Status: the strategy must be Active for customer traffic.
Placement: the matching Shopify block or post-purchase app must be installed and saved.
Market: the journey must use a market selected in the strategy.
WHO: the customer, cart, or order must pass the targeting rules.
WHAT: every required product module must have a complete source.
Availability: products must be active, published, in stock when required, and not hidden.
Matching: a more specific strategy may win when several strategies match.
Payment and eligibility: Shopify can suppress some checkout or post-purchase experiences.
Save changes and review one placement at a time using the least costly route:
use Preview in Order Editing for the strategy content and design;
add a product to the cart and continue to checkout for Checkout Page placements;
use Shopify's checkout editor for Thank You and Order Status placements;
use the One-Click placement preview for post-purchase content and branches.
Record:
strategy name and ID;
status and placement;
installed Shopify block or post-purchase app;
market and currency;
customer record or segment;
cart products, selling plans, and attributes;
order total, tags, and discount codes;
module and expected product.
Changing one value at a time makes it possible to identify which eligibility check failed. Use a real order only when the problem concerns live order eligibility, payment, an emitted event, or an order update.
Open the strategy and confirm the intended placement and market.
Check the strategy list for an uninstalled-surface warning.
Open Shopify's published checkout profile and confirm the exact app block is present and saved.
For One-Click Upsell, confirm Order Editing is selected as the post-purchase app.
Confirm the strategy is not locked unless the block requests its ID.
Compare other Active strategies for the same placement.
Preview the strategy, then use a customer and cart that pass every targeting filter when the placement is Checkout.
Confirm at least one module returns an eligible product.
Placements are separate surfaces. A Product List Upsell strategy on the Checkout Page does not automatically appear on the Thank You or Order Status page. Confirm the strategy includes the intended placement and that the corresponding extension is installed.
The Product Carousel on Thank You and Order Status sits inside the main Order Editing block. The standalone Product List Upsell and Featured Product Upsell each need their own block.
This can be expected when the strategy uses customer filters, markets, dynamic modules, recently viewed behaviour, Shopify Segments, inventory rules, or purchased-product hiding.
Compare the customers using the same market and cart. Then check which strategy won and what data its product module used.
Check:
its required product, group, collection, query, SKU terms, metafield, selling plan, or integration profile;
product and variant status;
market and sales-channel availability;
inventory and geographic restrictions;
global Hidden Products and the orderediting-hidden tag;
order-level restrictions;
purchased-product and purchased-variant display settings;
whether the placement supports the module.
Reorder or add another supported module only when it is a meaningful alternative source.
Order Editing normally selects the most specific matching Active strategy for the placement and market. Review filters, All versus Any, and other strategies that match the same test.
There is no manual visual priority. Avoid specificity ties by making audiences distinct. A locked strategy is not part of normal matching.
Shopify Plus is required for checkout app blocks.
Confirm the block is in the published checkout profile.
Check checkout-editor conditions and visibility.
Add a product to the cart and continue to checkout without placing an order.
Check the accelerated checkout methods important to the store.
Confirm the offered product can be added and checkout totals update in that market.
Confirm you installed the correct main or standalone block.
Open the relevant page in Shopify's checkout editor and review the block on desktop and mobile.
Use the strategy preview to check products, price, discount, and offer text.
For an optional live Order Status check, reuse an existing eligible order.
Use a new checkout only for an optional live Thank You journey because that page appears immediately after checkout.
Confirm the Free Shipping Upsell block is installed in Checkout Delivery.
Check whether the strategy uses global tiers or an override.
Confirm destination, currency, threshold, and subscription behaviour.
Confirm Shopify or the carrier app actually returns the free rate after qualification.
Check that the product filter and module have an eligible recommendation.
Confirm Order Editing owns Shopify's post-purchase slot.
Open the strategy preview and confirm the initial and any accept or decline page have eligible products.
Use a new controlled checkout only when the preview works and you still need to verify Shopify's live post-purchase eligibility or changeset.
If you run that optional check, continue to the Thank You page and verify the changeset on the order.
Use the same date range and strategy. Impressions are unique sessions with a view, while Revenue uses settled order-based upsell data. A dash can indicate unavailable data; a zero is a result for the period.
If paid upsells exist without the expected views, check whether the placement or older server-side transaction produced complete client-side view events. Verify the Shopify orders before changing the strategy.
If the controlled test still fails, collect:
store URL;
strategy name and ID;
preview route and result;
order number or checkout only when the issue required a live transaction;
placement and Shopify profile;
market and customer details relevant to targeting;
screenshot of the block or missing area;
expected and actual product;
time of the test and steps already completed.
If broad coverage is required, create an active normal strategy with All customers for the placement.
