Primary Upsell
What is Primary Upsell?
Primary Upsell displays a carousel of selected products on the Thank You and Order Status pages, encouraging customers to add items to their order during the editing window. This is one of your most powerful tools for increasing post-purchase revenue.
How the Primary Upsell Appears to Customers
Customers see a sliding carousel of products they can browse and add to their order with a single click. The carousel makes it easy to discover complementary items or products they may have forgotten.
When to Use Primary Upsell
Best for: Stores wanting to increase average order value through strategic product recommendations.
Examples:
Fashion retailer: Customer buys a dress, carousel shows matching accessories with 10% discount
Supplement store: Customer orders protein powder, carousel displays shaker bottles and vitamin bundles
Home goods: Customer purchases bedsheets, carousel features matching pillowcases and throw blankets
The Primary Upsell will be displayed to all your customers. For a more strategic approach to upselling, you can create customer-specific strategies in Upsell Strategies
Configuring Primary Upsell
How to Enable Primary Upsell:
Navigate to App Blocks in your Order Editing dashboard
Locate Primary Upsell
Toggle ON
Click Save
Selecting Upsell Products
You have two methods for choosing which products appear in the Primary Upsell carousel:
Method 1: Manual Selection
Choose specific products individually:
In the Primary Upsell settings, locate Upsell Products
Click Add Products
Search for and select individual products
Click Add or Save
Best for: Curated selections or highly strategic upsells
Method 2: Automatic Selection (Filters)
Use filters to automatically include products based on criteria:
In the Primary Upsell settings, locate Upsell Products
Click Add Filter or Use Filter
Select your filter type:
Tags - Include all products with specific tags (e.g., "upsell", "bestseller")
Collections - Include all products from selected collections (e.g., "Accessories")
Click Save
Best for: Large catalogs or products that change frequently
Setting Upsell Discounts
How to Set Product Discounts:
In the Primary Upsell settings
After selecting products (manually or by filter)
Enter a discount percentage for the upsell products
Example: Enter "10" for 10% off upsell items
Click Save
Important: Discount Priority
If you've set a Global Discount in Settings, whichever discount is higher will be displayed to customers.
Example:
Global Discount: 5%, Primary Upsell Discount: 10%
Customer sees: 10% off (the higher discount)
Limiting Products in Carousel
How to Limit Product Results:
Navigate to One Click Upsell Rules (within App Blocks or Settings)
Locate Limit Product Results
Enter the maximum number of products to display
Example: Enter "8" to show only 8 products in the carousel
Click Save
Recommendation: 6-12 products works well for most merchants.
Allow Duplicate Items
What is Allow Duplicate Items?
This setting determines whether customers can add a product that's already in their cart again through the Primary Upsell.
How It Works:
When enabled:
Original item stays at full price
Additional item added via Primary Upsell receives the post-purchase discount
Order shows two separate line items
Example: Original order has 1 Blue Shirt at $30. Customer adds another via Primary Upsell at $27 (10% discount). Final order: 2 Blue Shirts - one at $30, one at $27.
How to Enable/Disable:
In the Primary Upsell settings
Locate Allow Duplicate Items
Toggle ON to allow duplicates, OFF to prevent them
Click Save
Go to Upsell Strategies
Click Settings
Click Developer Settings
Toggle ON “Allow customers to upsell with a product already purchased in cart”
Enable if: You sell consumables or products commonly bought in multiples (supplements, basics, gifts)
Disable if: You sell one-per-customer items or have limited inventory
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