Video Greet & Upsell Integration

Video Greet lets your customers add a special video message to gifts purchased from your store. Recipients can view their video greeting through a special portal page or a QR code.

When integrated with Upsell, you can give your customers the opportunity to add a video greeting to their order within an Upsell offer.

Pricing

Video Greet comes with a 14-day free trial and has a variety of price plans which bill monthly based on usage.

For more information, please visit Video Greet’s pricing page.

Setup

Note: Installing Video Greet automatically adds a Video Greet product to your store. You can edit the product details and price in your Shopify admin.

1. Install Video Greet from the Shopify app store.
2. Navigate to Bold Upsell > Manual Offers and click Create New Offer.
3. Enter an internal name for your offer.
4. Click Set a trigger.
5. Expand the Trigger event dropdown menu, and select one of the following Trigger events:
   1. Product Page Pop-up - This will display your Video Greet offer when the add to cart button is selected on the product page.
   2. Cart Page Pop-up - This will display your Video Greet offer when the checkout button is selected on the cart page.
6. Under Trigger products, select one of the two options:
   1. Trigger an upsell on specific products - This option allows you to select specific products to act as the trigger for the offer. If this option is selected, proceed to step #7.
   2. Trigger an upsell on every product - This option will set all 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 the products or variants you would like customers to buy before being offered Video Greet.
8. Click Save Selection.
9. Optional: Enter a Trigger quantity.

   Note: This option is not available on the Product Page Pop-up trigger. This is the minimum number of selected products the customer must have in their cart in order for the offer to display on the trigger.

10. In the Upsell offer section, select Set an Offer.
11. Enter a Title and Description for your Video Greet offer.
12. Click Select Products, and select your Video Greet product.

13. Note: New products may take time to be detected by Upsell. If you cannot find the Video Greet product in the product selector, click Sync Products at the top of the product selector. For more details, please refer to I Can't Find My Product in the Product Selector.

14. Click Save Selection.
15. Optional: Select Set Date Range and enter your Start Date and End Date.
16. Optional: Select Set Cart Price and enter a Min cart total and Max cart total.
17. Click Save Offer.

Example

Storefront view of Video Greet in the Upsell popup