문 추적 페이지의 귀중한 공간을 활용하여 개인화된 추천과 특별 할인 혜택을 제안합니다.

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재생: 사회적 증명 및 관련 제품 리뷰

Like the thank you or order confirmation page, you can use social proof and customer reviews to upsell on the order status or tracking page. This adds credibility and encourages customers to make an additional purchase.

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가장 적합한 분야: 뷰티, 건강 및 웰빙, 패션 및 의류

To effectively implement this upsell strategy:

1. Identify complementary items: Recommend complementary or related products with high ratings and positive reviews. This will increase the likelihood of customers adding these products to their carts. 2. Display customer reviews: Showcase positive customer reviews and ratings to create trust and encourage the customer to make an additional purchase. Consider using phrases like "Join the thousands of satisfied customers" or "Highly rated by our customers" to showcase your positive reviews and build trust with potential buyers. 3. Make it easy to add to the cart: Direct customers directly to product detail pages, making it easier for people to complete their purchases with minimal clicks. 4. Track performance: Monitor the number of customers who buy based on social proof and its impact on AOV. Implement an A/B test to measure the impact of social proof on upsell conversions. Adjust as needed to optimize this strategy.

스포트라이트: 마누카 닥터

Manuka Doctor는 고객이 제품을 실제로 사용하는 모습을 보여주는 사진, 비디오, 텍스트를 특징으로 합니다. 이는 실제 고객 리뷰와 함께 제품의 가치에 대한 관련성 있는 증거를 제공합니다.

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고객 여정의 각 단계에서 더 많은 작업 수행

Implementing upselling tactics at different points in the customer journey is key to boosting revenue and AOV while improving customer satisfaction and loyalty.

Use the plays from this playbook at each stage of the customer journey. Continuously test, track, and optimize to find the best strategies for your business. By using data and focusing on personalized recommendations, you can upsell and increase revenue while enhancing customer experience.

So don't limit yourself to just one upselling opportunity—explore all the possibilities throughout the customer journey and see your profits grow.

*If you're looking for the most seamless way to implement every play explored in this playbook, try AfterShip Personalization today!*