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Create an Upsell After Checkout Offer

Warning!

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

Product Upsell works in conjunction with Bold Cashier to give you the ability to create "Upsell After Checkout" offers.

These offers are presented in Cashier's checkout after the customer has completed their order. They're then able to accept the additional 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 five minutes. If the customer does not accept the "Upsell After Checkout" 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 Shopify's admin, select Apps.

    Select Apps

  2. Select Product Upsell.

    Select Upsell

  3. Select Offers, then Create Offer.

    Select Offers/Create Offer

  4. Name your offer (ie Hat UaC).

    Name Offer

  5. Select Set A Trigger.

    Select Set A Trigger

  6. Select After checkout.

    Select After Checkout

  7. Choose Select Products.

    Choose Select Products

  8. 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. To put your entire store on sale, select Select All Results here instead of Add.

    Add

  9. Select Continue with selected products.

    Continue With Selected Products

  10. 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

  11. Select Set An Offer.

    Select Set An Offer

  12. Enter an offer title.

    Enter Offer Title

  13. Enter an offer description.

    Enter Description

  14. Choose Select Products.

    Choose Select Products

  15. Select ADD next to the offer product.

    select ADD

  16. Select Continue with selected products.

    Select Continue with selected products

  17. Select Allow customers to select more then one product in the offer (optional).

    Allow Customers To Select Multiples

  18. Select Set Date Range (optional).

    Select Set Date Range

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

    Enter Date Range

  20. Select Set Cart Price (optional).

    Select Set Cart Price

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

    Enter Cart Value

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

    Select Hide Products

That's it!

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