AppSuite:Upsell

Upsell

The OX Upsell packages provide the ability to show advertisements to end-users who are just using a free service like "Webmail". It gives hosting companies the possibility to take advantage of offering and selling premium OX services via in-app upsell.

Assuming a free-mail user clicks on a premium feature like "OX Files" an upsell dialog can be shown where the missing feature can be advertised via text, screenshots, and/or videos. Based on your specific configuration, the user can request a free trial period and/or directly buy the feature within the upsell dialog with one simple click. The customer never has to leave the application to upsell as it's a seamless in-app upsell.

It is also possible for hosting companies to easily integrate their own online shop into OX Upsell.

Events

Whenever the user starts an app or clicks on an inline-action, a capability-check is performed internally. For example, all inline actions have native support for such checks:

 
new Action('io.ox/calendar/detail/actions/sendmail', {
    capabilities: 'webmail',
    action: function (baton) {
        // send mail
    }
});

Assuming the end-user does not have "webmail" (for example in a files-only setup), a proper event is fired:

 
// if any action misses a capability
ox.trigger('upsell:requires-upgrade');
// which provides the following data for apps:
{
  type: "app",
  id: "io.ox/mail/main",
  missing: "webmail"
}
// and for inline-actions:
{
  type: "inline-action",
  id: "io.ox/calendar/detail/actions/sendmail",
  missing: "webmail"
}

Example dialog

The event "upsell:requires-upgrade" should open an upsell dialog:

 
function showUpgradeDialog(e, options) {
    require(['io.ox/core/tk/dialogs'], function (dialogs) {
        new dialogs.ModalDialog({ easyOut: true })
            .build(function () {
                this.getHeader().append(
                    $('<h4>').text('Upgrade required')
                );
                this.getContentNode().append(
                    $.txt('This feature is not available.'),
                    $.txt('You need to upgrade your account now.'),
                    $.txt(' '),
                    $.txt('The first 90 days are free.')
                );
                this.addPrimaryButton('upgrade', 'Get free upgrade');
                this.addButton('cancel', 'Cancel');
            })
            .setUnderlayStyle({
                opacity: 0.70,
                backgroundColor: '#08C'
            })
            .on('upgrade', function () {
                ox.trigger('upsell:upgrade', options);
            })
            .on('show', function () {
                ox.off('upsell:requires-upgrade', showUpgradeDialog);
            })
            .on('close', function () {
                ox.on('upsell:requires-upgrade', showUpgradeDialog);
            })
            .show();
    });
}

function upgrade(e, options) {
    console.debug('upgrade', options);
    alert('User decided to upgrade! (global event: upsell:upgrade)');
}

ox.on('upsell:requires-upgrade', showUpgradeDialog);

/*
 * convention: 'upsell:upgrade' is used to trigger final upsell
 * the current user and user_id can be found in global variables ox.user and ox.user_id
 */
ox.on('upsell:upgrade', upgrade);

Hint: For simple demo purposes, you can enable an internal upsell configuration by appending "&demo=upsell" to the URL. Needs to reload page, of course.

The second event "upsell:upgrade" can be understood as the final imperative to request the upsell server-side.

Accessing upsell settings

The upsell configuration is located in namespace "io.ox/core", path is "upsell/enabled". Example:

 
// get all capabilities that can trigger upsell
require('settings!io.ox/core').get('upsell/enabled');

// contains data like this
{
  infostore: true,
  portal: true,
  tasks: true
}

If upsell is not enabled and the end-user lacks specific capabilities, the app or the inline-action is not shown or visually disabled. If upsell is enabled by the upper configuration, inline-actions are shown but just trigger the upsell event "upsell:requires-upgrade" if clicked.

 
/* in case you want to create your own controls 
 * you can use the following helpers 
 */
var upsell = require('io.ox/core/upsell');

// check capabilities (space-separated) 
upsell.has('portal webmail');

// get missing capabilities (would return "calendar" in demo mode) 
upsell.missing(['portal webmail', 'contacts', 'calendar']);

/* checks if upsell is enabled for a set of capabilities 
 * true if at least one set matches 
 */
upsell.enabled(['portal webmail', 'webmail calendar']);

/* convenience function: "visible" 
 * checks if something should be visible depending on required capabilities 
 * true if any item matches requires capabilities 
 * true if any item does not match its requirements but is enabled for upsell 
 * this function is used for any inline link, for example, to decide whether or not showing it 
 */
upsell.visible(['portal webmail', 'contacts', 'calendar']);

// likewise if neither capability set nor enabled for upsell, we get a false 
upsell.visible(['foo']);

Server settings

In order to configure this server-side, just create a new file upsell.properties or append to existing appsuite.properties (mind the double-slash; this in not a typo!):

 
io.ox/core//upsell/enabled/infostore=true
io.ox/core//upsell/enabled/portal=true
io.ox/core//upsell/enabled/tasks=true