Setup Wizard

What The Setup Wizard Does

The Setup Wizard creates a first draft offer from a small set of required inputs. It is intentionally minimal and is best used when you want a clean starting point before moving into the full offer editor.

When you submit the wizard:

• UpsellBay creates a draft offer using placement-specific defaults
• The selected product becomes the offered product
• Your headline replaces the default headline
• If you leave Enable test mode checked, test mode is turned on globally
• The created offer is saved as the first-offer reference in plugin settings

Wizard Fields

Placement

Choose the storefront location you want to test first:

• Checkout bump
• Product page offer
• Cart offer
• Thank-you follow-on offer

This choice also sets the default copy, default offer goal, and default display position behind the scenes.

Offer product

This is the product shoppers can add from the offer. Use the product search control to find the exact item.

Choose a product that is:

• Purchasable
• In stock
• Easy to explain in one short line of copy
• Appropriate for the selected placement

Headline

This is the primary offer message. Keep it short and concrete.

Preview first / Enable test mode

When checked, UpsellBay enables global test mode so only admins and store managers can safely preview eligible offers before shoppers see them.

What The Wizard Does Not Ask Yet

The wizard deliberately skips advanced fields such as:

• status selection
• detailed targeting rules
• discount strategy
• schedule
• priority
• conflict override

You configure those inside the full offer editor after the draft is created.

Screenshot Placeholder

Replace with: the full Setup Wizard screen showing placement, product picker, headline, and test mode.

Recommended Workflow

1. Pick the first placement you want to validate.
2. Choose one product with obvious relevance to that placement.
3. Write a short headline.
4. Leave test mode enabled.
5. Create the draft.
6. Open the newly created offer and finish the rest of the configuration in the full editor.