PlaybookUpsell existing customers with personalization


Upsell existing customers to the next tier or additional products.

How to personalize

Use the power of personalization to upsell your existing customers, and increase revenue. You can highlight features that would make an upgrade or a deal more appealing to your customers before or after they log in.

The top of the fold, sticky banners or pop-ups are the most effective ways to promote upsell content to customers. Personalize the parts that aren't currently useful to something more relevant, such as special offers, educational material, or features that would make an upgrade appealing. Offers should be centered on the limited-time or time-sensitive offer.

Explain how the upsell or cross-sell product will solve a problem or help achieve a goal.

Intent Signals

Email & Newsletter Data

Conversion Events

Page Engagement


Personalizing the website to paying customers increases customer lifetime value, engagement and brand awareness.