A plain-English guide to everything you can do from the BumpZen dashboard — from building your first offer to reading your results and managing your plan. No jargon.
Getting started
What BumpZen is and how to go live.
What is BumpZen?
BumpZen is an upsell app for your online store. It automatically suggests extra products to shoppers at the moments they are most likely to say yes — inside the cart, at checkout, and after they buy — so your average order value goes up without spending more on ads.
Do I need to edit my theme or write any code?
No. BumpZen installs through the official app or plugin tools for your platform. You should never need to paste code into your storefront theme to get offers showing.
How long does it take to go live?
Usually just a few minutes. Install the app, create one offer (pick a product that triggers it and a product to upsell), and it goes live on your store right away.
Is there a setup guide inside the app?
Yes. New stores see a short setup checklist on the dashboard that walks you through the first steps, such as creating your first offer. It disappears once you have things up and running.
Your dashboard at a glance
What the numbers and panels on the home screen mean.
What do the four numbers at the top of the dashboard mean?
They are your headline stats. Upsell revenue is the extra money earned from accepted offers. Offer views is how many times shoppers saw an offer. Accept rate is the share of those views that turned into an accepted offer. Active offers is how many of your offers are currently live.
What is the "Needs attention" section?
It is a short to-do list that flags anything which could be costing you sales — for example, having no active offers running, or having offers that are not using targeting. Each item links straight to the page where you can fix it.
What is the "Top performing offer" panel?
It highlights your single best offer right now, with its revenue, number of accepts, and accept rate, so you can see what is working at a glance.
What does "Revenue by funnel" show?
A ranked list of your offers from highest to lowest extra revenue, so you can quickly see which offers are pulling their weight.
What is "Recent activity"?
A live feed showing when shoppers viewed or accepted your offers, and how much each accepted offer added to the order.
What does the "Automation health" (sync health) panel mean?
It is a behind-the-scenes status that shows whether the app is set up and running correctly: your products are synced from your store, the tracking that measures offer views and accepts is active, and routine background jobs are running. When it shows Healthy there is nothing for you to do — it confirms the data on your dashboard can be trusted. If something needs fixing, such as tracking having stopped or a sync running into a problem, it appears in the Needs attention list with a link or button to put it right.
Creating and managing offers
How offers work and the options you can set.
What is an offer?
An offer is a simple rule: "when a shopper adds this product, suggest that product." The product they add is the trigger product, and the product you suggest is the upsell product. Some plans let you give an offer an internal name so it is easy to find later.
How do I create an offer?
Open the Offers page and start a new offer. Choose the trigger product (or products), choose the product you want to upsell, optionally add a discount, write a short headline and description, then save. The offer is live on your store immediately.
Can I add a discount to an offer?
Yes. You can take a percentage off (for example 15% off) or a fixed amount off (for example $5 off) the upsell product to make it more tempting.
Can I control the wording shoppers see?
Yes. You write the headline and description for each offer. Once you are past the simplest starter setup, you can also customise the button text shoppers click.
What does "priority" do?
When more than one of your offers could appear at the same moment, priority decides which one shows first. A higher priority number wins.
Can I pause an offer instead of deleting it?
Yes. Every offer has an Active switch. Turn it off to pause the offer without losing its settings, and turn it back on whenever you want. You can also edit or delete an offer at any time.
Is there a limit to how many offers I can run?
On the Free plan you can have up to 3 active offers at once. All paid plans remove that limit so you can run as many as you like.
Where your offers appear
The places shoppers actually see an offer.
Where do shoppers actually see the offers?
In the side cart (the cart drawer that slides out when a product is added), at checkout, and — depending on your platform — as one more offer right after a shopper completes their purchase.
What is the Side Cart placement?
An offer that pops up inside the cart drawer the moment a trigger product is added. It catches shoppers while they are most interested, and it is included on every plan, including Free.
What is the Checkout placement?
An offer shown later in the buying journey — at the checkout stage, or on Shopify as a post-purchase offer right after payment. Checkout placement is available on the Growth plan and above.
What is Smart Placement?
On the Scale plan and above, BumpZen can automatically decide the best spot for each offer — side cart or checkout — instead of you choosing it by hand. It picks the placement most likely to convert for that offer.
Can I show more than one offer at the same time?
Yes. On the Growth plan and above you can show up to two offers together in the side cart or at checkout.
Targeting and customer segments
Showing the right offer to the right shopper.
What is Advanced Targeting?
On the Growth plan and above, you can add conditions so an offer only appears to the right shoppers. For example, you can show it only when the cart total is above a certain amount, only to new or only to returning customers, only when the shopper does not already have the upsell product in their cart, or based on how close they are to qualifying for free shipping.
What are Customer Segments?
On the Scale plan and above, you can group shoppers — for example new customers or higher spenders — and then restrict an offer so only people in a chosen segment see it. Segments get their own page in the dashboard where you create and manage them.
How is targeting different from segments?
Targeting checks live details about the current cart or visit when deciding whether to show an offer. Segments are reusable groups of shoppers that you define once and can attach to many different offers.
A/B testing (Experiments)
Letting shoppers tell you which offer wins.
What are Experiments?
Experiments are A/B tests. You run two versions of an offer at the same time, BumpZen splits your shoppers between them, and you find out which version gets accepted more often. Experiments are available on the Growth plan and above.
How do I know which version won?
The Experiments page shows the accept rate for each version side by side and tells you which one is currently leading, so you can keep the winner with confidence.
AI Recommendations
Letting BumpZen pick the products to suggest.
What are AI Recommendations?
On the Scale plan and above, BumpZen can automatically choose which products to suggest based on what tends to sell well together, so you do not have to hand-pick every upsell yourself.
How do I tell whether the AI is actually helping?
The dashboard compares the accept rate of AI-chosen offers against your hand-made offers and shows the difference, so you can see the lift the AI is adding.
What does the "Recommendation lift vs manual offers" panel show?
It puts AI-chosen offers and your hand-made offers side by side and compares how often each one is accepted when it is shown. The AI offers figure is the accept rate for offers the AI picked; the Manual offers figure is the accept rate for offers you set up yourself. Lift is the gap between the two.
What does "lift" mean, and what does a negative lift mean?
Lift is the AI accept rate minus the manual accept rate, measured in percentage points. A positive lift means the AI is accepted more often than your own offers, so letting it choose is paying off. A negative lift means your manual offers are ahead for now, and zero means they are even. It is a gap in points, not a relative percentage. Early on, a negative lift usually just means the AI has not been shown enough times to judge fairly, so the best thing to do is keep AI enabled, let it gather more traffic, and check again — watching for the lift to climb toward zero and then turn positive.
Analytics and reporting
Measuring what each offer earns.
What can I track in Analytics?
Views (how many times offers were seen), accepts (how many shoppers took them), your accept rate, and the extra revenue added — both across your whole store and for each individual offer.
Can I look at specific time periods?
Yes. You can switch the analytics view between the last 7, 30, and 90 days. Full analytics is included on the Starter plan and above, while the Free plan shows revenue tracking.
Can I see how one specific offer is doing?
Yes. Click into any offer to see a detailed breakdown of its views, accepts, accept rate, and revenue over time.
Plans, limits and billing
How pricing, order limits, and upgrades work.
What plans are available?
There are five tiers: Free, Starter, Growth, Scale, and Pro. Each step up raises how many orders a month you can handle and unlocks more features. You can see current prices and exactly what each plan includes on the pricing page.
What is the monthly order limit?
Each plan covers a set number of orders per month — from 40 orders on the Free plan up to 10,000 on Pro. Your dashboard shows how much of the allowance you have used and warns you as you get close.
What happens if I reach my order limit?
You will see a warning as you approach the limit. If you reach 100%, your offers pause until your next billing cycle begins or until you upgrade. Upgrading brings them straight back.
What happens when I upgrade?
Upgrades take effect immediately, so you get the higher order allowance and the new features right away.
What happens when I downgrade?
Downgrades are scheduled for the start of your next billing cycle. You keep the features you are paying for until then, so you never lose anything mid-cycle that you have already paid for. The dashboard shows the scheduled change so you always know what is coming.
How am I billed?
Through your platform’s own billing system, so any charges appear on your normal store bill. There is no separate payment account to set up.
Where do I manage my plan?
On the Billing page in the dashboard. It shows your current plan and any change that is scheduled, and it is where you upgrade or downgrade.
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