Overview
Bold 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 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:
- From BigCommerce's admin, select Apps.
- Select Bold Upsell.
Note: The app's admin should default to the "Manage Offers" page. If not, select Offers, then Manage Offers.
- Select Create New Offer.
- Select Manually.
Note: Selecting Recommendations will allow you to create an offer using Bold Brain. Visit Create an Insight Offer in Bold Upsell for more information on this feature.
- Enter an offer name.
Note: This is an internal name for your own reference. Your customers will not see this on the storefront.
- Select Set a Trigger.
- Choose Select Products.
- Select the product(s) you want to trigger the offer.
- Select Confirm.
- Select Set an Offer.
- Enter an offer title.
- Enter an offer description.
- Choose Select Products.
- Select the product(s) you want to offer in the Upsell window.
- Select Confirm.
- Select Offer customers an after checkout discount (optional).
Note: This can be used to offer buy one get one (BOGO) deals to your customers.
- Enter a discount amount.
- Select the discount type.
- Select Save Offer.
