How to Add and Delete a Cross or Up Sale

Article Topics: Programs, Affiliate, Cross Sales, Up Sales

Adding a cross-sale

Please Note: To process incoming and outgoing cross sales or up sales, you must have a Cross Sale/Up Sale compatible program configured first.

To learn more about setting up a Program, view "How to Add and Remove Programs."

To add a new Cross Sale, click the "Add Cross Sale" button at the top-right corner of the Cross Sale Management page. Once clicked, a widget will appear on that page, where you will need to fill in all of the necessary information, depending on whether the cross sale is outgoing or incoming.

Properly setting up your Cross Sale or Up Sale requires starting from the Incoming portion since this will generate the reference code necessary to configure the outgoing side. The reference code is what ties together the incoming and outgoing Cross Sale or Up Sale.

To learn more view Linking an Incoming cross-sale to an outgoing cross-sale.

Incoming

For adding an incoming cross sale, you need to select the "Incoming" option, choose an available biller, and choose the site and program that will let other sites sell memberships to your site and program on their join form. When finished, click the "Save Changes" button, and the incoming cross-sale will be added.

Adding an Incoming Cross Sale

Very Important: For a selectable program to show up in the drop-down menu, it must first be set up in the "Programs" section of your NATS Admin as a "Cross Sale Program."

Outgoing

For adding an outgoing cross sale, you simply need to select the "Outgoing" option and choose a biller for the cross sale. Clicking on the menu will display all of the billers in your NATS. When finished, click the "Save Changes" button, and the outgoing cross-sale will be added.

Adding an Outgoing Cross Sale

Adding an Up Sale

To add a new Up Sale, click the "Add Up Sale" button at the top-right corner of the Up Sale Management page. Once clicked, a widget will appear on that page, where you will need to fill in all of the necessary information, depending on whether the up sale is outgoing or incoming.

Incoming

To add a new incoming cross sale, select the "Incoming" option, choose an available biller, and choose the site and program to let other sites sell memberships to your site and program. When finished, click the "Save Changes" button, and the incoming up sale will be added.

Adding an Incoming Up Sale

Outgoing

For adding an outgoing Up Sale, choose the "Outgoing" option and select an available Biller for the up sale. When finished, click "Save Changes", and the up sale will be added.

Adding an Outgoing Up Sale

Promoting Cross Sales

Affiliates can view your newly created Cross Sales at the following URL:

• https://domain/internal.php?page=xsells

(Replace domain in the example above with your Linkdomain).

On this page, affiliates will be able to see what site, program, reference code, and biller to which this cross-sales option is associated. This page also provides information about the join options to which these cross-sales are tied.

Affiliates and cross-sales must both belong to the same program before an affiliate can view cross-sale reference codes. Cross-sale reference codes (or Ref Codes) are essential to configuring an outgoing cross-sale.

Crediting Affiliates for Cross Sales / Up Sales

By default, cross sales and up sales will credit the affiliate on the Ref Code. An affiliate will be credited for the original join, but not the cross sale or upsell.

In order to credit an affiliate for both the original sale and any subsequent cross sales, you must enable the Recalculate Ref Code setting for that particular Cross Sale. The affiliate must also be enabled within the same program as the cross sale.

You can find this setting by navigating to the Cross Sale or Up Sell admin and selecting the relevant option.

Enabling this setting will ensure that the affiliate getting credit for the original join will also be credited for the specific cross sale or upsell if they are enabled within the cross sale program.

Disabling/Restoring Up Sales

To disable an up sale, click the "Actions" button to the right of the corresponding up sale and click "Delete this Sale". This up sale will be inactivated, but can still be displayed by clicking the "Show All" option in the filter.

Similarly, you can restore a previously deleted up sale by clicking the "Actions" button to the right of the corresponding deleted Pp Sale and clicking "Restore Sale". An upsell will indicate that it has been previously deleted by displaying a red "deleted" label next to its name.

Please Note: When deleting a Cross Sale or Up Sale, sales are still being recorded and not deleted. This means the Affiliate will still receive credit for promoting the associated Program but it will no longer be displayed in their Affiliate Area.

Incoming Gateway Cross Sale / Up Sales

To receive cross-sales using a gateway biller, you must add the seller's IP address to the cross-sale secure IPs configuration array. The configuration arrays for each gateway are named after the gateway biller:

• $config['XSELL_JETGATE_SECURE_IPS']

• $config['XSELL_NETBILLING_SECURE_IPS']

• $config['XSELL_RSBILLING_SECURE_IPS']

Place the configuration array above for your biller in your NATS includes/config.php file and add IP addresses to it. For example:

$config['XSELL_NETBILLING_SECURE_IPS'] = Array(
'0' => '111.111.111.111',
'1' => '222.222.222.222',
'3' => '333.333.333.333'
);

Warning: Incorrectly formatting this line will break your NATS. Each entry should be a single IP address -- ranges, masks, and globs are not supported. Place a comma between each entry.

Related Articles

Cross/Up Sale OverviewLinking an Incoming Cross-sale to an Outgoing Cross-sale