Primary Upsell
What is Primary Upsell?
Primary Upsell is the standard upsell feature configured in the App Blocks section. It displays a carousel of products on the Thank You and Order Status pages, allowing customers to browse and add items to their order during the editing window.
Key Features
Carousel Display
Products appear in a sliding carousel format that customers can browse by scrolling left or right. This familiar interface makes it easy for customers to discover additional items.
Where It Appears
When enabled, Primary Upsell displays on:
Thank You Page - Immediately after checkout
Order Status Page - When customers check their order status
Product Control
You have complete control over which products appear:
Limit product results - Control how many products show in the carousel
Curate your catalog - Manually select which products to display
Individual discount rates - Set different discounts for each product (or no discount at all)
No Rule-Based Targeting
Important: Primary Upsell is a generic upsell strategy with no rule options. It shows the same products to all customers, regardless of what they purchased. This makes it simple to set up but less targeted than other strategies.
For targeted upsells based on rules (order value, products in cart, etc.), use:
Setting Up Primary Upsell
Step 1: Enable Primary Upsell in App Blocks
Navigate to App Blocks in your Order Editing dashboard
Locate Primary Upsell
Toggle ON
Step 2: Enable Product Search
In the Primary Upsell settings
Tick "Allow customers to search for products to purchase"
This enables the Product Catalog function
Customers can browse and search your entire catalog (works with Product Catalog App Block)
Step 3: Set Product Limit
Control how many products appear in the carousel:
Locate Limit Product Results in Primary Upsell settings
Enter the maximum number of products to display
Example: "12" to show 12 products in the carousel
Recommendation: 6-12 products works best
Too many = overwhelming
Too few = limited choice in a generic upsell strategy
Step 4: Select Products to Promote
Choose which products appear in the Primary Upsell carousel:
Manual Selection:
Click Select Products or Add Products
Search for products in your catalog
Click to add each product you want to promote
Repeat until you've selected all desired products
Tip: Choose complementary items, bestsellers, or low value items
Automatic Selection (if available):
Alternatively, use filters to automatically include products:
By Tags (e.g., "upsell", "featured")
By Collections (e.g., "Accessories")
Note: If left untouched, Order Editing will natively choose products based on what your best sellers.
Step 5: Set Individual Product Discounts
Assign discount rates to each product:
After selecting products, you'll see a list of chosen items
Next to each product, enter a discount percentage
Example: "15" for 15% off
Leave blank or enter "0" for no discount
Different discounts for different products:
High-margin item: 25% discount
Standard item: 10% discount
Clearance item: 5% discount
Click Save
Understanding Global Discount vs. Product Discount
How Discounts Work Together
Global Discount (set in Post-Purchase Upsell Discount) and Product Discount set can both apply to the same product.
Order Editing automatically displays the higher discount rate.
Example 1:
Global Discount: 10%
Product Discount on Blue Shirt: 20%
Customer sees: 20% off (higher discount wins)
Example 2:
Global Discount: 25%
Product Discount on Red Hat: 15%
Customer sees: 25% off (higher discount wins)
Why this matters: You can set a baseline Global Discount and strategically offer higher discounts on specific products in Primary Upsell.
Best Practice: Recommended Setup
Optimal Configuration
The most effective setup for Primary Upsell is:
Settings Configuration:
Global Discount: 0%
Product Catalog App Block: Enabled
Primary Upsell: Enabled with selective discounts
Why this works:
Product Catalog with 0% Global Discount:
Customers can browse your entire catalog at full price
Perfect for customers who forgot an item or want to add something specific
No blanket discount reduces margin loss
Primary Upsell with Selective Discounts:
Highlight strategic products with targeted discounts
Creates visual distinction between "regular" and "promoted" items
Encourages add-ons on high-margin or featured products
Example in Practice:
Customer experience:
Customer completes order
Sees Primary Upsell carousel with 6 featured products at 15-20% off
Can also click "Browse Products" to search full catalog at full price
Adds a discounted item from carousel + a full-price item they forgot
Result: You get both strategic upsells with discounts AND full-price add-ons from customers who need specific items.
When to Use Primary Upsell
Use Primary Upsell if you:
Want a simple, straightforward upsell with no complex rules
Have a set of products you want to promote to everyone
Prefer carousel format for browsing
Don't need targeting based on cart contents or order value
Want quick setup without strategy configuration
Consider Other Upsell Strategies if you:
Need targeting based on cart contents (use Checkout Upsell)
Want post-payment pop-up upsells (use One-Click AOV Upsell)
Need custom sizing and placement (use "This Goes With That")
Want rule-based product display (use targeted strategies)
Best Practices
Product Selection:
Feature 6-12 products - Sweet spot for choice without overwhelm
Choose complementary items - Products that pair well with common purchases
Include bestsellers - Social proof drives conversions
Mix price points - Offer both budget-friendly and premium options
Rotate seasonally - Update products based on time of year or promotions
Discount Strategy:
Use strategic discounts - 10-25% on featured items
Higher discounts on high-margin items - More room to offer savings
Lower discounts on popular items - They'll sell with minimal incentive
Test different rates - Monitor which discounts convert best
Combine with 0% Global Discount - Allows full catalog browsing at full price
Display:
Enable on both pages - Thank You and Order Status for maximum visibility
Keep carousel clean - Don't overcrowd with too many products
Use high-quality images - Professional photos increase clicks
Write clear product titles - Customers should immediately understand what's offered
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