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More Ways to Upsell

Brysen
Brysen
  • Updated

Upselling is a powerful strategy that can significantly boost your online store’s revenue and enhance your customer’s experience. By offering customers additional products or services that complement their purchases, brands can increase their average order value and foster long-term customer loyalty.

This article provides practical Upselling ideas for various types of stores and shows brands how to set up each offer step-by-step. From charities to tech gadget shops, learn how to upsell donations, extended warranties, insurance, gift wrapping, BOGO deals, subscriptions, and more.

 

 

Donation/Charity

Example

Providing charitable options at checkout can benefit brands who want to connect with socially conscious consumers, differentiate themselves in a competitive market, and enhance overall brand perception and customer loyalty.

Using Bold Upsell, brands can create an offer to collect a donation immediately after their customers complete their order.

Expand the setup steps below for steps on creating this type of offer in Bold Upsell.

    1. From within the Shopify admin, navigate to Settings > Checkout.
    2. In the Post-purchase page section, select Bold Upsell.
    3. Navigate to Bold Upsell > Manual Offers, and click Create New Offer.
    4. Enter an internal name for your offer.
    5. Click Set a trigger.
    6. Expand the Trigger event dropdown menu, and select Post purchase Pop-up.
      Note: If a warning appears, you can dismiss it if you have already completed step 1 and 2 as shown above.
    7. Under Trigger products, select Trigger an upsell on specific products.
    8. Click Select Products, and select your products, variants or collection you would like to trigger.
    9. Click Save Selection.
    10. Optional: Enter a Trigger quantity.

      Note: This will only show the offer if your customer has a certain amount of products in the cart.

    11. Click Set An Offer.
    12. Select a Title and Description using the dropdown menus.

      Note: Custom Titles and Descriptions are not available for this option due to Shopify's App Requirements.

    13. Click Select Products, and select your donation/charity product.
    14. Click Save Selection.
    15. Optional: Enable Offer customers an after checkout discount.
      Note: This allows you to enter a discount by percent: % or fixed amount: $.
    16. Optional: Select Set Date Range and enter your Start and End date.
    17. Optional: Select Set Cart Price and enter a Min and Max cart total.
    18. Optional: Select any of the Additional Options.
    19. Click Save Offer.

 

 

Extended Warranty/Insurance/Device Protection

Example

The most common device protection plans, extended warranties, and extended insurances offered on online stores typically include Extended Manufacturer Warranties, Accidental Damage Protection and Home Appliance Protection.

With Bold Upsell, brands can seize the opportunity to enhance their customers' shopping experience by offering an exclusive extended service just before they finalize their purchase. This not only maximizes the value they receive from their order but also boosts average order value effortlessly.

Expand the setup steps below for steps on creating this type of offer in Bold Upsell.

    1. Navigate to Bold Upsell > Manual 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 Product Page Pop-up.
    5. Under Trigger products, select Trigger an upsell on specific products.
    6. Click Select Products, and select your products, variants, or collection.
    7. Click Save Selection.
    8. In the Upsell offer section, select Set an Offer.
    9. Enter a Title and Description.
    10. Click Select Products, and select the product(s) you are using as the extended offer.
    11. Optional: Enable Allow customers to select more than one product in the offer.

      Note: This allows the Upsell modal to stay open so the customer can select more than one product in the offer.

    12. Click Save Selection.
    13. Optional: Select Set Date Range and enter your Start Date and End Date.
    14. Optional: Select Set Cart Price and enter a Min cart total and Max cart total.
    15. Optional: Select any of the Additional Options.
    16. Select Save Offer.

 

 

Gift Box/Gift Wrapping

Example

With Upsell, brands can effortlessly enhance their customers' shopping experience by offering stylish gift wrapping or elegant gift boxes. Not only does this increase average order value, but it also adds significant value to every purchase on the storefront! Brands can offer attractive and thoughtful gift wrap or gift box options to enhance the customer experience, encourage repeat business, and increase customer satisfaction, especially during gift-giving seasons.

The most common gift wrapping or gift box ideas that we’ve seen from other users of Bold Upsell are the following:

  • Customizable Gift Wrapping
  • Branded Gift Boxes
  • Themed Gift Sets
  • Seasonal Themes
    1. Navigate to Bold Upsell > Manual 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 Cart Page Pop-up.
    5. Under Trigger products, select Trigger an upsell on specific products.
    6. Click Select Products, and select your products, variants, or collection.
    7. Click Save Selection.
    8. Optional: Enter a Trigger quantity.
    9. In the Upsell offer section, select Set an Offer.
    10. Enter a Title and Description.
    11. Click Select Products, and select your gift box or gift wrapping product(s).
    12. Optional: Enable Allow customers to select more than one product in the offer.

      Note: This allows the Upsell modal to stay open so the customer can select more than one product in the offer.

    13. Click Save Selection.
    14. Optional: Enable Allow customers to set product quantities in the offer.
    15. Optional: Select Set Date Range and enter your Start Date and End Date.
    16. Optional: Select Set Cart Price and enter a Min cart total and Max cart total.
    17. Optional: Select any of the Additional Options.
    18. Select Save Offer.

 

 

BOGO (Buy One Get One)

BOGO promotions typically offer customers the opportunity to purchase one item and receive another item of equal or lesser value for free.

With Bold Upsell, brands have two powerful ways to implement BOGO promotions seamlessly:

  • Post-purchase: Use the post-purchase trigger event in Upsell to trigger a BOGO offer discreetly after the customer completes their order, enhancing the checkout experience without distractions.
  • Product page pop-up: Use the Upsell and Bold Discounts integration to display a BOGO offer in a pop-up right on the product page once the customer clicks the add-to-cart button.

Whether brands choose to surprise their customers with a post-purchase offer or entice them with a product page pop-up offer, Bold Upsell helps to ensure brands maximize every opportunity to increase sales and delight customers.

 

Method 1: Post purchase offer

Example

    1. From within the Shopify admin, navigate to Settings > Checkout.
    2. In the Post-purchase page section, select Bold Upsell.
    3. Navigate to Bold Upsell > Manual Offers, and click Create New Offer.
    4. Enter an internal name for your offer.
    5. Click Set a trigger.
    6. Expand the Trigger event dropdown menu, and select Post purchase Pop-up.

      Note: If a warning appears, you can dismiss it if you have already completed step 1 and 2 as shown above.

    7. Under Trigger products, select Trigger an upsell on specific products.
    8. Click Select Products, and select your products, variants or collection you would like to trigger.
    9. Click Save Selection.
    10. Optional: Enter a Trigger quantity.

      Note: This will only show the offer if your customer has a certain amount of products in the cart.

    11. Click Set An Offer.
    12. Select a Title and Description using the dropdown menus.

      Note: Custom Titles and Descriptions are not available for this option due to Shopify's App Requirements.

    13. Click Select Products, and select your product.

      Note: The offer product cannot be the same as the trigger product. Upsell will not display an offer if it detects that the customer has already purchased that product. If you would like to use the same product as both the offer and trigger product, please use method 2 listed below.

    14. Click Save Selection.
    15. Optional: Enable Offer customers an after checkout discount.

      Note: This allows you to enter a discount by percent: % or fixed amount: $.

    16. Optional: Select Set Date Range and enter your Start and End date.
    17. Optional: Select Set Cart Price and enter a Min and Max cart total.
    18. Optional: Select any of the Additional Options.
    19. Click Save Offer.

 

Method 2: Product page pop-up

Example

Using Bold Discounts with Upsell, 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 free product first.

Note: Bold Discounts must be installed on the same store prior to the setup steps below. Bold Discounts can be installed through the following link below:

Bold Discounts - Shopify App Store

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.
    4. Enter 100% for the Discount Amount.
    5. Select % next to "Discount Amount".
    6. Click Select Products.
    7. Select Add next to the product(s) 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(s) (the product(s) 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 Offer

    1. Navigate to Bold Upsell > Manual 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. Expand the Trigger event dropdown menu and select Product Page Pop-up.
    5. Select Cross-sell.
    6. Under Trigger products, select Trigger an upsell on specific products.
    7. Click Select 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: Click Set date range and enter a Start and End date.
    15. Optional: Select Set cart price and enter a Min and Max cart total.
    16. Enable the toggle next to Automatically remove items from the cart if the trigger or conditions are unmet.
    17. Click Save Offer.

     

    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.

 

 

Buy One Get X Discount on a Product

These types of promotions are effective in encouraging customers to purchase more items, increasing the average order value, and clearing out excess inventory. They are commonly used by retailers in various industries to attract customers with enticing deals while boosting sales.

You have two powerful methods to implement promotions like Buy X Get Y at Z Discount:

  1. Post-purchase: With Bold Upsell, you can create offers where purchasing one product triggers a discount on another product after a trigger product has been purchased in the checkout. For example, buying Product A can trigger a discount on Product B, allowing you to offer Buy X Get Y at Z Discount. This method enhances product bundling and encourages customers to explore complementary items.
  2. Product page pop-up: Alternatively, you can leverage Bold Discounts to set up promotions directly on your storefront. You can offer Buy X Get Y at Z Discount either before the checkout page for the same product (e.g., Buy 2 Get 1 50% Off) or for different products (e.g., Buy Product A, Get Product B at 25% Off). This approach allows you to display enticing promotions upfront, capturing customer interest and boosting sales conversion.

Both methods provide flexibility and efficiency in creating this promotion that drives sales and enhances customer satisfaction.

 

Method 1: Post Purchase Offer

Example

    1. From within the Shopify admin, navigate to Settings > Checkout.
    2. In the Post-purchase page section, select Bold Upsell.
    3. Navigate to Bold Upsell > Manual Offers, and click Create New Offer.
    4. Enter an internal name for your offer.
    5. Click Set a trigger.
    6. Expand the Trigger event dropdown menu, and select Post purchase Pop-up.

      Note: If a warning appears, you can dismiss it if you have already completed step 1 and 2 as shown above.

    7. Under Trigger products, select Trigger an upsell on specific products.
    8. Click Select Products, and select your products, variants or collection you would like to trigger.
    9. Click Save Selection.
    10. Optional: Enter a Trigger quantity.

      Note: This will only show the offer if your customer has a certain amount of products in the cart.

    11. Click Set An Offer.
    12. Select a Title and Description using the dropdown menus.

      Note: Custom Titles and Descriptions are not available for this option due to Shopify's App Requirements.

    13. Click Select Products, and select your product.

      Note: The offer product cannot be the same as the trigger product. Upsell will not display an offer if it detects that the customer has already purchased that product. If you would like to use the same product as both the offer and trigger product, please use method 2 listed below.

    14. Click Save Selection.
    15. Enable Offer customers an after checkout discount and enter your discount amount you would like to offer.
    16. Optional: Select Set Date Range and enter your Start and End date.
    17. Optional: Select Set Cart Price and enter a Min and Max cart total.
    18. Optional: Select any of the Additional Options.
    19. Click Save Offer.

 

Method 2: Product page pop-up

Example

Using Bold Discounts with Bold Upsell, 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 the trigger product is added into the cart. This ensures that the items cannot be purchased on their own, and that the customer must qualify for the discounted item(s) first.

Note: Bold Discounts must be installed on the same store prior to the setup steps below. Bold Discounts can be installed through the following link below:

Bold Discounts - Shopify App Store

  • Step 1: Create the Discounted Product

    1. From within your Discounts app, select Current Discounts.
    2. Click Create Discount.
    3. Enter a Discount Name.
    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 the product(s) 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 Offer

    1. Navigate to Bold Upsell > Manual 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. Expand the Trigger event dropdown menu and select Product Page Pop-up.
    5. Select Cross-sell.
    6. Under Trigger products, select Trigger an upsell on specific products.
    7. Click Select 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(s).

      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: Click Set date range and enter a Start and End date.
    15. Optional: Select Set cart price and enter a Min and Max cart total.
    16. Enable the toggle next to Automatically remove items from the cart if the trigger or conditions are unmet.
    17. 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.

 

 

Spend X Get a Free Product

Spend X Get a Free Product promotions are highly effective in driving customer spending and increasing average order value. This promotion is frequently used in various scenarios across different industries to achieve specific business objectives, such as clearing out inventory, attracting new customers, or enhancing customer loyalty.

You have two powerful methods to implement promotions like Spend X Get a Free Product. The first method is ideal if you want to leverage the post-purchase moment to upsell and offer a free product when customers meet a spending threshold. The second method is an integration with Bold Discounts that works well for promoting a discount on a specific product directly on your storefront, potentially driving more traffic and sales through upfront visibility.

Both methods have their advantages depending on your specific marketing goals and customer behavior. Choose the one that aligns best with your promotional strategy and customer engagement preferences.

Method 1: Post purchase offer

Example

    1. From within the Shopify admin, navigate to Settings > Checkout.
    2. In the Post-purchase page section, select Bold Upsell.
    3. Navigate to Bold Upsell > Manual Offers, and click Create New Offer.
    4. Enter an internal name for your offer.
    5. Click Set a trigger.
    6. Expand the Trigger event dropdown menu, and select Post purchase Pop-up.

      Note: If a warning appears, you can dismiss it if you have already completed step 1 and 2 as shown above.

    7. Under Trigger products, select either Trigger an upsell on specific products or Trigger an upsell on every product.
    8. If you chose Trigger an upsell on specific products, click Select Products and select your products, variants or collection you would like to trigger.
    9. Click Save Selection.
    10. Optional: Enter a Trigger quantity.

      Note: This will only show the offer if your customer has a certain amount of products in the cart.

    11. Click Set An Offer.
    12. Select a Title and Description using the dropdown menus.

      Note: Custom Titles and Descriptions are not available for this option due toShopify's App Requirements.

    13. Click Select Products, and select your product.

      Note: The offer product cannot be the same as the trigger product. Upsell will not display an offer if it detects that the customer has already purchased that product. If you would like to use the same product as both the offer and trigger product, please use method 2 listed below.

    14. Click Save Selection.
    15. Enable Offer customers an after checkout discount and enter your discount amount you would like to offer.
    16. Optional: Select Set Date Range and enter your Start and End date.
    17. Select Set Cart Price and enter a Min and Max cart total you would like for your spending goal.
    18. Optional: Select any of the Additional Options.
    19. Click Save Offer.

 

Method 2: Product page pop-up

Example

Using Bold Discounts with Bold Upsell, 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 the spend goal has been met. This ensures that the items cannot be purchased on their own, and that the customer must meet the spend goal for the free product first.

Note: Bold Discounts must be installed on the same store prior to the setup steps below. Bold Discounts can be installed through the following link below:

Bold Discounts - Shopify App Store

  • Step 1: Create the Discounted Product

    1. From within your Discounts app, select Current Discounts.
    2. Click Create Discount.
    3. Enter a Discount Name.
    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 the product(s) 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 Offer

    1. Navigate to Bold Upsell > Manual 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. Expand the Trigger event dropdown menu and select Cart Page Pop-up.
    5. Select Cross-sell.
    6. Under Trigger products, select either Trigger an upsell on specific products or Trigger an upsell on every product.
    7. If you selected Trigger an upsell on specific products, click Select 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(s).

      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: Click Set date range and enter a Start and End date.
    15. Optional: Select Set cart price and enter a Min and Max cart total.
    16. Enable the toggle next to Automatically remove items from the cart if the trigger or conditions are unmet.
    17. 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.

 

 

Upsell a One Time Product to a Subscription

Example

Upselling a one-time product to a subscription involves convincing customers to move from a single purchase to a recurring subscription model. This strategy can be effective for generating recurring revenue and increasing customer lifetime value.

By combining Bold Upsell’s modal customization capabilities with Bold Subscriptions’ recurring billing features and discounts, you can effectively persuade customers to opt for a subscription model, thereby increasing customer retention and generating predictable revenue streams.

Note: Bold Subscriptions must be installed on the same store prior to the setup steps below. Bold Subscriptions can be installed through the following link below:

Bold Subscriptions - Shopify App Store

This integration only allows you to convert a one-time purchase into a standard subscription using the Upsell feature. Converting a one-time purchase into a prepaid subscription or cross-selling a different subscription product are not available at this time.

With both apps and theme installs completed, please use the following steps to upsell a one time product as a recurring subscription.

  • Step 1: Add Trigger Product into a Subscription Group

    1. Within Bold Subscriptions, click Subscription groups.
    2. Click Create subscription group.
    3. Enter a Group name.

      Note: This is an internal name, your customers don't see this.

    4. Click Select Products.
    5. Click the checkbox beside all of the products you'd like to include in the group.
    6. Click Confirm.
    7. Set your Subscription Frequency. Select Days, Weeks, Months or Years.

      Note: All frequencies appear as selectable options in the upsell modal.

    8. Click Show advanced options. There are a few different options to choose from depending on the frequency you have selected. These are as follows:
      • On purchase day: This causes the customer's subscription to renew based on the date of their initial purchase.
      • On specific day of the month: This causes the customer's subscription to renew on the same day every month; regardless of their date of purchase.
      • Custom occurrence: This allows you to set up custom logic for when your customers subscriptions renew. Additional choices show after selecting this option.

        Note: If either of the last two options are selected, you have the ability to Use cutoff days.

    9. Enter Frequency name.
    10. Click Save Frequency.
    11. Optional: Click Add new frequency and repeat steps 7 - 10 for additional frequency intervals.
    12. Click Offer a discount for subscribing.

      Note: This provides a Subscribe & Save! incentive to your customers. Discounts applied within this area for Bold Subscriptions recur on every order for this product and appears in the upsell modal.

    13. Click Save Changes.

      Note: Newly created subscription groups are activated on your storefront as soon as they are saved.

     

    Step 2: Create Upsell Offer

    1. Navigate to Bold Upsell > Manual Offers, and click Create New Offer.
    2. Enter an internal name for your offer.
    3. Click Set a trigger.
    4. Expand the Event trigger dropdown menu, and select Product Page Pop-up.
    5. Select Upsell.
    6. Under Trigger products, select Trigger an upsell on specific products.
    7. Click Select Products, and select the products you added to your subscription group in the previous step.
    8. Click Save Selection.
    9. Click Save Products.
    10. In the Upsell offer section, click Set an offer.
    11. Enter a Title and Description.
    12. Click Upsell a subscription.
    13. Optional: Click Set Date Range, and enter a Start and End date.
    14. Click Save Offer.