The Metafields module shows products referenced in selected product, variant, or collection metafields. Use it when your catalog already stores recommendation relationships in Shopify metafields.
When to use it
Use Metafields when product relationships are specific and should come from catalog data instead of broad rules.
- A product metafield points to matching accessories.
- A variant metafield points to a compatible refill or replacement part.
- A collection reference metafield points to a related set of products.
- Your merchandising team already maintains product relationships in Shopify.
Before you begin
Create metafields in Shopify that store product, variant, collection, or list references. The metafields must contain reference values that Order Editing can use.
You can select up to 5 metafields in one module.
Setup steps
- Open the upsell strategy you want to edit.
- In the Product modules section, click Add Module.
- Select Metafields.
- Click Add and choose the metafields that contain product, variant, or collection references.
- If you use collection reference metafields, set the maximum number of products to pull from each collection.
- Set the Recommended Quantity.
- Write Offer Text.
- Click Save.
Configuration options
Option | What it controls | Recommended approach |
Selected metafields | Which product, variant, or collection references are used. | Choose metafields your team actively maintains. |
Collection product count | How many products to pull from collection references. | Keep this low so the relationship stays specific. |
Product filters | Limits returned metafield products. | Use filters as guardrails, not as the main logic. |
Offer Text | The message shown with referenced products. | Explain the relationship, such as compatibility or refill fit. |
Recommendations
Metafields are best for precise relationships. They are more work to maintain than a Collection module, but they can produce much more relevant offers.
Catalog setup | Recommended use |
Product reference metafield | One or more related products for each purchased product. |
Variant reference metafield | Variant-specific compatibility, such as refills or parts. |
Collection reference metafield | A curated collection tied to each product. |
When this module is worth the setup
Use Metafields when recommendations are too specific for broad rules. It is ideal for compatibility, replacement parts, refills, care products, and product kits.
If your team won't maintain metafield values, use Collection or Keyword Search instead. Empty metafields create empty recommendations.
How to structure the data
Use product or variant reference metafields for exact recommendations. Use collection reference metafields when each purchased product should point to a small curated collection.
Keep the number of referenced products small. The more precise the relationship, the better the offer feels.
Troubleshooting
No metafields are available
Check that your Shopify metafields use supported reference types. Text-only metafields are not enough for this module.
No products appear
Check that the purchased product has values in the selected metafields. Empty metafields don't produce recommendations.
Too many collection products appear
Lower the maximum collection product count in the module.
