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: This displays your offer in a pop-up modal once your customer selects the add to cart button. This trigger event can be used to make both cross-sell and upsell offer types, including upselling subscriptions. Additionally, Smart Offers also use this trigger location by default.
- Cart Page Pop-up: This displays your offer in a pop-up modal once your customer selects the checkout button from the cart page. This trigger event can be used to make cross-sell offers.
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Cart Drawer Widget: This displays your offer in a location of your choice in your cart drawer. Read more about this in Create a Cart Drawer Offer.
Note: This feature requires AJAX cart functionality on your theme.
- 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. Read more about this in Customer Portal Upsells.
- 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. Read more about this in Subscription Email Upsells.
- Post Purchase Pop-up: This displays your offer after your customer completes their purchase via the Shopify checkout. Learn how to Create a Post Purchase Offer.
- Post Purchase Email Upsells: This offer is emailed to your customer immediately after they complete their purchase. Learn more about this in Post Purchase Email Upsells.
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In-Checkout Widget: This displays your offer in a location of your choice in the Shopify checkout. Learn how to Create an In-Checkout Offer.
Note: This feature is available to Shopify Plus stores on Upsell's Shopify Plus plan.
Trigger & Offer products
Trigger products can be one or more products, variants, a collection, or your entire store. Offer products are best limited to one or few selections.
To create your offer, you must have a trigger product and an offer product.
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 at the start time and then automatically deactivate itself at 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.
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.
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.
Upsell continues to show your offers as long as your customer has (or is adding) the trigger product in their cart while activating the trigger event. An offer will stop displaying once Upsell detects that your customer has added that offer product to their cart.
Important considerations
- 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 Pop-up 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 Upsell & Bold Discounts Integration.
- Trigger products cannot be the same as the offer product. This is because Upsell does not display an offer if it detects the offer product is already in the cart or checkout. The trigger product can only be the same as the offer product on the Product Page Pop-up trigger event (when the customer clicks the add-to-cart button). This is because technically, the customer does not have any products in the cart yet.
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.
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.
Features
Smart Offers
Smart Offers leverage A.I. and your store's historical order data to automatically create the best converting offers possible. You can review these offers before going live or allow them to automatically generate for your store. Smart Offers can be used in addition to manual offers, or you can use Smart Offers on their own.
For more information, please visit Smart Offers.
Cart Drawer Offers
Cart Drawer offers allow you to display a cross-sell offer right within your storefront cart drawer. This feature requires your theme to have AJAX cart functionality.
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
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 Customer Portal Upsells for more information.
Pro-tip: You can also convert a one-time purchase into a subscription if you have Bold Subscriptions for Shopify Checkout installed on your store. For more information, please visit Upsell a Subscription.
Example
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
Please visit Subscription Email Upsells 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 Email Upsells
Post Purchase Email Upsells send product offers by email as soon as your customer completes a purchase containing a trigger product. Customers are directed back to your store's cart page along with the offer product upon clicking the add to cart button in the email.
To learn how to create this type of offer, please visit Post Purchase Email Upsells.
Example
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 Shopify Plus stores who are subscribed to Upsell's Shopify Plus plan.
To create this type of offer, please visit Create an In-Checkout Offer for detailed instructions.
Example
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.
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:
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.