Create an In-Checkout Offer

In-Checkout offers allow you to display a cross-sell offer in the Shopify checkout. These offers can be customized using the Storefront 2.0 app block theme extension, and can be displayed in a checkout location of your choice.

This article will guide you, step-by-step, on how to properly create an In-Checkout offer.

For more information on creating an In-Checkout offer, please see the video or follow the step-by-step setup guide below.

Note: This feature is only compatible with Shopify's 2.0 Storefront themes and available to those who are subscribed to the Shopify Plus plan.

Walkthrough

Step 1: Add the In-Checkout App Block to your Theme

1. From within your Shopify admin, navigate to Settings > Checkout.
2. In the Checkout customization section, select Customize.

   

3. On the customization page in the bottom left corner, select Add app.

   

4. Select In-Checkout Offer.

   

5. Optional: Change the location of your offer by dragging and dropping the app block to the position you’d like it to be displayed.
6. Optional: Customize your Offer title, Offer description, and Quantity Selector.

   Note: The title and description entered here is displayed only if multiple In-Checkout offers are present, or if a title and description are not entered in your individual offer as shown in Step 2 below. The Quantity Selector displays if it is set to true here, or if quantity selection is enabled in the individual offer.

   

Step 2: Create the Offer

1. Navigate to the Upsell admin, select Offers > Create Offer.
2. Enter an internal name for your offer.
3. Select Set A Trigger.
4. Select In-Checkout Widget.

   

5. Under Trigger products, select one of the two options:
   1. Trigger an upsell on specific products - This option allows you to select specific products to act as the trigger product. If this option is selected, proceed to step #6.

      Note: If a collection is selected, the collection must contain under 5000 products. A collection of 5000 products or more will cause an error.

   2. Trigger an upsell on every product - This option will set all products on your store as a trigger for the offer. If this option is selected, skip to step #7.
6. Choose Select Products, and select Add next to the product(s) you would like to trigger the offer.

   Note: You can select all of your products by clicking SELECT ALL RESULTS above the search results. To select individual variants,  deselect the checkbox next to the Group variants by products text, then select Search again.

7. Select Continue with selected products.
8. Select Set An Offer.
9. Enter a Title and Description.
10. Choose Select Products.
11. Select Add next to the product(s) you’d like to offer.

    Note: For ease of viewing in the checkout, we recommend choosing three or fewer offer products.

12. Select Continue with selected products.
13. Optional: Enable Allow customers to set quantities in the offer.
14. Optional: Select Set Date Range and enter a Start Date and End Date.
15. Optional: Select Set Cart Price and enter a Min cart total and Max cart total.
16. Optional: Apply any of the Additional Options.
17. Select Save Offer.