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.
- Upsell Customer TargetingShow an upsell strategy to all customers or narrow it with customer, cart, order, and discount filters.
- Understanding Upsell Strategy MatchingUnderstand how active strategies are filtered and how the most specific match is selected.
- Creating an Upsell StrategyCreate an upsell strategy from scratch, a template, or another strategy, then configure, preview, install, and activate it.
- Configuring Upsell SettingsConfigure account-wide product, discount, display, checkout branding, inventory, data, and restriction settings for upsell strategies.
- Customizing Shopify Checkout BrandingFind checkout fonts and colors in Shopify, and understand when to use strategy Appearance or advanced profile branding.
- Reviewing Upsell Strategy Activity and Change HistoryReview recent upsell sales and configuration changes, inspect recorded details, and investigate when a strategy changed.
- Running an A/B Test for an Upsell StrategyCompare a control with a strategy variant or holdout, choose a primary metric, and apply a winner using measured results.
- Using Custom Data Sources for Upsell OffersReplace default upsell product details with approved Shopify product and variant metafields.
- Prioritize Similar Products with Product Affinity SignalsRank products that share the cart's colour, material or other metafield first, or show only those products in an upsell.
- Export and Import Upsell StrategiesMove active upsell strategies between stores with JSON export, resource mapping, review, and Draft imports.
- How to Group Upsell Strategies into a CampaignGroup related upsell strategies, review shared schedules, and find them from one campaign tab.
- How to arrange metafields on upsell product cardsChoose where product and variant metafields appear, arrange values on the same line, and preview each upsell surface.
- Customer Orders Count Upsell RuleTarget Checkout, Thank You, and One-Click Upsell offers by customer order count, or use first-order targeting on supported placements.
