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Renewals & Revenue Recommendations

You can select any of the available forms by clicking on the “Select A Recommendation Type” dropdown list. Here is how you configure each of the recommendations:

Renewal

  • Edit all the fields to personalize the recommendation.
  • Enter the URL to the page on your site that will allow the customer to renew their subscription or service.

Upsell, Cross-Sell, and Expansion

  • Edit all the fields to personalize the recommendation.
  • Enter the URL to the page that contains the services or products you want to sell to your customer.