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.
Which platforms does BumpZen work with?
BumpZen works with Shopify and Wix stores. Install it from the Shopify App Store or the Wix App Market — whichever platform your store runs on — and manage your offers, targeting, analytics, and billing from the same BumpZen dashboard.
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 the offer with the most verified revenue — money confirmed in a completed store order after cancellations and refunds. If verified revenue is tied, the offer with more verified purchases ranks first, followed by the higher verified purchase rate. Accepted revenue that is still waiting for order verification does not affect the ranking. If no offer has verified revenue yet, the panel says there is no verified top-performing offer.
What does "Verified revenue by funnel" show?
A ranked list of your offers from highest to lowest verified revenue. Refunds and cancellations are deducted, and accepted revenue still waiting for order verification is not used to order the list.
What does "Advanced targeting usage" mean?
It is the share of your currently serving manual offers that use targeting rules or customer segment restrictions. Offers that cannot currently serve because they are unavailable or restricted by the plan are excluded. AI-generated offers are also excluded, so this manual-offer count can differ from the headline active-offer total when AI offers are running.
How should I read the "Funnel comparison" panel?
It compares each offer’s verified purchase rate and shows the verified purchase count and view count behind that percentage. “No views yet” means the offer has not been shown and cannot be judged yet. A displayed 0% means the offer was shown but none of those views produced a verified purchase.
What is "Recent activity"?
A live feed showing when shoppers viewed or accepted your offers. An amount appears only after your store confirms the purchase in a completed order.
What does the "Automation" product sync panel mean?
It shows whether BumpZen has finished syncing products from your store. Ready means the latest product sync completed, while Waiting means a sync is still running. Needs attention means the catalog has not synced, the sync failed, or Shopify and BumpZen product counts do not match. Select Resync products to update the catalog.
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.
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, when a specific product is in the cart, only to new or returning customers, or based on how close they are to qualifying for free shipping. Offer products already in the cart are hidden by default on every plan.
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.
Who counts as a New customer?
BumpZen treats someone as a New customer when they are confirmed to have zero previous orders, or when their order history is unavailable — for example, because they are browsing without a recognized account. A shopper known to have placed one or more previous orders is never treated as a New customer.
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?
Recommendation acceptance rate shows how often shoppers accepted an AI offer. Verified AI purchase rate shows how often an AI offer view became a purchase confirmed in a completed store order. The observed comparison describes your existing AI and hand-made offer traffic, but it is not a randomized test. To measure statistically credible lift, start the optional randomized AI lift test on AI Offers.
What does the "Observed AI vs manual performance" panel show?
It compares the verified purchase rate for AI-chosen offers with the rate for your hand-made offers and shows the number of views behind each result. It describes existing traffic and does not prove AI caused the difference. If either side has no views, the panel says there is insufficient traffic instead of treating missing data as 0%.
How does the randomized AI lift test work?
When you start it, eligible comparable shopping sessions are assigned 50/50 to one AI offer or one hand-made offer. The assignment stays stable within the session. BumpZen compares verified revenue per session and reports a winner only after each side has enough traffic and the 95% confidence interval excludes no difference. Changing AI settings while the test runs restarts the measurement so it always represents the current settings.
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.
What is the difference between accepted and verified revenue?
Accepted revenue is an early amount recorded when a shopper accepts an upsell, before the store confirms the completed order. Verified revenue counts only upsells confirmed in completed orders and is reduced when those items are cancelled or refunded. Dashboard winner rankings use verified revenue; accepted revenue waiting for verification is shown separately where available.
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 — the higher the plan, the larger the allowance. You can see the exact number for every plan on the pricing page, and your dashboard shows how much of your 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?
On Shopify, a downgrade is scheduled for the start of your next billing cycle: you keep the features you are paying for until then, and the dashboard shows the scheduled change so you always know what is coming. On Wix, a move to a lower plan goes through Wix's own cancellation flow — you cancel the current plan and buy the lower one once the paid period ends. Either way you keep your paid features until the period you have already paid for is over, so you never lose anything mid-cycle.
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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