Before you begin
Install Profit Peak and let it write recommendations to your Shopify products. Order Editing reads those recommendations from product metafields. You do not enter a Profit Peak API key in Order Editing.
The source must reference a product, variant or collection. Margin figures and other number or text metafields do not identify a product to offer.
Add the module
- Open an upsell strategy in Upsell Strategies, or create one.
- Select Add product module.
- Choose Profit Peak under Integrations.
- Select the Profit Peak metafields the module should read.
- Set the offer text and recommended quantity.
- Save the strategy.
You can use up to three Profit Peak modules in a strategy, alongside other supported product modules.
Understand the recommendations
When an item in the customer's order carries a selected metafield, the module offers the product or variant it references. A collection reference supplies eligible products from that collection.
Inventory, hidden-product and already-purchased-product checks still apply. A collection can return fewer products than it contains, or no offers at all.
Check the result
Choose a source product with a known Profit Peak recommendation and confirm the referenced product is available. Review the strategy preview, then use a qualifying cart for a checkout placement or an existing eligible order for an order-editing placement.
A sample preview alone does not prove the customer's source product will match.
If no metafields or products appear
If no supported Profit Peak reference metafields are found, the module shows a message explaining that Profit Peak has not added its recommendations yet. Save is unavailable while no fields can be selected.
Select Cancel to return to the strategy. Save any other strategy changes before leaving Order Editing, then check that Profit Peak has written its recommendations. Return to Add product module > Integrations > Profit Peak once the fields are available.
If the metafield appears but no offer is returned, inspect its value on the source product, then check the referenced product's availability, inventory and visibility. An empty or fully filtered collection contributes no offers.
For help, provide Support with the strategy, source product, selected metafield and expected recommended product. Do not include an API key.
