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This will open the Upsell Path Editor.

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Upsell Path Field NamesDescription
NameAllow you to name the path.
Trigger Item IDsAllows you to trigger the Upsell Path based on the items in the cart.
Trigger Tags *NewAllows you to trigger the Upsell Path based on the Product Tags for the items in the cart.
Trigger Gender *NewAllows you to trigger the Upsell Path based on the customer Gender *Requires Tower Data
Trigger Age *NewAllows you to trigger the Upsell Path based on the age of the customer *Requires Tower Data
Flow Control This allow you to tell the Upsell Path to stop after this path is complete or continue to the next path in the list.Maximum Viewed Offers
Allows you to set a limit to Flow Location

Post Checkout (Default)

Pre Checkout (Upsell Modal within the checkout process)

Info
titleExternally Hosted Upsell Offers

Externally hosted Upsell Offers require the 'Post Checkout' Flow Location. The Offsite Content URL field will only appear in the upsell offer editor when the path is configured for 'Post Checkout'.


Maximum Viewed OffersAllows you to set a limit to the number of offers a customer can see within the Path.

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FieldDescription
ActiveIf Check, the offer is active.
Test Orders OnlyIf selected the offer will only appear when the test credit card is used during the placement of the order.
Upsell Item Id'sThe item(s) added to the order if the customer selects 'yes' for the offer.
Allow Upsell Item In Cart AlreadySelect this when the upsell Item ID is already in the cart prior to the display of this offer.
Free ShippingFlags the upsell item as a free shipping item in the offer even if the item normally charges for shipping.
Arbitrary Unit Cost

If you are selling the item blow the cost configured on the item, then enter the new lower unit price here.

Optional Setting: "By Day of Week" → Allows for a different arbitrary unit cost for each day of the week.

Max QuantitySets a max quantity for the upsell item.

Start Date

Sets the Starting date for this offer (this is useful for setting time sensitive offers (like a Memorial Day special, for example.)
End DateSets the end date for this offer (this is useful for setting time sensitive offers (like a Memorial Day special, for example.)



Info
titleImportant Note regarding External Upsell Offers

PLEASE NOTE:  The Offsite Content URL will only appear in the upsell offer editor when the Upsell Path is set to 'Post Checkout' flow location.



Advanced Settings

FieldDescription
Trigger Item Ids

If the configured items are in the customer cart during the initiation of the upsell offers, they will trigger the offer to be presented to the customer.

Optional Settings: 

  1. Require All - (If multiple trigger items are configured all all trigger items must be in the checkout to trigger the offer)
  2. Remove Trigger Item - (Remove the trigger item if the customer chooses yes to the offer.)
Suppression Item IdsIf the configured items are in the customers cart, the offer to be suppressed to the customer.
Trigger Tags

If the configured Tags are in the customer cart during the initiation of the upsell offers,  they will trigger the offer to be presented to the customer. 

Tags are configured within the item editor.

Suppression TagsIf the configured Tags are in the customers cart, the offer will be suppressed to the customer.
Accessory Item Ids

The configured Item Ids will be added/removed if the customer selects yes to the offer.

  1. Add
  2. Remove
Migrate Accessory Item Ids


  1. Add
  2. Remove
Trigger CountriesIf selected, only customers ordering to the configured countries will trigger the offer.
Suppression CountriesIf selected,customer ordering from the configured countries will not be shown the offer.
Trigger Shipping MethodsOnly orders that selected the configured trigger shipping method will be presented with the offer.
Suppression Shipping MethodsThe offer will be suppressed for any order in which the selected shipping method was selected during the initial checkout.
Trigger Payment MethodsOnly orders that have selected the configured trigger payment method will be presented with the offer.
Suppression Payment MethodsThe offer will be suppressed for any order in which the selected payment method was selected during the initial checkout.
Trigger Age

The offer will only be triggered if the customer is within the range of ages selected, by default it is shown to all customers if nothing is selected

 *Requires Tower Data

Trigger Gender

The offer will only be triggered if the customers gender matches the selected gender, by default it is shown to all customers if nothing is selected.

 *Requires Tower Data

Suppression Device TypeThis allows you to prevent the customer from seeing the offer based on the device size they are ordering from. Mobile , Tablet , Desktop. 
Removable On ConfirmationIf selected, the customer will be presented with a upsell confirmation page in which they are able to remove the upsell items they have added to their order.
Lock Shipping

When selected, the shipping estimate from the initial checkout will be retained, even if the upsell includes a shippable item.

Warning

Lock Shipping - If enabled, this will need to be set on all upsells that qualify. If this is not set on all upsells, then the shipping cost will change if needed.


Skip Existing CustomersWhen selected, if the customer will be skipped if their email address is contained in a previous order.

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