Documentation Index

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Embedded Promotions Widget (Cross-Sell and Upsell)

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The Cross-Sell and Upsell Widget enables Communication Service Providers (CSPs) to deliver targeted promotional offers directly within the Bill Explainer interface. By leveraging real-time API integration with the CSP’s existing offer management platforms, the widget dynamically retrieves and displays personalized, up-to-date promotions based on customer segmentation.

  • The offer API must be owned and managed by the client; CSG does not provide or host this API.

  • If the API returns no offer, the widget automatically hides to preserve a clean and distraction-free user experience.

This turns routine billing interactions into meaningful engagement opportunities without duplicating existing offer systems, making Bill Explainer a valuable extension of the CSPs’ promotional channels.

You can create visually distinct promotional areas and customize the widget’s color themes to match specific offers or categories, ensuring a seamless and engaging customer experience.

Note

  This widget currently supports text-based promotional content only; image-based promotions are not supported at this time.

Benefits

  • Increases revenue through targeted cross-sell and upsell campaigns

  • Enhances customer engagement with timely, personalized offers

  • Simplifies offer delivery with real-time API-based content

  • Aligns with brand experience via customizable color themes and layout

Why It Matters

  • For Consumers: Offers that feel integrated into the bill, not intrusive.

  • For Businesses: Revenue uplift with zero manual effort.

This widget integrates promotional content into the Bill Explainer through API-based data retrieval, showcasing relevant services or offers tailored to customer profiles. It serves as a non-intrusive, value-adding feature that enhances engagement and opens new revenue channels especially at key moments when users are most engaged with their billing.

Default Theme

By default, all cross-sell widgets share the same standard color scheme. This ensures uniformity but may not always align with specific promotions or branding strategies.

Adding a Custom Color Theme

Customizing the Cross-Sell Widget allows you to visually differentiate promotions and align them with your brand identity. Follow these steps to create and apply a custom theme to your widgets:

  1. Locate and click on the “+icon in the widget’s settings area. This initiates the process of adding a new custom color theme.  where you can define the visual style for your promotional content.

  2. Give your theme a meaningful name that helps you easily identify it later. For Example: Spring Promo or Holiday Special.

  3. Click on the tickmark to save the theme, it will be saved as an entry in the widget’s theme list, allowing you to manage multiple themes.

  4. Customize colors for backgrounds, text, buttons, and borders. Adjust fonts and sizes if supported to ensure consistency with your brand guidelines.

  5. Save your customizations and preview how the theme looks within the widget. This step ensures your design appears as intended before going live.

  6. After reviewing, publish the theme to apply it to active cross-sell and upsell promotions. Published themes will be reflected in the live Bill Explainer microsite.

Tips for Effective Theme Customization

  • Use contrasting colors to ensure promotional text is readable.

  • Stick to your brand’s primary color palette for consistency.

  • Test your theme on multiple devices (desktop, mobile, tablet) to confirm responsive design.

  • Keep the design clean to avoid distracting from the billing content.