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Create a Cross-Sell Offer

To create a cross-sell offer with Product 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 Cross-sell.

    Offer Type 

  7. Select an option under Show the offer when the customer...

    Note: The recommended option is: Presses the "Checkout" button because you can use products or individual variants to trigger the offer. If you are using Product Upsell and Cashier together, ensure you Enable Upsell after Checkout and select Is on the Thank You page after completing an order.

    Show the Offer When 

  8. Select Select Trigger Products.

    Select Trigger Products 

  9. Select Select Products.

    Select Products 

  10. 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 

  11. Select Continue with selected products.

    Continue With Selected Products 

  12. Select Save Trigger.

    Save Trigger 

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

     Select Products 

  14. 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 

  15. Select Continue with selected products.

    Select Continue with selected products 

  16. Select Set a Date Range (optional).

    Set Date Range 

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

    Save Condition 

  18. Select Set Cart Requirements (optional).

    Set Cart Requirements 

  19. Enter a Min cart total, Max cart total and select Save Condition (optional).

    Cart Min Max 

  20. Enter an Offer Title.

    Offer Title 

  21. Enter an Offer Description.

    Offer Description 

  22. Under "Advanced Options":
    • Select Allow the customer to select more than one of the offered products if you would like customers to be able to add more than one product.
    • Select Allow the customer to select multiple quantities of an offered product to display the quantity selector to allow them to add more than one of each product.
    • Select Open product page if image or text is clicked. Note: We can only track when an upsell item is added through the upsell offer window, therefore, by checking this we will not be able to accurately report your upsell conversions) if you want to link the product title.
    • Select Hide products that are out of stock (ie. 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.

    select advanced options 

  23. Select Save Offer.

    Save Offer 

That's it!

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