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Bold Upsell & Bold Brain Integration

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Caitlin
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Overview

Bold Brain - when integrated with Bold Upsell - gives you the ability to make "smart offers" based on your store's purchase information. Brain analyzes all of your site's orders to create ideas for offers that it believes will perform well on your storefront. The app looks for products that your customers have consistently purchased together over the last 90 days.

You'll be able to look at these offers and decide if you'd like to automatically activate them on your storefront.

To set up these offers on your store, please follow these steps:

  1. From Shopify's admin, select Apps.

    Select the Apps option on the left-hand side of your Shopify admin

  2. Select Bold Brain.

    Select Bold Brain from your list of apps

  3. Select Insights.

    From the side navigation bar, select Insights

  4. Under "Filter insights by", select Cross-Sell Insights.

    Note: If your store does not contain enough purchase information, Brain will not have any insights for offers to create. Visit How does Bold Brain work? for more information.

    On the right-hand side (under Filter insights by), select Cross-sell Insights

  5. Hover over your desired offer and select Take Action.

    Select the Take Action button on the picture of the offer you want to make live

  6. Select Take Action.

    In the bottom-right corner of the pop-up window, select Take Action

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