Set up Bold Upsell

To install Bold Upsell on your Shopify store, please follow these steps:

Step 1. Download Upsell to your store

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.

Step 2. Complete the general setup checklist

If you are installing Upsell for the very first time, after accepting the terms and conditions, you will be directed to our general setup checklist. 

There are three steps required to complete the setup checklist:

1. Choose a price plan.
2. Install Upsell on a theme.
3. Review your first Upsell offer.

To go through this setup, please follow the steps below.

Step 1. Choose a price plan

Bold Upsell has five price plans available. Each plan offers a certain number of Upsell offer views per month, and exclusive features based on your price plan. For more information on the plans and pricing, please visit Bold Upsell Pricing & Overview.

When Upsell is installed to your store, the plan will default to the Grow 1K plan.

To adjust which plan your store is currently on, please follow these steps:

1. From within the Bold Upsell app, select Settings.
2. Select Account Settings.
3. Select Upgrade Plan.
4. Select Approve subscription.

Step 2. Install Upsell on a theme.

1. Beside Install Upsell on a theme, select setup.
2. Select Begin automatic update.

• • If the update is successful, you will be automatically redirected back to the setup page and the status will show as complete.
  • If the installation fails, you will be shown a failure status. If this happens, you can try again, or request an expert installation by navigating to Additional Info > Installation instructions. Select expert theme update service.

    

    Once you have requested an expert install, when navigating back to the General setup in the side menu, the status for the install will show as in progress.

If your installation was successful, you can proceed with next step.

Step 3. Review your first upsell offer.

As part of the general setup, a pre-generated, inactive Upsell offer will be present in the Offers section. This offer will use the lowest priced product in your store and can be used as a reference for creating new offers.

You are now ready to use Upsell on your store.

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.

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.

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

You can also adjust the language on the buttons. For more information, please visit Bold Upsell CSS Styling Guide.

If you are using a Shopify Storefront 2.0 theme, you can access additional style settings in the theme customizer. For more information, please visit Customize Upsell with 2.0 Theme App Block Extension.

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

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