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Getting Started with Upsells

Set up your first Upsell Strategy and start increasing your average order value in under 5 minutes.

3 min read

Before you begin

Upsells help you recommend extra products to customers around checkout and after purchase. Start with one simple placement, confirm it works, then add more targeted strategies over time.

Before you set up your first upsell, make sure Order Editing is installed and you have at least one active product or collection you want to recommend.


What are upsells?

An upsell is a product recommendation shown to a customer during checkout or after the order is placed. When the customer accepts the offer, the product is added to their order.

Order Editing can show upsells on the Checkout Page, Post-Purchase Page, Thank You Page, and Order Status Page. Shopify Plus is required for checkout placements. Thank You Page, Order Status Page, and One-Click Upsell placements are available on all Shopify plans.

💡 Tip: If you're new to upsells, start with the Product Carousel on the Thank You Page or Order Status Page. It's quick to enable and works on every Shopify plan.


How upsell strategies work

You manage targeted offers with Upsell Strategies. A strategy decides where an offer appears, who sees it, which products show, and whether the offer includes a discount.

Part

What it controls

Placement

Where the upsell appears, such as the Thank You Page or Order Status Page.

Filters

Which customers or orders should match the strategy.

Product modules

Which products are recommended, such as a collection, a single product, or related products.

Discount

An optional incentive for products added through the upsell.


Set up your first upsell

  1. In the Order Editing app, go to Upsell Strategies.
  2. Click Create Strategy.
  3. Choose the page where the upsell should appear.
  4. Add filters if you only want specific customers or orders to match.
  5. Add one or more product modules.
  6. Add an optional discount.
  7. Save the strategy.

New strategies are Active by default. If you're still preparing the offer, change the status to Draft before saving.


Install the app block

Your strategy can only appear after the matching app block or extension is installed in Shopify.

Page

Where to install it

Checkout Page

Shopify checkout editor. Shopify Plus is required.

Post-Purchase Page

Shopify admin, under Settings > Checkout, then Post-purchase page.

Thank You Page

Shopify checkout editor, on the Thank you page.

Order Status Page

Shopify checkout editor, on the Order status page.


Verify it's working

Place a test order and check the page where your upsell should appear. Confirm the app block is visible, the expected products show, and any discount displays correctly.

If the upsell doesn't appear, check that the strategy is Active, the app block is installed, your filters match the test order, and the recommended products are active in your Shopify admin.


What's next

After your first upsell is live, use analytics to check views, uptake, upsell revenue, and AOV Lift. Start with one placement, learn what converts, then expand to other pages or more specific customer segments.

Related articles

Getting Started

What Are Upsells?

How Order Editing's upsell strategies use pages, placements, and modules to increase your average order value.

Getting Started

Upsell Pages and Placements

The complete map of every upsell page and placement, and how to choose where to show upsells.