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Visit our <a href="/privacy-policy/">privacy policy</a> to learn more about how we process your data and your rights as a data subject.</div></div><form class="mktoForm" data-formId="3876" data-formInstance="sub-popup"></form></div><div class="lc-subscription-ty-block lc-subscription-inner"><h4 class="lc-subscription-title text-center">Thanks for<br> signing up!</h4></div></div></div></div><div id="top-nav-backdrop"></div><div id="et-main-area"><div id="main-content"><div class="container"><div id="content-area" class="clearfix"><article id="post-123081" class="post-123081 use-case type-use-case status-publish format-standard hentry case-theme-product-discovery case-industry-finance case-channel-mobile-web case-channel-web case-pages-sitewide case-efforts-low case-experience-recommendations case-tags-content-recommendations case-tags-product-recommendation-strategies case-tags-upselling-and-cross-selling no-related-templates"><div class="title-section"><div class="title-tagline"> <a class="use-cases_link desktop" href="https://www.dynamicyield.com/personalization-examples/">Personalization Examples</a> <a class="use-cases_link mobile" href="https://www.dynamicyield.com/personalization-examples/">Personalization Examples</a> <i class="fa fa-angle-right" aria-hidden="true"></i> <a class="case_theme_link product-discovery" href="https://www.dynamicyield.com/examples/theme/product-discovery/ ">Product Discovery</a></div><div class="title-wrapper"><h1 class="main_title">Upsell customers by recommending personalized complimentary offers and products</h1></div></div><div class="entry-content"><div class="use_case_sidebar"><div class="tag_list"><div class="tag_item case_industry"><h4>Industry</h4> <a href="https://www.dynamicyield.com/examples/industry/finance/ "><span class="underlined">Finance</span></a></div><div class="tag_item case_channel"><h4>Channel</h4> <a href="https://www.dynamicyield.com/examples/channel/mobile-web/ "><span class="underlined">Mobile Web</span></a>, <a href="https://www.dynamicyield.com/examples/channel/web/ "><span class="underlined">Web</span></a></div><div class="tag_item case_pages"><h4>Impacted Pages</h4> <a href="https://www.dynamicyield.com/examples/impacted-pages/sitewide/ "><span class="underlined">Sitewide</span></a></div><div class="tag_item case_experience"><h4>Experience Type</h4> <a href="https://www.dynamicyield.com/examples/experience-type/recommendations/ "><span class="underlined">Recommendations</span></a></div><div class="tag_item case_efforts"><h4>Implementation Effort</h4> <a href="https://www.dynamicyield.com/examples/effort/low/ "><span class="underlined">Low</span></a></div><div class="tag_item case_tags"><h4>Tags</h4> <a href="https://www.dynamicyield.com/examples/tag/content-recommendations/ "><span class="underlined">Content Recommendations</span></a>, <a href="https://www.dynamicyield.com/examples/tag/product-recommendation-strategies/ "><span class="underlined">Product Recommendation Strategies</span></a>, <a href="https://www.dynamicyield.com/examples/tag/upselling-and-cross-selling/ "><span class="underlined">Upselling and Cross Selling</span></a></div><div class="tag_item case_nocookies"><h4>No dependency on cookies</h4> <span>For users who have opted out, this use case can also be deployed without any dependency on tracking or cookies.</span> <a href="/personalization-examples/#order=menu_order&gate=or&cookies=no"><span class="underlined">Explore other use cases →</span></a> <a href="/glossary/cookieless-personalization/"><span class="underlined">More on cookieless personalization →</span></a></div></div></div><div class="use_case_who_content"><div class="use_case_content"> <strong>Who: </strong><p>A large consumer financial services company in the United States</p></div></div><div class="use_case_strategy_content"><div class="use_case_content"> <strong>Strategy: </strong><p>To drive upsells, the company began promoting complimentary offers, showcasing the additional products and services available to customers based on their existing rate of engagement and previous conversions.</p></div></div><div class="use_case_image"><div class="use_case_image_wrap ATF"> <img src="https://www.dynamicyield.com/wp-content/uploads/2022/03/finance-upsell-offers.png" alt="Upsell customers by recommending personalized complimentary offers and products" width="700" height="500" class="desktop_image" loading="eager"> <img src="https://www.dynamicyield.com/wp-content/uploads/2022/03/finance-upsell-offers-m.png" alt="Upsell customers by recommending personalized complimentary offers and products" width="270" height="188" class="mobile_image" loading="eager"></div></div><div class="use_case_hypothesis_content"><div class="use_case_content"> <strong>Hypothesis: </strong><p>Loyal customers are more likely to repeatedly engage with a brand, which is why organizations should dedicate energy toward upselling these existing customers. For users who have already purchased products or services, the likelihood of them being interested in similar offers or add-on options is high. By personalizing complimentary offers to customers based on their status and their site engagement rate, you’re bound to drive conversions, retention, and increase customer loyalty.</p></div></div></div></article></div></div></div><div class="related_use_cases_wrap"><div class="container"><h2>More from our Inspiration Library</h2><div class="use-cases-grid-posts"><div class="use_cases_item_wrap"><div class="use_cases_item product-discovery"><div class="use_case_theme_link_logo"></div> <a class="use_case_theme_link" href="https://www.dynamicyield.com/examples/theme/product-discovery/">Product Discovery</a> <a href="https://www.dynamicyield.com/use-case/live-commerce-personalization/" class="use_case_item_link"><h4>Differentiate the live commerce experience with personalized recommendations</h4></a> <a href="https://www.dynamicyield.com/use-case/live-commerce-personalization/" class="button-arrow animlink">VIEW NOW</a></div></div><div class="use_cases_item_wrap"><div class="use_cases_item product-discovery"><div class="use_case_theme_link_logo"></div> <a class="use_case_theme_link" href="https://www.dynamicyield.com/examples/theme/product-discovery/">Product Discovery</a> <a href="https://www.dynamicyield.com/use-case/personalize-shipping-confirmation-emails/" class="use_case_item_link"><h4>Increase retention with personalized shipping confirmation emails</h4></a> <a href="https://www.dynamicyield.com/use-case/personalize-shipping-confirmation-emails/" class="button-arrow animlink">VIEW NOW</a></div></div><div class="use_cases_item_wrap"><div class="use_cases_item product-discovery"><div class="use_case_theme_link_logo"></div> <a class="use_case_theme_link" href="https://www.dynamicyield.com/examples/theme/product-discovery/">Product Discovery</a> <a href="https://www.dynamicyield.com/use-case/deep-learning-recommendations/" class="use_case_item_link"><h4>Recommend the next best product per user with deep learning</h4></a> <a href="https://www.dynamicyield.com/use-case/deep-learning-recommendations/" class="button-arrow animlink">VIEW NOW</a></div></div><div class="use_cases_item_wrap"><div class="use_cases_item product-discovery"><div class="use_case_theme_link_logo"></div> <a class="use_case_theme_link" href="https://www.dynamicyield.com/examples/theme/product-discovery/">Product Discovery</a> <a href="https://www.dynamicyield.com/use-case/offline-purchase-recommendations-in-email/" class="use_case_item_link"><h4>Email personalized recommendations to users who never purchased online</h4></a> <a href="https://www.dynamicyield.com/use-case/offline-purchase-recommendations-in-email/" class="button-arrow animlink">VIEW NOW</a></div></div></div><div class="all_use_cases_link_wrap"> <a href="https://www.dynamicyield.com/personalization-examples/" class="button-arrow animlink"> MORE PERSONALIZATION EXAMPLES</a></div></div></div><style type="text/css">@media only screen and (min-width: 768px) {
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form_field.value = ls_value;
}
} else {
for(var j = 0; j < form_key.length; j++) {
form_field = form[0].querySelector('input[type="hidden"][name="' + form_key[j] + '"]');
if(form_field) {
form_field.value = ls_value;
}
}
}
}
}
// IP Address
fetch('https://www.cloudflare.com/cdn-cgi/trace').then(function(result) {
result.text().then(function(values) {
values.split("\n").map(function(item) {
var pair = item.split('=');
if(['ip'].includes(pair[0])) {
form[0].querySelector('input[type="hidden"][name="IP__c"]').value = pair[1];
}
});
});
});
// GA ID and Referrer
var dy_utms_cookie = {};
document.cookie.split(';').forEach(function(el) {
var splitCookie = el.split('=');
var key = splitCookie[0].trim();
var value = splitCookie[1];
dy_utms_cookie[key] = value;
});
if(dy_utms_cookie["_ga"]) {
form[0].querySelector('input[type="hidden"][name="Visitor_ID__c"]').value = dy_utms_cookie["_ga"].substring(6);
}
if(dy_utms_cookie["personalize_referrer_string"]) {
form[0].querySelector('input[type="hidden"][name="Referral__c"]').value = dy_utms_cookie["personalize_referrer_string"].substring(6);
}
// ZoomInfo
if(localStorage.getItem('ZoomInfoData')) {
var zoominfo_data = JSON.parse(localStorage.getItem('ZoomInfoData'));
if(zoominfo_data) {
form[0].querySelector('input[type="hidden"][name="Alexa_Rank__c"]').value = zoominfo_data.alexaglobalrank;
form[0].querySelector('input[type="hidden"][name="Employees__c"]').value = zoominfo_data.employeesrange;
form[0].querySelector('input[type="hidden"][name="Company_Revenue_Range__c"]').value = zoominfo_data.estimatedannualrevenue;
}
}
// Also, dispatch a dataLayer event on success
_form.onSuccess(function(values, follow_up_url) {
window.dataLayer = window.dataLayer || [];
if([3739, 4802, 5094, 5110, 4946, 5076, 5116, 5171, 5172, 5173].includes(_form.getId())) {
window.dataLayer.push({
'event': 'demo_request_complete',
'eventCallback': function() {
if(follow_up_url) {
window.location.href = follow_up_url;
}
}
});
return false;
} else if([3876].includes(_form.getId())) {
window.dataLayer.push({
'event': 'newsletter_signup_complete',
'eventCallback': function() {
if(follow_up_url) {
window.location.href = follow_up_url;
}
}
});
return false;
}
});
});
}</script> <script>if(typeof(jQuery) !== 'undefined') {
$ = jQuery.noConflict();
}
function getUrlParameter(sParam) {
var sPageURL = decodeURIComponent(window.location.search.substring(1)),
sURLVariables = sPageURL.split('&'),
sParameterName,
i;
for (i = 0; i < sURLVariables.length; i++) {
sParameterName = sURLVariables[i].split('=');
if (sParameterName[0] === sParam) {
return sParameterName[1] === undefined ? true : sParameterName[1];
}
}
}
$(window).load(function(){
var videoID = getUrlParameter('video');
if(videoID !== undefined){
if($('#wistia-' + videoID + '-1').length){
var videoName = $('#wistia-' + videoID + '-1').parents('.tab-pane');
videoName = videoName[0].id
}
if($('a[href="#' + videoName +'"]').length){
$('a[href="#' + videoName +'"]').each(function(){
$(this).click();
});
}
addScript('https://fast.wistia.com/embed/medias/'+ videoID +'.jsonp');
addScript('https://fast.wistia.com/assets/external/E-v1.js');
$('body').append('<span class="wistia_embed wistia_async_'+videoID+' popover=true popoverContent=link dy-wistia-popup" style="display:inline"></span>');
window._wq = window._wq || [];
_wq.push({ id: videoID, onReady: function(video) {
var video = Wistia.api(videoID);
video.popover.show(); // open the popover
video.play(); // play the video
setTimeout(function(){video.unmute();}, 500);
}});
}
});</script> <style>#adBanner {
background-color: transparent;
height: 0;
width: 1px;
}</style><div id="wrapfabtest"><div id="adBanner"></div></div></body></html>
<!-- Dynamic page generated in 0.966 seconds. -->
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