Upsell Customer Targeting

Choose an audience

In an upsell strategy, keep All customers for broad coverage or choose Filter to a customer segment to add targeting rules. Select whether All filters match or Any filter matches.

Available filters depend on the placement and the customer, cart, or order data available at that point in the journey.

Discount-code targeting

Use discount-code filters when an offer should appear or be hidden based on a code entered on the order.

• Use an exact code when the complete discount code must match.
• Select Partial match and enter Codes containing text when a shared fragment should match several codes.
• Enable Hide this strategy when the order has any discount code when every order with a discount code should be excluded.

Partial matching is case-insensitive. Use a distinctive fragment so unrelated codes do not match.

Prevent a discounted offer from being added at full price

Some Shopify discounts do not combine with product discounts. If a strategy discount cannot combine with a discount already in checkout, the offered product could otherwise be added without the saving advertised by the strategy.

Use Combines with in Strategy Discount > Advanced discount settings to choose whether this strategy's discount code combines with product discounts and order discounts. Follow-up offers and other upsell strategies count as product discounts, so turning product discounts off also stops the code stacking with them.

Manage codes lists your store's discounts and marks any that can't combine with this strategy's code as Won't combine. Tick one to hide the strategy when that discount is on the order, or view it to change what it combines with in Shopify.

Open Strategy Discount > Advanced discount settings, select Manage codes, and turn on Hide this strategy when the order has a conflicting discount code.

At checkout, this safeguard also detects codeless automatic Shopify discounts by discount name. Order Editing excludes the strategy's own generated codes from the conflict check.

Outside checkout, the normal audience filters still use discount codes attached to the order. A codeless automatic discount is not available to those order-attached filters.

Customer order count

Use Customer Orders Count to compare the number of orders Shopify reports for a customer. This is separate from Line Item Count, which checks quantities in the current cart or order. Use First-time Purchase when you want to target a customer's first purchase.

For the supported placements, conditions and handling of an unknown count, see Customer Orders Count Upsell Rule.

Selling plans in the cart

Use Selling plans in-cart to target purchases by whether they include subscription or other selling-plan products. You find it in the Cart group of filters. It takes effect on One-Click Upsell offers. On Checkout placements, such as Product List, the filter can be added but does not limit who sees the offer.

• Cart must contain products with selling plans shows the offer only when at least one item has a selling plan.
• Untick the option to switch to Cart must not contain products with selling plans, which shows the offer only when no item has a selling plan.

The filter is available for One-Click Upsell, where it checks the items in the order the customer has just paid for. It is not available for Checkbox Upsell, Thank You Page or Order Status Page placements, and the editor hides it there. It looks only at the current purchase, not at the customer's existing subscriptions.

Other targeting groups

Strategies can use supported customer, Shopify Segment, customer tag, cart-product, collection, value, location, market, order, and purchase-history filters. The editor hides filters unavailable for the selected placement.

Match a variant option in the cart or order

Supported product targeting rules can also match the option value on the customer's variant. This is useful when collection, tag, or product-type membership is too broad by itself.

1. Add Products in collection, Products not in collection, Product tags, or Product type, depending on the audience you need.
2. Choose the collection, tags, or product types.
3. Under Variant option, enter the exact Shopify option name, such as Size.
4. Enter one or more option values, such as XL, L.
5. Review the rule summary and save the strategy.

For an inclusion rule, the item must satisfy the main rule and the variant option. Multiple option values are alternatives. For example, Size: XL, L matches an otherwise eligible item whose purchased variant is XL or L.

This targeting setting decides whether the customer's existing item matches the audience rule. It does not limit the variants offered by a Collection module. Configure Variants offered inside that module when the offer itself should contain only selected option values.

Order Total

Use Order Total when the offer should appear based on cart value. is greater than and is less than do not include the amount you enter.

• is greater than $100 matches $100.01 and above. A $100 cart does not match.
• is greater than or equal to $100 matches $100 and above. Use this for a free-shipping threshold so the cart that reaches the threshold still qualifies.
• is less than $100 matches $99.99 and below.
• is less than or equal to $100 matches $100 and below.

To show one offer under the threshold and a different offer at or above it, pair is less than $100 on the first strategy with is greater than or equal to $100 on the second.

Changing an Order Total currency

Review both the number and Currency in an Order Total filter. Changing currency keeps the number; it does not convert the threshold. For example, changing 100 AUD to USD leaves a threshold of 100 USD.

The available currencies depend on the selected markets. Resolve a currency or deleted-market warning before saving, and test a cart just below and above the intended threshold.

Matching behaviour

Among eligible active strategies for a placement and market, more specific matching normally wins. A strategy locked to an app block by ID is excluded from normal matching.

Targeting content-only strategies

Use the customer-tag filter when a supported content-only placement should reach a tagged audience. The rule still needs the relevant customer context. Test a matching customer and a non-matching customer; the design preview alone cannot establish live tag matching.

Test targeting

1. Keep the strategy in Draft while configuring filters.
2. Preview a matching and non-matching customer or cart where supported.
3. Test exact, partial, any-code, and no-code cases separately when using discount filters.
4. At checkout, test the automatic-discount names and combination rules used by the store.
5. Confirm automatic discounts without codes do not satisfy normal order-attached code targeting.
6. For a selling-plan filter, test one purchase with a subscription item and one without.
7. Activate the strategy only after its placement, market, products, discount result, and audience are correct.