Settings inside a strategy affect that strategy. Upsell Settings contains account-wide controls that can affect multiple strategies and placements.
Open Upsell Strategies, then open the page menu and select Settings. The page title is Upsell Settings.
Use the strategy editor for placement, markets, name and status, customer targeting, product modules, offer discounts, quantity limits, design, variants, locking, and integration events. The available steps change with the selected placement.
Where the editor offers a strategy-specific override, that saved strategy value takes precedence over the related global default.
Open Products to manage:
Hidden products, which excludes products from upsell recommendations and product search. Products tagged orderediting-hidden are also hidden automatically.
Post-Purchase Upsells for Pre-orders, which can allow upsells on long-running unfulfilled pre-orders.
Supporting orders older than Shopify's normal order-access window requires read_all_orders access.
Open Discounts to configure global post-purchase product-discount behaviour and how savings are advertised.
Review compare-at-price behaviour before advertising a percentage. When discount codes are reported as out of sync, use Resync now before testing the customer result.
A strategy discount can override or interact with these defaults. Review existing product discounts and compare-at prices so the displayed saving does not overstate the customer's result.
Open Display to control shared product-card content and behaviour, including:
descriptions and thumbnails;
default headlines and variant names;
collection filters and product search controls;
product review stars and Product reviews provider;
whether products already purchased can be shown again;
whether variants already purchased are hidden.
Use Auto (detect automatically) for reviews unless you need to select a specific supported provider.
Open Branding to configure upsell-card styling separately for:
Checkout;
One-click upsell;
Thank-you page;
Order status.
Each surface keeps its own styling. Check every surface after changing colours, borders, spacing, images, or other card presentation.
Open Data sources to manage custom data used by supported product-selection and personalisation features. Only configure a source your strategy modules or integrations actually use.
Open Metafield Filters to pin strategy metafields for Shopify admin search and filtering.
These pins help staff find and filter data in Shopify. They do not change strategy targeting or which offers customers see.
Open Inventory to configure inventory-based availability, including supported metafield and geographic controls.
Test products with low, zero, and location-specific stock. A strategy can be valid while its product modules return nothing because every candidate fails inventory rules.
Open Restrictions to:
block all upsells when an order already contains selected products;
control automatic reversal of unpaid order edits.
Restrictions are different from Hidden Products. Hidden Products prevent selected products from being offered. Restrictions can stop the entire upsell experience when selected products are already in the order.
The page menu also links to shared product, inventory, editing-rule, developer, and export tools. Those links do not all live inside Upsell Settings.
Use App Settings > Editing blocks > Product Search for the product discovery block inside the editing experience. Its recommendations can be curated through an in-app upsell strategy.
Note which Active strategies and placements use the setting.
Make one global change at a time.
Test an affected strategy in a selected market.
Test a strategy that should not be affected.
Confirm products, prices, discounts, inventory, and styling.
Check the strategy table for impressions and warnings after launch.
After changing a shared control, test at least one affected strategy. A saved strategy can become empty when its products are hidden, unavailable, already purchased, restricted, or outside the selected market.
You changed a global Upsell Setting used across strategies. Check whether the affected strategies have their own override.
Review Hidden Products, inventory, restrictions, purchased-product display, market availability, and the module's own configuration.
No. They support Shopify admin search and filtering only.
The strategy may have saved its own override, or the selected placement may not support that global control. Open the strategy and check its offer, design, and advanced steps.
Prefer one controlled change at a time. Record the previous value, test an affected strategy, and confirm a strategy that should remain unchanged.
