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How to create your first Upsell

Last modified: November 19, 2019
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Estimated reading time: 1 min

Creating your first upsell is easy.

There are 3 Upsell types to choose from. If you are on the Pro Plan, you can unlock the super converting “Action Upsell” as well as the “Cart Upsells”

The standard upsell available on all plans is the “On Page” Upsell. Let’s create one of these.

 

From the home page of the app, click “Manage On-Page Upsells”

Next, Click the create upsell button within the app.

You will see the following page:

 

Then just follow these steps:

  1. Pick a name. This is internal only and for you reference. If you have 50 upsells active, naming can help you easily identify!
  2. Select a lead product. This is the product where you want the upsell to display. When a customer is looking at this product, they will be offered whatever you select in the next step as upsell!
  3. Upsell Product. These are the products you offer as upsells. Customers will be able to easily add these to their cart. If the product you choose to offer as an upsell has variants, you can select the actual variant to offer. This is because upsells are impulsive by nature so you want to remove the paradox of choice!If the product has variants such as size/model then leave variant blank. The customer can choose this frontend in modal popup.
  4. Product Title. By default, the product title will be used. If you want to make the upsell a “Call to action” or CTA then you can change it here. An example would be where you have a coffee machine for sale and a filter is the upsell. Rather than it just being “Deluxe 3pk of Coffee Filters” you could change this to “Add some extra filters?”. This will invite the customer to add the upsell to the cart.

To edit how upsells visually appear, just visit the global settings button.

Notes: For point 2, there is “Switch to collection mode“. This would be used to offer the upsells you select in step 3 on all products within a collection you select in step 2 when collection mode is active.

 

Creating an “Action Upsell” uses the same flow with a few differences. You can set a title for the popup that is shown along with a description.

Cart Upsells allow you to select up to 3 static upsells to feature on your cart page.

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