How to Setup your Expansion Types

How to Setup your Expansion Types

Managing your Expansion Types is essential for effectively upselling additional product elements to your customers beyond their standard package. This process enables your success team to offer tailored upgrades, ensuring customers receive the best value and enhancing their overall experience. 

In this guide, you will learn how to set up and manage Expansion Types, helping you to identify opportunities for upselling and drive customer success.

Getting Started with your Expansion Types:

To start managing your Expansion Types, navigate to “Settings,” and select “Customers”, and then select “Expansion Types”.

When first accessing this section, you will have our default Expansion Types:

• Services
• Data
• Emails
• Users
• Upgrades

From this point, you can either add new expansion types or customise the existing ones.

To add a new Expansion Type, click the "Add New Expansion Type" button in the top right corner. A pop-up window will appear, allowing you to add your new expansion type. This will add the new type to the bottom of your list. 

To manage your expansion types, you can edit or delete them as needed.

• Selecting the edit tool will provide a pop up to customise the expansion type.
• Selecting the delete tool will remove this specific expansion type from your settings.