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Upsell Offers Overview

Laurel
Laurel
  • Updated

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.

 


 

Functionality

Upsell displays your offer product(s) to your customer when your customer activates the trigger event or is in the trigger event location, if they have the trigger product(s) in the cart or checkout. Each time Upsell displays an offer to your customer it is counted as one view.

Read more about these functionalities below.

 

Trigger Events

The trigger event determines where your offer is displayed to your customer. The locations are as follows:

  • Product Page Pop-up: Displays your offer in a pop-up modal once your customer selects the add to cart button.
  • Cart Page Pop-up: Displays your offer in a pop-up modal 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 AJAX cart functionality and the Grow 5k plan or higher.

  • Subscription Customer Portal: This trigger event location is available if you also have Bold Subscriptions for Shopify Checkout on your store. This displays offers to your existing subscribers in the customer portal.
  • Subscription Upcoming Order Email: This trigger event location is available if you also have Bold Subscriptions for Shopify Checkout on your store. This displays your offer in the Upcoming Order email available in Bold Subscriptions.
  • Post Purchase Pop-up: Displays your offer after your customer completes their purchase via the Shopify checkout.
  • In-Checkout Widget: Displays your offer in a location of your choice in the Shopify checkout.

    Note: This feature is available to Shopify Plus subscribers on the Unlimited Plus plan.

 

Trigger & Offer Products

To create your offer, you must have a trigger product and an offer product. Trigger products can be one or more products or variants, a collection, or your entire store. 

For example, if your customer adds any 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.

Note: By default, Upsell will show a maximum of three offer products in the pop-up modal. If you'd like to display more than three products, you can enable a setting to show all offered products. This adds navigation arrows to the Upsell offer modal so your customers can cycle through your offers. This setting can be found in Settings > Upsell settings, near the bottom of the page.

 

Conditions

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.

Conditions

 

Additional Options

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 modal link to the product page or hide offers for products that are out of stock.

Additional_options.png

Alert: 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.

 

Views

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.

 


 

Offer Types

 

Upsell

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.

Pro-tip: You can also upsell a one-time purchase into a subscription if you have Bold Subscriptions for Shopify Checkout installed on your store. For more information, please visit Create a Convert to Subscription Upsell.

Example

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.

Upsell offer

 

Cross-sell

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 Upsell pop-up modal. This text is customizable within Upsell's settings.

Please visit Create a Cross-sell Offer for steps on creating a cross-sell offer.

Example

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.

Cross-sell Screenshot Example

 

Cart Drawer Offers

Cart Drawer offers allow you to display a cross-sell offer right within your storefront cart drawer. This feature requires 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.

Example

Upsell after cart items.png

Upsell Before Cart Items.png

 

Subscription Customer Portal Offer

The Subscription Customer Portal offer works when Upsell is integrated with Bold Subscriptions for Shopify Checkout. With this integration you can display product offers to your existing subscribers in the customer portal, where they go to manage their subscriptions.

Customers can add the product to their existing subscription order as either a one-time purchase or a recurring order, depending on how you offer the product on your store.

Please visit Create a Subscription Customer Portal Offer for more information.

Pro-tip: You can also upsell a one-time purchase into a subscription if you have Bold Subscriptions for Shopify Checkout installed on your store. For more information, please visit Create a Convert to Subscription Upsell.

Example

Add offer

 

Subscription Upcoming Order Email

The Subscription Customer Portal offer works when Upsell is integrated with Bold Subscriptions for Shopify Checkout. With this integration you can email product offers to your existing subscribers using the Upcoming Order email in Bold Subscriptions.

Example

Subscriptions Upcoming Order Email Offer

Please visit Create a Subscription Upcoming Order Email Offer for more information.

 

Post Purchase Pop-up

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.

Example

A Shopify Post Purchase offer with a discount.

Post Purchase Upsell

 

In-Checkout Offers

In-Checkout offers allow you to display a cross-sell offer in the Shopify checkout. These offers can be customized using the theme app extension and can be displayed in a checkout location of your choice.

This feature is available to those on the Shopify Plus plan and subscribed to Upsell's Unlimited Plus plan.

To create this type of offer, please visit Create an In-Checkout Offer for detailed instructions.

Example

In-Checkout

In-Checkout

 


 

Funnels

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.

  • Funnel Flow Diagram

All offers in a funnel can be cross-sells, however, only the initial offer can be an upsell.

Example

Here's an example of a funnel that begins with an upsell type offer:

Funnels Widget GIF

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.

 


 

Limitations

  • 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.