---
title: Quick Start Guide
description: Create, preview, refine, and publish a safe first UpsellBay offer.
---

## 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

![Placeholder screenshot for the first-offer workflow](/upsellbay/assets/screenshots/example-screenshot.png)

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