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Import and export offer list with Boost Upsell

With the Boost Upsell app, you can import and export a list of deals you have created in your store app. This helps you to manage your offers more easily. Please refer to this article to understand CSV file and how to create a CSV file.

This article will instruct you how to import and export a list of deals that have been created in the Boost Upsell application.

Step by Step Tutorial

From ShopBase admin site, go to Apps > Boost Upsell. You can also access the Boost Upsell app by going to Marketing & Sales > Boost Upsell.

Choose one of the three incentives including Upsell, Accessories Cross-sell and Bundles Cross-sell which you want to import or export the promotion file.

Click the Export button to export the data or Import button to import the data.

If you click Export, a CSV file containing all of your current offers information will be downloaded to your device.
If you click Import, in the pop-up, click Choose file and Import to upload the CSV file contains offers information you want to create from your device to ShopBase.

Please refer to this sample CSV file to fill in the fields. This includes:

ID: Offer's ID on our system. If you are editing an existing offer, this field has already been filled out automatically. If you are going to create a new offer, you can input '0' or 'New'.
Active: Status of the offer, with 1 as activated and 0 as deactivated.
Offer Type: Enter the following values ​​corresponding to the name of the offer displayed on the ShopBase admin page: bundles, accessories, pre-purchase, post-purchase, in-cart.
Offer Name: Simply input Offer's name to easily manage offers created. The offer's name will not be shown on actual offer.
Offer Title: Only applies to Post-purchase Upsell offer. It will be shown to customers to see. You can create an attractive headline to convince customers to buy more products. The only supported variable in this field is {{ last_name }}.
Offer Message: This message will show on the offer popup, you can choose or create an attractive message to persuade your customers to buy more products. The only variable supported in this message is {{product name}}.
Offer Success Message: Message shown after customers have successfully added products in the offer to cart.
Target type: The target products that display the offer when the customers view or take action on that product page. The values in this field include all, product, collection (applicable to Post-purchase Upsell), condition (only applicable to Post-purchase Upsell).
Recommend Type: The recommended products for your customers. The values include product, collection (applicable to Post-purchase Upsell), same-collection (applicable to Post-purchase Upsell), condition (applicable to Post-purchase Upsell).
Enable Discount: 1 for activating the discount and 0 for deactivating the discount.
Discount Data: Promotional value for an offer. For example, if you want to give a 5% promotion on the offer then the value of this field would be {" percentage_discount ": 5}.
Target ID: Product ID or collection ID of the item customer has chosen in target type.
Recommend Ids: Product codes displayed on an offer, or collection code of products which are displayed on the offer.

To get the product ID for Target Ids and Recommend Ids, from your ShopBase admin, go to Products > All products. Click on the product you want to get the ID. The last series of number in the URL is the product ID.

To get the collection ID for Target Ids and Recommend Ids, from your ShopBase admin, go to Products > Collections. Click on the collection you want to get the ID. The last series of number in the URL is the collection ID.

Conditions: in case you enter one or two fields Target Type or Recommend Type as condition, you have to enter the condition values here. E.g: {"target":{"match":"all","conditions":[{"field":"title","relation":"contains","value":"cat"}]},"recommend":{"match":"any","conditions":[{"field":"tag","relation":"equals","value":"freeshipping","key":0},{"field":"title","relation":"contains","value":"dog","key":0}]} In this example, you want the product that displays the offer when the customers view/buy must match all of the conditions set forth. The condition in this example is: the title of the target product must contain the word cat. Then after the customer views the eligible target products, the app will suggest the products that match at least one of the following any conditions: The item's tag must be equals to the value freeshipping, or the product's title must contain the word` dog`.

Example of a Pre-purchase offer, with the name Demo Offer, the message Frequently bought with ...: When the customer adds product with the keyword cat to their cart , then proceeds to add more products that contain the dog and/freeshipping tag, a 5% discount will be applied
This feature is only applicable to incentives created in the form of Upsell, Accessories Cross-sell and Bundles Cross-sell.

Install Boost Upsell app into my ShopBase store
Overview of Boost Upsell app

Updated on: 07/07/2023

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