Introduction

With the smart upgrade:

• Customers receive a discount for a new product based on total previous purchases (of selected products).
• Customers switch from a subscription to installments.
• Customers switch from installments to a single payment.

As a vendor, you set the smart upgrade in your conversion tools and enable the banner on your thank you page (example).

Note
Customers can only perform a smart upgrade for products for which you have enabled it.  

Attention
If a customer purchases the upgrade, it becomes valid immediately. The price of the upgrade product is then reduced by the value of the service period used for the "old" product.  

Use cases

Example 1 - Apply total previous sales (of selected products) to a new product as a discount:

1. You offer 3 online courses, all of which are purchased by this customer.
2. A short time later, you have a special deal: Complete Gold Package (3 online courses + 1 webinar). You have previously specified that this product may be purchased via a smart upgrade. However, this is only the case if the customer has already purchased the above-mentioned products (step 1).
3. In the smart upgrade, the customer can now apply all 3 purchased courses (step 1) as a discount to purchase the new special offer. The price is reduced by the purchase price of the products already purchased.

Example 2 - Switch from monthly subscription to monthly installments:

1. You have a subscription product called "Bronze Membership" for €30 per month. You offer an upgrade version or a modified version of the product "Gold Membership" as an installment offer for €360 à €90 per month.
2. On the 1st of September, the customer purchases Bronze Membership for €30 per month. On the 20th of September, they purchase the upgrade "Gold Membership" and thereby change from a subscription payment to installment payments.
3. The old subscription of €30 is replaced by the upgrade product of €90 (installments). The monthly debit date will be the 20th of the month from now on, not the 1st.
4. The 10 days remaining for the month of September will be credited. In this case, €10 will be credited, which means the customer needs €80 (€90 minus €10) to upgrade on the 20th of September. They will pay the full €90 from the next month.

Attention
Changing from a subscription to installments changes the performance period, which affects the timing for deducting VAT. Take a look at this article for more information.  

Example 3 - Switch from installments to a single payment:

1. The customer purchases your product for €120 and pays it off in 12 installments of €10.
2. After 6 months (by which time they have paid €60), the customer makes an upgrade to a new product for a total of €240 and chooses "single payment" as the payment option.
3. The customer has already paid €60 for the previous product. This €60 is deducted from the total price, meaning they only pay €180.

Step-by-step guide: Set up smart upgrade

Requirement: Before you create a smart upgrade, make sure you already have an upgrade product that you can link in the smart upgrade widget.

1. In the vendor view, go to Account > Conversion tools.
2. Click on Create smart upgrade.
3. Fill out the form. Here are some explanations to help you:
   • Name

     Name of the smart upgrade. Only visible to yourself.

   • Active

     Set to active by default.

   • Upgrade from

     Select products for which an upgrade is possible.

   • Upgrade to

     Select products to upgrade to.

4. Include the smart upgrade banner on your page using a shortcode, JavaScript code or API URL (example). Click on Save to display the code.

Note
If you use JavaScript, replace the placeholders [ORDER_ID] and [UPGRADE_KEY].