How to group upsell strategies into a campaign

Before you begin

• You need at least one upsell strategy in Apps > Order Editing > Upsells.
• Campaign membership is stored as strategy tags. Banner artwork is optional and buyer-facing.

Create or join a campaign

1. Open the Shopify admin and go to Apps > Order Editing > Upsells.
2. Open a strategy, or create a new one.
3. In Campaign, select Manage.
4. Choose an existing campaign or create a new one with a name your team will recognize.
5. Save the strategy.

Strategies that share the same campaign tag appear together in the strategies table under a campaign header.

Keep schedules aligned

When strategies in the same campaign use different schedules, the strategies table shows a schedule warning on the campaign header. Align start and end times so the campaign behaves as one timed promotion.

Add campaign banner artwork

1. Open a strategy in the campaign.
2. In Campaign, select Manage.
3. In the campaign banner section, upload a desktop image and, optionally, a mobile image from Shopify Files.
4. Leave alt text blank for decorative images, or enter accessible text for meaningful artwork.
5. Save the strategy.

Banner artwork is returned with buyer-facing offers for that strategy. Prefer compressed images so checkout stays fast.

Content blocks in a campaign strategy

You can place content blocks under Offer layout so they appear with product offers on checkout, thank-you, and related surfaces. Set a block to Active when it is ready for customers, or keep it as Draft while you edit it. You can show the whole block on all devices, mobile, or desktop. This targeting follows the width available to the app block, not the customer's physical device.

Normal strategies show content blocks with offers by default. For supported offer-list blocks, enable If there are no products, continue to show the content block when the block should remain visible after product modules return no products. For a content-block-only strategy, enable Only show this strategy when an app block requests it by ID and paste its strategy ID into Locked Strategy in the intended Checkout Editor app block. Locked strategies do not enter normal targeting.

Verify it's working

1. Open the strategy preview or checkout editor preview for a strategy in the campaign.
2. Confirm the campaign banner (if set) and any strategy-linked content blocks appear with the offers.
3. Confirm related strategies share the same campaign header on the Upsells list.