Renewals & Revenue Recommendations
You can select any of the available forms by clicking on the โAdd a Recommendationโ dropdown button.
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, & Add-ons
- 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.