Bold Upsell gives you the ability to create a variety of custom offers to help you increase your average order value.
This article describes the different types of offers you can create in Bold Upsell and outlines some additional settings and functionalities that you can use to tailor your offers.
Upsell displays your offer product to your customer once your customer activates the trigger event with the trigger product in tow. Each time Upsell displays an offer to your customer it is counted as one view.
Read more about these functionalities below.
The trigger event determines where your Upsell is displayed to your customer. The locations are as follows:
- Product Page Pop-up: Displays your offer in a pop-up window once your customer selects the add to cart button.
- Cart Page Pop-up: Displays your offer in a pop-up window once your customer selects the checkout button.
Cart Drawer Widget: Displays your offer in a location of your choice in your cart drawer.
Note: This feature requires a Storefront 2.0 theme using an AJAX cart.
In-Checkout Widget: Displays your offer in a location of your choice in the Shopify checkout.
Note This feature requires a Storefront 2.0 theme and is only available to Shopify Plus subscribers.
- Post Purchase Pop-up: Displays your offer after your customer completes their purchase via the Shopify checkout.
The trigger event is determined when setting up your offer and is dependent on whether or not your customer has the trigger product in the cart.
Note: When a Product Page Pop-up or Cart Page Pop-up offer is activated in Bold Upsell, the Add to Cart button on the product page, or the Checkout button on the cart page, is hidden and replaced with a duplicate by Upsell. This duplication allows Upsell display the pop-up offer window when the button is selected by your customer.
Trigger & Offer Products
To create your offer, you need to choose a trigger product and an offer product. Trigger products can be one or more items—products or variants, a collection, or your entire store.
For example, if your customer adds a coffee blend to their cart, you might want to offer coffee filters as this would be a good match to this purchase. In this case, the trigger product would be the coffee blend, and the offer product would be the coffee filters.
By default, Upsell will show a maximum of three offers in the pop-up window. If you'd like to offer more than three items, you can enable a setting to show all offered products. This will add arrows to the upsell offer window so your customers can cycle through your offers.
You can read more about this in our Upsell Offers FAQs.
Upsell's optional conditions give you the ability to limit when your offer is displayed, such as a during a specific date range or based on your customer's cart value. This is helpful if you want to create a special offer for your customers during a special event, or only after they spend a certain amount.
When using a date range condition, the Upsell offer will automatically activate itself once it reaches the start time, and then automatically deactivate itself when it reaches the end time.
When applying a cart value condition, the Upsell offer will be displayed only when your customer has reached the minimum amount in their cart.
When creating your offers, you can activate a couple of additional options. You can choose to have the product image or title within the Upsell window link to the product page, or hide offers for products that are out of stock.
It's important to note that the stock setting in Upsell overrides your inventory setting in Shopify. If you prefer not to sell your products when out of stock, you will want to be sure to turn this setting on.
Whenever an Upsell offer is shown to your customer it is counted as a view whether your customer accepts the offer or not. The amount of views available for your store is dependent on your plan.
Upsell continues to show your offers as long as your customer has the trigger product in their cart and they activate the trigger event. Offers stop displaying once Upsell detects that your customer has added the offer product to their cart, or your plan runs out of views.
You can increase your plan to get more views at anytime. The view count resets to zero on the first of every month.
A true upsell offer usually offers a product upgrade, and are often a higher-priced version of the item customers are looking to purchase.
Upsells will replace an item in a customer's cart. Your customer will see a Replace Item button within the upsell offer. This text is customizable within Upsell's settings.
Please visit Create an Upsell Offer for steps on creating an upsell offer.
The Breville Standard product is set as the trigger product, and the Breville Premium is set as the offer product. If a customer selects the Replace Item button in the upsell pop-up modal, Breville Standard is replaced with Breville Premium.
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.
Your customer will see an Add to Cart button within the offer window. This text is customizable within Upsell's settings.
Please visit Create a Cross-sell Offer for steps on creating a cross-sell offer.
There are 3 different cross-sells available to choose from in this offer. If any of them are added by the customer, the trigger product - along with the offer products selected - are added into their cart.
Shopify Post Purchase
Upsell works with Shopify's checkout to give you the ability to create post-purchase cross-sells. You can also offer a discount with this type of offer.
If your customer accepts the offer, the offer is processed in the same transaction as the original purchase without the need for your customer to re-enter their payment information.
Please visit Create a Shopify Post Purchase Offer for steps on creating a post purchase offer.
A Shopify Post Purchase offer with a discount.
Upsell After Checkout with Cashier
Note Bold Cashier no longer available for installation via Shopify. If your store has installed our Bold Cashier app prior to January 20th, 2020 - you will be able to continue using this feature.
Bold Upsell works in conjunction with Bold Cashier to give you the ability to create Upsell After Checkout offers. You can also offer discounts with this type of offer.
These offers are presented in Cashier's checkout after the customer has completed their order. If your customer accepts the offer, the offer is processed in the same transaction as the original purchase. Your customer will not need to re-enter their payment information.
Please visit Create an Upsell After Checkout with Cashier for steps on creating a post purchase offer using Cashier.
Note Cashier is able to hold the customer's billing information for up to 5 minutes. If the customer does not accept the offer within this timeframe, they are not able to receive the additional item(s).
Cart Drawer Offers
Cart Drawer offers allow you to display a cross-sell offer right within your storefront cart drawer. This feature requires a Shopify 2.0 theme with AJAX cart functionality, and the Grow 5K plan or higher.
You can display the offer within a cart drawer location of your choice, such as above the cart items, below the cart items, or in the footer of the cart drawer.
Please visit Create a Cart Drawer Offer for steps on creating Cart Drawer offers.
In-Checkout offers allow you to display a cross-sell offer in the Shopify checkout. These offers can be customized using the Storefront 2.0 app block theme extension, and can be displayed in a checkout location of your choice.
This feature is only compatible with Shopify's 2.0 Storefront themes and available to those who are subscribed to the Shopify Plus plan.
Please visit Create an In-Checkout Offer for steps on creating In-Checkout offers.
Bold Upsell gives you the ability to create funnels for your offers. Funnels let you set up multiple offers to show additional items to your customers after the initial offer has passed. The flow can be customized to show different offers conditionally—based on whether your customer accepts or declines an offer.
Funnels can display a maximum of three separate offers, however, once a customer declines an offer in the funnel process, it will only display one more offer and then stop. This means if they decline the first offer, only one more offer will be shown.
All offers in a funnel can be cross-sells, however, only the initial offer can be an upsell.
Here's an example of a funnel that begins with an upsell type offer:
Learn how to Enable Upsell Funnels.
Note If you have Upsell integrated with Bold Discounts in order to create discount offers, it's not recommended to use these discounted products within a funnel. Doing so may allow your customer to remove the trigger item and still receive the discounted product.
If multiple funnel offers are triggered at the same time, Upsell will display the most recently modified offer. This means that the last saved funnel offer will show to your customers if they trigger multiple funnel offers at once.
- Upsell offer types are only available when using the Product Page Pop-up trigger event. Cross-sell offer types can be created with all trigger events.
- By default, only Post Purchase offer products can be discounted. If you'd like to discount your offer product on other trigger event locations, you can integrate Bold Upsell with Bold Discounts. For more information, please visit Bold Upsell Bold App Integrations.
- Trigger products cannot be the same as the offer product when creating a cart page pop-up trigger. This is because Upsell will not display an offer if the offer product is already in the cart.