Upsell & Bold Discounts Integration

Upsell integrates with Bold Discounts to give you the ability to create Buy One, Get One (BOGO) offers on your site.

Discounts' Duplicate & Hide feature creates duplicate, discounted versions of your store's products that are hidden from the storefront. These hidden products can be offered through Upsell when certain conditions are met. This ensures that the items cannot be purchased on their own, and that the customer must qualify for the discounted item(s) first.

Upsell allows you to set conditions for when this product is offered. You can have the hidden discounted item(s) display when a specific product is added to the cart, when the customer is checking out with certain items, or when the customer's cart is within a defined price range.

For more information on a BOGO offer using Discounts and Upsell, please see the videos below or follow along with the step-by-step setup guide.

Note: This offer type can only be created using Bold Discounts. Discounts Powered by Bold Price Rules does not create duplicate products. If you are using Discounts powered by Bold Price Rules, you can create these BOGOs using Bold Bundles.

Video Walkthrough

Walkthrough

Walkthrough

Requirements

Both Bold Discounts and Bold Upsell must be installed on the same store prior to the setup steps below. Both apps can be installed through the following links below:

Bold Discounts - Shopify App Store

Bold Upsell - Shopify App Store

Setup

With both apps installed and the duplicate and hide installation completed, please use the following steps to set up a BOGO offer.

Step 1: Create the Discounted Product

1. From within your Discounts app, select Current Discounts.
2. Select Create Discount.
3. Enter a Discount Name (i.e. T-shirt BOGO).
4. Enter a Discount Amount (discount for the product that is being offered).
5. Select % or $ next to the "Discount Amount".
6. Select Select Products.

7. Select Add next to each of the products you would like to discount.

   Note: You can also filter by collection, vendor, and product type.

8. Select Continue with selected products.
9. Leave Enable Date Range deselected.
10. Leave Override cents deselected.
11. Under "Duplicate & Hide" select Create a hidden duplicate (Liquid update required).
12. Select Create.

13. Select the Toggle to enable the offer.

    Note: The toggle is green when the offer is enabled.

14. Select OK.

Wait for the discount process to complete and continue to these next steps:

Step 2: Verify the Discounted Products

1. From Shopify's admin, select Products.
2. Enter the Product Name (of a product you selected in Step 1) in the "Search Bar".

You should see two products here:

...one at the regular price:

...and one at the discounted price:

At this point, you can then continue to these next steps:

Step 3: Create the Cross-Sell Offer

1. From within your Upsell app, select Offers, then Create Offer.
2. Enter a name for your offer.

   Note: This is an internal name for your own reference.

3. Select Set A Trigger.
4. Select the trigger type.

   Note: "Product Page Pop-up" is the recommended method.

5. Select Cross-sell.
6. Under Trigger products, select one of the two options:
   • 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 #7.

     Note: If a collection of products is selected as the trigger, a collection of under 5000 products must be selected. If a collection of over 5000 products is selected, an error is generated within Bold Upsell after selecting Save Offer.
     
     

   • Trigger an upsell on every product - This option sets all products on your store as a trigger for the offer. If this option is selected, skip to step #10.
7. 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. Deselecting the "Group variants by products" option and selecting search allows you to choose individual variants to use in your offers.

9. Select Continue with selected products.
10. Select Set An Offer.
11. Enter an offer title.
12. Enter an offer description.
13. Choose Select Products.
14. Select Add next to the discounted product.

    Note: Here you need to find the product that has the discounted price associated with it. If you are unable to find it with the search feature, you need to page through the products using the numbers at the bottom to find the product. If it doesn't appear, select "Update Now" in the top-right corner. Close the product selector window and try again in a few minutes.

15. Select Continue with selected products.
16. Optional: Select the additional offer options.

    Note: If you're running a true BOGO offer, we recommend leaving these options unselected.

17. Optional: Select Set Date Range.
18. Optional: Enter a Start Date and End Date.
19. Optional: Select Set Cart Price.
20. Optional: Enter a Min cart total and Max cart total.
21. Enable the Automatically remove items from the cart if the trigger or conditions are unmet option.

    Note: This option only works if you're using discounted products created through Bold Discounts. The other options in this section are optional.

22. Select Save Offer.

Lastly, you'll need to test and ensure the offer is working on the storefront by following these steps:

Step 4: Test the Offer

1. Select View storefront.
2. Select the trigger product.
3. Select Add to Cart.
4. Add the upsell offer to your cart.
5. Remove the trigger product from your cart.

Did the discounted product also get removed from your cart? If not, please contact our Customer Success team and we'll be happy to help.