Choose the right checkout placement
Use Product List Upsell for a compact set of add-ons. Use Checkbox Upsell for one optional product that customers can tick to add and untick to remove without leaving checkout. Both placements require Shopify Plus.
Keep the decision small
- Offer a product that clearly complements the cart.
- Prefer one strong choice or a short, curated list.
- Keep the price low enough that the customer can decide quickly.
- Avoid products that require sizing, compatibility research, or a long explanation.
Use Single Product for a controlled Checkbox Upsell. Use Single Product, Group of Products, or another supported module for Product List Upsell. The retired Gift Card module is no longer available.
Target carefully
Use cart-product, collection, market, customer, or discount-code targeting when it makes the offer more relevant. A broad strategy can cover normal traffic, while narrower strategies can serve specific carts.
Keep checkout trustworthy
State the product, price, and action clearly. Do not preselect the Checkbox Upsell. The customer should deliberately tick the checkbox before the product is added.
Check it in checkout
- Preview the strategy and confirm the correct product and copy.
- Add a qualifying product to the cart and continue to checkout without placing an order.
- For Product List Upsell, add and remove an offered product.
- For Checkbox Upsell, confirm ticking adds the product and unticking removes it.
- Check that totals update and the customer remains on the checkout page.
- Repeat with a cart that should not match the strategy.
