Renewals & Revenue Recommendations

You can select any of the available forms by clicking on the “Add a Recommendation” 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.