How to Set Up Automatic Product Upgrades

You can allow customers to automatically upgrade between product variants by adjusting your Variant Upgrade Settings.

If you have variants on a product, you will often get questions from happy customers who are getting so much out of the product that they would like to upgrade to the next level.  The customer will most likely purchase the upgrade if they can do that at only the difference in price from their original purchase.  This is a great way to earn a little extra money while improving customer satisfaction and it only takes one adjustment on your end to allow Blender Market to handle this for you.

Before setting up Automatic Product Upgrades, be sure to disable any active coupon codes for your product.
You have two options when offering automatic upgrades between variants:
  • Highest Value
  • Cumulative

Highest Value

Highest value refers to what the customer previously purchased.  You would choose this option when you are offering an upgrade from STANDARD ($5) > PRO ($10) > SUPER DUPER PRO ($40) for example.  The cost that is deducted from the upgraded product is the highest value product that they previously purchased. 

If the customer has previously purchased the STANDARD variant, they can upgrade to the PRO variant for $5 ($10 - $5) or the SUPER DUPER PRO Variant for $35 ($40 - $5).  If they had originally purchased the PRO Variant, that would be the highest value purchase, so they will see that they can upgrade to the SUPER DUPER PRO Variant for $30 ($40 - $10).

What if they bought my product on sale? For both the Highest Value and Cumulative options, the system will calculate the upgrade discount based on the actual amount the user spent. So if they paid $3.75 for a product that is regularly listed at $5, they will only see a discount of $3.75 on their upgrade.

Cumulative

The cumulative option is best used when you have several variants of your product, but also the option to buy a bundle of the variant options.  

In this example, you can see that the customer had already purchased two variants of this product.  The cumulative value of those two past purchases ($4 + $4 = $8) is applied to the upgrade to the All-in-One allowing them to purchase the upgrade at $2 ($10 - $8). 

For both modes, but most likely to apply to the Cumulative Upgrade, there is currently a price floor of $0.51. This is a necessary amount to allow the transaction to process with associated transaction fees. If the sum of your variants prices is greater than the most expensive variant, then once the user has bought the full value of the expensive variant they can upgrade to that top variant for a minimum of $0.51.

How to Set Up Automatic Upgrades

You will see the automatic upgrades when editing your product by navigating to the Variations tab in the menu and scrolling down to the Variant Upgrade Settings

Here you can choose Highest Value or Cumulative.  

If you choose not to allow automatic upgrades on your product, leave this set to None.

What if I'm participating in a site-wide sale? Upgrade discounts are applied first, then the sale discount. So if your price is $20 and the upgrade discount is $10, and sale is 25% off, the customer will be able to upgrade for $7.50. ($20 - $10) *.75 = $7.50. If you do not wish to allow these discounts to stack, you can set your Variant Upgrade to NONE during the sale and reinstate it once the sale is over.

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