Bold Upsell: Bold App Integrations

Upsell can work alongside Bold Bundles on the same store, however, both apps do not have an official integration with each other and may have some conflicts.

When a bundle widget exists on a product page, the customer will need to select the Add to Cart button in the bundle widget on the product page in order for all of the products in the bundle to add into the cart: 

The bundle's Add to Cart button will not trigger the Upsell pop-up modal, only the Add to Cart button on the product page outside of the bundle widget can trigger the Upsell pop-up modal: 

Combo products can be included as offer products in both upsell and cross-sell offers only for Add to Cart offers. When a combo product is accepted either in a cross-sell or upsell group, the products that make up the combo product in Bundles will be added along with the trigger product, or replace the trigger product. 

When Upsell is integrated with Bold Cashier, you will be able to present after-checkout Upsell offers to your customers.

This gives you the flexibility to offer a product to your customers in the checkout area, after their order information has been provided. The customer can then accept the item without having to re-enter their payment information.

The timer also allows you to set a sense of urgency on the offer. You can set the timer between one and five minutes.

For steps on integrating Upsell and Cashier, please follow these steps:

1. From the homepage of Cashier, select Marketplace.

2. Select Enable beside "Product Upsell".

After the two apps have been enabled, you can start creating after checkout offers in Upsell.

Upsell is integrated with Bold Custom Pricing to allow upsell or cross-sells to contain wholesale discounts in the upsell pop-up modal.

For more information on how each discount method in Custom Pricing integrates with Upsell, please see the following below:

Variant Dependant Method (Version 1)

If a hidden variant created in Custom Pricing is used as an upsell offer, the hidden variant will not show for a regular customer. However, if a regular version of a variant is selected to be upsold that has a customer pricing version as well, the custom pricing version will not show if someone eligible for it triggers the upsell.

In order for a customer pricing variant to show, it should be selected as the upsell item instead of the entire product (or regular variant). If you don't want a regular customer to have access to that variant, set the trigger product as a custom pricing variant that only a tagged customer would have access to.

Draft Orders Method (Version 2)

Products that are being discounted in Custom Pricing in this discount method will always show the full price in the Bold Upsell modal for eligible customers and regular customers.

If an eligible customer adds a product that is being discounted in Custom Pricing to the cart or into the checkout from the Upsell modal, the product will have the appropriate discounts on the cart page and the checkout page.

Accelerated Method (Version 3)

Discounts created in Custom Pricing will reflect in the pop-up Upsell modal if an eligible customer is logged in prior to either adding a trigger product to the cart on the product page or selecting the checkout button on the cart page if a trigger product is added into the cart.

Bold Discounts V1 integrates with Upsell to provide you with the ability to create 'Buy One, Get One' (BOGO) offers on your site.

Discounts' duplicate & hide functionality creates hidden, duplicate versions of your store's products that can be offered through Upsell when certain conditions are met. Discounts does this to ensure that these items are not purchasable on their own, and that the customer must qualify for the discounted item(s) first.

Upsell then allows you to set the conditions for when this product will be offered. You can have the hidden discounted item(s) display when a specific product is added to the cart, when the customer is checking out with certain items, or when the customer's cart is within a defined price range.

Requirements:

Both Bold Discounts V1 and Bold Upsell must be installed on the same store prior to the setup steps below. Both apps can be installed through the following links below: 

Bold Discounts - Shopify App Store

Bold Upsell - Shopify App Store

Setup

With both apps installed and the duplicate and hide steps completed, please follow these steps to set up a BOGO offer:

Step 1: Create the Discounted Product 

1. From within your Discounts app, select Current Discounts.
2. Select Create Discount.
3. Enter a Discount Name (i.e. T-shirt BOGO).
4. Enter a Discount Amount (% discount for the product that is being offered).
5. Select % next to the "Discount Amount".
6. Select Select Products.

7. Select Add next to each of the products you would like to discount.

   Note: You can also filter by collection, vendor, and product type. To put your entire store on sale, select Select All Results here instead of Add.

8. Select Continue with selected products.
9. Leave Enable Date Range deselected.
10. Leave Override cents deselected.
11. Under "Duplicate & Hide" select Create a hidden duplicate (Liquid update required).
12. Select Create.

13. Select the Toggle to enable the offer.

    Note: The toggle will be green when the offer is enabled.

14. Select OK.

Wait for the discount process to complete and continue to these next steps:

Step 2: Verify the Discounted Products

1. From Shopify's admin, select Products.
2. Enter the Product Name (of a product you selected in Step 1) in the "Search Bar".

You should see two products here:

...one at the regular price:

...and one at the discounted price:

At this point, you can then continue to these next steps: 

Step 3: Create the Cross-Sell Offer

1. From within your Upsell app, select Offers, then Create Offer.
2. Enter a name for your offer.

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

3. Select Set A Trigger.
4. Select the trigger type.

   Note: "Add to cart" is the recommended method.

5. Select Cross-sell.
6. Under Trigger products, select one of the two options:
   • Trigger an upsell on specific products - This option allows you to select specific products to act as the trigger product. If this option is selected, proceed to step #7.

     Note: If a collection of products is selected as the trigger, a collection of under 5000 products must be selected. If a collection of over 5000 products is selected, an error will be generated within Bold Upsell after selecting Save Offer.
     
     

   • Trigger an upsell on every product - This option will set all products on your store as a trigger for the offer. If this option is selected, skip to step #10.
7. Choose Select Products.
8. Select Add next to the product you would like to trigger the offer.

   Note: You can also filter by collection, vendor, and product type. Deselecting the "Group variants by products" option and selecting search will allow you to choose individual variants to use in your offers.

9. Select Continue with selected products.
10. Select Set An Offer.
11. Enter an offer title.
12. Enter an offer description.
13. Choose Select Products.
14. Select Add next to the discounted product.

    Note: Here you will need to find the product that has the discounted price associated with it. If you are unable to find it with the search feature, you will need to page through the products using the numbers at the bottom to find the product. If it doesn't appear, select "Update Now" in the top-right corner. Close the product selector window and try again in a few minutes.

15. Select Continue with selected products.
16. Select the additional offer options (optional).

    Note: If you're running a true BOGO offer, we recommend leaving these options unselected.

17. Select Set Date Range (optional).
18. Enter a Start Date and End Date (optional).
19. Select Set Cart Price (optional).
20. Enter a Min cart total and Max cart total (optional).
21. Enable the Automatically remove items from the cart if the trigger or conditions are unmet option.

    Note: This option will only work if you're using discounted products created through Bold Discounts V1. The other options in this section are optional. 

22. Select Save Offer.

Lastly, you'll need to test and ensure the offer is working on the storefront by following these steps: 

Step 4: Test the Offer

1. Select View storefront.
2. Select the trigger product.
3. Select Add to Cart.
4. Add the upsell offer to your cart.
5. Remove the trigger product from your cart.

Did the discounted product also get removed from your cart? If not, please contact our Customer Success team and we'll be happy to help.

Discount groups that are created in Bold Discounts will be reflected on all pages of your store. 

If a product is added into a live upsell or cross-sell offer created in Upsell and also is added into a live discount group in Bold Discounts, the offer product will show the discounted price as well in the upsell pop-up modal. 

Upsell and Bold Memberships do not have an official integration at this time. Both apps work independently from each other and can be used without any interference.

Bold Multi-Currency integrates with Upsell by changing the offer product(s) price in the upsell pop-up modal to the currency that is either geolocated automatically or selected by the customer before the upsell pop-up modal is triggered by the customer. 

There isn't a setting that needs to be enabled to allow the prices in the upsell modal to convert to different currencies. The currency will change in the upsell pop-up modal once both apps have been installed in the theme liquid code. 

Upsell does not have an official integration with Quickbooks Online Sync by Bold at this time. Both apps work independently from each other and can be used without any interference. 

Upsell and Bold Subscriptions are compatible as long as your Subscriptions style is set to Multiple Products or Recurring Cart. This allows you to trigger upsell or cross-sell offers when someone adds a subscription to their cart, or goes to checkout from the site.

Upsell is not able to offer subscription items as upsell/cross-sell products. The subscription information does not get passed to the cart correctly when they are used as the offered item.

Upsell doesn't work with Single Product style because the customer never actually enters the cart page, which is where the upsell or cross-sell is offered. With Single Product style, the customer is taken directly to the subscription checkout.

Bold Subscriptions and Bold Upsell are compatible. Using these two apps together will allow you to increase your average order value by giving you the ability to upsell one-time purchase products to your customers when they are purchasing a subscription.

Offers can be triggered when a customer selects the add-to-cart or checkout button, or once they've completed their purchase in the checkout using the Shopify Post Purchase feature.