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Create an Upsell Offer

Brysen
Brysen
  • Updated

A true upsell offer usually offers a product upgrade, and are often a higher-priced version of the item customers are looking to purchase.

Upsells replace an item in a customer's cart. Your customers see a Replace Item button within the upsell offer. This text is customizable within Upsell's settings.

This article will guide you, step-by-step, on how to properly create an Upsell offer. You will also learn how to duplicate an offer and how to use individual variants with your offers.

For more information on creating an Upsell offer, please see the video or follow the step-by-step setup guide below.

Note: True Upsells can only be created on the Product Page Pop-up trigger event.

 

 

Walkthrough

 

  1. From within Upsell's admin, select Offers > Create Offer.
  2. Enter an internal name for your offer.
  3. Select Set A Trigger, then Product Page Pop-up, and click the Upsell option.

    Product Page Pop-up

  4. Choose Select Products.
  5. Select Add next to the product you would like to trigger the offer.

    Note: You can select all of your products by clicking SELECT ALL RESULTS above the search results. To select individual variants, deselect the checkbox next to the Group variants by products text, then select Search again.

  6. Select Continue with selected products.
  7. In the Upsell offer section, choose Set an offer.
  8. Enter a Title and Description.
  9. Click Select Products.
  10. Select Add next to your desired product.

    Note: You can select all of your products by clicking SELECT ALL RESULTS above the search results. To select individual variants, deselect the checkbox next to the Group variants by products text, then select Search again.

  11. Select Continue with selected products.
  12. Optional: If you have enabled Upsell's Funnels feature, you can select Set another offer... on the Offer declined and Offer accepted option. Repeat Steps 7 to 11 until your Funnel conditions are satisfied.

    Note: Only the first offer in a Funnel can be a true Upsell. The rest will be presented as Cross-sells. For more information on the difference between Upsells & Cross-sells, please see Bold Upsell Overview: Offers.

  13. Optional: Enable Allow customer to set product quantities in the offer.
  14. Optional: Select your Offer options.
  15. Optional: Select Set Date Range, and enter a Start Date and End Date.
  16. Optional: Select any of the Additional Options.

    Note: Read more about these settings in Bold Upsell Overview: Offers.

  17. Select Save Offer.

By default, only three products appear in the upsell popup modal on the storefront. If you would like to display more than three products, enable the Show all offered products setting within Bold Upsell. This is found under Settings > Upsell Settings:

Show all offered products setting