--- title: "Setting Up Checkout Upsells" description: "Create, style, install, and test Product List, Checkbox, or Free Shipping Upsells in Shopify checkout." url: https://docs.orderediting.com/en/articles/13825630-setting-up-checkout-upsells collection: "Placement Setup Guides" updated: 2026-11-06 language: en --- # Setting Up Checkout Upsells Create, style, install, and test Product List, Checkbox, or Free Shipping Upsells in Shopify checkout. # What you'll achieve You will create a checkout strategy, install its app block, apply checkout-specific branding, and test the live checkout without placing an order. # Before you begin - Shopify Plus is required for checkout app blocks. - You need access to edit and save the published Shopify checkout profile. - Choose products available in each selected Shopify Market. - Keep the strategy in Draft until the app block and customer experience are ready. # Choose a checkout placement

Placement

Best for

Product List Upsell

A compact list of add-ons.

Checkbox Upsell

One to three optional products customers can add with a checkbox.

Free Shipping Upsell

Progress and products that help close a free-shipping gap.

For Checkbox Upsell, the **Checkbox Add-On** template provides a useful starting point with a [Single Product module](/docs/en/articles/15323557-single-product-module). For its product sources and settings, see [Setting Up Checkbox Upsell](/docs/en/articles/15323738-setting-up-checkbox-upsell). # Create the strategy 1. Open **Apps > Order Editing > Upsells**. 2. Select **Create strategy**. 3. Choose the checkout upsell type. 4. Choose **Checkout** as the page, then select **Continue**. 5. Select the Shopify Markets that can see the offer. 6. Set the strategy to Draft. 7. Add and configure a supported product module. 8. Configure customer targeting, offer content, quantity, and discount settings. 9. Add reusable content blocks under **Offer layout** if the placement supports them. 10. Save the strategy. # Review the branded preview Open the strategy preview and review the products and content blocks together. For strategies using **Appearance**, the preview follows the strategy's appearance draft. Existing strategies without managed appearance continue to use legacy surface branding. Use the preview to check: - offer headline and product text; - product and variant information; - content-block position; - product-card frame and image styling; - narrow and wide layouts. The strategy preview does not prove live checkout targeting or installation. Complete the checkout-editor and live-checkout steps as well. # Configure strategy appearance If **Appearance** is available in the strategy editor, use it to style Product List, Free Shipping and Checkbox offers independently. New strategies start from your default look for each placement, or the standard look if you haven't saved one. For an existing strategy, select **Customize appearance** to copy compatible app branding; Shopify editor overrides cannot be copied automatically. 1. Select **Customize appearance** on the **Appearance** card to open the unified settings and preview workspace. **Expand** on the preview opens the same workspace for a configured checkout placement. 2. Choose the layout and settings in the left-hand panel. 3. Compare **Upsell only** and **Full checkout**, using the mobile and desktop preview controls. 4. Select **Save strategy** to save the whole strategy, including other pending strategy edits. **Discard** undoes workspace edits since you opened it or last saved there. It preserves unsaved strategy-page edits that were already present when you opened the workspace. **Reset to default** returns the placement to your default look, or the standard look if you haven't saved one, as an unsaved change. All blocks selecting the same strategy use its saved appearance. **Default look**, at the bottom of the workspace, makes this placement's look the starting point for new strategies. Select **Save as default** and confirm. New strategies that use the placement start with it. Existing strategies, including this one, keep their own look, and nothing changes at checkout. Product List, Free Shipping and Checkbox each have their own default, which covers every workspace setting for the placement but not the offer's title, description or button text. **Clear default** puts new strategies back on the standard look. **Offer message** is read-only in **Appearance**. Edit the title, description and, for Product List or Free Shipping, add-to-cart wording in the strategy's **Message** step. A module with its own wording keeps its override. Add-to-cart wording does not rename variant-selection controls. **Alignment** affects the offer title and description together. Choose **Text** for left, centre or right alignment. Native **Heading** uses start alignment, which follows the language direction. Product names, prices, buttons and content blocks keep their own alignment. ## Product List Product List supports one to three products **Shown at once**, independently of the recommendation limit. **Let shoppers reach the rest with arrows** adds browsing arrows that only appear when there are more products to reach, including when three products are visible. **Let shoppers search your catalog** adds a **Search the catalog** link under the products so customers can find something the recommendations missed. It is off until you turn it on. When it is on, use **Catalog search button text** to change the link's wording, up to 80 characters, or leave it blank for the default. Your image and price settings apply to search results, but star ratings are not shown there. > **Info:** A product a customer finds through catalog search is added at its normal price. The strategy's discount applies only to the products the strategy recommends. ## Free Shipping Free Shipping supports carousel, list, search and threshold-only layouts. In the **List** layout, **Let shoppers reach the rest with arrows** adds arrows that page through the rest of the products. It is off until you turn it on, and the arrows only appear when there are more products to reach. Edit **Remaining amount message** and select the **Remaining amount** variable button to insert the amount left. Edit **Catalog search button text** when search is enabled. The preview uses a sample cart, never customer carts or saved thresholds. Threshold amounts, eligibility and the choice of global or custom thresholds stay in the strategy's existing free-shipping settings, outside **Appearance**. There is no tier or tier-upgrade editor in this workspace, and the preview does not simulate transitions between shipping tiers. ## Checkbox Checkbox shows one to three products, each with its own checkbox, with an optional **Add all** button for two or three products. It offers **Compact** or **Detailed** layout, a **Checkbox** or **Toggle** control for a single product, and an optional box around the offer. For each setting, see [Setting Up Checkbox Upsell](/docs/en/articles/15323738-setting-up-checkbox-upsell). ## Prices and ratings **Sale price color** styles discounted prices using checkout colors. Discounted-price styling does not add a discount badge. Product List and the Free Shipping carousel and list layouts also offer **Star color** when ratings are shown. Ratings appear when the product has at least 3 stars and a review count. The preview shows example ratings on unrated sample products only. It never creates real reviews or adds them to real recommendations. Shopify still controls native checkout typography, colours and the surrounding checkout layout. If a save reports incomplete checkout publication, reopen the strategy and select **Retry publication**. This publishes the latest saved changes, not an unsaved draft. Already-open checkouts may take time to refresh. # Review legacy checkout branding When strategy presentation is enabled for your store, checkout offer branding is a read-only legacy view. Existing strategies retain their old appearance until you explicitly set up presentation. The controls below remain editable only in the legacy workflow; other surface branding is unaffected. Open **Upsells > More actions > Upsell settings > Branding > Checkout**. Start with Auto values, then change only what the design needs: - **Card frame** controls individual product-card chrome. - **Row dividers** apply to product lists, not carousels or modals. - **Upsell frame** adds one outline around the complete title, pagination, and product area. - **Space above and below** separates the offer from nearby checkout sections. Content blocks stay outside this space. - **Pagination control** chooses Shopify-style buttons or smaller clickable chevrons. - **Pagination style** uses responsive Auto behaviour, both directions, or next-only navigation. - **Pagination spacing** applies when both controls sit together. - **Pagination button style** uses Auto, Primary, or Secondary styling for button controls. Use **Live preview** to compare narrow and wide checkout layouts before saving. # Install the app block 1. Open the placement's setup action in Order Editing. 2. Continue to Shopify's checkout editor. 3. Add the matching block: **Product List Upsell**, **Checkbox Upsell**, or **Free Shipping Upsell**. 4. Position the block without competing with required checkout information. 5. Save the checkout profile. 6. Return to Order Editing and confirm the placement reports as installed. For a dedicated Product List or Checkbox block, enable **Only show this strategy when an app block requests it by ID** in the strategy, then choose that strategy under **Locked Strategy** in the checkout block. A locked strategy is excluded from normal matching. # Test checkout 1. Activate the strategy when configuration and installation are complete. 2. Add a product that should match to the cart. 3. Continue to checkout without placing an order. 4. Confirm the offer and its content blocks appear in the installed location. 5. Add and remove the offered product. 6. For Checkbox Upsell, confirm selecting and clearing each checkbox adds and removes that item. 7. If catalog search is on, search for a product, add it, and confirm it is added at its normal price. 8. Test a cart, market, or customer that should not match. 9. Check the checkout at narrow and wide widths. # Troubleshooting ## The strategy preview looks right but checkout is empty Confirm the checkout app block is saved to the published profile, the strategy is Active, the market and audience match, and the product is available for sale. ## The wrong strategy appears Review strategy matching and priority. Use a locked strategy only when the app block should request one strategy by ID. ## Content blocks appear in the wrong place Reorder them under **Offer layout** and save the strategy. Checkout module spacing does not include content blocks, so check spacing around both areas in the live preview. ## Pagination or frames look too heavy Use **Appearance > Customize appearance** for a managed strategy, or Checkout branding in the legacy workflow. Prefer one frame around the module instead of combining it with padded frames on every product card. ## A searched product has no discount This is expected. Catalog search lets customers add any eligible product at its normal price. Only the products the strategy recommends receive its discount. ## Related - [Setting Up the One-Click Upsell](https://docs.orderediting.com/en/articles/14408304-setting-up-the-one-click-upsell.md) - [Setting Up Order Status Page Upsells](https://docs.orderediting.com/en/articles/14429370-setting-up-order-status-page-upsells.md) - [Setting Up Thank You Page Upsells](https://docs.orderediting.com/en/articles/14429369-setting-up-thank-you-page-upsells.md) - [Setting Up the Free Shipping Upsell](https://docs.orderediting.com/en/articles/13808696-setting-up-the-free-shipping-upsell.md) - [Send Order Status Page Upsells with Klaviyo](https://docs.orderediting.com/en/articles/15323704-send-order-status-page-upsells-with-klaviyo.md)