Create an Upsell After Checkout Offer

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Warning!

This offer type requires Bold Cashier to be set up and enabled. The feature must also be turned on and enabled within Cashier.

Overview

Bold Upsell works in conjunction with Bold Cashier to give you the ability to create "Upsell After Checkout" offers, as well as "Buy One, Get One" offers that you can offer after checkout.

These offers are presented in Cashier's checkout after the customer has completed their order. They're then able to accept the additional (discounted) product(s) offered to them and have it process in the same transaction as their main purchase.

Note: Cashier is able to "hold" the customer's billing information for up to 5 minutes. If the customer does not accept the offer within this timeframe, they are not able to receive the additional item(s).

Here's how to create this type of offer for your store:

  1. From within your Upsell app, select Offers, then Upsell After Checkout

    Select Offers/Upsell After Checkout

  2. Select Create An Offer.

    Select Create an Offer

  3. Enter a name for your offer.

    Note: This is an internal name for your own reference.

    Name Offer

  4. Select Set A Trigger.

    Select Set A Trigger

  5. Select After checkout.

    Select After Checkout

  6. Choose Select Products.

    Choose Select Products

  7. Select ADD next to the product(s) you would like to trigger the offer.

    Note: You can also filter by collection, vendor, and product type. For detailed instructions on how to use the product selector, visit Use the Product Selector in an App. Deselecting the "Group variants by products" option and selecting search will allow you to choose individual variants to use in your offers.

    Add

  8. Select Continue with selected products.

    Continue With Selected Products

  9. Enter a quantity restriction (optional).

    Note: This is the minimum number of selected products the customer must have in their cart for the offer to trigger.

    Enter Quantity Restriction

  10. Select Set An Offer.

    Select Set An Offer

  11. Enter an offer title.

    Enter an Offer Title

  12. Enter an offer description.

    Enter a Description

  13. Choose Select Products.

    Select Products

  14. Select Add next to the offer product.

    select ADD

  15. Select Continue with selected products.

    Select Continue with selected products

  16. Select your Offer options (optional).

    Select Offer Products

  17. Select Offer customers an after checkout discount if you want to offer a "buy one, get one" (BOGO) deal.

    Note: If you are not offering a BOGO deal, skip to Step 20.

    Offer customers an after-checkout discount

  18. Enter a discount amount and select either a percentage or dollar amount.

    Note: The discount amount you set here will apply individually to each product offered in the upsell window.

    Enter a Discount Amount
  19. Select Set another offer... on the "Offer declined" or "Offer accepted" option.

    Note: This option is only available if you have enabled Upsell's "funnels" feature. Visit Using Upsell Funnels for more information about this feature.

    Select Set Another Offer

  20. Repeat Steps 13 - 18 until your funnel conditions are satisfied.

    Set Funnel Conditions/Repeat Steps 12-18

  21. Select Set Date Range (optional).

    Select Set Date Range

  22. Enter a Start Date and End Date (optional).

    Enter Date Range

  23. Select Set Cart Price (optional).

    Select Set Cart Price

  24. Enter a Min cart total and a Max cart total (optional).

    Enter Cart Value

  25. Select Hide products that are out of stock (ie. Don't allow backorders) (optional).

    Select Hide Products

  26. Select Save Offer.

    Select Save Offer

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