Setting Up Checkbox Upsell

Before you begin

• Checkbox Upsell uses a checkout app block and requires Shopify Plus.
• You need permission to edit and save the published checkout profile.
• Choose one active product that is available in each selected market.

Create the recommended strategy

1. Open Apps > Order Editing > Upsells.
2. Select Create strategy and open Templates.
3. Choose Checkbox Add-On. This template selects the Checkbox Upsell placement and preloads a Single Product module.
4. Choose the Shopify markets that can see the offer.
5. Select the one product customers can add.
6. Add concise offer copy and any required customer targeting.
7. Keep the strategy in Draft, preview it, and save.

Checkbox Upsell renders one optional product. A dynamic or multi-product module is not the recommended path for this placement.

Choose the offer presentation

If the strategy editor shows Appearance, configure appearance there before saving. For an existing strategy, select Customize appearance to copy compatible app branding. Shopify editor overrides cannot be copied automatically, so review the result before saving.

Select Customize appearance on the Appearance card to open the settings on the left and the preview on the right. Expand on the preview opens the same workspace for a configured checkbox placement. Compare Upsell only and Full checkout, then use the mobile and desktop preview controls to check both sizes.

Offer message is read-only in Appearance. Edit the title and description in the strategy's Message step. A module with its own wording keeps its override. Checkbox Upsell does not have an add-to-cart button text control in this workspace.

Compact shows the product title and price without an image and is the default. Detailed adds the product image and its supported fit and aspect-ratio controls. Show card frame changes the border, padding and corners together. Sale price color styles the discounted price using checkout colors; it does not add a badge.

Choose Text for start, centre or end alignment of the offer title and description. Native Heading uses start alignment. This does not change the checkbox control, product name or price alignment. There are no review, pagination or preselection controls for Checkbox Upsell.

Select Save strategy to save the whole strategy, including other pending strategy edits. Discard undoes workspace edits since opening it or last saving there, without removing strategy-page edits that were already pending when you opened it. Reset to default stays an unsaved change until you save. Save as default makes this look the starting point for new strategies that use Checkbox, without changing existing ones. All blocks selecting this strategy share its appearance. If publication is incomplete, reopen the saved strategy and select Retry publication before checking checkout.

Add the checkout app block

1. Open the Checkbox Upsell setup action in Order Editing.
2. Continue to Shopify's Checkout Editor.
3. Select Add app block where the offer should appear and choose Checkbox Upsell.
4. Place it near the relevant shipping or payment step without competing with the order summary.
5. For an existing legacy strategy, choose whether the block shows product details and its card border. For a strategy using managed Appearance, those legacy appearance fields are ignored.
6. Save the checkout profile.

Optional: lock the strategy to the block

Use a locked strategy when this exact block must request this exact offer.

1. In the strategy, enable Only show this strategy when an app block requests it by ID.
2. Copy the strategy ID.
3. In Shopify's Checkout Editor, open the Checkbox Upsell block.
4. Paste the ID into Locked Strategy and save.

The strategy is then excluded from normal matching and does not appear anywhere else unless another supported app block requests the same ID.

Check it in checkout

1. Activate the strategy when its product, targeting, and market are ready.
2. Add a qualifying product to the cart and continue to checkout without placing an order.
3. Confirm the checkbox is initially unticked.
4. Tick it and confirm the offered product is added without leaving or reloading checkout.
5. Untick it and confirm the product is removed and totals update.
6. Repeat with a cart that should not match the strategy.