Strategy settings and global settings
Settings inside a strategy affect that strategy. Upsell Settings contains account-wide controls that can affect multiple strategies and placements.
Open Upsells, open More actions, and select Upsell settings. When a strategy offers its own override, that value takes precedence over the related global default.
Products
Use Products to manage Hidden Products and post-purchase handling for long-running unfulfilled pre-orders. Products tagged orderediting-hidden are hidden automatically.
Supporting orders older than Shopify's normal order-access window requires read_all_orders access.
Discounts
Use Discounts for global post-purchase product-discount behaviour and savings display. Review compare-at pricing and discount combinations before advertising a percentage. When a generated discount is reported out of sync, use Resync now before checking the customer result.
Advanced safeguards for sale items or conflicting order discounts are configured inside the individual strategy.
Display
Use Display for shared product-card content such as descriptions, thumbnails, default headlines, variant names, collection filters, review stars, and purchased-product visibility.
Use Auto (detect automatically) for product reviews unless you need a specific supported provider.
Branding
If a strategy shows Appearance, use Customize appearance inside that strategy to change the offer's supported layout, images, frames, prices, savings and ratings.
Existing placements keep their previous look until you customize and save their appearance. Changing targeting alone does not move a placement to its own appearance. Once saved, that placement no longer inherits later global offer-branding changes.
Shopify's checkout fonts and colors remain in Shopify's checkout editor. Open the information control beside Appearance and select Edit fonts and colors, or open Settings > Checkout in Shopify admin.
In stores still using global offer branding, choose the relevant surface in Branding. Checkout's legacy controls can be read-only when strategy-owned Appearance is available. Do not use another surface's branding as a workaround for a locked checkout control.
Legacy checkout module controls
The legacy checkout-branding workflow includes controls for the offer as a whole. These become read-only when strategy presentation is enabled:
Setting | What it changes |
|---|---|
Upsell frame | Adds one padded outline around the title, pagination, and products. Prefer this over separate padded product cards when the whole offer should read as one module. |
Space above and below | Adds Small, Base, or Large separation from checkout sections. Content blocks remain outside this space. |
Pagination control | Uses Shopify-style buttons or smaller clickable chevrons. |
Pagination style | Auto, both directions, or a single next direction. Offers wrap so every product remains reachable. |
Pagination spacing | Controls the gap between previous and next when both directions are used. |
Pagination button style | Uses Auto, Primary, or Secondary checkout button styling. It applies to buttons, not clickable chevrons. |
Auto is the safest starting point because it follows Shopify checkout styling and responsive behaviour. Check narrow and wide live previews before replacing it.
Product Affinity
Use Product Affinity to pin enabled Shopify Search & Discovery storefront filters for strategy setup. Pinning makes a signal available; it does not enable ranking by itself. Select one to three compatible signals inside the strategy.
Data sources and metafields
- Data sources manages custom data used by supported product-selection and personalisation features.
- Metafield Filters pins strategy metafields for Shopify admin search and filtering. These pins do not target customers.
- Metafield decorations controls how supported product and variant metafields appear on offer cards.
Configure only a source or metafield behaviour that a strategy or integration uses.
Inventory
Use Inventory for inventory availability, location priority, geographic controls, and supported metafield-based stock behaviour. Test low-stock, zero-stock, and location-specific products.
Restrictions
Use Restrictions to block all upsells when an order contains selected products and to control supported automatic reversal of unpaid order edits.
Restrictions can stop the entire upsell experience. Hidden Products removes only selected candidates from offers.
Test a global change
- Note the active strategies and placements that use the setting.
- Make one global change at a time.
- Check an affected strategy in a selected market.
- Check a strategy that should not be affected.
- Compare card and live previews on narrow and wide layouts.
- Confirm products, prices, discounts, inventory, content blocks, and styling.
- Monitor the first live impressions and warnings after launch.
An active strategy can become empty when its products are hidden, unavailable, already purchased, restricted, or outside the selected market.
