Upsell Builder Overview

The Upsell Builder app is an all-in-one upsell app that allows you to build any kinds of upsell/cross-sell offer you can think of.

How to create an Upsell Offer

Step 1: Open Upsell Builder

There are two ways to get to the app:

• In the left sidebar, under Vitals, click Apps, then find Upsell Builder in the list, or
• Use the Search all apps box and type the offer you have in mind — for example volume discount or product bundle.

Click Upsell Builder to open it.

Step 2: Start from the splash screen or your offer list

What you see next depends on whether you've created offers before:

• First time here? You'll land on a splash screen that walks you through creating your first offer.
• Already have offers? The app skips the splash screen and takes you straight to your list of existing offers.

Either way, this is your starting point for creating and managing upsell offers.

Step 3: Generate an offer with AI (the fast way)

Upsell Builder is AI-powered, so you can describe the offer you want in plain language and let it pick the right format for you.

1. In the Describe the offer you want box, type what you're trying to do — for example: "If a customer purchases 3 products, they get 1 product for free."
2. Click Generate.
3. Upsell Builder suggests the most relevant offer type. In this example, it recognizes the request as a Buy X Get Y offer.

Describe your offer in plain language and click Generate — Upsell Builder matches it to the right offer type.

Step 4: Or choose an offer type manually

Already know exactly which format you want? Skip the AI step and pick directly from the offer types in the builder. This is the quicker path when you have a specific strategy in mind.

Step 5: Get to know the 8 offer types

Here's what each offer type does and when to reach for it.

Volume Discounts

Bulk pricing that rewards shoppers for buying more (for example, buy 3, save 15%). Best when a better per-unit deal will push shoppers to add extra quantity.

Product Bundle

Combine several products into one discounted offer. Great for nudging shoppers to buy related items together, like a top and matching pants.

Gift Offer

Gives a free product once the shopper reaches a cart threshold — a reward for hitting a spending goal.

Product Add-on

Offers small accessories or add-on items alongside a popular product. Similar to a bundle, but focused on complementary extras.

Related Products

Shows products related to the one being viewed, and you can layer in discounts from inside the creation wizard.

One-Click Post-Purchase

Appears after the shopper enters payment details and before the thank-you page — a last-minute upsell that doesn't disrupt the original checkout.

Buy X Get Y

Classic trigger-and-reward offers: buy 1 get 1, buy 2 get 50% off, or buy 3 get 1 free. Useful when a specific purchase should unlock a reward.

Spend Goal

Like a Gift Offer, but the reward is a discount instead of a free product — for example, spend $100 and get 10% off.

Each offer type comes with a live preview so you can see how it looks before you build it.

Step 6: Pick the offer that fits your strategy

The right offer type comes down to what you want to optimize:

• Higher cart value → Spend Goal or Volume Discounts
• More units per order → Volume Discounts or Buy X Get Y
• Better product pairing → Product Bundle or Related Products
• Last-minute checkout conversion → One-Click Post-Purchase

There's no single "best" offer — choose the one that's most effective for your products and goals. You can always create more than one.

Step 7: Build your offer

Once you've chosen an offer type, you're ready to set it up. We cover building each offer step by step in the guides below:

• Volume Discounts
• Product Bundles
• Buy X Get Y
• Spend Goal
• Gift Offers
• One Click Post Purchase
• Related Products Upsell
• Product Add-ons Upsell

Tips

• Not sure where to start? Use the AI prompt - it's the fastest way to match a goal to an offer type.
• Test one offer type at a time so you can clearly see its impact on AOV and conversion.
• Browse the offer previews before committing; the live mock-up makes it easy to picture how each format appears to shoppers.

FAQ

How many offer types can I run at once?

There's no need to choose just one. You can create multiple offers across different types and let them work together — just keep an eye on how they interact at checkout.

Do I need a separate app for bundles, gifts, or post-purchase upsells?

No. All 8 offer types live inside Upsell Builder, so you manage everything from one place.

What's the difference between a Gift Offer and a Spend Goal?

Both reward shoppers for reaching a cart threshold. A Gift Offer gives a free product; a Spend Goal gives a discount (for example, 10% off when they spend $100).

What is the AI generator actually doing?

It reads your plain-language description and suggests the offer type that best matches your intent, so you don't have to know the exact format name to get started.