> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.upsellplus.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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