Open Upsell Strategies.
Select Create Strategy > Create from scratch.
Choose Placements or Templates.
Select a catalogue card.
Review its details, use cases, and installation status.
Continue to Create Upsell Strategy.
Use Placements when you want to choose the customer journey first. Use Templates when a common placement and product module should be preselected.
In the WHERE step, confirm the placement selected from the catalogue. The placement determines which later settings, filters, modules, and design controls are available.
If you change the placement, review the whole strategy again. A module or filter supported on one surface may be unavailable on another.
In MARKETS, choose the Shopify markets that can see the offer. Products, variants, prices, and currencies still need to be available in each selected market.
Review at least one representative journey per important market. For Checkout, add a product to the cart and continue to checkout. For Thank You and Order Status, use Shopify's checkout editor. A strategy can include a market while its modules still return no purchasable product for that country.
In NAME, enter an Upsell Strategy Name that explains the placement, audience, and offer, such as Checkout accessories for AU.
The strategy list uses this name for staff reporting and management. Keep it stable if external integrations split or report by strategy name.
The strategy can be managed as Draft, Active, or Archived from the strategy experience. A new strategy defaults to Active. Select Draft in this step before publishing when the placement still needs to be installed or tested. Draft strategies do not serve customer traffic. Archived strategies stop serving but retain their historical record.
In WHO, choose:
All customers for broad coverage; or
Filter to a customer segment to add conditions.
When filtering, select Add filter, configure each rule, then choose All filters match or Any filter matches. Available filters depend on the placement and data available at that stage of the customer journey.
In WHAT, select Add Module and choose how products should be sourced.
Select a module supported by the placement.
Configure the required product, group, collection, query, integration, or other source.
Review product warnings and the preview.
Add more modules only when they provide a useful alternative source.
Reorder modules to reflect the order in which you want sources considered.
Modules can provide alternatives when an earlier module has no eligible product. Keep each additional source relevant to the same offer rather than using it to fill space.
The shared product picker keeps selections when you search or filter. For curated multi-product modules, such as Group of Products, you can select up to eight products. Use Show only selected to review the complete group before saving.
For a Free Shipping Upsell, complete the additional SHIPPING and FILTER steps.
Use global free-shipping tiers or configure supported strategy-specific thresholds.
Confirm the tier name, destination, currency, amount, and subscription behaviour.
Choose which products qualify for the recommendations.
The strategy can use Smart Recommendation to recommend available bestsellers that help close the free-shipping gap, or another supported module when you need more control.
Use OFFERS where supported to set the strategy discount and quantity behaviour.
Review how the discount interacts with compare-at prices, existing product discounts, and the module types in the strategy. The editor prevents unsupported combinations, including some mixes of predefined and dynamic modules with a strategy discount.
Set Recommended quantity, then choose whether customers can change it:
Turn off Let customers choose the quantity to add exactly the configured quantity.
Use Minimum quantity when customers may increase the recommended amount but not reduce it.
Use Locked quantity for an exact fixed quantity.
Use Maximum quantity when customers may reduce the recommended amount but cannot exceed it. If no separate maximum is set, the strategy quantity limit applies.
Use DESIGN for supported One-Click Upsell and customer-account experiences. Review the initial page and any accept or decline follow-up pages you configure.
Preview the layout at the sizes your customers use. Confirm product images, price disclosure, discount text, accept and decline actions, and any countdown or custom sections.
The available ADVANCED controls can include:
variant selection behaviour;
Lock Strategy;
integration Events.
A locked strategy is removed from normal matching and appears only when a supported app block requests its strategy ID. Use it only when you intentionally want different app blocks on the same page to request different strategies.
In Events, select Klaviyo or Postscript when that connected integration should receive a custom event after the strategy becomes eligible for a customer.
Review every step for warnings or incomplete modules.
Confirm Draft is selected in Upsell Strategy Name if the placement or test journey is not ready.
Select Publish to save the strategy with that status.
Return to the strategy list and confirm the intended status.
Install the required Shopify extension if the placement is Not installed.
Open Preview and select each placement included in the strategy.
Confirm at least one eligible product renders with the intended offer text and design.
For Checkout, add a product to the cart and continue to checkout without placing an order.
For Thank You or Order Status, open the relevant page in Shopify's checkout editor.
For One-Click Upsell, use the placement preview and review each accept or decline branch.
Set the reviewed strategy to Active and monitor its first impressions and paid upsells.
Previewing does not prove live targeting, payment, or a completed order update. Run an optional end-to-end test only when one of those results must be verified for the strategy's launch.
After a strategy has been saved, open it and select Create A/B test when you want to compare a variant or measure the strategy against a holdout. A strategy cannot join a second test while it is already in one.
Use the dedicated Running an A/B Test for an Upsell Strategy guide for traffic, metric, confidence, automation, and launch options.
Yes. Order Editing evaluates the matching Active strategies and normally selects the most specific one. Use clear, non-overlapping targeting where possible.
The placement may use supported system behaviour or show no offer. Use a normal All customers strategy when you need broad merchant-controlled coverage.
It may not be supported by the selected placement, Shopify plan, or connected integrations.
