Enable Upsell Funnels

Bold Upsell gives you the ability to create funnels for your offers. Funnels let you set up multiple offers that show additional items to your customers after the initial offering.

The next offer in the funnel will show if the customer accepts any of the products in the previous offer. Customers will always see the first offer in the funnel, regardless of whether or not they accept the initial offering. However, once a customer declines an offer in the funnel process, it will only display the next funnel offer to them before stopping.


To use this feature, you must enable the Funnels plan for your store. Please visit Bold Upsell: Information & Overview for more information on plans and pricing.





Enable Funnels

To enable Upsell Funnels for your store, please follow these steps:

  1. From within Upsell, select Settings, then Account Settings.
  2. Hover over the 'Upsell Funnels' section and select Start Trial.

    Note: Once the trial is activated, this button will indicate how many days of trial time you have left. Customers are only eligible for one trial period per store.

  3. Select Start free trial.

Learn more about Upsell Funnels.

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