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Pre-purchase will recommend other products to customers as soon as the customer clicks the Add To Cart button on the page as shown below. Recommended products will help encourage customers to add more products to their shopping cart.


This article will guide you to create pre-purchase sales deals with the Boost Upsell app.

Step by Step Tutorial

From ShopBase admin site, go to Apps > Boost Upsell > Upsell and choose Create offer.


Choose Pre-purchase


Enter offer's name and messages in Offer's name & message:

Offer's name (optional): enter the name of the offer in this field. If you do not enter, the system will create a name for the offer. Names make managing offers easier.
Offer's message (required): choose the message of the offer from the available ShopBase suggested messages. This message will be displayed immediately on the list of suggested products. A persuasive and relevant message makes it easier for customers to add recommended products to their shopping cart.


Products you choose in the Choose Target products section are the products that when customers buy those products, Pre-purchase offers will be displayed right after the customer presses Add To Cart.. You can choose:

All products
Specific products
Specific collections
Specific by rules


If you choose Specific by rules, you can select all conditions (if you want the products to satisfy all set conditions) or any condition (if you want for products that only need to satisfy one of the set conditions). Press Add another condition to add new conditions. Click the first drop-down menu to select the information field of the product that you want to set conditions such as: product title, product type, product vendor, product tag, variant title / SKU, variant option, collection name. Click on the second drop-down menu to choose the comparison types for your given condition: is equal to, is not equal to, starts with, ends with, contains, doesn't contain. Enter the conditional value you want in the third field to complete the type of condition you create.


Products you choose in the Choose Recommended products section are the products suggested to customers. You can choose:

Specific products
Specific collections
Same collection with target products: products in the same collection with those customers have bought
Most relevant products use automated rules: relevant products selected by ShopBase's automated rules are suggested based on customer history of in-store purchases.
Specific by rules: If you choose Specific by rules, you can select all conditions (if you want the products to satisfy all set conditions) or any condition (if you want for products that only need to satisfy one of the set conditions). Press Add another condition to add new conditions. Click the first drop-down menu to select the information field of the product that you want to set conditions such as: product title, product type, product vendor, product tag, variant title / SKU, variant option, collection name. Click on the second drop-down menu to choose the comparison types for your given condition: is equal to, is not equal to, starts with, ends with, contains, doesn't contain. Enter the conditional value you want in the third field to complete the type of condition you create.


Tick Change default variant to show as a recommend product if you want to set a rule to choose which variations to represent the suggested products (in the section If the item added to cart match) based on product variants the customer has just clicked Add To Cart (in the section Then show the variant that matches the following condition on the widget). Press Add condition to add new conditions.


You can add promotions on recommended products to encourage purchases by turning the green button in Offer's discount and entering a discount in the Discount percentage field.


Click Submit offer.

Related articles

Install Boost Upsell app into my ShopBase store
Understand Upsell and Cross-sell offers
Create a Post-purchase upsell offer
Create an In-cart offer
Create a Bundles offer with Boost Upsell app
Create a BOGO offer with Boost Upsell
Create a Quantity discounts offer
Create a Accessories cross-sell offer with Boost Upsell
Set up Product Widgets for your store
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