The Upsell Offers setting in the Account Editor lets you create special post-purchase offers for your customers. These offers appear after checkout, encouraging buyers to add more items to their order. You can only have one active upsell rule at a time, which ensures customers see a consistent upsell flow.

This is where you access and manage all upsell offers. Simply click the Upsell tab under Engagements to view or create upsell rules.

How this solves feature-related issues:

If a customer is confused about why their upsell isn’t showing:

You can only activate one upsell rule at a time.

If you already have one rule active, you’ll need to deactivate it before creating another. This avoids conflicting or overlapping offers.

Click Create upsell to set up a new offer. You’ll be guided to enter details such as the product you want to promote and conditions for when it should show up.

Each upsell must have a unique name for easy identification.

Example: “Discounted Add-on” or “Buy One Get One Deal.”

This helps differentiate between rules if you create and manage multiple offers over time.

Active: The upsell rule is currently running and will show to customers.

Inactive: The upsell rule is saved but not displayed to customers.

Status automatically updates when you toggle the rule on or off.

Use this switch to enable or disable the upsell offer without deleting it.

Helpful if you want to pause an offer temporarily without losing its configuration.

Created: The date and time when the upsell rule was first made.

Updated: The last time any changes were saved.

This helps track when rules were last modified, useful for version control.

Edit: Change details of your existing upsell (e.g., product, conditions, discount).

Delete: Permanently remove the upsell rule from your account

You can reorder upsell rules based on when they were created or updated
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Useful if you have multiple rules saved and want to quickly locate the latest one.

When you click Create upsell under the Upsell tab, you’ll be directed to the Create upsell offers to entice customers screen. This is where you set up the details of your upsell rule.

Field: Enter a unique name for the upsell offer

Example: “Seasonal discount – winter gear” or “Buy more, save more.”

Note: This name is only for your use in the admin panel. Customers will not see this name.

Character limit: 20 characters.

Tip for Merchants

The Set Upsell Conditions feature allows you to control when and to whom upsell offers appear.

By applying conditions like customer segments, cart value, or product collections, you can ensure that only the most relevant customers see the offer.

Conditions work like filters:

This ensures your upsell strategy is personalized, effective, and optimized for conversions.

Choose Matching Rule (All vs. Any Condition):

This condition allows you to target upsell offers based on customer behavior.

You can select from prebuilt segments in Shopify (e.g., customers who haven’t purchased, email subscribers, abandoned checkouts, etc.).

Example: Show an upsell offer only to repeat buyers to encourage them to spend more.

Operators:

Segments are managed in Shopify → Customers → Segments, where you can also create custom ones.

This condition lets you trigger upsells depending on the total value of a customer’s cart.

Useful for rewarding high-value carts or encouraging low-value carts to increase order size.

Example:

Operators :

This helps increase average order value (AOV) by strategically offering add-ons.

This condition targets upsell offers based on specific product collections in the cart.

Useful for promoting related items from the same category.

Example:

Operators:

Ensures that upsells remain contextual and relevant to the customer’s purchase.

You can add multiple conditions with the Add Condition button.

Example: Show upsell if:

This setting allows you to decide how upsell products appear in the storefront – either in a List format or a Carousel.

Only one view can be selected at a time (radio button).

The choice impacts user experience and conversion strategy:

The Choose Upsell Products setting allows you to define which products will be displayed to customers as upsell suggestions during checkout. These products act as additional purchase opportunities and only appear if they are not already in the customer’s cart. By carefully selecting upsell items, merchants can encourage higher order values and boost sales with relevant recommendations.

The Choose Upsell Products setting allows you to define which products will be displayed to customers as upsell suggestions during checkout. These products act as additional purchase opportunities and only appear if they are not already in the customer’s cart. By carefully selecting upsell items, merchants can encourage higher order values and boost sales with relevant recommendations.

When you click Select Products, a product selection modal opens.

You can browse your catalog and choose up to 5 products.

Products can be searched using filters such as:

This ensures merchants can quickly find and select the most relevant upsell items.

Search & Filter Options: The search bar helps you locate products efficiently. You can apply filters (title, ID, barcode, SKU) to narrow down your search and add the right upsell products without scrolling through the entire catalog.

Selecting Products: Simply tick the checkbox next to the desired products. The selection counter at the bottom shows how many items are chosen (e.g., 0/5 products selected). Once done, click Add to include them in your upsell list.

This ensures that only carefully chosen products appear as upsell suggestions, boosting the chances of customers adding them to their purchase.

The Countdown Banner lets you display a timer on the upsell widget to create urgency and boost conversions. Customers will see a limited-time offer window, encouraging them to act quickly and increase post-purchase sales.
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The Upsell Discounts feature allows merchants to apply a discount percentage to upsell products. By offering a discount, you increase the likelihood that customers will add extra items to their cart, leading to higher sales and stronger customer satisfaction.

Encourage customers to add upsell products by applying a percentage discount, boosting conversions and order value.

Discount Input Field:

This feature helps create compelling offers that make customers feel they’re getting added value, increasing the chances of them completing the purchase.