Goal: Increase Average Order Value

Incentivize customers to spend above the store's current average order value (AOV) by creating threshold-based discounts that reward higher cart totals.

Business Goal

Goal ID: UPSELL_BOOST

The merchant wants to increase the average amount customers spend per order. This is achieved by setting a minimum subtotal condition above the current AOV, so customers are encouraged to add more items or upgrade to higher-priced products to unlock the discount.

KPIs

Triggers

Activate this goal when the merchant expresses any of the following intents:

• "increase AOV"
• "boost order value"
• "upsell"
• "get people to spend more"
• "increase average order"
• "raise order size"
• "higher cart value"
• Any request mentioning order value, spending thresholds, or minimum purchase incentives

Recommended Actions

Primary: Flow: Upsell Boost Campaign

The primary action for this goal. Creates a percentage discount with a minSubTotal condition set above the current AOV. The discount percentage and threshold are tiered based on the store's average profit margin.

When to use: Always the first recommendation for AOV-focused goals. Works best when the store has clear AOV data and margin information.

Key mechanics:

• minSubTotal set to 1.15x-1.5x the effective AOV (based on margin tier)
• Discount percentage scaled to margin (10-20%)
• Scope prioritized: CATEGORY (high-margin) > ITEMS (specific upsell candidates) > SITE (fallback)

Secondary: Flow: Bundle & Save Campaign

A complementary action that increases AOV by encouraging multi-item purchases. Instead of a subtotal threshold, it uses an item quantity threshold.

When to use: When the catalog has natural cross-sell opportunities (complementary products, accessories, related items). Particularly effective when the store has many lower-priced items where quantity-based incentives drive higher totals.

Key mechanics:

• minItemQuantity condition (typically 2-3 items)
• Targets categories with cross-sell potential
• Can run alongside an upsell boost if scoped to different categories

Presentation requirement — open prompts demand a multi-lever mix

When the merchant's query is open-ended (e.g., "boost my sales", "help my business", "give me 3 to 5 actions"), the recommendation set MUST mix at least two of the following lever types — never propose an all-discount set:

State the lever type per recommendation in the reasoning / why field (e.g., "Lever: free-shipping threshold — pushes carts above current AOV $X"). A recommendation set containing only apply_discount actions FAILS the UPSELL_BOOST goal's open-prompt intent.

If the merchant's prompt names a specific lever (e.g., "give me a coupon"), this rule does NOT apply — focus all recommendations on that lever. The multi-lever requirement is for OPEN prompts where the lever is the agent's call.

Measurement Plan

Before campaign launch

1. Record baseline AOV from getSiteData (revenue / ordersCount)
2. Record baseline items per order
3. Note the campaign start date

During campaign (weekly check-ins)

1. Compare current AOV to baseline
2. Track discount redemption rate
3. Monitor margin impact (ensure effective margin stays above 15%)

After campaign (30-day assessment)

1. Calculate AOV lift: (new_aov - baseline_aov) / baseline_aov * 100
2. Calculate incremental revenue attributable to higher order values
3. Assess whether the minSubTotal threshold needs adjustment:
   • If redemption rate > 80% — threshold may be too low, consider raising
   • If redemption rate < 10% — threshold may be too high, consider lowering
   • Sweet spot: 20-40% redemption rate

Decision Matrix