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Create an Upsell Offer

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

  1. From "Shopify Admin", select Apps.

    Select Apps 

  2. Select Product Upsell.

    Select Product Upsell 

  3. Select Offers.

    Offers 

  4. Select Create Offer.

    Create Offer 

  5. Name your offer (i.e. T-shirt BOGO).

    Name Your Offer 

  6. Under "Offer type", select Upsell.

    Upsell 

  7. Under "Trigger products", select Select Products.

    Trigger Products 

  8. 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. To put your entire store on sale, select Select All Results here instead of Add.

    Add 

  9. Select Continue with selected products.

    Continue With Selected Products 

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

    Offer Products  

  11. 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 

  12. Select Continue with selected products.

    Select Continue with selected products 

  13. Select Set a Date Range (optional).

    Set a Date Range 

  14. Enter a Start Date, End Date and select Save Condition (optional).

    Save Condition 

  15. Enter an Offer Title.

    Offer Title 

  16. Enter an Offer Description.

    Offer Description 

  17. Under "Advanced Options":
    • Select Only display the additional cost of the replacement product if you would like to display the cost to upgrade.
    • Select Match quantity of upsold products to ensure the number of upsold products is the same as the number of products the customer initially chose.
    • Select Hide products that are out of stock (i.e. don't allow backorders) if you would like out of stock products to be discluded from the upsell offers. 

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

    Advanced Options 

  18. Select Save Offer.

    Save Offer 

That's it!

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