Create an Upsell Offer

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Overview

Bold Upsell gives you the ability to create upsell offers that customers can choose to accept. If they do, the offer will substitute the product your customer is adding to their cart with the one they selected in the upsell window. The upsell offer is often a higher-priced version of the item they are adding, or an upgrade to what they are purchasing.

Note: Upsell offers are only able to function on "Add to cart". You cannot set this offer type to use another location trigger. Visit Create a Cross-Sell Offer for more information on how to set up an offer using "Before checkout" or "After checkout".

To create an upsell offer with Upsell, please follow these steps:

  1. From within your Upsell app, select Offers, then Create Offer.

    From the side navigation bar, select Offers (second menu item), then Create Offer in the sub-menu (second menu item, again)

  2. Enter a name for your offer.

    Note: This is an internal name for your own reference.

    Set an internal name for your offer

  3. Select Set A Trigger.

    Within the Upsell Offer Flow section, select Set a Trigger on the right-hand side

  4. Select Add To Cart.

    Note: Upsell offers can only be set to function on "add to cart". The app needs to know which product is being added to the cart to swap it out.

    Below the Upsell Trigger, select your trigger event: There are three options, but you'll need to select Add to Cart (the first option) to create an Upsell offer

  5. Select Upsell.

    Under the Upsell trigger options, select Upsell (under Cart Options)

  6. Choose Select Products.

    Below the trigger event and cart options, on the right-hand side, click Select Products

  7. Select Add next to the product you would like to trigger the offer.

    Note: You can also filter by collection, vendor, and product type. For detailed instructions on how to use the product selector, visit Use the Product Selector in an App. Deselecting the "Group variants by products" option and selecting search will allow you to choose individual variants to use in your offers.

    Click Add to the right of the product or products you want to include

  8. Select Continue with selected products.

    In the bottom-right of the pop-up menu, select Continue With Selected Products

  9. Under "Offer Products", select Select Products.

    Underneath the Trigger Products under the heading Trigger Quantity, you can enter a number if you want to trigger the offer only when a certain number of products are in the cart

  10. Enter an offer title.

    In the menu below Upsell Offer, enter an offer title that customers will see

  11. Enter an offer description.

    Below the offer title, enter a description for customers to see, such as these products go great together

  12. Choose Select Products.

    Below the offer description and to the right, click Select Products

  13. Select Add next to the discounted product.

    Note: Here you will need to find the product that has the discounted price associated with it. If you are unable to find it with the search feature, you will need to page through the products using the numbers at the bottom to find the product. If it doesn't appear, select "Update Now" in the top-right corner. Close the product selector window and try again in a few minutes.

    Click Add next to the product or products you want to include

  14. Select Continue with selected products.

    In the bottom-right corner, select Continue With Selected Product

  15. Select Set another offer... on the "Offer declined" or "Offer accepted" option (optional).

    Note: This option is only available if you have enabled Upsell's "funnels" feature.

    If you have Upsell Funnels, select Set another offer under Offer Declined or Offer Accepted

  16. Repeat Steps 10 to 15 until your funnel conditions are satisfied.

    Note: Funnels that are set on Upsell offers will act as cross-sells. They will add additional products to the customer's cart.

    If you have Upsell Funnels, repeat Steps 12 to 17 to fill out the additional offers' titles, descriptions, and products

  17. Select Set Date Range (optional).

    Optionally, select Set Date Range on the far-right under the Conditions section

  18. Enter a Start Date and End Date (optional).

    If setting a date range, change the Starts and Ends times from the calendar menu

  19. Under "Additional Options":
    • Select Make the product image or product names a link to the product page if you would like customers to be able to see the product when they select its image in Upsell. This may require a small coding adjustment from our team. Please contact our Merchant Success team for further assistance with this.

      Note: We can only track when an item is added through the offer window. By checking this we will not be able to accurately report your offer conversions.

    • Select Hide products that are out of stock (ie. Don't allow backorders) to hide items from the cross-sell window that may be out of stock in your Shopify admin. By default, Upsell will show items with no inventory to your customers.
    • Select Automatically remove items from the cart if the trigger or conditions are unmet if you're using the app in conjunction with Bold Discounts V1 to offer buy one get one deals. This feature will only work correctly with items created using Discounts' duplicate and hide feature.

    Note: Visit Advanced Options in Bold Upsell for more information.

    Picture shows the additional options you can choose to add on the offer; select the toggle on the left of each option for the ones you'd like to set

  20. Select Save Offer.

    Select Save Offer

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