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New - Customer Portal Upsells

Laurel
Laurel
  • Updated

Customer Portal Upsells work alongside Bold Subscriptions for Shopify Checkout to allow you to show product offers to your existing subscribers in the subscription customer portal. Your customers can add the product to their existing subscription order as either a one-time purchase or a recurring order, depending on how you offer the product on your store.

This article describes how Customer Portal Upsells work and provides step-by-step instructions on how to set one up.

 


 

Video Walkthrough

Functionality

Subscription Customer Portal offers are displayed in the customer portal where your customers go to manage their existing subscriptions.

If your customer is subscribed to the product that you have designated as the trigger product in Upsell, once logged in to the customer portal, they will see the products you’ve designated as your offers near the top of the page.

If the product is available for subscription as well as one-time purchase, your customers will see two prices, the subscription price (with the subscription discount, if one exists) and the one-time price. If the product is available as a one-time purchase only or a subscription only, customers will only see one price.

Example

Customer Portal Offer view

Your customers can click on any offer to accept it and choose from the available purchase options.

Example

Add offer

 

If your customer accepts a product in the offer, that product is no longer shown in the offer.

Views for this offer are counted as one per month, regardless of the number of times a customer sees it in their customer portal. 

Each time a customer accepts a Subscription Customer Portal offer, Upsell records this data on the dashboard. Please visit View Upsell's Dashboard Metrics & Reporting for more details on the analytics available in Upsell.

 


 

Requirements

Both Bold Upsell and Subscriptions for Shopify Checkout must be installed on your store. Both apps can be installed through the following links:

 


 

Important considerations

  • A maximum of three products can be shown in the offer on the customer portal page. If more than three products are selected, Upsell will show the offer products at random.
  • Prepaid subscriptions should not be used as offer products.
  • Funnels, quantity selection, and minimum and maximum cart value restrictions are not available with these offers.
  • If a customer has multiple subscriptions, the offer is applied to their most recent subscription.

 


 

Setup

To create your Subscription Customer Portal offer, please follow the instructions below.

Note: The trigger product for your Upsell offer must be a product your customers are already subscribed to in order for it to appear in their customer portal. If you haven’t already made this product available for subscription, please visit Create a Standard Subscription Group for step-by-step directions.

  1. Navigate to Bold Upsell > 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 Subscription Customer Portal.
    Subscription Customer Portal Trigger event
  5. Under Trigger products, select one of the following 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 #6.
    • 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 Choose Products, and select your products, variants or collection you would like to trigger.
  7. Click Save products.
  8. Optional: Enter a Trigger quantity. Note: The quantity restriction takes into account the number of products in a customer's existing subscription. For example, if you enter 2, the customer must be subscribed to a minimum of two of the trigger products in order to see the offer. If they are only subscribed to one, the offer will not be shown.
  9. In the Upsell offer section, select Set an offer.
  10. Enter a Title and Description.
  11. Click Choose Products and select your products, variants or collection you want to offer. Note: Only three products can be shown in the customer portal at maximum.
  12. Click Save products.
  13. Optional: Click Set date range and enter your Start and End date.
  14. Select Save Offer.