Overview
The Fallback Strategy is the default upsell shown when no other strategy matches a customer's order. It helps you avoid empty placements and gives every eligible customer a useful recommendation.
ℹ️ Note: You have one Fallback Strategy per store. It has its own setup page and does not use customer targeting filters.
How it works
When a customer views an upsell placement, Order Editing checks your Active strategies first. If no targeted strategy matches, the Fallback Strategy can show instead.
Your targeted strategies always take priority. The Fallback Strategy only handles customers who do not match a more specific offer.
💡 Tip: Treat the Fallback Strategy as your "everyone else" offer. Use broad products like bestsellers, new arrivals, accessories, or gift cards.
Set up the Fallback Strategy
- In the Order Editing app, go to Upsell Strategies.
- Open the Settings menu.
- Select Fallback strategy.
- Give the strategy a clear internal name.
- Add the product modules you want to show.
- Click Save.
Because the Fallback Strategy has no filters, choose products that make sense for most customers.
What products to include
Product type | Why it works |
Bestsellers | They already convert well across many customer segments. |
New arrivals | They help customers discover fresh products after purchase. |
Complementary products | They keep the offer relevant to the customer's cart. |
Low-risk add-ons | Accessories, consumables, and gift cards are easy extra purchases. |
ℹ️ Note: The Subscription Upsell module is not available on the Fallback Strategy. Use it in a targeted strategy instead.
FAQ
Do I need a Fallback Strategy for every page?
No. There is one Fallback Strategy for your store, and it can support every upsell page.
Can the Fallback Strategy have filters?
No. It is designed to apply when no targeted strategy matches.
Does the Fallback Strategy show on the One-Click Upsell?
Yes. If no targeted strategy matches on the Post-Purchase Page, the Fallback Strategy can be used.
Does the Fallback Strategy trigger Klaviyo or Postscript events?
No. Those events fire from targeted strategies on the Order Status Page.
