Offer Editor Deep Dive - Content, Behavior & Advanced Tabs

Introduction

The advanced tabs -- Content, Behavior, Exclusions, Metadata, and Schedule -- let you fine-tune offers for maximum conversion and Shopify integration.

The Content Tab

Offer Title

The headline customers see first. Keep under 50 characters, use action-oriented language ("Upgrade," "Complete"), and avoid generic terms.

Offer Subtitle

Provides context below the title. Use for social proof ("Customers also bought"), urgency ("Limited time"), or savings highlights. Keep to 1-2 lines.

Callout Banner Text

A highlighted text area perfect for urgency or promotional messages. Use 3-5 words max with numbers for specificity ("Save $25", "2 Left"). Skip if you don't have a compelling message.

Custom CTA Button Labels

Custom labels increase conversion over generic "Add to Cart." Examples:

• Upgrades: "Upgrade Now", "Yes, Get Premium"
• Time-Limited: "Claim My Discount", "Grab It Now"
• Bundles: "Complete the Bundle", "Add the Full Package"
• Complementary: "Add to My Order", "Yes, Add Both"

Use action verbs, keep to 2-3 words, and A/B test variations.

Product Description Overrides

Customize how individual products appear in the offer. Highlight relevant benefits, add context about pairings, or include promotional details. Keep descriptions short and benefit-focused.

The Behavior Tab

Animation Styles

Choose how the offer enters the screen:

• Fade In: Subtle, professional (Product/Cart offers)
• Slide In: Attention-grabbing, mobile-friendly (Post-Purchase, Thank You)
• Bounce/Spring: Playful, energetic (Fashion, lifestyle brands)
• Zoom In: Emphasizes importance (High-value, premium offers)

Keep animations under 0.5 seconds; subtle is better.

Display Timing

• Immediate: Best for checkout and post-purchase
• Delayed (3-8 sec): Product pages (let them read first)
• On Scroll: Pages with long content (50-75% scroll trigger)

Don't surprise customers with immediate popups on product pages.

Interaction Patterns

• Auto-Dismiss: Closes after X seconds (10-30 sec typical); subtle offers
• Requires Action: Must click close/decline; high-impact offers
• Sticky: Remains visible while scrolling; high-value/checkout
• Non-Blocking: Appears alongside content; product pages
• Modal/Blocking: Requires action to proceed; highest friction, use sparingly

The Exclusions Tab

Prevent specific products or collections from appearing in this offer.

Exclude when:

• Product already in customer's cart
• Low margins (not profitable as upsell)
• High return rates
• Competing products
• Seasonal/clearance/low-stock items

Exclusions vs. Conditions:

• Exclusions Tab: "Never show these items"
• Conditions Tab: "Show offer only when [rule is true]"

Start with minimal exclusions; over-exclusion limits recommendations. Review quarterly as inventory changes.

The Metadata Tab

Attach custom data to orders when customers accept upsells. This data flows into Shopify for downstream automation.

Example tags:

• upsell_accepted: true
• fulfillment_type: style_bundle
• warranty_added: true
• campaign: black_friday_2024

Real-world uses:

• Tag bundles for special packaging
• Mark warranty additions for support follow-up
• Identify subscription tier changes
• Track which campaigns drove sales

Best practices:

Use lowercase names with underscores, no spaces. Keep values meaningful to operations. Document your tag schema internally. Test before launching.

Shopify Flow Integration:

Metadata enables automation: "If order has tag upsell_accepted = true, send Slack notification, add to high-value list, apply 10% discount."

The Schedule Tab

Start & End Date/Time

Set when offers go live and stop displaying.

Use cases:

• Black Friday: Set start/end times for campaign window
• Flash sales: Set 24-48 hour windows
• New launches: Schedule to product release time
• Seasonal items: Begin/end at season transitions
• Evergreen: Leave end date blank for perpetual offers

Timezone Considerations

UpsellPlus uses your Shopify store's timezone for all scheduling. For multi-regional stores needing different times, create separate offers with region-specific Smart Rules.

Schedule Best Practices

• Use precise times (avoid "sometime tomorrow")
• Plan 1-2 weeks ahead
• Test offer visibility 24 hours before going live
• Combine schedules with Conditions for sophisticated targeting
• End times at 11:59 PM to capture full last day

Integration Example: Black Friday Premium Bundle

Content: Title "Upgrade Your Order" | Subtitle "Save $50" | Callout "BLACK FRIDAY ONLY" | CTA "Yes, Upgrade!"

Behavior: Slide-in animation, immediate display, auto-dismiss after 15 sec

Exclusions: Clearance and Last Season collections

Metadata: Tags for campaign: black_friday_2024 and offer_type: premium_upgrade

Conditions: Only show to $100+ spenders, 2+ item orders

Schedule: Nov 28 12:00 AM - Dec 2 11:59 PM

Troubleshooting

• Offer not appearing: Check start/end dates, verify timezone, review Conditions tab
• Button text too long on mobile: Use shorter CTA text, test on mobile
• Animation not visible: Verify animation setting enabled, clear browser cache
• Metadata not attaching: Check tag names (no spaces), save offer after adding tags

Updated on: 11/02/2026