> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hiveinspect.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Targeted Add-On Upsell Emails for Termite, Septic and Radon
> Send one upsell email per add-on, such as termite, septic or radon, only to clients who have not booked it yet, using the Add-on Name Filter in Automations.
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In the dashboard: Business Tools → Services & Fees, then Automations
The stock upsell email lists every add-on you sell in one message. A targeted upsell sends a separate email for each add-on, so a client hears why a termite inspection matters in a message about termites, and only if they have not already booked it. Set one up per add-on and Hive Inspect decides who gets which one.
## Sending targeted add-on upsell emails
## How the matching works
Each targeted automation uses the **Add-on Name Filter**. Before sending, Hive looks at the inspection's **remaining add-ons**, the add-ons available on that service which the client has not added. The email only goes out when at least one remaining add-on name contains your filter text, so a client who already booked termite never gets the termite pitch.
The match is case-insensitive and checks the add-on name, so the text you filter on has to appear in the add-on's name under Services & Fees.
## Set it up
0:22
* Go to **Business Tools → Services & Fees** and click **Edit** on a service, for example Duplex
* Under **Service Add-Ons**, make sure each add-on has a clear name, such as **Termite Inspection**, **Septic Inspection** and **Radon Inspection**
* The word you filter on later, such as `termite`, must appear in that name
0:45
* Go to **Automations** and click **Browse**
* Search for `upsell` and, under **Pre-Inspection**, click **Import** on **Add-ons Upsell – Pre-Inspection**
* Select all services and click **Done**. The stock version is an email sent to the customer 72 hours before the inspection
1:12
* Open the imported automation from your Automations list
* Change **Send Before Inspection** from 72 to **24** hours, or whatever lead time suits you
* Rename it so you can tell the copies apart, for example "Add-ons Upsell – Pre-Inspection – termite"
* Leave **Services** empty so it applies to every service, and leave **Contact Tag Filter** on **No filter**
1:37
* In **Add-on Name Filter**, type `termite`
* Hive confirms underneath: the automation will only fire when at least one remaining add-on name contains "termite"
* Under **Recipient**, keep **Inspection contact / inspector by role** with **Customer** selected
2:06
* Reword the **Subject** for this add-on, for example "Enhance Your Inspection – Termite Inspection Available"
* In **Message Body**, describe what a termite inspection covers and why it matters for this client
* Keep the `{{{addons_upsell_link}}}` placeholder so the client can add the service in one click
* Click **Save**
2:38
* Click the **i** button above the editor to open the **Placeholder Field Reference**, then open the **Inspection** tab
* **Remaining Add-on Services**, `{{{remaining_add_ons_services}}}`, lists the add-ons not yet assigned to the inspection
* If a Duplex inspection offers a termite add-on the client has not booked, "Termite Inspection" appears there, which is exactly what the filter checks
3:16
* On the termite automation, click **Duplicate**
* Change the name, set **Add-on Name Filter** to `septic` or `radon`, and rewrite the subject and message for that service
* Make sure the **Add-ons Upsell Link** placeholder is still in the body: click **Insert Field**, type `upsell` and pick it
Duplicating carries over the timing, the filter and the message. Change all three on each copy, and read the subject line once more, so a septic email never goes out with a termite title.
Once each add-on has its own automation, nothing else is required. Every client gets the pitches for the services they have not booked, timed before their inspection, and none for the ones they already have.
