Bold Upsell: Getting Started

 Get Started Guide

Ready to get started with Bold Upsell? We've put together a guide that you can follow along with to get your new app set up.

Step 1: Test Bold Upsell

Upsell is designed to work "out of the box" with most Shopify themes. However, there may be some instances where an additional piece of code needs to be added to your theme for the app to work correctly.

This generally occurs on themes that have a pop-up or slide-out cart, or when a customer stays on the same page after adding an item to their cart (Ajax functionality).

Test if your theme has Ajax and requires an installation for Bold Upsell.



Step 2: Create an Offer

Set up your first upsell or cross-sell offer in Bold Upsell and begin watching your average order value (AOV) increase.

Bold Upsell allows you to set up two types of offers:

  • Upsells (upgrade an item)
  • Cross-sells (purchase an additional item)

Learn more about the differences between upsells and cross-sells, and how to set them up.



Step 3: Understand the Reporting

Upsell's dashboard breaks down your offers' performance, so you can have better insights into what's working and what isn't, and adjust your offers accordingly, as well as keep track of your offer views. 

Learn more information on Upsell's reporting and dashboard metrics.



Step 4: Customize the Pop-up Window

Using CSS and HTML, you're able to totally customize the way that your offer pop-up window looks, allowing you to match the branding of your website.

You're also easily able to adjust the language on the buttons.

Check out our Bold Upsell CSS Styling Guide.

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