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Activate Bold Upsell

Laurel
Laurel
  • Updated

Bold Upsell offers a guided setup to help you quickly activate Upsell on your store. This guide helps you install Upsell to your theme and set up your first Upsell offer.

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

 


 

General setup 

Once Upsell is downloaded to your store and the terms and conditions accepted, you are automatically directed to the onboarding General setup flow.

Use the instructions below as an additional resource when going through the setup checklist.

 

Step 1: Install Upsell on a theme

  1. By default, your live theme is automatically selected for the installation. If you'd like to choose a different theme, click the Select a new theme button, use the dropdown menu to select your preferred theme, and click Confirm.

    Select a theme

  2. Ensure your preferred theme is selected, and then click the Setup button.

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

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

    Enable Upsell Modal Settings

  1. 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: For detailed instructions, or if you wish to do this at a later time, please visit Customize Upsell with Theme App Extension.

  2. Click Save in the top right-hand corner.
  3. Close the tab and return to the setup checklist.
  4. 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 Mark as complete.
  6. Click Next Step.

Step 4: Set up your first Upsell offer

  1. Click Setup.

    Note: This direct you to Offers > Create new offer in Upsell.

    Create your first offer

  2. Create your first offer.

For detailed instructions on setting up a specific type of offer, please visit Offers and select the type of 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.