Create an Upsell or Cross-sell Offer

1. From within Upsell's admin, select Offers > Create Offer.
2. Enter an internal name for your offer.
3. Select Set A Trigger, then Add to cart, and click the Upsell option.

   

4. Choose Select Products.
5. Select Add next to the product you would like to trigger the offer.

   Note: You can select all of your products by clicking SELECT ALL RESULTS above the search results. To select individual variants, deselect the checkbox next to the Group variants by products text, then select Search again.

6. Select Continue with selected products.
7. In the Upsell offer section, choose Set an offer.
8. Enter a Title and Description.
9. Click Select Products.
10. Select Add next to your desired product.

    Note: You can select all of your products by clicking SELECT ALL RESULTS above the search results. To select individual variants, deselect the checkbox next to the Group variants by products text, then select Search again.

11. Select Continue with selected products.
12. Optional: If you have enabled Upsell's Funnels feature, you can select Set another offer... on the Offer declined and Offer accepted option. Repeat Steps 7 to 11 until your Funnel conditions are satisfied.

    Note: Only the first offer in a Funnel can be a true Upsell. The rest will be presented as Cross-sells. For more information on the difference between Upsells & Cross-sells, please see Bold Upsell Overview: Offers.

13. Optional: Enable Allow customer to set product quantities in the offer.
14. Optional: Select your Offer options.
15. Optional: Select Set Date Range, and enter a Start Date and End Date.
16. Optional: Select any of the Additional Options.

    Note: Read more about these settings in Bold Upsell Overview: Offers.

17. Select Save Offer.

By default, only three products appear in the upsell popup modal on the storefront. If you would like to display more than three products, enable the Show all offered products setting within Bold Upsell. This is found under Settings > Upsell Settings:

To create a cross-sell offer with Bold Upsell, please follow these steps:

1. From within Upsell's admin, select Offers > Create Offer.
2. Enter an internal name for your offer.
3. Select Set A Trigger, then select one of the following Trigger events:
   1. Add to Cart - This will display your offer when the add to cart button is selected.
   2. Before Checkout - This will display your offer when the checkout button is selected.

      Note: For all other trigger events, please see the relevant instructions below.

4. Under Trigger products, select one of the two options:
   1. 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 #5.

      Note: If a collection is selected, the collection must contain under 5000 products. A collection of 5000 products or more will cause an error.

   2. 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 #8.
5. Choose Select Products, and select Add next to the product you would like to trigger the offer.

   Note: You can select all of your products by clicking SELECT ALL RESULTS above the search results. To select individual variants, deselect the checkbox next to the Group variants by products text, then select Search again.

6. Select Continue with selected products.
7. Optional: Enter a Trigger quantity.

   Note: This option is not available on the Add to Cart trigger. This is the minimum number of selected products the customer must have in their cart in order for the offer to display on the trigger.

8. In the Upsell offer section, select Set an Offer.
9. Enter a Title and Description.
10. Choose Select Products.
11. Select Add next to the product(s) you are offering.

    Note: You can select all of your products by clicking SELECT ALL RESULTS above the search results.

12. Select Continue with selected products.
13. Optional: If you have enabled Upsell's funnels feature, you can select Set another offer... on the Offer declined or Offer accepted option. Repeat Steps 9 to 12 until your funnel conditions are satisfied.
14. Optional: Enable Allow customers to set product quantities in the offer.
15. Optional: Select Set Date Range and enter your Start Date and End Date.
16. Optional: Select Set Cart Price and enter a Min cart total and Max cart total.
17. Optional: Select any of the Additional Options.

    Note: Read more about these settings in Bold Upsell Overview: Offers.

18. Select Save Offer.

If you have chosen more than 3 offer products, you may only see 3 products appear in the upsell popup modal on the storefront. If you would like to see all offer products, this can be done by enabling the Show all offered products setting within Bold Upsell under Settings > Upsell Settings:

Cart Drawer offers allow you to display a cross-sell offer right within your store’s Cart Drawer.

Setup

Step 1: Enable the Cart Drawer app embed on your theme.

1. From your Shopify admin, select Sales Channels > Online Store > Themes.
2. Next to your chosen theme, select Customize.

   

3. Select the App embeds icon in the left menu.

   

4. Enable Cart Drawer Offer and Cart Hooks by sliding the toggle to the right.

   

5. Select Save.

Step 2: Optional: Change the position of your Cart Drawer Offer. 

1. Select the arrow to the left of Cart Drawer Offer to expand the settings.

   

2. Using the dropdown menu, select a location for your Cart Drawer Position.

   Note: View the placement by adding a product to your cart from within the theme editor and reopening the cart.

   
3. Optional: Check the box next to Show Quantity Input to enable the quantity selector in the Upsell offer.

   Note: Enabling the quantity selector here will apply to all your Cart Drawer offers. If you’d like to enable this for each offer individually, you can do this in the offer settings as shown in Step 3 below.

   
4. Select Save.

Step 3: Create your offer in Upsell.

1. Navigate to the Upsell admin, select Offers > Create Offer.
2. Enter an internal name for your offer.
3. In the Upsell trigger section, select Set A Trigger.
4. Select Cart Drawer.

   

5. Under Trigger products, select one of the two options:
   1. 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 #6.

      Note: If a collection is selected, the collection must contain under 5000 products. A collection of 5000 products or more will cause an error.

   2. 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 #9.
6. Choose Select Products, and select Add next to the product(s) you would like to trigger the offer.

   Note: You can select all of your products by clicking SELECT ALL RESULTS above the search results. To select individual variants,  deselect the checkbox next to the Group variants by products text, then select Search again.

7. Select Continue with selected products.
8. Select Set An Offer.
9. Enter a Title.
10. Choose Select Products.
11. Select Add next to the product(s) you’d like to offer.

    Note: For ease of viewing in the cart, we recommend choosing three or fewer offer products.

12. Select Continue with selected products.
13. Optional: Enable Allow customers to set product quantities in the offer.
14. Optional: Select Set Date Range and enter a Start Date and End Date.
15. Optional: Select Set Cart Price and enter a Min cart total and Max cart total.
16. Optional: Apply any of the Additional Options.

    Note: Read more about these settings in Bold Upsell Overview: Offers.

17. Select Save Offer.

In-Checkout offers allow you to display an offer right within the Shopify checkout–before your customer completes their order.

Setup

Step 1: Add the In-Checkout app block to your theme.

1. From within your Shopify admin, navigate to Settings > Checkout.
2. In the Checkout customization section, select Customize.

   

3. On the customization page in the bottom left corner, select Add app.

   

4. Select In-Checkout Offer.

   

5. Optional: Change the location of your offer by dragging and dropping the app block to the position you’d like it to be displayed.
6. Optional: Customize your Offer title, Offer description, and Quantity Selector.

   Note: Any changes made to your In-Checkout offer here will apply to all your In-Checkout offers. If you’d like to customize each one individually, you can enter the information in the offer details when you create the offer as shown in Step 2 below.

   

Step 2: Create the offer.

1. Navigate to the Upsell admin, select Offers > Create Offer.
2. Enter an internal name for your offer.
3. Select Set A Trigger.
4. Select In-Checkout.

   

5. Under Trigger products, select one of the two options:
   1. 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 #6.

      Note: If a collection is selected, the collection must contain under 5000 products. A collection of 5000 products or more will cause an error.

   2. 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 #7.
6. Choose Select Products, and select Add next to the product(s) you would like to trigger the offer.

   Note: You can select all of your products by clicking SELECT ALL RESULTS above the search results. To select individual variants,  deselect the checkbox next to the Group variants by products text, then select Search again.

7. Select Continue with selected products.
8. Select Set An Offer.
9. Enter a Title and Description.
10. Choose Select Products.
11. Select Add next to the product(s) you’d like to offer.

    Note: For ease of viewing in the checkout, we recommend choosing three or fewer offer products.

12. Select Continue with selected products.
13. Optional: Enable Allow customers to set quantities in the offer.
14. Optional: Select Set Date Range and enter a Start Date and End Date.
15. Optional: Select Set Cart Price and enter a Min cart total and Max cart total.
16. Optional: Apply any of the Additional Options.

    Note: Read more about these settings in Bold Upsell Overview: Offers.

17. Select Save Offer.

1. From within the Shopify admin, navigate to Settings > Checkout.
2. In the Post-purchase page section, select Bold Upsell.

   

3. Navigate to the Upsell admin, select Offers > Create Offer.
4. Enter an internal name for your offer.
5. Select Set A Trigger, then Shopify Post Purchase.

   Note: If a warning appears, you can dismiss it if you have already completed step 1 and 2 as shown above.

6. Under Trigger products, select one of the two options:
   1. 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 is selected, the collection must contain under 5000 products. A collection of 5000 products or more will cause an error.

   2. 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 #9.
7. Choose Select Products, and select Add next to the product you would like to trigger the offer.

   Note: You can select all of your products by clicking SELECT ALL RESULTS above the search results. To select individual variants,  deselect the checkbox next to the Group variants by products text, then select Search again. For ease of viewing, it is recommended to choose products with 10 or fewer variants as they will display in a single drop down.

8. Optional: Enter a Trigger quantity.

   Note: This will only show the offer if your customer has a certain amount of products in the cart.

9. Select Set An Offer.
10. Select a Title and Description using the dropdowns.

    Note: Custom Titles and Descriptions are not available for this option due to Shopify's App Requirements.

11. Choose Select Products, and select Add next to the product(s) you would like to offer.
12. Select Continue with selected products.
13. Optional: Enable Offer customers an after checkout discount.

    Note: This allows you to enter a discount by percent: % or fixed amount: $.

14. Optional: Enable Allow customers to set quantities in the offer.
15. Optional: Select Set Date Range and enter your Start Date and End Date.
16. Optional: Select Set Cart Price and enter a Min cart total and Max cart total.
17. Optional: Select any of the Additional Options.

    Note: Read more about these settings in Bold Upsell Overview: Offers.

18. Select Save Offer.

1. From within your Upsell app, select Offers, then Upsell After Checkout
2. Select Create An Offer.
3. Enter an internal name for your offer.
4. Select Set A Trigger, and choose After checkout.
5. Under Trigger products, select one of the two options:
   1. 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 #6.

      Note: If a collection is selected, the collection must contain under 5000 products. A collection of 5000 products or more will cause an error.

   2. 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 #11.
6. Choose Select Products, then select ADD next to the product(s) you would like to trigger the offer.

   Note: You can select all of your products by clicking SELECT ALL RESULTS above the search results. To select individual variants, deselect the checkbox next to the Group variants by products text, then select Search again. 

7. Select Continue with selected products.
8. Optional: Enter a quantity restriction.

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

9. Select Set An Offer and enter an offer Title, offer Description, and choose Select Products, then Add next to the product(s) you are offering. 
10. Select Continue with selected products.
11. Optional: Select your Offer options.

    

12. 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 15.

13. 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.

14. Select Set another offer... on the Offer declined or Offer accepted option.

    Note: The Set another offer option is only available if you have enabled Upsell's funnels feature. 

15. Repeat Steps 12 - 13 until your funnel conditions are satisfied.
16. Optional: Enable Allow customer to set quantities in the offer.
17. Select Set Date Range and enter a Start Date and End Date.
18. Optional: Select Set Cart Price and enter a Min cart total and a Max cart total.
19. Optional: Select any of the Additional Options.

    Note: Read more about these settings in Bold Upsell Overview: Offers.

20. Select Save Offer.

1. From within Upsell's admin, select Offers > Current Offers.
2. Select the ellipsis beside the offer you want to duplicate.

   

3. Select Edit or Duplicate depending on what you want to do.
4. Adjust your offer conditions accordingly.
5. Select Save Offer.

1. Create an upsell or cross-sell offer using the instructions above.
2. When selecting a product in the product selector, deselect Group variants by products (variants will display as dropdown items within products) and select Search.

   

You will now be able to select individual variants and complete the upsell or cross-sell offer creation.