An upsell strategy decides which offer is eligible. A Shopify extension displays that offer in checkout or after payment. You need both an Active strategy and the matching installed extension before customers can see the offer.
This guide covers the shared installation path. Use the placement-specific guide when you need help creating the strategy, choosing products, or configuring targeting.
Before you begin
- Keep unfinished strategies in Draft while you install and review their placements.
- Confirm that your staff account can customize Shopify checkout profiles.
- Use Shopify Plus for Checkout Product List, Checkout Free Shipping, and One-Click Upsell. A partner development store can also preview One-Click Upsell.
- If the store has several checkout profiles, confirm which profile you are editing before saving.
Open the installation page
- Open Upsell Strategies.
- Select App Status.
- Under Not Installed, select the placement you want to add.
- Select Install.
For an app block, Order Editing opens the relevant page in Shopify's checkout editor. For One-Click Upsell, it opens Shopify's post-purchase settings.
Choose the correct extension
Placement | Shopify page or setting | What to add or select | Shopify Plus |
|---|---|---|---|
Checkout Product List Upsell | Checkout | Product List Upsell block from the Product List Upsell Extension | Required |
Checkout Free Shipping Upsell | Checkout, in Delivery | Upgrade to Free Shipping block from the Checkout Free Shipping Extension | Required |
One-Click Upsell | Post-purchase page in checkout settings | Order Editing as the post-purchase app | Required, or use a partner development store |
Thank You Page Product Carousel | Thank You page | Main Order Editing block from the Thank You Page Extension | Not required |
Thank You Page Product List Upsell | Thank You page | Product List Upsell block from the Product List Upsell Extension | Not required |
Order Status Page Product Carousel | Order Status page | Main Order Editing block from the Order Status Page Extension | Not required |
Order Status Page Featured Product Upsell | Order Status page | Featured Product Upsell block from the Featured Product Upsell Extension | Not required |
The Product Carousel is part of the main Order Editing block on the Thank You and Order Status pages. Product List Upsell and Featured Product Upsell are standalone extensions, so installing the main block does not install them.
Install an app block
Use these steps for every placement in the table except One-Click Upsell:
- Check the checkout profile and page opened by Order Editing.
- Select Add app block where you want the offer to appear.
- Select the block listed in the table.
- Position the block where it remains clear on desktop and mobile.
- Select Save in Shopify's checkout editor.
- Return to Order Editing and confirm the placement moves to Installed.
For Checkout Product List Upsell, you can also add Remove Product Upsells inside Order Summary. This optional block lets customers remove a product they accepted through the checkout upsell.
Install One-Click Upsell
One-Click Upsell uses Shopify's post-purchase page instead of an app block.
- From the One-Click Upsell setup page, select Install.
- In Shopify's checkout settings, find Post-purchase page.
- Select Order Editing as the post-purchase app.
- Select Save.
- Return to Upsell Strategies > App Status and confirm One-Click Upsell appears under Installed.
Shopify allows one app to own the post-purchase page at a time. Selecting Order Editing replaces the app currently assigned to that position.
Verify the installation
Start by confirming the placement appears under Installed in Upsell Strategies > App Status. Then use the simplest check for that page:
- Checkout Product List and Checkout Free Shipping: add a suitable product to the cart and continue to checkout. Confirm the block appears in the intended location. You do not need to place an order.
- Thank You and Order Status: open the relevant page in Shopify's checkout-editor preview. Confirm the block is present and review its desktop and mobile position.
- One-Click Upsell: use the Order Editing preview to review the initial offer and any configured follow-up pages.
These checks confirm installation, placement, and preview content. Run a controlled end-to-end test only when you specifically need to confirm live targeting, payment, or a completed Shopify order update.
If the extension is not working
The extension is not detected after saving
Confirm you added the block to the intended page and checkout profile, then confirm Shopify's editor shows the saved change. Return to the setup page and allow a few seconds for Installed to appear.
The block is installed but no offer appears
Installation is complete, but the offer may not be eligible. Check that the strategy is Active and uses the same placement, then review its market, customer targeting, product module, inventory, and product availability. See Troubleshooting Upsells for the shared diagnostic path.
A checkout placement is unavailable
Checkout Product List, Checkout Free Shipping, and One-Click Upsell require Shopify Plus. For One-Click preview work, a partner development store is also eligible. Otherwise, use a supported Thank You or Order Status placement.
One-Click Upsell is installed but does not appear
Confirm Order Editing is still selected under Shopify's Post-purchase page, then check the strategy in the Order Editing preview. If the preview works but a live customer does not receive an offer, see Why Isn't My One-Click Upsell Appearing? to separate Shopify eligibility from strategy matching.
