Customers can revisit this page while tracking an order.
Decide whether the offer belongs inside the main Order Editing block or in a standalone block.
Confirm the products are active and available in the required markets.
Placement | Where it appears | Best for |
|---|---|---|
Product Carousel | Inside the main Order Editing block | Several recommendations that customers can browse while tracking or editing the order. |
Featured Product Upsell | In its own app block outside the main Order Editing block | One focused warranty, accessory, replenishment, or campaign offer. |
The placements use separate surfaces. Installing the main Order Editing block does not install the standalone Featured Product Upsell block.
Open Upsell Strategies.
Select Create Strategy > Create from scratch.
On Placements, choose either Product Carousel or Featured Product Upsell for the Order Status Page.
Complete Placement and Markets. In Upsell Strategy Name, enter the name and select Draft while you install and test the placement.
Under Customer Segment, keep All customers or add supported targeting.
Add and configure the product modules shown for the placement.
Configure offer copy, discount, quantity, and advanced controls where available.
Select Publish to save the strategy as Draft.
For Klaviyo or Postscript follow-up messages, choose the relevant integration in the strategy's Events section. Connecting the integration globally does not make every strategy send an event.
Open Shopify's checkout editor for the Order Status page.
In the Order Status section, select Add app block.
Add Order Editing Customer Accounts Beta. This is the current Shopify extension name for the main Order Status block.
Place it where customers can find it on desktop and mobile.
Select Save.
The main block also contains the customer order-editing experience. The Product Carousel appears within it when an eligible strategy has products.
Open Shopify's checkout editor for the Order Status page.
Select Add app block where the standalone offer should appear.
Add Featured Product Upsell from Order Editing.
Select Save.
Return to Order Editing and verify the required surface is Active.
Open the strategy and use Preview to check the product, price, discount, quantity, copy, and layout.
Open Shopify's checkout editor and switch to the Order status page.
Confirm the intended Order Editing block appears in the correct position.
Review the block on desktop and mobile.
Save the checkout profile.
Set the strategy to Active and save it when both previews are approved.
Monitor the first impressions, paid upsells, and revenue after launch.
The strategy preview confirms offer content. Shopify's checkout editor confirms the installed block and page layout. Neither preview proves a real add-to-order or payment update.
Open an existing eligible order in the selected market when you need to confirm the live add-to-order and additional-payment journey. Visit its Order Status page, accept the offer, and confirm the Shopify order update. You do not need to place a new order for this check.
Confirm Order Editing Customer Accounts Beta is installed on the Order Status page, the strategy uses the Product Carousel surface, and the order is still eligible for the intended editing experience.
Confirm the separate Featured Product Upsell app block is installed and saved. The main Order Editing block does not render this standalone placement.
Check the winning strategy, targeting, module configuration, module order, market, inventory, hidden products, and purchased-product display settings.
Confirm the editing window or order eligibility, product availability, inventory, and any required additional-payment flow.
