Create an Upsell Offer



Bold Upsell gives you the ability to create upsell offers that will substitute the product your customer is adding to their cart with the one they select in the upsell window.

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 Shopify's admin, select Apps.

    Select Apps

  2. Select Product Upsell.

    Select Product Upsell

  3. Select Offers, then Create Offer.

    Select Offers/Create Offer

  4. Enter a name for your offer.

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

    Name Offer

  5. Select Set A Trigger.

    Select Set A Trigger

  6. 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.

    Select Add To Cart

  7. Select Upsell.

    Select Upsell

  8. Choose Select Products.

    Choose Select Products

  9. 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.


  10. Select Continue with selected products.

    Continue With Selected Products

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

    Select Set An Offer

  12. Enter an offer title.

    Enter Offer Title

  13. Enter an offer description.

    Enter Offer Description

  14. Choose Select Products.

    Choose Select Products

  15. 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.

    select ADD

  16. Select Continue with selected products.

    Select Continue with selected products

  17. 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. Visit Using Upsell Funnels for more information about this feature.

    Select Set Another Offer

  18. Repeat Steps 12 to 17 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.

    Set Funnel Conditions/Repeat Steps 12-19

  19. Select Set Date Range (optional).

    Select Set Date Range

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

    Enter Date Range

  21. Select Hide products that are out of stock (ie. Don't allow backorders) (optional).

    Select Hide Products

  22. Select Save Offer.

    Select Save Offer

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