Shopify Plus is required to add checkout app blocks.
Decide which small, relevant add-ons the offer should use.
Confirm the products are active and available in the required markets.
Confirm you can edit and save the published Shopify checkout profile.
The checkout placement is named Product List Upsell. It appears before payment and lets customers add a product without leaving checkout.
Open Upsell Strategies.
Select Create Strategy > Create from scratch.
On Placements, choose Product List Upsell for the Checkout.
Confirm Placement and select the Shopify Markets that can see it.
Enter an Upsell Strategy Name and select Draft while you install and test the placement.
Under Customer Segment, keep All customers or select Filter to a customer segment and add supported checkout filters.
Under the product step, select Add Module and configure at least one product source.
Configure the available offer copy, discount, quantity, variant, and advanced settings.
Select Publish to save the strategy as Draft.
Use low-friction modules such as Single Product, Group of Products, Related Products, Complementary Products, or another option shown for Checkout. The module picker is the source of truth for the placement.
Checkout targeting can use only the data available before payment. Common choices include products or collections in the cart, product tags or types, order total, line-item count, selling plans, cart attributes, customer history, B2B status, and Shopify Segments.
Do not offer the same product the customer has already chosen unless that is intentional. Review global settings for purchased-product display, hidden products, inventory, and restrictions.
If you add a discount, confirm how it interacts with an existing product discount and compare-at price. Test the final price in the customer's market and currency.
From the strategy or placement setup, select Open checkout editor.
Confirm you are editing the published checkout profile and the Checkout page.
Select Add app block where you want the offer to appear.
Add Product List Upsell (Checkout) from Order Editing.
Place the block where it remains clear on mobile as well as desktop.
Optional: inside Order Summary, add Remove Upsell Product so customers can remove an accepted Order Editing upsell.
Select Save in Shopify's editor.
Return to Order Editing and wait for the placement status to update.
The Product List and removal blocks are separate. Installing one does not install the other.
Set the strategy to Active only while you check the customer journey, or use the store's normal Draft-mode access where supported.
Add a suitable product to the cart in a selected market.
Continue to checkout and confirm the Product List Upsell block renders.
Check the product, variant, price, discount, image, and offer copy.
Add the product and confirm totals update without leaving checkout.
If installed, use Remove Upsell Product and confirm the accepted item is removed.
Return to the cart, change the conditions so the strategy should not match, and reopen checkout.
Leave the reviewed strategy Active and monitor its first impressions and paid upsells.
You do not need to place an order to review a Checkout Page upsell. The checkout journey confirms the block, matching offer, item addition or removal, and recalculated checkout totals before payment.
Confirm the store is on Shopify Plus, the app block is in the published checkout profile, Shopify's editor was saved, and the block is not hidden by checkout conditions.
Check strategy status, placement, market, targeting, module configuration, inventory, hidden products, restrictions, and product availability in the customer's market.
Compare every Active Checkout strategy. The most specific matching strategy normally wins. Locked strategies appear only when the app block requests their ID.
Check the strategy discount, global discount settings, compare-at behaviour, product eligibility, and the final calculated price in Shopify checkout.
Confirm Remove Upsell Product is installed in Order Summary. It appears only for products added through the supported Order Editing checkout upsell flow.
