Upsell Emails

Many products have upgrade versions, accessories, or other related products that might interest a customer once they’ve purchased the original product. An Upsell Email is an automated follow-up email, sent from within CORESense, a specified number of days after initial purchase, and can be customized to facilitate a number of marketing or customer service requirements.

Upsell Email Setup

The entire setup process can be accomplished within the CORESense Back Office.

Step	Action
1	Locate the Product ID foe the Trigger product (the initial product purchased, which will trigger the Upsell Email.) For instance, a guitar.
2	Create a new Email template in the Email and Document Templates Manager. Format it to include the information as you want it to appear in the Upsell Email. For example, an ad for a set of strings to fit the guitar. You may want to include a global email opt-out tag. Make note of the Document ID.
3	Open Setup > Technical Configuration > Product Upsell Emails Trigger, and create a new record. Enter the Trigger Product ID Enter the Email Template ID Specify the Lag Time – the number of days after purchase of the Trigger Product that the email should be sent.
4	Open Setup > Custom, and specify the Product Upsell Blackout Days. This global setting is used to prevent overloading frequent customers or customers who purchase many items on a single order, in cases when you have many Trigger Products defined. It represents the number of days that must pass between Upsell emails being sent to the same recipient. For instance, if two trigger products were sold to the same customer on April 1 and the Upsell Emails have lag times of 30 days, then both email would be sent on May 1. Setting Blackout Days to 5 would cause the second email to be delayed 5 days, and sent May 6 instead This must be a positive integer value (1 or greater). Leaving the field Null (empty) will not delay any of the emails from being sent.
5	Setup > Custom > Upsell Product Scheduler Email Status Field This setting is used by the Product Upsell Scheduler in conjunction with the Upsell Product Scheduler Email Status Field Value system setting. Together, these system settings control which field / value combination on a customer record can be used to determine customers that have opted out of email campaigns. Customers with this field / value combination set on their customer record will not have product upsell emails sent to them.
6	Setup > Custom > Upsell Product Scheduler Email Status Field Value This setting is used by the Product Upsell Scheduler in conjunction with the Upsell Product Scheduler Email Status Field Value system setting. Together, these system settings control which field / value combination on a customer record can be used to determine customers that have opted out of email campaigns. Customers with this field / value combination set on their customer record will not have product upsell emails sent to them.

Upsell Email Distribution

The Upsell email distribution process is automated.

Once per day, a script runs that checks the previous day’s orders looking for purchases of Trigger products. When one is identified, a record is entered into System Settings > Technical Configuration > Product Upsell Emails Schedule.
- This record contains the Customer ID, the email Template ID, and the Scheduled Date the email is to be sent.
- The email will be sent to the customer’s default billing email address – whatever address is listed at the time the email is generated.
The script then reviews System Settings > Technical Configuration > Product Upsell Emails Schedule for emails that should be sent that day.
- It generates the email using the specified template and client billing email
- If the customer is on the global opt-out list, the record is deleted. Otherwise the email is sent, and the record is deleted from the table.

Stop Upsell Emails

There are several ways to stop one or more emails from being sent.

If there is a single email that you want to prevent, you can delete the applicable record(s) from the Product Upsell Emails Schedule table prior to the scheduled date.
If you want to stop emails for a particular trigger product, you can simply remove that product from the Product Upsell Emails Trigger table. You should also perform item 1 above to prevent any emails that have already been scheduled.
If a particular customer would like to stop receiving marketing emails such as this, they can click the global opt-out link that you added to the email template.
To stop Upsell emails altogether, delete all records from both the Product Upsell Emails Trigger and Product Upsell Emails Schedule tables.