Strategies and Configuration
How to build and target upsell strategies, configure rules, and manage global settings.
- How to Customize Your One-Click Upsell PageUse the Page Customizer to edit your One-Click Upsell layout, sections, buttons, and preview before saving.
- Product ModulesWhat each upsell module does, how it selects products, and which pages support it.
- Upsell Customer TargetingHow customer targeting works and which filter types are available for each upsell surface.
- The Fallback StrategyWhat the Fallback Strategy is, how it works with strategy matching, and how to set one up.
- Understanding Upsell Strategy MatchingHow Order Editing decides which upsell strategy to show when multiple strategies match a customer.
- Creating an Upsell StrategyHow to create and configure an upsell strategy with targeting, product modules, and advanced settings.
- Configuring Upsell SettingsHow to configure global upsell settings including discounts, hidden products, style options, and display controls.
