Configuring upsell scenarios for your customers

Upselling is a technique to invite your customers to buy additional features.

You may want to promote more advanced capabilities for your existing customers who are using standard Cyber Protect functionality.

You can enable or disable the upsell capability per customer. By default, the upsell option is enabled. Your customers will see additional functionality that is not available until the customer purchases it. This additional functionality is marked with labels that show the name or icons of the promoted advanced pack, all highlighted in green. When a customer clicks on an upsell point, a dialog suggests them to enable the required advanced pack. If the customer clicks the Enable required advanced pack link, a confirmation dialog opens. If the customer clicks the Enable button and the purchasing URL is configured on the partner level, the customer is redirected to that URL.

To configure the purchasing link

You can configure the link for the Enable button, which will redirect your customers to your website to purchase advanced services.

  1. In the navigation menu of the Management portal, select Settings > Branding.
  2. In the Upsell section, edit the value for the Buy URL string.
Branding can be configured on the partner and the folder levels. The branding is applied to all direct and indirect child partners/folders and customers of the tenant where the branding is configured.

To disable the upsell capability for a customer

  1. In the management portal, go to Clients.
  2. Select the customer, go to the right pane, click the Configure tab, and then click General settings.

  3. In the Upsell section, disable the Promote advanced protection options to turn off the upsell scenario for the selected customer.

Upsell points shown to a customer

Whitelist

The Whitelist menu is added under Protection > Anti-malware.

When a company has corporate specific applications that can be recognized and detected as false positive by antivirus solutions, it might be time-consuming to manually add the trusted applications to the whitelist. Whitelist can automate the process of adding such applications to the allowlist. Backups are scanned by the Antivirus and Antimalware protection module and the scanned data are analyzed to allowlist such applications and prevent the false positive detections.

This upsell point promotes the Advanced Security pack.

Creating or editing a protection plan

Various advanced features of the following packs are presented to customers while they are creating or editing protection plans.

  • Advanced Backup
  • Advanced Management (RMM)
  • Advanced Data Loss Prevention
  • Antivirus & Antimalware Protection
  • Advanced Security + XDR

Data Loss Prevention

The Data Loss Prevention upsell point is located in the Cyber Protection console, under the Protection menu item.

This upsell point promotes the Advanced Data Loss Prevention pack.