How to start?

Having opened the Dashboard, you might wonder what to do next and how to start. In this article, we will cover the main steps for setting up the App and start selling more.

Let's get started:

After "Honey Upsell & Cross-sell" is purchased, the app will appear in the "Apps" section in your Shopify account: 

Click on it, and you will be redirected to the welcome page where we help you create your first three funnels, which will be based on your best-selling products. Here will be created funnels based on the most common buying path. (Before Checkout - Post Purchase - Thank You Page).

But if you press button "Skip for now", you will be redirected to the dashboard 

First of all, learn how to navigate the App. 

On the right side of the page, there are few tabs (Dashboard, Up-sell funnels, Bundles, Performance, Design, Settings Translations, Help, Terms and Conditions) and on the left side upgrade subscription, suggest a feature, quick creation new funnel and activation button. 

  1. Dashboard: check setup tutorials and general information and statistics of the most popular offers;
  2. Up-sell funnels: find tools for creating and managing your funnels;
  3. Bundles: find tools for creating and managing your bundles;
  4. Performance: locate the best and the most efficient deals by analyzing detailed statistics presented here; 
  5. Design: customize the templates and create unique looks for your offers to grab customers' attention;
  6. Settings:access advanced settings;
  7. Translations: translate the offers to any language;
  8. Help: check our documentation;
  9. Upgrade subscription: improve  your plan; 
  10. Suggest a feature: contact authors to share your ideas;
  11. New funnel: quick creating and managing your funnel;

1. On the Dashboard go over the setup check-list to grasp the basic idea of the steps of creating an offer. All you need is to follow the hints and the whole setup process will become easy and hassle-free. After you finish the creating funnel, the App will check out this step as done. As for the next steps, it will be marked as done, if you complete the actions listed on each step.

2. Switch over to the "Up-sell funnels" or "Bundles" tab in order to create a new offer. On this step, think about what products may go well together: you would want to create pairs of products:

You may also be interested in related articles:

  • What is an offer?
  • Offers Tab
  • How to create an offer

 Save the offer and preview how it looks. If everything looks good, you have reached the point!

Activate your App by clicking on the button on top or in the pop-up:

    3. Check the performance of your offer. In case you have not more than 5 offers, feel free to use Dashboard to track the statistics.

    When you need to manage more than 5 or check the result of each offer individually, then head to the "Performance" tab.

    4. Open the "Design" tab and choose the look of your deal: here you can select any of the default customized styles to style them additionally or create a brand-new design by yourself! 

    You may also be interested in related articles:

    • What is a Design template?
    • How to create a design template?