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What are Strategies?

A Strategy is a set of rules that decides which products to recommend to each shopper based on their context. Strategies don’t display anything on their own. They pick what to show, and your surfaces (post-purchase offers, checkout widgets, the cart) decide where it shows. Build your rules once, then reuse them across your upselling surfaces. Strategies is available to eligible stores; check the prerequisites to see if yours qualifies.

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Key terms & concepts

Expand the sections below to learn more about the terminology and concepts involved.
A set of rules that decides which products to recommend.
A single trigger-action pair that defines when an upsell should show, and what upsell should show. You can have multiple rules in a Strategy.
A condition on the shopper’s context (product, cart, customer, location, and more) that decides when it matches.
What selection of products, plus sorting and filtering are returned when the trigger matches.
A rule with no triggers, which returns the product(s) you specify when nothing else matches.
Information relating to your customer’s session on their store. Triggers evaluate this context to determine whether the strategy should show or not.
For the full catalog of triggers, actions, and filters, see the Strategy rules reference.

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How it works

  1. You build a Strategy - a set of rules that map a shopper’s context to the products you want to recommend.
  2. You point a surface at it - in a post-purchase, checkout, or cart offer, you choose the Strategy as the source of its products.
  3. Aftersell fills the slot - when a shopper reaches the surface, its assigned Strategy evaluates their context and returns the products to show.

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Prerequisites

Strategies is available based on your monthly order volume. When it’s enabled, Strategies appears as its own tab in the Aftersell app navigation. If you don’t see it, contact support or your account manager to check whether your store qualifies. Once you’re set up, head to Building Strategies to create your first Strategy, then the Implementing Strategies guides to serve it on a surface.

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Custom surfaces

If you want to power a custom storefront experience, you can call the Strategies API directly - see Custom integration in the Reference section.