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Set up Bold Upsell

Laurel
Laurel
  • Updated

Looking to get Bold Upsell set-up and running? Follow this comprehensive step-by-step guide and be prepared to launch your upsell promotions.

Pro-tip: If you prefer to follow along with the in-app guided setup checklist, please visit Activate Bold Upsell.

 


 

1. Install Bold Upsell

  1. Navigate to the Bold Upsell page in the Shopify app store.
  2. If it prompts you, enter your .myshopify.com URL.
  3. Accept the App Permissions, then select Install App.
  4. Select Start Free Trial to approve the future monthly charges.

    Note: If you have previously installed the app, you will be prompted to pay the first month's fee right away.

  5. Read through and accept the terms and conditions.

 


 

2. Install Upsell to your Shopify theme

Upsell must be properly installed to your theme in order to function on your store. You can follow the steps outlined in either of the following articles:

 


 

3. 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 different types of offers and offer locations.

 


 

4. Optional: Customize the Upsell modal

Using the theme app extension, CSS, and HTML, you're able to customize the language and appearance of the Upsell offer modal to match the branding of your website.

For more information, please visit the following articles:

 


 

5. Understand the reporting

Upsell's dashboard breaks down your offers' performance, and provides insight into which of your offers work well and which need improvement.

To learn more about Upsell's reporting, please visit View Upsell's Dashboard Metrics & Reporting.