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Size Upsell

Recommend the larger version of previously purchased products to upsell customers and increase AOV during the replenishment moment.

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This article shows how to set up the Size Upsell experience. Learn more about the play here or explore all of our Plays.

To make setup even faster, reach out to [email protected] so we can add the Klaviyo template to your account.

Note: The Size Upsell experience is part of the Replenishment or Late Replenishment flow. For instructions on how to set up either Play in Klaviyo, Postscript, and Attentive, go here or here.

What we’re building

We’ll map different sizes of the same product to each other so that customers’ replenishment recommendations are for larger versions of products they previously purchased. As with any replenishment or late replenishment flow, this will be triggered by the Repeat - Due to Replenish and/or Late Due to Replenish metric, while the large-sized product will be reflected in Klaviyo’s Repeat - Due To Replenish Products profile property.

Here are some examples:

  • 300 mL of a previously purchased 150 mL toner

  • 12-pack version of a previously purchased 6-pack of drinks

  • Multi-pack version of a previously purchased single T-shirt

  • Full size pack of protein bars from a variety sampler pack

1. Create a new bundle

To start, go to your Bundle Directory, click “Create Bundle” → “Start from scratch” → Continue.

2. Set your parent bundle variant

Set the smaller-sized product as your parent bundle variant.

3. Choose your bundle replenishment strategy

Set your bundle replenishment strategy to Option A: Replenish Individual Components.

4. Map your bundle components

Set the larger-sized product as your bundle component.

What you need to know

Size Upsell is best for:

  • Consumables with predictable usage (skincare, supplements, beverages, cleaning products)

  • Products with a clear "starter" and "value" size format

  • Brands where larger pack sizes have meaningfully better unit economics (better margin, lower churn)

Here are a few things to keep in mind:

  • Unidirectional: This setup only works from small to large; it doesn’t automatically work in reverse. If someone purchases the larger size, they will not be upsold to an even larger size unless a separate bundle is configured.

  • Display logic: Both the cart and any dynamic content in your flows will show the larger mapped product, not the original smaller version that was previously purchased

  • Product inventory: If the larger size goes out of stock, an available sibling variant in the same product category will be chosen instead. If none exists, the replenishment moment will not fire. Make sure the larger size has sufficient inventory or a fallback product configured.

  • Cart sections: The Repeat Cart will still show the smaller size in the "Previously Purchased" section as part of order history while the larger size will appear in the "Due to Reorder" section.

  • Profile properties: The Repeat - Due To Replenish Products property synced to Klaviyo will reflect the larger size once the bundle mapping is in place.

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