Create a Cross-sell Offer

Cross-sells are offers that get added alongside products in a customer's cart. These items are often complementary to an item that a customer has just added.

Your customer will see an Add to Cart button within the offer window. This text is customizable within Upsell's settings.

This article will guide you, step-by-step, on how to properly create a Cross-sell offer.

Video Walkthrough

Note: If you would like to offer a discounted product for your cross-sell, this can be done with the help of Bold Discounts. For more information on how to integrate Bold Upsell and Bold Discounts together, please visit Upsell & Bold Discounts Integration. Otherwise, Post Purchase offers can be discounted.

To create a cross-sell offer with Bold Upsell, please follow these steps:

1. In Bold Upsell, navigate to Manual Offers, and click Create New Offer.
2. Enter an internal name for your offer.
3. Click Set a trigger.
4. Ensure the Trigger Preset field is set to Custom Upsell Trigger.
5. Expand the Trigger location dropdown menu, and select one of the following:
   1. Product Page Pop-up : Displays your offer when the add to cart button is selected on the product page.
   2. Cart Page Pop-up: Displays your 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 allows you to select specific products to act as the trigger product. If this option is selected, proceed to step #7.
   2. Trigger an upsell on every product: This sets 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 your products, variants, or collection.
8. Click Review Selection, then Save Selection.
9. Optional: Enter a Trigger quantity.

   Note: 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. This option is not available on the Product Page Pop-up trigger. 

10. In the Upsell offer section, select Set an Offer.
11. Enter a Title and Description.
12. Click Select Products, and select your products, variants or collection.
13. Click Review Selection, then Save Selection.
14. Optional: Enable Allow customers to select more than one product in the offer.

    Note: This allows the Upsell modal to stay open so the customer can select more than one product in the offer. 

15. Optional: Enable Allow customers to set product quantities in the offer.
    1. Optional: Enable Limit quantity on offered products to set a maximum quantity allowed.
16. Optional: If you have enabled Upsell's funnels feature, you can select Set another offer... on the Offer declined or Offer accepted option. Repeat steps 11-16 until your funnel conditions are satisfied.
17. Optional: Click Set date range and enter your Start and End date.
18. Optional: Click Set cart price and enter a Min and Max cart value.
19. Optional: Enable any of the Additional Options.

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

20. Click Save Offer.

By default, Upsell displays a maximum of three offer products in the pop-up modal. If you would like to display more than three offer products, navigate to Settings > Upsell Settings, and check the box next to Show all offered products.