Create an In-Checkout Offer

In-Checkout offers allow you to display a cross-sell offer in the Shopify checkout. These offers can be customized using your theme editor, and can be displayed in a checkout location of your choice.

This article will guide you, step-by-step, on how to properly create an In-Checkout offer.

Step 1: Add the In-Checkout App Block to your Theme

1. From within your Shopify admin, navigate to Settings > Checkout.

2. In the Checkout customization section, select Customize.

   

3. On the customization page in the bottom left corner, select Add app.

   

4. Select In-Checkout Offer.

   

5. Optional: Change the location of your offer by dragging and dropping the app block to the position you’d like it to be displayed.

6. Optional: Customize your Offer title, Offer description, and Quantity Selector.

   Note: The title and description entered here is displayed only if multiple In-Checkout offers are present, or if a title and description are not entered in your individual offer as shown in Step 2 below. The Quantity Selector displays if it is set to true here, or if quantity selection is enabled in the individual offer.

   

Step 2: Create the Offer

1. In Bold Upsell, navigate to Manual Offers, and click Create New Offer.

2. Enter an internal name for your offer.

3. Click Set a trigger.

4. Ensure the Trigger Preset field is set to Custom Upsell Trigger.

5. Expand the Trigger location dropdown menu, and select In-Checkout Widget.

6. Under Trigger products, select one of the two options:

   1. Trigger an upsell on specific products: This allows you to select specific products to act as the trigger product. If this option is selected, proceed to step #7.
   2. Trigger an upsell on every product: This sets all the products on your store as a trigger for the offer. If this option is selected, skip to step #10.

7. Click Select Products, and select your products, variants or collections you would like to trigger.

8. Click Review Selection, then Save Selection.

9. Optional: Enter a Trigger quantity. 

   Note: This only shows the offer if your customer has this amount of trigger products in the checkout.

10. Click Set an offer.

11. Enter a Title and Description.

12. Click Select Products, and select your products, variants or collection.

    Note: For ease of viewing in the checkout, we recommend choosing three or fewer offer products.

13. Click Review Selection, then Save Selection.

14. Optional: Enable Allow customers to set quantities in the offer.

15. Optional: Click Set date range and enter a Start and End date.

16. Optional: Click Set cart price and enter a Min cart total and Max cart total.

17. Optional: Apply any of the Additional Options.

    Note: Read more about these settings in Upsell Offers Overview.

18. Click Save Offer.