Bold Upsell allows you to offer additional products or product upgrades to your customers in order to increase your average order value. You can curate your offers based on what your customer is already adding to their cart, or buying in the checkout.
There are four ways that you can present these offers to your customers:
- When the Add to Cart button from the product page is selected.
- When the Checkout button is selected from the cart.
- After they have completed their purchase in the Shopify checkout.
- After they have completed their purchase in the Bold Cashier checkout.
Alert
- Shopify Post Purchase Upsell works with the Shopify checkout. Upsell After Checkout works with Bold Cashier, which is no longer available for new installations.
- Third party checkout buttons such as PayPal, Google Pay, etc., will not trigger offers. These payment methods can still be offered on the checkout page.
Select a heading below for more information. When you are ready, visit Bold Upsell: Getting Started.
Bold Upsell is currently available on Shopify.
Bold Upsell is designed to function as soon as it is downloaded to your store, however, if your theme uses AJAX, you will need a piece of code added. For more information, please visit our Installation Guide for Bold Upsell.
By default, Bold Upsell will be on the Starter plan upon installation.
Before billing begins, you have the option to pick a plan. Upsell comes with a 14 day free trial period regardless of the plan selected. Each plan includes a certain number of views. When a customer is presented with an offer on your storefront, this counts as a view – regardless of whether the customer accepts or declines the offer.
When your plan's view limit has been reached for the month, your offers will no longer appear to customers. An email is sent to let you know that your view limit has been reached, along with an offer to upgrade your plan. Upsell views are reset to zero on the first day of every month. You also have the option to upgrade and downgrade your plan at any time. Shopify will automatically pro-rate the billing.
|
Plan |
Starter |
Plus |
Premium |
Pro |
Enterprise |
|---|---|---|---|---|---|
|
Monthly Price |
$9.99 |
$19.99 |
$39.99 |
$59.99 |
$89.99 |
|
Monthly Views |
200 |
1000 |
2000 |
5000 |
Unlimited |
|
Unlimited Offers |
✔ |
✔ |
✔ |
✔ |
✔ |
|
Upsell & Cross-sell |
✔ |
✔ |
✔ |
✔ |
✔ |
|
Post Purchase Upsells |
✔ |
✔ |
✔ |
✔ |
✔ |
|
Set Date & Amount Conditions |
✔ |
✔ |
✔ |
✔ |
✔ |
|
Reports |
✔ |
✔ |
✔ |
✔ |
✔ |
|
Design & Language Customization |
✔ |
✔ |
✔ |
✔ |
✔ |
Upsell Funnels
Funnels is an optional add-on plan in Upsell. To use funnels, you will still need to select a view plan above. Funnels increases the functionality of Upsell by allowing you to present additional conditional offers depending on whether your customer accepts or declines the offer. You can show a total of 3 separate upsells with funnels.
|
Plan |
Upsell Funnels (optional) |
|---|---|
|
Monthly Price |
$99.00 |
|
Apply additional conditional offers |
✔ |
Features
Create as many offers as you'd like; upsells, cross-sells or post purchase offers. There is no limit to the number of offers you can create.
Upsells will encourage your customers to upgrade their product and will replace an item in the customer's cart.
Example
A customer has added a 1-pound bag of coffee to their cart, triggering an upsell offer. The offer is to purchase a 2-pound bag of coffee instead, for only $8 more. If they accept this offer, the 2-pound bag of coffee will replace the 1-pound bag.
Cross-sells are offers that get added alongside products in a customer's cart. These items are often complementary to an item that a customer has just added.
Example
A customer has added an espresso machine to their cart, triggering a cross-sell offer. The offer is to purchase a coffee grinder as well. If they accept this offer, they will get both products.
Create as many offers as you'd like; there's no limit to this. However, we recommend to only create one offer per product.
Shopify Post Purchase offers will appear once your customer has finished checking out. To incentivize your customers further, you can offer an additional discount as well!
Example
If you still have Cashier installed on your store you can also create an Upsell after Checkout offer using Cashier. For more information on creating Upsell after Checkout offers with Bold Cashier, please visit Create an Offer.
Bold Cashier is no longer available for download.
Using Upsell, you're able to separate your trigger product or offer product into a specific variant, rather than an entire product and all of its variants. Read more about this when creating an offer.
Upsell offers a series of reports and charts to show you how well your offers are performing.
You're able to see how many times the offers have been viewed, which products are being added to your customers' carts, and which offer products are being purchased.
This is a great way to strategically adjust your offers based on which are performing well.
Fully customize the Upsell modal by changing the button language, and adjusting the style using HTML and CSS.
Check out our Custom Upsell Template Styles and our Bold Upsell CSS Styling Guide.
Funnels allow you to present additional items to your customers, depending on whether they accept or decline the previous offer. It allows you to offer multiple cross-sells that may be relevant to their order.
Example
A customer has added an espresso machine to their cart, triggering a cross-sell offer. The offer is asking if they want a coffee coffee grinder to go along with their new machine, which they accept. The next funnel offer asks if they also like to try a new blend of espresso beans, which they decline. Finally, they are presented with a set of new espresso glasses, which they accept.
Please visit Bold Upsell Overview: Offers for more information on how the Funnels feature works with Bold Upsell.
Bold Integrations
Bold Discounts V1
With the help of Bold Discounts V1, you can offer discounts on your products which will display in exclusively in the Upsell window and not on the storefront.
Example
For more information on the integration between Upsell and Discounts V1, as well as how Upsell integrates with other Bold products, please visit Bold Upsell: Bold App Integrations.
Third-Party Integrations
Bold Upsell has official integrations with both Yotpo and Video Greet.
Yotpo product ratings can be displayed on your offers in the pop-up modal. For more information, you can read about the integration on Yotpo's website.
Video Greet lets your customers add a special video message to gifts purchased from your store. Recipients can view their video greeting through a special portal page or a QR code. When integrated with Upsell, you can give your customers the opportunity to add a video greeting to their order within an Upsell offer. For more information, please visit Video Greet & Upsell Integration.
Upsell is also compatible with Shopify’s Multi Currency feature. When this is enabled, your offers will be displayed in your customer’s local currency.