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.

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

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 Bold Upsell: Bold App Integrations. Otherwise, Post Purchase offers can be discounted.

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

1. From within Upsell's admin, select Offers > Create Offer.
2. Enter an internal name for your offer.
3. Select Set A Trigger, then select one of the following Trigger events:
   1. Product Page Pop-up - This will display your offer when the add to cart button is selected on the product page.
   2. Cart Page Pop-up - This will display your offer when the checkout button is selected on the cart page.

      Note For all other trigger events, please see the relevant instructions below.

4. 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 product. If this option is selected, proceed to step #5.

      Note If a collection is selected, the collection must contain under 5000 products. A collection of 5000 products or more will cause an error.

   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 #8.
5. Choose Select Products, and 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. Optional: Enter a Trigger quantity.

   Note This option is not available on the Add to Cart 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.

8. In the Upsell offer section, select Set an Offer.
9. Enter a Title and Description.
10. Choose Select Products.
11. Select Add next to the product(s) you are offering.

    Note You can select all of your products by clicking SELECT ALL RESULTS above the search results.

12. Select Continue with selected products.
13. 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 9 to 12 until your funnel conditions are satisfied.
14. Optional: Enable Allow customers to set product quantities in the offer.
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. Optional: Select any of the Additional Options.
18. Select Save Offer.

If you have chosen more than 3 offer products, you may only see 3 products appear in the upsell popup modal on the storefront. If you would like to see all offer products, this can be done by enabling the Show all offered products setting within Bold Upsell under Settings > Upsell Settings: