---
title: First Offer Tutorial
description: Practical tutorial for creating a safe first UpsellBay offer from start to finish.
---

## Goal

This walkthrough is for merchants who want one reliable first success without configuring every advanced feature on day one.

## Recommended First Offer

Start with a checkout bump or product page offer. Those are usually the easiest to understand and validate.

## Step-by-Step

1. Turn on **Test mode** in **Settings -> General**.
2. Create a new offer from **Offers** or use the **Setup Wizard**.
3. Choose one offer product with obvious relevance.
4. Write a short headline and clear button text.
5. Leave rules simple or empty for the first pass.
6. Save the offer as `Draft`.
7. Preview it in the correct storefront context.
8. If the placement looks right, switch the offer to `Active`.
9. After review, turn off test mode when you are ready for live shoppers.