Make a selection

Create an In-Checkout Offer

Brysen
Brysen
  • Updated

In-Checkout offers allow you to display a cross-sell offer in the Shopify checkout. These offers can be customized using your theme editor, and can be displayed in a checkout location of your choice.

This article will guide you, step-by-step, on how to properly create an In-Checkout offer.

Note: This feature is only available to Shopify Plus stores plan who are subscribed to Upsell's Shopify Plus plan. 

 

 

Walkthrough

 

Step 1: Add the In-Checkout App Block to your Theme

  1. From within your Shopify admin, navigate to Settings > Checkout.
  2. In the Checkout customization section, select Customize.

    Customize

  3. On the customization page in the bottom left corner, select Add app.

    Add app

  4. Select In-Checkout Offer.

    In-Checkout

  5. Optional: Change the location of your offer by dragging and dropping the app block to the position you’d like it to be displayed. change
  6. Optional: Customize your Offer title, Offer description, and Quantity Selector.

    Note: The title and description entered here is displayed only if multiple In-Checkout offers are present, or if a title and description are not entered in your individual offer as shown in Step 2 below. The Quantity Selector displays if it is set to true here, or if quantity selection is enabled in the individual offer.

    Title, Description, and Quantity Selector

 

Step 2: Create the Offer

  1. Navigate to Bold Upsell > Manual Offers and click Create New Offer.
  2. Enter an internal name for your offer.
  3. Click Set a trigger.
  4. Expand the Trigger event dropdown menu, and select In-Checkout Widget.
  5. 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 #6.
    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 #9.
  6. Click Select Products, and select your products, variants or collections you would like to trigger.
  7. Click Save Selection.
  8. Optional: Enter a Trigger quantity. 

    Note: This only shows the offer if your customer has this amount of trigger products in the checkout.

  9. Click Set an offer.
  10. Enter a Title and Description.
  11. Click Select Products, and select your products, variants or collection you would like to offer.

    Note: For ease of viewing in the checkout, we recommend choosing three or fewer offer products.

  12. Click Save Selection.
  13. Optional: Enable Allow customers to set quantities in the offer.
  14. Optional: Select Set Date Range and enter a Start and End date.
  15. Optional: Select Set Cart Price and enter a Min cart total and Max cart total.
  16. Optional: Apply any of the Additional Options.
  17. Select Save Offer.