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How to create your first upsell
How to create your first upsell
Getting your first upsell offer live is a piece of cake. Read our guide for detailed information.
Tom Janu avatar
Written by Tom Janu
Updated over a week ago

Follow these simple steps to get your first upsell live and shown to your customers. 

➡️ Step 1 – Select your upsell offer

Once the app is installed, the first page you will see is the Candy Cart dashboard with New Upsell buttons. Click either of these two buttons to start setting up a new upsell offer.

Generally speaking, there are two groups of offers available – product upsells for offering existing products from your store, and service upsells for offering additional services. Below are listed all available upsell offers from which you can choose the one you need. Please note that the service upsells are just templates for services that merchants offer most often. However, feel free to create custom service offers if the templates do not cover the service that you would like to offer to the customers.

  • Product Upsell – For upselling any existing products from your product catalog.

  • Smart Auto-Upsell – For upselling existing products from your product catalog which are chosen automatically based on the smart recommendations AI. Learn more.

  • Custom Gift Note (service upsell) – For upselling personalized gift notes.

  • Gift Packaging (service upsell) – For upselling premium gift packaging service.

  • Extended Warranty (service upsell) – For upselling extended warranty.

  • Premium Email Support (service upsell) – For upselling premium (email) support.

  • Unwanted Gift Return (service upsell) – For upselling the return of gifts that do not match the customer's needs.

  • Mystery Product (service upsell) – For upselling a mystery product.

  • First In Line (service upsell) – For upselling priority order processing.

  • Incognito Shipping (service upsell) – For upselling an incognito shipping service.

  • Custom Offer (service upsell) – For upselling any other custom service that does not fall into any of the categories above.

Please note the service fulfillment of all service upsells is up to you as a seller. Once selected, the service upsell will be automatically created as a regular product in your product catalog.

Once you decide which one is the right one for your store, just click on the Select button to set it up.

If you don't see these options, simply click on the New Upsell button which is located at the top-right corner of the app. Just make sure you are on the Dashboard page.

➡️ Step 2 – Set upsell product

At the top of the upsell settings, you can enter Upsell name which is used for your internal reference only (it is not visible to the customer). You can also leave it as is and use the predefined one.

In the Upsell Product section, you need to select a product that you want to offer as an upsell. That means a product that will be displayed on the upsell pop-up as an additional offer.

Click on the Select product and find the existing product in your product catalog. Please note the product needs to be in stock and published on your online store, otherwise, it won't be displayed.

In the Description, you can add a custom short text which will appear below the product on the pop-up. Typically you can use it to motivate customers to add the product to their order.

If you check the option Apply discount you can add a percentage or absolute discount.

In the Preview on the right side you can review how will your upsell appear on the pop-up.

➡️ Step 3 – Set upsell targeting

In the section called Displays for you need to select what products you want this upsell to be displayed for.

You can target combination of specific collections or products. By default All Products are selected.

In the Additional settings, you can adjust the following settings.

Using Upsell Position you can control the upsell position in the pop-up in case of multiple upsells. For example: you are upselling 4 products and you want to order them. The one with the lowest number will be displayed in the first row, the second lowest number in the second row, etc.

Don't display if the product is already in the order guarantees that your customers won't get the product that they already have in the cart offered as an upsell.

In the Quantity Options, you can decide if you would like to have a quantity selector for that particular upsell on the pop-up. The quantity selector allows customers to add to their order more than one piece of that upsell.

In the Displays for specified cart value you can set the price limit when the upsell should appear. For example you can target purchases of customers that purchased in value more than $50 or from $10 to $100.

➡️ Step 4 – Save and activate the upsell offer

Now just click on the Save button at the right-bottom part of the page. And that's it, your upsell offer is now live. Congratulations!

To add more products/services to the pop-up simply create a new upsell offer and use the same targeting.

➡️ Step 5 – Test the upsell offer on the live site

As a last step we recommend to go on your site and check the upsell pop-up yourself. Simply add any product(s) to your cart, go to the Cart page, wait a couple of seconds till it's fully loaded and click on the Checkout button.

Based on the number of upsell offers, your pop-up should look like this:

➡️ Additional Actions

  • To add more upsell products on the same pop-up simply create a new upsell and use the same targeting. You can combine both products and services offers.

  • Go to app Settings in the top menu and customize (or localize) the pop-up texts, colors or even add a custom CSS code. Learn more about customizing the visual style of your pop-up

Happy upselling,

Your Digismoothie Team

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