This guide answers several common questions regarding creating offers with Bold Upsell. If you have any other questions, please reach out to our Customer Success team.
Discounts are available for Shopify Post Purchase or Upsell After Checkout offers only. Upsell does not have a feature to discount products for before checkout offers.
Before checkout offers can be discounted by integrating Upsell with Bold Discounts V1. This integration allows you to create a hidden duplicate product with a discount. This duplicate product appears only in the Upsell offer window and not on your storefront. For more information, please visit Bold Upsell's Bold Integrations.
Pro-Tip
If Bold Discounts V1 is not an option for you, buy one, get one (BOGO) offers can be achieved by using Bold Bundles. Please visit Create/Edit/Delete a Bundle for instructions on how to create a BOGO bundle.
No. Upsell can only access the products that are available on your storefront for purchase. In addition, Shopify does not allow products that have been hidden from the Online Store sales channel to go through the checkout.
The only exception to this is if you are using the integration between Upsell and Bold Discounts V1 to create hidden duplicates of your products for use in your Upsell offer. For more information, please visit Bold Upsell's Bold Integrations.
No, Shopify gift cards are a special type of product that can't be used as an offer or trigger product.
There is no limit on the amount of times that an offer is shown to your customers. If a customer activates your trigger event along with the trigger product, the offer is presented.
Once the offer has been accepted and is in the cart, it will not be shown again.
It is possible for your customer to see the same offer more than once on your store such as when revisiting a page and reactivating the trigger event without previously accepting the offer.
When using the Upsell and Discount V1 integration, Upsell checks to determine if the user's cart qualifies for the offer before allowing customers to add a free (or discounted) product. However, it is not (and can never be) 100% foolproof due to the way Shopify accepts products and cart adjustments.
When creating the offer in Upsell, you can enable a setting to automatically remove items from the cart if the trigger product is removed or conditions are unmet.
If your customer triggers multiple offers they are combined into one window to a maximum of three offers at random.
If you’d like to show more than three offers in the Upsell window, you can enable the setting to Show all offered products. When this is enabled, arrows will appear on either side of the Upsell window to allow your customer to scroll through all the offers.
The setting can be found under Settings > Upsell Settings:
No. Dynamic Buy Now buttons on your product page skip the necessary add to cart functionality that Bold Upsell requires when your customers add products to the cart. Offers won't display when Buy Now buttons are used.
Example
To remove this button from your store, please follow the steps in Shopify's article: Adding and removing dynamic checkout buttons.
If you use Shopify's Multi Currency feature, Upsell displays offers in your customer's local currency.
It is important to note that when using the cart value condition, the amount will be based on your store's default currency.
Upsell is not capable of displaying Shopify Market prices. This is due to how Shopify Markets round the converted price. In addition, Shopify Post Purchase Upsell does not work when the Shopify Market is set to a non-primary market.
For more information, please visit Shopify Markets Compatibility with Bold Products.
Yes. You can select either the entire product including all variants or an individual variant in the product selector. To see how to do this, please visit Create an Upsell or Cross-sell offer.
You can install Upsell on an unpublished theme, however, Upsell automatically install its code to any published theme. Any offers you create are also displayed on your live theme as well.
You can add some code to your theme files to stop the Upsell script from running and displaying your offers. To do this, please follow the steps below.
Pro-Tip
It’s always best to work on a backup copy of your live theme. This allows you to easily switch between themes when you want to hide and test Upsell and when you want to go live.
- From the Shopify admin, select Sales channels, then Online Store.
- Select the ellipsis next to the theme you would like to edit.
- Select Edit code.
- Select theme.liquid from the files list.
- Find the code: content_for_header.
- Wrap the code in comments as shown:
{% comment %}{{ content_for_header }}{% endcomment %} - Underneath, add this code:
Note: Note: Replace storename.myshopify.com with your store’s Shopify URL.
{{ content_for_header | remove: "https:\/\/upsells.boldapps.net\/v2_ui\/js\/upsell.js?storename.myshopify.com" }} - Select Save.