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How to set-up upsell products and add Smart Rules
How to set-up upsell products and add Smart Rules

Increase your sales opportunities by generating leads during customer check-in. Boost customer satisfaction during customer check-out.

Alexey Krasilnykov avatar
Written by Alexey Krasilnykov
Updated over a week ago

To add products for customers to choose from and increase your value-added sales, follow the steps below:

  1. Login to your Tjekvik Dashboard

  2. Click Services & Questions under the Admin Tools tab

  3. Select the Check-In Services below the filters

  4. Click Create New Service

  5. Fill in the details including:

    1. Product Category (mainly reporting purpose) & Product Code (will be used in internal notifications)

    2. Headline & Terms to secure proper presentation to end customer

    3. Price that will be communicated

    4. Image to enhance experience

  6. Set-up smart rules:

    1. Customer group to differentiate rental and fleet/business customers

    2. Service visibility for waiting and/or not waiting customers

    3. Brand or model to define focus segment (tip: please check in Appointment Manager vehicle data that your DMS is sending to Tjekvik)

    4. Work Order Details to narrow down target group (tip: please check in Appointment Manager work order / appointment data that your DMS is sending to Tjekvik)

  7. Please check matching ratio (based on appointment from last 7 days) and adjust accordingly to make sure that customer journey will be individualized respectively

  8. Press the Save changes button

Now, you can review all created services. Feel free to set-up Filter(s) to narrow down scope for more convenient Customer Journey overview.

You can also enable/disable already created service by using toggle.


To set up notifications for your team:

  1. Login to your Tjekvik Dashboard

  2. Click Services & Questions under the Admin Tools tab

  3. Select the Check-In Services below the filters

  4. Find the Service you would like to get notified for

  5. Click the Action button and Notifications from the drop down

  6. Enable the toggle and add Email address in the E-mail Recipients field where you want the notifications to be sent

  7. Click Save Changes

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