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Create an Upsell Offer

To create an offer with Product Upsell, follow these steps:

  1. From "Shopify Admin", select Apps.
  2. Select Product Upsell.
  3. Select Current Offers.

    select current offers 

  4. Select Create New.

    select create new 

  5. Enter an Upsell Name.

    enter an upsell name 

  6. Under "Show the upsell offer when the customer...", select either option.

    Note: The recommended option is: Presses the "Checkout" button because you can use products or individual variants to trigger the offer.

    Select presses the checkout button
  7. Under "and these conditions are met...", select an option (optional).

    Note: If you only want to show the upsell if certain conditions are met (ie. certain products are purchased, a certain amount has been spent, etc.) you would use this feature. If you want the upsell to be triggered on every purchase, don't use this feature.

    • Select Cart Total Price Range to target the amount the customer has spent.

      Note: If you select this option you will be prompted to enter a minimum and maximum amount.

      cart total price range 

    • Select Date Range to target a specific time period.

      Note: If you select this option you will be prompted to enter a start and end date.

      select date range 

    • Select Product Trigger to offer upsells on specific products only.

      Note: If you select this option you will be prompted to select products using the product selector.

      select product trigger 

    Note: You can select Delete Condition here to delete a condition or Add Condition to add additional conditions if needed.

  8. Scroll down to "Pop-up window options" and enter a Window Title.

    enter window title 

  9. Enter a Window Description.

    enter window description 

  10. Select Select Products.

     select products

  11. Select ADD next to any product.

    select add 

  12. Select Continue with selected products.

     select continue with selected products

  13. Select Advanced Options (optional).
    • Select Allow customers to select more than one offered product if you would like customers to be able to add more than one product.
    • Select Open product page if image or text is clicked. Note: We can only track when an upsell item is added through the upsell offer window, therefore, by checking this we will not be able to accurately report your upsell conversions) if you want to link the product title.
    • Select Hide products that are out of stock (ie. don't allow backorders) if you would like out of stock products to be discluded from the upsell offers.
    • Select Remove offered product(s) from the cart if it's triggering conditions are no longer met to remove the product if the customer is no longer eligible for the offer because of a product removal.
    • Select Limit quantity on offered products if you would like to display a "Limit xx per customer" message.
    • Enter a number in the "Limit xx per customer" area to limit the number of upsell products a customer can purchase.

    select advanced options 

  14. Select Save Upsell Offer.

    select save upsell offer 

That's it!

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