Articles on: UFE - Upsell Funnel Engine

Create a Simple Discounted Cross-sell Offer?

Consider you want to give a complimentary product offer (cross-sell) or an expensive product upgrade (upsell) with respect to your main product.


Pro Tip! Customers are more unlikely to spend more than 20% (of the main product price) on add-on offers!— Keep this in mind while creating cross-sell offers!


Step 1: Select Trigger


  • Click on Create Funnel button and select trigger products / collections / tags/ all products/ above cart value


Step 2: Offer Setup


  • Click on Create offer


  • Select Product recommendation either Manual or AI Powered


  • Choose offer type from the list of Templates (Normal/ bundle/ FBT/ Volume etc.)


  • Click on Next button


Step 3: Widget Setup


  • Select widget style (Popup/ Inpage/ Floating)


  • Select widget behavior (Cross sell/ Upsell)


  • Select the page you want to place the widget as widget placement (All pages/ Product page/ cart page/ Home page/ Collection page)


  • Click on Complete Setup


Step 4: Choose offer products


  • Click on Choose offer products and the products you want to give for offer price


  • Also specify how much discount you want to give to the offer product


  • Click Save & Next


It's recommended to change the texts (Translations) and change to the colors to match your brand.Make the design to match your brand


Step 5: Publish and preview the Funnel


  • Click Publish to activate the funnel


  • Test the funnel by clicking 👁️ icon on the funnel listing page


Hope you've got some value from this article. Let us know your feedback 🙂 We are excited to hear your thoughts.


Did we miss something?No worries! Message us by clicking the chat icon 💬 inside the app.Or Just email our team at support@helixo.co ✌️

Updated on: 02/04/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!