Upsells

Upsells are an easy way to add services to a visit already in progress. These can be suggested while on-site by an employee and are easily accessible so you can easily suggest related tasks that a client may want done while your crew is at the visit. The following steps are how you can enter an Upsell opportunity in Copilot.

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1. Decide what you want to upsell. For this example, lets say that you want to upsell mulch to your customers.

2. Create a tag under Resources > Tags. Here you can create a tag called Mulch Upsell

3. Create an email link under Resources > Email Links. Here you can enter in your email link information and attach the "Mulch Upsell" tag to this email link.
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4. Create your email/text template that you want your customers to receive when an employee sends the upsell. If you chose email, you can add this email link to the template. If you are going the route of SMS text, you can put in your message to have the customer respond with a word like "ACCEPT" or "MULCH". This doesn't automatically do anything, but is easy for you to tell when a customer wants to accept that upsell.
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5. Go to Marketing > Upsells and create your new upsell! You can assign your email/text template to it, activate it, and let the upsells begin!

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1) Employee finds an Upsell opportunity
On the job, an employee notices a service they think the customer would like such as Mulching during a lawn mowing visit. This is an opportunity for them to upsell to your customers.

2) Employee upsells
The employee goes into the visit popup, clicks on "Up-sell", chooses the premade upsell they want to send to the customer, and selects "Select Up-sell".

The employee will then see a popup that reads "Do you want to send a recommendation for (selected upsell)" with the choice to either Cancel or Send:

3) Customer gets notified
The customer receives either an email or a text about the upsell. This can be set on a per-upsell basis. You can select it to only email, only text, or send both if you want to make sure your customer sees it.

4) Customer Accepts or Declines
The customer either wants to include the upsell and accepts or is not interested and declines the upsell

5) Action of choice
If the upsell is accepted, the customer will receive a tag on their account, and after that automation can take over. If the upsell is declined, nothing happens and their account is not tagged.