Create a Cross-Sell Offer

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Bold Upsell gives you the ability to create cross-sell offers that place additional products in your customers' carts if they choose to accept the offer.

To create a cross-sell 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. Name your offer (i.e. T-shirt BOGO).

    Name Offer

  5. Select Set A Trigger.

    Select Set A Trigger

  6. Select the trigger type.

    Note: If you are using Upsell and Bold Cashier together, ensure you Enable Upsell after Checkout and select After checkout.

    Select Trigger Type

  7. Choose Select Products.

    Choose Select 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. Enter a quantity restriction (optional).

    Note: This is the minimum number of selected products the customer must have in their cart for the offer to trigger.

    Enter Quantity Restriction

  11. Select Set An Offer.

    Select Set An Offer

  12. Enter an offer title.

    Enter Title

  13. Enter an offer description.

    Enter Offer Description

  14. Choose Select Products.

    Choose Select Products

  15. Select ADD next to the offer product.

    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.

    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.

    Set Funnel Conditions/Repeat Steps 12-17

  19. Select Set Date Range (optional).

    Select Set Date Range

  20. Select Set Date Range (optional).

    Select Set Date Range

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

    Enter Date Range

  22. Select Set Cart Price (optional).

    Select Set Cart Price

  23. Enter a Min cart total and Max cart total (optional).

    Enter Cart Value

  24. 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 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.

    Select Additional Options

  25. Select Save Offer.

    Select Save Offer

That's it!

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