Setting Add-ons in Spiro with Linked vs. Optional Add-Ons
This guide explains the two methods for configuring upsell items—Linked Add-Ons and Optional Add-Ons—within the Spiro ordering process. Properly configured upsells can significantly increase your average order value (AOV) and provide your clients with valuable tools to better market their properties.
Understanding the Customer Order Flow
When a client places an order, they follow a specific path:
Select a Bundle: The client chooses a base package of services.
Enter Property Information: They provide basic details about the property.
Additional Services (Upsell Step): The client is presented with a list of all potential add-on services that are not included in their selected bundle.
This "Additional Services" step is where your upsell strategy comes to life. Spiro offers two distinct ways to populate this list: Optional Add-Ons and Linked Add-Ons.
Method 1: Optional Add-Ons
Optional Add-Ons are the most direct method for setting up upsells. This approach involves explicitly defining which add-ons are offered for each individual bundle.
How to Set Up Optional Add-Ons:
Navigate to Shopping Cart > Order Pages.
Click on the order page you wish to modify.
Find the bundle you want to configure and click to Edit it.
In the setup panel, locate the Optional Services section.
Select all the services you want to offer as potential upsells when a client chooses this specific bundle.
Key Features of Optional Add-Ons:
Order Control: The order in which you select the services in the setup panel is mirrored on the order page.
Price Overrides: You can override the price for any service that uses flat-rate pricing directly from this panel.
Tiered Pricing: If you need to offer a special upgrade price for a service with tiered pricing, you must create a new, separate service with that specific price.
Pros:
Explicit Control: You have granular, precise control over which upsells appear for each specific bundle.
Cons:
Setup Time: The setup can be time-consuming as it must be configured individually for every bundle on your order page.
Method 2: Linked Add-Ons
Linked Add-Ons are a more efficient, rule-based method for managing upsells. Instead of attaching upsells to a bundle, you link them directly to a "trigger" service. The upsell will then automatically appear whenever that trigger service is included in a selected bundle.
How to Set Up Linked Add-Ons:
Navigate to Shopping Cart > Services.
Find and Edit the desired service that you want to act as the trigger for your upsells (e.g., Photography).
Attach the add-on services you wish to link to it.
Example:
If you link the "Video Tour" service to your main "Photography" service, the "Video Tour" will automatically be offered as an upsell every time a client selects any bundle that contains "Photography."
Pros:
Efficiency: Set it up once on the service, and it applies universally wherever that service is used. This is much faster than bundle-by-bundle configuration.
Cons:
Less Explicit: It may not always be clear why a particular upsell is being displayed, as the logic is based on the services inside the bundle rather than the bundle itself.
Limited Order Control: You have less control over the display order of the upsells on the final order page and cannot modify the price of the add-on.
Recommendation: Which Method Should You Use?
Both methods are effective, but they are not designed to be used simultaneously. Using both can lead to confusion, and unpredictable behavior on the order page.
We strongly suggest you choose ONE method—either Optional or Linked—and use it consistently across your entire setup.
Feature | Optional Add-Ons | Linked Add-Ons |
Setup Location | On each Bundle | On each Service |
Control Level | High: Granular, per-bundle control | Low: General, rule-based control |
Setup Time | Slower, requires individual setup | Faster, set once and it applies globally |
Order of Appearance | Full control | Limited control |
Best For | Tailoring unique upsells for specific bundles. | Applying consistent upsells across all bundles containing a specific service. |
By committing to a single, consistent strategy, you will create a clear and effective upsell experience for your clients while simplifying your own administrative workflow.