Overview
Order Editing upsells recommend additional products across checkout and the post-purchase journey. Depending on the placement, a customer can add an offer before payment, immediately after payment, or to the existing order from the Thank You or Order Status page.
Open Upsell Strategies from the main navigation.
How an upsell works
An upsell needs four connected pieces:
- Placement: where the offer appears, such as Checkout, One-Click Upsell, Thank You Page, or Order Status Page.
- Strategy: the saved markets, customer targeting, products, offer settings, and status.
- Product module: the source that chooses the products, such as one product, a group, related products, or a search query.
- Installed extension: the Shopify app block or post-purchase app that renders the chosen placement.
An Active strategy does not guarantee an offer will appear. The placement must be installed, the customer and market must match, and at least one eligible product must be available.
Current pages and placements
Customer journey | Placement | Experience |
|---|---|---|
Checkout | Product List Upsell | A compact list of add-ons before payment. |
Checkout | Free Shipping Upsell | A progress bar and products that can close the free-shipping gap. |
Post-purchase | One-Click Upsell | A full-page offer after payment and before the Thank You page. |
Thank You | Swipeable products inside the main Order Editing block. | |
Thank You | Product List Upsell | A standalone list of recommendations. |
Order Status | Product Carousel | Products inside the main Order Editing block when a customer checks the order. |
Order Status | Featured Product Upsell | One focused offer outside the main Order Editing block. |
The catalogue can also show specialised surfaces when they are available for the store.
Placements and Templates
Select Create Strategy > Create from scratch to open Create an Upsell.
- Choose Placements when you want to start with where the offer appears.
- Choose Templates when you want a placement and product module preselected for a common use case.
Both options open the same strategy editor. A template is a starting configuration, not a separate kind of strategy.
What a strategy controls
The editor is organised into a merchant journey:
- Placement chooses where the strategy can appear.
- Markets chooses the Shopify markets that may see it.
- Upsell Strategy Name gives staff a recognisable name and status.
- Customer Segment optionally narrows who should qualify.
- product modules choose what to recommend.
- offer settings control discounts and quantity limits where supported.
- design settings customise supported full-page experiences.
- advanced settings control variants, locked strategies, and integration events where available.
Global Upsell Settings apply across strategies unless a strategy offers and uses an override.
Product modules
Product modules answer the question, “Which products should this strategy offer?”
Use a controlled module such as Single Product or Group of Products when you know exactly what to sell. Use a dynamic module such as Related Products, Recently Viewed, Keyword Search, or Recent Bestsellers when the result should change with the shopper or catalogue.
Module availability depends on the selected placement, Shopify plan, and connected integrations. A module also needs its required product, query, collection, profile, or other source configuration before the strategy is complete.
How a strategy is selected
Order Editing starts with Active strategies for the requested placement and market. It evaluates customer targeting, then selects the most specific matching strategy. A strategy with All customers and no filters has the lowest normal specificity, so a more targeted matching strategy can win.
To provide broad coverage, create a normal Active strategy for All customers with products that are available in the required markets.
Common uses
- Offer a small accessory in checkout.
- Encourage a customer to reach free shipping.
- Present one high-impact offer immediately after payment.
- Let customers browse add-ons on the Thank You page.
- Show a focused warranty or replenishment offer on the Order Status page.
- Use customer spending, order history, cart contents, or Shopify Segments to target a campaign.
Measure results
The Upsell Strategies page includes a date range, overall revenue and funnel metrics, a per-strategy table, and split tests. Review impressions, paid upsells, revenue, uptake, and revenue per visitor together. A strategy cannot convert if it has no impressions, and high impressions with low uptake usually means the product or offer needs work.
Start with Getting Started with Upsells when you are ready to build and test your first strategy.
