Overview
An upsell strategy lets you target customers with product recommendations based on pages, placements, filters, and modules. This guide walks through the strategy creation flow, from basic settings to activation.
Strategy basics
When you create a strategy, set a clear name, choose its status, and select the markets it applies to.
Strategy name: Use a clear internal name, such as VIP Customer Upsell or Free Shipping Push.
Strategy status: Active strategies show to customers. Draft strategies do not show until you activate them. Archived strategies are hidden but keep historical data.
Market selection: Choose one market or multiple markets for the strategy.
Select a page and placement
A page is where the upsell appears. A placement is the specific upsell block on that page.
Page | Placement |
Checkout Page | Product List Upsell or Free Shipping Upsell, Shopify Plus only |
Post-Purchase Page | One-Click Upsell |
Thank You Page | Product Carousel or Product List Upsell |
Order Status Page | Product Carousel or Featured Product Upsell |
ℹ️ Note: Checkout Page and One-Click Upsell placements cannot be combined with other placements in one strategy.
Choose a template
Templates are pre-built strategy configurations. You can start from a template or create a blank strategy. Both paths lead to the same customization options.
Configure customer targeting
Customer targeting filters decide who sees the upsell. Add filters in the Who should see this upsell? section.
When all filters match means every condition must be true. When any filter matches means one condition is enough.
ℹ️ Note: Filter types include Order, Customer, Product, Collection, Segment, and Cart. See Upsell Customer Targeting for the full list.
Add modules
Modules decide which products show to customers. You can combine modules in one strategy to show different product sources.
Common modules include Single Product, Upsell Products from Cart, Group of Products, Recently Viewed, Related Products, Complementary Products, Keyword Search, Collection, Metafields, Gift Card, Subscription Upsell, Mix and Match Products, Nosto Recommendations, and Searchspring Recommendations.
Set a strategy discount
A strategy discount applies to products shown by this strategy. Leave it blank if you want the strategy to use only your global Post-Purchase Discounts setting.
If more than one discount could apply, Order Editing chooses the eligible discount using its discount priority rules.
Configure product offer behavior
Product Offer Behavior controls what happens after the customer has seen all products in the strategy.
Re-show products: Cycle through the products again.
Use fallback strategy: Switch to the Fallback Strategy.
Don't show any: Stop showing products after all have appeared once.
Set display and quantity limits
Use max products shown to control how many products appear at once. Use quantity limits to restrict how many units of each product a customer can add.
Configure events
If Postscript or Klaviyo is connected, Order Editing can send events when an order matches an eligible strategy.
ℹ️ Note: Events are evaluated at order creation. A strategy can send an event even if the customer never opens the Order Status Page.
Save and activate
Click Save when the strategy is ready. New strategies are Active by default, so set the status to Draft first if you do not want it to show yet.
FAQ
What's the difference between Draft and Active?
Draft strategies do not show to customers. Active strategies show when their filters match.
Can I run multiple strategies on the same page?
Yes. Order Editing evaluates active strategies and chooses the most specific match.
What happens if no strategy matches?
The Fallback Strategy shows if it is active. Without a Fallback Strategy, most placements show no upsell.
