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Upsell & Bold Discounts Integration

Brysen
Brysen
  • Updated

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

 


 

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. Click 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. Click 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. Click 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. Click Create.
  13. Click the Toggle to enable the offer.

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

  14. Click OK.

Wait for the discount process to complete, then continue with the next steps.

 

Step 2: Verify the Discounted Products

  1. From Shopify's admin, navigate to Products.
  2. Search for the Product Name (the product you selected in Step 1) using the search bar.

You should see two products here, one at the regular price, and one at the discounted price.

If you can see these two products, continue with the next steps.

 

Step 3: Create the Cross-Sell Offer

  1. Navigate to Bold Upsell > Offers and click Create New Offer.
  2. Enter a name for your offer.

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

  3. Click Set a trigger.
  4. Select a Trigger event.

    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.
    • 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. Click Choose Products and select the products or variants you'd like to trigger the offer.
  8. Click Save Selection.
  9. Optional: Enter a Trigger quantity.

    Note: This restricts the offer from showing unless your customers have that amount trigger products in the cart.

  10. Click Set an offer.
  11. Enter an offer Title and Description.
  12. Click Select Products and select your discounted hidden product.

    Note: If you are unable to find it with the search feature, select Sync Products in the top of the product selector. Close the window and try again in a few minutes.

  13. Click Save Selection.
  14. Optional: Enable the Offer options.

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

  15. Optional: Click Set date range and enter a Start and End date.
  16. Optional: Select Set cart price and enter a Min and Max cart total.
  17. 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.

  18. Click Save Offer.

Lastly, you'll need to test and ensure the offer is working on the storefront. Follow the next steps.

 

Step 4: Test the Offer

  1. Navigate to the trigger product on the storefront.
  2. Click Add to Cart.
  3. Add the offer to your cart.
  4. 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.