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Home └Subscription └Upsell Subscriptions

Subscription

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Course content
  • Uncategorized
    • Subscription Basics 60 xp
      • Quiz
    • Subscription Products 40 xp
      • Quiz
    • Renewing and Closing Subscriptions 60 xp
      • Quiz
    • Upsell Subscriptions 40 xp
      • Quiz
    • Subscription Reports 60 xp
      • Quiz
    • Automation Rules 40 xp
      • Quiz
    • Self-Service Subscriptions 40 xp
      • Quiz
    • Scheduled actions in Subscriptions 40 xp
      • Quiz
    • Subscriptions MRR Reports 40 xp
      • Quiz
    • Subscriptions Behavioral Reports 40 xp
      • Quiz
    • Subscriptions with Deliveries 40 xp
      • Quiz

Upsell Subscriptions

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In this video, learn how to upsell by adding products to running subscriptions.

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1. Which of the following is NOT true of upselling?
Alternative quotes can be provided to customers during the upsell process. Subscriptions can be upsold at the time of initial enrollment. Discounts can be applied to subscriptions during the upsell process. Upsold subscriptions are both reflected in the original sales order and tracked in their own sales orders.
2. Before upselling a subscription, a plan must…
Use the default “Upsell Subscription" quotation template. Be marked “Upsell Ready” by a customer in their Portal. Have been successfully invoiced. Reach its natural expiration date and be renewed by the customer.
3. Pick the true statement.
A discount applied to a subscription product in an upsell order only applies to the initial upsell invoice, not to the life of the subscription. A discount applied to a subscription product in an upsell order affects all subscriptions on the invoice. A discount applied to a subscription product in an upsell order lasts for the life of the subscription. Discounts cannot be applied to upsell orders, but once an upsell order has been invoiced, discounts can be applied to the updated original sales order.
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