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Activate Bold Upsell

Laurel
Laurel
  • Updated

Bold Upsell offers an in-app guided setup checklist to help you quickly activate Upsell on your store. This guide helps you choose a plan, install Upsell to your theme, and set up your first Upsell offer.

To activate Upsell on your store, complete the setup checklist outlined in this article.

 


 

Video Walkthrough

General setup checklist

Once Upsell is downloaded to your store and the terms and conditions accepted, use the instructions below to move through the setup checklist.

 

Select a theme

Before launching the setup checklist, it's recommended to select the theme on which you'd like to install Upsell. If this step is skipped, your live theme is automatically selected.

  1. Click General setup in the bottom of the menu.
  2. Click the Select new theme button.

    Select new theme

  3. Use the dropdown menu to select the theme where you would like to install Upsell.

    Dropdown menu

  4. Click Confirm.

 

Step 1: Choose a plan

  1. Click Setup.

    Note: This takes you to Upsell’s Price plan page in a new tab.

    Choose a price plan

  2. Select a new plan by clicking Upgrade or Downgrade Plan under your desired plan, or keep the current plan.

    Note: For more information about the features of each plan, please visit Bold Upsell Pricing & Overview.

  3. Close the tab and return to the setup checklist.
  4. Optional: Click Mark as complete.
  5. Click Next Step.

 

Step 2: Install Upsell on a theme

  1. Click Setup.

    Note: This directs you to your theme customizer in a new tab.

  2. Enable Upsell Model Settings by sliding the toggle to the right.

    Enable Upsell Modal Settings

  3. Optional: Click the arrow next to Upsell Modal Settings to expand the settings and customize the Upsell modal. Check Enable preview to view your changes as you make them.

    Note: If you prefer to style the Upsell modal later, visit Customize Upsell with Theme App Extension.

  4. Click Save in the top right-hand corner.
  5. Close the tab and return to the setup checklist.
  6. Click Next Step.

 

Step 3: Enable Cart Hooks for themes with AJAX Cart

If your theme uses AJAX functionality to refresh the cart page without requiring a page reload you must enable Upsell's Cart Hooks app embed to ensure your Upsell offers appear. AJAX functionality is used to power Drawer Cart, Pullout Cart, or Widget Cart.

  1. Click Setup.

    Note: This directs you to your theme customizer in a new tab.

  2. Enable  Cart Hooks  by sliding the toggle to the right.

    Cart Hooks

  3. Click Save in the top right-hand corner.
  4. Close the tab and return to the setup checklist.
  5. Click Next Step.

Step 4: Set up your first Upsell offer

  1. Click Setup.

    Note: This direct you to Offers > Current Offers in Upsell.

    Create your first offer

  2. Create your first offer.

For detailed instructions on how to create a new offer, you can view one of the following articles based on the offer you’d like to create:

Learn more about all the features and functionalities of offers in Upsell Offers Overview.

 


 

Next steps

Once your offers are up and running, you can use Upsell's reporting features to gather insight to their performance. For more information, please visit View Upsell's Dashboard Metrics and Reporting.