AppSuite:Upsell tools

Synopsis: This article introduces several ways of promoting applications and other upgrades for App Suite.

The Upsell Widget

The Upsell widget is a widget displayed on the portal. It can show images, text or combinations thereof. A widget can contain several "slides". A click on the widget starts the Upsell Wizard. There can be more than one Upsell Widget (just remember not to annoy your customer with too many!). Upsell widgets can be moved, but not removed from the portal.

The Upsell Bubbles

Upsell bubbles are little popups based on hopscotch, similar to the guided tours. They show up after a given amount of time and point to a defined UI element to display some text. Clicking on them starts the Upsell Wizard (unless you click "cancel", of course).

The Upsell Wizard

The Upsell Wizard is a small shopping cart application that displays things that can be sold. They process is the usual three-step process of putting items in your cart, reviewing them and ordering them. Upon completion the Wizard calls an URL with the ordered items as well as the shoppers's ID and context number. It is left to the provider to implement some handler for that.

Making all of it work

The configuration for all three elements is done in YAML instead of JavaScript, assuming that most users of this feature are not developers but from marketing or sales departments. They will probably need starting help from a sysadmin, though, as by default, the whole Upsell process is disabled two-fold:

• The configuration file is not deployed. To do so, one needs to create one in the settings subfolder of the server configuration. This is usually /opt/openexchange/etc/settings. And example can be found in the UI folder as upsell-examples.yml
• The capability is not enabled. It is called "upsell" and, well, needs to be enabled.

After that, a server restart (necessary for every config change, sorry!) and some hard refreshing to get rid of eventual caching artefacts, you are good to go!