# Checkout Upsell #### What is a Checkout Upsell? Checkout Upsell displays product recommendations during the checkout process, before the customer completes their initial purchase. This allows customers to add items to their cart while they're still in the buying mindset. **Available to Shopify Plus stores only (due to Shopify's platform limitations)** {% embed url="" %} *** ### Why Checkout Upsell Works #### Conversion Rate: 1 in 6 Checkout Upsell converts 16.7% of customers (1 in 6), making it one of the highest-performing upsell strategies. #### The Psychology Behind It Simple, clean presentation that adds items before purchase commitment is finalized. Customers are already in buying mode and haven't completed payment yet, making them more receptive to adding "just one more thing." *** ### How Checkout Upsell Works #### Customer Experience Flow 1. Customer adds products to cart and proceeds to checkout 2. Checkout Upsell appears on the checkout page 3. Customer sees product suggestions with discount 4. Customer can add items with one click—they're added to the cart automatically 5. Customer completes checkout with all items together **Key advantage:** Items are added to the existing cart, not as a separate transaction. Everything processes in one payment. *** ### Customization Options Checkout Upsell offers full customization for which products appear and when, based on multiple conditions: **Targeting options:** * Order value thresholds * Specific products in cart * Products NOT in cart * Product types or collections * And more! This flexibility allows you to create highly relevant, targeted upsells for different customer scenarios. *** ### Setting Up Checkout Upsell #### Step 1: Create Your Upsell Strategy 1. Navigate to Upsell Strategies in your Order Editing dashboard 2. Click Create New Strategy 3. Select Checkout Upsell template 4. Follow the prompts to configure your strategy (see examples below) 5. Click Save #### Step 2: Add Block to Checkout Page 1. Go to Shopify Settings > Checkout 2. Click Customize (for your active checkout configuration) 3. Navigate to the Checkout page 4. Click Add Block 5. Select "Checkout Offers" from Order Editing 6. Position the block where you want it to appear (typically before payment section) 7. Tick the Checkout Behavior buttons to enable the upsell functionality 8. Customize in Block Settings: 9. Click Save *** ### Configuration Examples #### Simple Example: Broad Appeal **Goal:** Show recently viewed products to all customers with a discount **Setup:** * Rule: None (shows to everyone) * Product Module: Recently Viewed Products * Automatically displays products the customer has browsed * Strategy Discount: 20% **Result:** All customers see items they've recently looked at with 20% off, reminding them of products they showed interest in. **Why this works:** Leverages proven interest—if they viewed it, they considered buying it. #### Advanced Example: Targeted Product Strategy **Goal:** Upsell complementary products to specific buyers **Setup:** * Rule 1: Product "Surfboard" * Product Module: A Group of Products - Various surf waxes * Manually selected collection of surf wax products * Strategy Discount: 20% **Result:** Anyone buying a surfboard sees a selection of surf waxes at 20% off—a highly relevant, essential accessory for their purchase. **Why this works:** Perfect product-fit for the customer's needs. If they're buying a surfboard, they likely need wax. *** ### Step-by-Step: Creating Your Strategy #### 1. Set Your Rules (Triggers) Define when the upsell appears. You can use multiple rules together: Common rules: * Order value thresholds - "Order total is greater than $50" * Product in cart - "Product type equals Skateboard" * Product NOT in cart - "Product \[Helmet] is not in cart" (for safety items, accessories) * Collections - "Cart contains products from \[Summer Collection]" #### 2. Choose Product Module Select how products are presented: Options: * Recently Viewed Products - Shows items customer browsed * Related Products - Automatically suggests complementary items * Single Product - Display one specific product * Group of Products - Manually select multiple specific products #### 3. Set Strategy Discount Enter the discount percentage for upsell products: * Example: 10-20% for broad upsells * Example: 25-30% for targeted, strategic upsells * Example: 0% for generic upsells #### 4. Customize Display Settings In the Block Settings after adding to checkout: * Indicate how many products you want diplsayed #### 5. Save and Test Click Save and place a test order to see how the upsell appears and functions. *** ### Best Practices #### Messaging and Copy: * Use friendly, casual language - "Add a little something" vs. "You should buy this" * Keep it short - 5-8 words maximum for headlines * Create subtle urgency - "There's still room in your cart" implies limited opportunity * Avoid pushy sales language - Focus on convenience and helpfulness #### Product Selection: * Show 1-4 products maximum - Too many options overwhelm customers * Prioritize complementary items - Items that enhance the main purchase * Match price point - Aim for upsells that are 20-60% of cart value, not more * Use recently viewed for broad strategies - Proven interest increases conversion #### Targeting: * Start simple, then refine - Begin with "Recently Viewed" for everyone, then create targeted strategies * Create product-specific rules - Match accessories to main products (wax to surfboards, cases to phones) * Test different discount levels - Find the sweet spot between conversion and margin * Use multiple strategies - Different rules for different customer segments Explore more Upsell Strategies Industry examples --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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