Offer Details
What “Offer Details” Means
The Offer Details section is where every upsell journey begins.
It helps you give your campaign a clear name and identity, making it easier to manage, test, and track later in your analytics dashboard.
Think of it as your internal label for the upsell — customers won’t see it, but it will help you stay organized when you have multiple offers running at once.
📸 : “Offer Details section showing the Offer Name input box.”
Step 1: Enter an Offer Name
Under Offer name, type something short and descriptive that reflects your campaign’s purpose.
This name will appear in your internal Offers list, Analytics, and A/B Testing tabs, so choose something that helps you instantly recognize it.
Example naming patterns:
Offer Type | Example Name | Why It Works |
|---|---|---|
Seasonal campaign | Winter Gear Add-On | Mentions timing and category |
Customer segment offer | VIP Upsell – Accessories | Indicates who it targets |
Product-specific | Add Bottle – 10% Off | Clearly describes the product and incentive |
🧠 Tip: Keep the name under 20 characters. The shorter it is, the easier it is to scan in reports.
Step 2: Use Consistent Naming
When running multiple offers, use a consistent structure so you can filter and compare later in the Analytics tab.
Here are some ideas:
Format | Example | Use Case |
|---|---|---|
<Event> – <Category> | BF24 – Skincare | Black Friday or seasonal events |
<Audience> – <Type> | VIP – Bundle 15% | Audience-specific promos |
<Goal> – <Product> | Upsell – Charger | Product-focused upsells |
This makes A/B testing or surface performance analysis much easier later.
Step 3: Save Before Moving On
Once you’ve entered your Offer Name, click Save (or move to the next section — Market Targeting).
Your draft will automatically appear in the Offers list, marked as Inactive until you finish setup.
📸 Screenshot: “Offer draft saved under Offers list with Inactive tag.”
Why It Matters
- 🗂️ Keeps your dashboard organized
- 📈 Makes A/B testing reports easier to read
- 🧠 Helps team members quickly identify campaigns without guessing
- 💬 Reduces confusion when running multiple offers across different surfaces
Real Example
A store selling sports gear runs multiple offers:
Checkout – Gloves 15%ThankYou – Bundle 10%OrderStatus – Cross-Sell Tee
Later, they can easily filter analytics by “Checkout” or “ThankYou” to see which surface converts best.
Common Mistakes
❌ Naming every offer “Discount Offer” — makes it impossible to tell them apart later.
❌ Forgetting capitalization or separators — use dashes or capitalization consistently (e.g., “Summer Gear Add-On,” not “summer gear addon”).
Next Step
👉 Next Article: [Market Targeting →]
Learn how to limit your upsell visibility to specific countries or regions, and how taxes and currency automatically adjust for each market.
Updated on: 27/11/2025
Thank you!