Configuring upsell scenarios for your customers

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

Cyber Protection has several legacy editions, all of which differ in functionality and price. You may want to promote more expensive editions with more advanced capabilities for your existing customers who are using basic editions.

You can enable or disable the upsell capability per customer. By default, the upsell option is disabled. If you enable the upsell for a customer, they will then see additional functionality that is not available until the customer purchases the promoted edition. This additional functionality is marked with labels that show the name or icons of the promoted edition, all highlighted in orange. These upsell points will be shown to a customer, to motivate them to buy a more expensive edition. When clicking on these upsell points, a customer will see a dialog suggesting they purchase a more expensive edition, to enable the desired functionality.

The action item depends on the type of a customer user. The type of users (buyer or not buyer) can be configure by using the platform API, for details refer to the API documentation. For more information about action items, shown to your customers, refer to the table below:

Type of users in customer tenant Action item
Administrator; buyer The Buy now button is shown in the user interface.*
Administrator; not buyer The message "Contact your partner to upgrade the edition" is shown in the user interface.
User; buyer The message "Contact your partner to upgrade the edition" is shown in the user interface.
User; not buyer The message "Contact your partner to upgrade the edition" is shown in the user interface.

* The link for the Buy now button, which will redirect a customer to a website to purchase a more advanced edition, can be configured in Settings > Branding. In the Upsell section, you can specify Buy URL. The branding settings will be applied to all direct and indirect child partners/folders and customers of the tenant where the branding is configured.

To enable or disable the upsell capability for a customer

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

  3. In the Upsell section, do the following:

    • Enable Promote more advanced editions, to turn on the upsell scenario for customers.
    • Disable Promote more advanced editions, to turn off the upsell scenario for customers.

Upsell points shown to a customer

Vulnerability list

In the Cyber Protect console, the vulnerability list can be found in Software management > Vulnerabilities. When a user clicks on the stitch icon, the edition promotion dialog will be opened to prompt the user to buy the more expensive edition.

Creating or editing a protection plan

In the Cyber Protect console, this can be found in Plans > Protection. Click Create plan. Cyber Backup editions have only the Backup and Vulnerability modules enabled; the rest of the modules are available only in the Cyber Protect editions. Your customer will be able to get all the modules enabled after buying one of the Cyber Protect editions.

Autodiscovery wizard

In the Cyber Protect console, this wizard can be found in Devices > All devices. Your customer should launch the autodiscovery wizard by clicking Add, and then going to the Multiple devices section, and then clicking Windows only. The automatic machine discovery methods will be available only in the Advanced editions.

Actions in the Device list

In the Cyber Protect console, this list can be found in Devices > All devices. Your customer should select the machine and then two additional options will be shown in the left pane:

  • Connect via HTML5 client
  • Patch

These options will be available only if a customer buys a more expensive edition than the existing one.