Set up Bold Upsell

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

 


 

Setup

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 two steps required to complete the setup checklist:

  1. Install Upsell on a theme.
  2. Review your first Upsell offer.

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

Step 1. Install Upsell on a theme.

  1. Next to 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.

      Request an expert install

      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 second step.

Step 2. 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.

For more information, please visit Create an Upsell or Cross-sell offer. You are now ready to use Upsell on your store.

Bold Upsell has five price plans which are currently available, as well as an optional plan that enables the Funnels functionality. Each price plan offers more views per month for the offers created within Bold Upsell. For more information on the features included within Bold Upsell, please visit our Bold Upsell app page.

When Upsell is installed to your store, the plan will default to the Starter 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 next to the plan you would like to upgrade to.

    Note: If enabling or disabling the Funnels plan, select either Turn On or Turn Off.

  4. Select Approve subscription.
 Caution

If your store is currently on a free trial, upgrading or downgrading to a different price plan will not affect this trial 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.

 Pro-Tip

If you would like to offer a discount for Add to Cart or Before Checkout offers, this can be done with the help of Bold Discounts V1. For more information on how to integrate Bold Upsell and Bold Discounts V1 together, please visit Bold Upsell: Bold App Integrations.

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 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.

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.

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