Configure Last Minute Upsell Offers

Last Minute Upsell offers let you promote available equipment to customers shortly before a confirmed event. Customers can review discounted items, add a selection to their existing order, and continue to payment when enabled.

Prerequisites

Access to Online Quoting settings.
Permission to manage email templates, text message templates, filters, and automations.
Inventory items with current pricing, availability, images, and customer-facing descriptions.
An active email configuration. Sending text offers also requires an active text messaging service.
A confirmed test event within the configured offer window.

Important: Offers should exclude items already included in the event or unavailable during the event. Test availability before enabling the automation for all eligible customers.

Configure a Last Minute Upsell Offer

Open the Last Minute Upsell settings
- Go to Settings and open Online Quoting.
- Open the Last Minute Upsell section.
- Select Yes to enable.
Set the offer timing
- Set the Stop-Sending threshold. Customers will no longer receive an offer once the event falls within this period.
Set the number of offer options
- Choose how many eligible items may appear in each offer.
- The supported range is 1–3 items. The default is one item.
Set the Acceptance Method to either Add To Order, Pay Immediately, or Both.
Select the items to offer
- Select specific inventory items or use a filter to identify eligible items.
- Choose items appropriate for the event.
- Confirm that the items are available for the entire event duration.
- Review each item’s name, image, description, and price.
Items already included in the customer’s order should not appear in the offer.
Configure the discount
- Select a fixed dollar discount or percentage discount.
Configure the email and text content
- In the Email Center, go to the Customer - Last Minute Upsell email template.
- Click Active to activate the email template.
- The email template is set to send out 14 days prior to the event
Go to Leads/Events

- Go to an existing confirmed lead that is happening within 14 days or create a new lead that is confirmed.

- Locate the email icon in the top right hand corner.

-Select the email template 'Customer-Last Minute Upsell'

-Review the email template to confirm the correct price with the discount

-Click 'Send'

Feature Options & Parameters

Option	Effect
Send window	Determines how many days before the event an offer can be sent. The default is 14 days.
Stop-sending threshold	Prevents offers from being sent too close to the event.
Item selection	Uses individually selected items or a filter to build the eligible offer list.
Discount type	Applies either a fixed dollar amount or percentage discount.
Number of options	Displays between one and three eligible items. The default is one.
Customer action	Controls whether the customer adds an item, continues to payment, or completes both actions.
Communication channel	Sends the offer through email, text message, or configured copies of the automation.

Use Cases

Promote unused inventory: Offer available concessions, games, tables, or other add-ons shortly before a confirmed event.
Run timed campaigns: Create separate automation copies to send different offers at different points before the event.

Troubleshooting & FAQs

Q: Why was an offer not sent?
A: Confirm that the event is in a confirmed status, falls within the send window, and is not inside the stop-sending threshold. Also verify that the automation and message template are active and that the event matches the Last Minute Upsell filter.

Q: Why is an inventory item missing from the offer?
A: The item may already be on the order, be unavailable during the event, or fail the selected inventory filter. Check its availability, pricing, and customer-facing settings.

Q: Why is the discounted price incorrect?
A: Verify the item’s current regular price and confirm whether the offer uses a fixed amount or percentage discount. Test the final price before reactivating the automation.

Q: Why did the item create a balance instead of collecting payment?
A: Check the configured customer action. An add-to-order action can add the item without requiring immediate payment. The customer can then continue through the existing payment workflow.

Q: Will accepting an offer change the event status?
A: No. The item is added to the existing order while the event remains confirmed. Review any resulting balance, contract addendum, and operational changes.

Q: Why was the text message not delivered?
A: Confirm that text messaging is active, the customer has a valid mobile number, and the Last Minute Upsell text template and automation action are configured correctly.

Q: The email does not show a product image.
A: Confirm that the inventory item has a customer-facing image and that the email template’s offer content is configured to display it.

Leads-Configure Last Minute Upsell Offers