Create an Upsell or Cross-sell Offer

Overview

With Bold Upsell, there are two main types of offers that you can create; Upsell offers or Cross-Sell offers. This article will guide you with step-by-steps to properly create these prompts on your store, so you could start recommending products to your customers.

 

 Walkthrough

 

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Create an Upsell Offer

  1. From within Upsell's admin, select OffersCreate Offer.
  2. Enter an internal name for your offer.
  3. Select Set A Trigger, then Add to cart, and click the Upsell bubble.
  4. Choose Select Products.
  5. Select Add next to the product you would like to trigger the offer.
  6. Select Continue with selected products
  7. Under "Offer Products", choose Select Products.
  8. Enter an offer titleoffer description, and choose Select Products, then Add next to the discounted product.

    Note: Find the product that has a discounted price. If it doesn't appear, please select "Update Now" in the top-right corner, close the product selector window, and try again in a few minutes.

  9. Select Continue with selected products.
  10. Select Set another offer... on the "Offer declined" or "Offer accepted" option (optional).

    Note: This option is only available if you have enabled Upsell's "funnels" feature.

  11. Repeat Steps 7 to 10 until your funnel conditions are satisfied.
  12. Select Set Date Range, and enter a Start Date and End Date (optional).
  13. Select any of the "Additional Options" (optional). 
  14. Select Save Offer.

 


 

Create a Cross-sell Offer

Note: Cross-sells can only be set to trigger when a customer clicks "Add to Cart", or with the "Before Checkout" trigger.

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 set your trigger type.

    Note: If you are using Upsell and Bold Cashier together, you can enable Upsell after Checkout and select After checkout.

  4. Choose Select Products, and select Add next to the product you would like to trigger the offer.
  5. Select Continue with selected products.
  6. 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.

  7. Select Set An Offer.
  8. Enter an offer titleoffer description, and choose Select Products, then Add next to the product(s) you are offering. 
  9. Select Continue with selected products.
  10. Select Set another offer... on the "Offer declined" or "Offer accepted" option (optional).

    Note: This option is only available if you have enabled Upsell's "funnels" feature.

  11. Repeat Steps 7 to 10 until your funnel conditions are satisfied.
  12. Select Set Date Range and enter your Start Date and End Date (optional).
  13. Select Set Cart Price (optional) and enter a Min cart total and Max cart total (optional).
  14. Select any of the "Additional Options" (optional). 
  15. Select Save Offer.

 


 

Create an Upsell after Checkout Offer

 Caution

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

  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. Choose Select Products, then select ADD next to the product(s) you would like to trigger the offer.
  6. Select Continue with selected products.
  7. 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.

  8. Select Set An Offer and enter an offer titleoffer description, and choose Select Products, then Add next to the product(s) you are offering. 
  9. Select Continue with selected products.
  10. Select your Offer options (optional).

    Select Offer Options

  11. 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.

  12. 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.

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

    Note: This option is only available if you have enabled Upsell's "funnels" feature

  14. Repeat Steps 12 - 13 until your funnel conditions are satisfied.
  15. Select Set Date Range (optional).
  16. Enter a Start Date and End Date (optional).
  17. Select Set Cart Price (optional).
  18. Enter a Min cart total and a Max cart total (optional).
  19. Select Hide products that are out of stock (ie. Don't allow backorders) (optional).
  20. Select Save Offer.

 


 

Edit or Duplicate an Offer

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

    Select Ellipsis

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

 


 

Use Individual Variants in an Offer

  1. Create an upsell or cross-sell offer using the instructions above.
  2. At Step 4 when the product selector box opens, deselect Group variants by products (variants will display as dropdown items within products).

    Product selector pop-up

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

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