> For the complete documentation index, see [llms.txt](https://docs.intelligems.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.intelligems.io/merchandising-experiences/offer-modifications/how-to-set-up-onsite-upsells.md). # How to Set Up Onsite Upsells Onsite Upsells let you add personalized product merchandising to your product pages and cart drawer. Instead of manually configuring every layout and rule, you build your upsell using our visual builder: describe what you want in plain language, and the builder creates and refines it for you. {% hint style="warning" icon="bullhorn" %} Please note that our Onsite Upsells feature is currently in beta! If you'd like to get early access, please submit a request [here](https://intelligems.portal.usepylon.com/forms/onsiteupsells). {% endhint %} {% embed url="" %} #### Step 1: Create your upsell 1. Go to the **Merchandising tab** in your Intelligems dashboard. 2. Click **+ New Merchandising Experience**. 3. Select **Onsite Upsell** as the type. 4. Choose whether you want to create a **Test** or a **Personalization**. 5. Go to the **Modifications** tab and open the [**visual builder**](/general-features/editors/ai-visual-builder.md). #### Step 2: Build with the visual builder Once you're in Modifications, you'll enter the **visual builder** — this is where you design your upsell. You have two ways to get started: **Use a default prompt** Choose from a set of pre-built starting points designed for common upsell use cases. The builder generates a working upsell based on the template, which you can then customize further. These are available to choose from when you first open the Visual Builder chat. **Write your own prompt** Describe exactly what you want in your own words — for example, *"Add a 3-product upsell carousel below the add-to-cart button on product pages, showing items from the same collection."* The builder generates an upsell experience based on your description. **Refine with feedback** After the builder generates a first version, keep iterating by giving it feedback in plain language — swap out products, change the layout, adjust the copy, add a discount, resize elements, and so on. Rather than digging through menus and settings panels, you're describing what you want changed and the builder implements it. If you would prefer to refine manually, you can access the available settings by clicking on your Onsite Upsell in the left-hand nav. #### Step 3: Preview your upsell As you generate and refine your upsell, the preview pane in the center updates in real time so you can see: * Overall layout and placement * How the upsell looks against your site's design * Which products are being recommended depending on your current scenario (i.e. what product you are viewing or what product(s) you have in cart * Copy and styling * Discounting #### Step 4: Save and finish set up Click **Save** when you're happy with your upsell. This saves your work in the visual builder and now you can exit to the experience setup — it doesn't publish anything yet. From here, you can finish setting up any other details, like targeting, before saving the full experience. #### Step 5: Set up targeting (optional) By default, a visitor will be immediately assigned to your Onsite Upsell (or one of your test groups), but you can control who sees it using targeting rules: * Currency and country targeting to limit your experience to a single currency and/or a list of specific countries * UTM parameters to customize the experience under the Audience option * JavaScript expressions to filter traffic under the Audience option * Device type (mobile or desktop) filtering under the Audience option * New vs. returning visitor filtering under the Audience option * Mutually exclusive tests, to prevent visitors from being targeted by related experiments **When to use targeting:** * Test upsells with specific customer segments first * Display region-specific offers * Limit to specific marketing campaigns * Show different upsells on different devices You can learn more about targeting [here](/general-features/targeting.md)! #### What happens next? Now that you've created your Onsite Upsell, you can QA it using [this checklist](/merchandising-experiences/offer-test-qa-checklist.md).
--- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.intelligems.io/merchandising-experiences/offer-modifications/how-to-set-up-onsite-upsells.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.