How Do I Increase Average Order Value by 25% in HubSpot Commerce Hub?
Productize bundles and add-ons, add smart thresholds and annual prepay, enable post-purchase upsells, and measure it all with one AOV scorecard—directly in Commerce Hub.
Use HubSpot **Commerce Hub** to lift AOV without guesswork. Create **bundles** and **optional add-ons** in the Product Library and surface them on **Quotes** and **Checkout/Payment Links**. Offer **threshold incentives** (e.g., value-add or shipping perk above $X) and **annual prepay** subscription options. Send **post-purchase upsell** payment links from workflows. Measure AOV by source, offer, and rep with **Deals/Payments** reports, and keep margins safe with a governance policy for discounts and refunds.
AOV Lift Checklist (Commerce Hub)
Bundles & Add-ons — Package complements; add optional line items on Quotes so buyers self-select upgrades.
Threshold Offers — Trigger a perk above a cart value (e.g., setup included over $X) to nudge order size.
Subscriptions & Prepay — Offer monthly vs. annual; include an annual prepay option on Quotes/Checkout.
Post-Purchase Upsell — Workflow sends one-click **payment links** for accessories or onboarding packs.
Scorecard & Guardrails — AOV by source/product, attach-rate, refund rate, and margin %—review biweekly.
How Commerce Hub Increases Order Size—Safely
Start in the **Product Library** by creating named **bundles** and **add-on SKUs** that pair naturally with your core products (implementation, extended warranty, extra seats). On **Quotes**, include these as **optional line items** so buyers can toggle them on. For self-serve, build **Checkout/Payment Links** that pre-select the most common configuration and display add-ons as clearly priced options. This removes sales friction and standardizes offers so reps don’t custom-discount to raise order size.
Next, introduce **threshold incentives** and **prepay choices**. Use deal properties and quote templates to highlight a value-add perk once the cart exceeds a target (e.g., onboarding included over $3,000). For recurring products, add **annual prepay** alongside monthly—often a larger one-time transaction that boosts AOV while improving retention. Post-purchase, trigger **payment links** from workflows (based on product purchased or lifecycle stage) to offer accessories or service packs within the first 14–30 days.
Finally, measure and govern. Build a dashboard: **AOV** (= total payments ÷ orders), **attach rate** (orders with ≥1 add-on), **annual prepay mix**, **refund rate**, **gross margin %**, and AOV by **source** and **rep**. Use lists/workflows to exclude refunds from AOV when analyzing success. Establish a discount policy (tiers, approvers) so margin holds as order size increases. Test one lever at a time, ship the winner, and iterate toward the 25% target.
AOV Growth Matrix (Commerce Hub Features → Outcomes)
Lever | Commerce Hub Feature | Where It Appears | Primary KPI | Guardrail | Implementation Notes |
---|---|---|---|---|---|
Bundle the core | Product Library + Quote templates | Quotes, Checkout | AOV; attach rate | Margin % | Pre-price bundles; hide custom discounts. |
Optional add-ons | Optional line items | Quotes | Add-on revenue/order | Refund rate | Limit to 3–5 clear choices. |
Threshold perk | Quote notes + workflow task | Quotes, Checkout copy | Orders ≥ threshold | COGS impact | Use value adds (setup/training) over cash discounts. |
Annual prepay | Subscriptions on Quotes/Checkout | Self-serve & Sales-assisted | AOV; cash collected | Churn risk | Show monthly equivalent to frame value. |
Post-purchase upsell | Payment Links + Workflows | Email/CRM tasks | Upsell take rate | Customer experience | Trigger 7–30 days after original purchase. |
Tip: run a two-week test cadence; declare success only when AOV rises without margin or refund rate deteriorating.
AOV Scorecard (HubSpot Dashboard)
- • Average Order Value (AOV) = total payment amount ÷ number of orders.
- • Attach Rate = % of orders with ≥1 add-on or bundle.
- • Annual Prepay Mix = % of subscription orders prepaid annually.
- • Refund Rate and Gross Margin % by offer.
- • AOV by source, campaign, and rep for targeting and enablement.
Frequently Asked Questions
Lift AOV—Without Hurting Margin
The Pedowitz Group configures bundles, add-ons, subscriptions, and upsell automation in HubSpot Commerce Hub—then operates the scorecard so gains stick.
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