Quick Start Guide

Fastest Safe Path

This is the recommended first-run path for most stores:

1. Enable Test mode in Settings -> General if it is not already on.
2. Open Offers and create a new offer, or use the Setup Wizard.
3. Start with one placement and one clearly relevant product.
4. Add minimal targeting rules first.
5. Save as Draft while refining copy and discounts.
6. Switch the offer to Active only after previewing it in the right storefront context.
7. Disable Test mode only when you are ready for shoppers to see live offers.

Recommended First Offer Example

For most stores, a checkout bump is the easiest first test:

1. Go to WooCommerce -> UpsellBay -> Offers.
2. Click Add Offer.
3. Enter an internal Offer name.
4. Set Status to Draft while you work.
5. Set Offer type to Checkout bump.
6. Keep Offer goal as Add-on unless this is clearly a follow-on or upgrade experience.
7. Choose the Offer product.
8. Write a short Headline and optional Body text.
9. Set Button text to something clear like Add to order.
10. Leave rules empty for the first preview, or add one simple rule such as a cart subtotal threshold.
11. Choose a discount type only if you want to test an incentive.
12. Save the offer.
13. Open the preview link or visit checkout with a product already in the cart.
14. When the placement looks correct, change Status to Active.

What To Verify Before Publishing

• The offer appears in the correct placement
• The copy is understandable without reading extra instructions
• The offered product is the correct item and stock is available
• The discount math is what you intended
• The placement does not crowd payment methods or major cart actions
• Mobile layout does not produce horizontal scroll or clipped controls

Screenshot Placeholder

Replace with: the Offers list and the first saved checkout bump in the editor.

After Your First Offer

• Add targeting rules to narrow who sees it
• Review Display position, Schedule, and Priority
• Check the Dashboard and offer-level performance later for views and accepts