Open or create an upsell strategy, then go to the optional WHO step. The section is titled Customer Segment.
Choose All customers for an unrestricted strategy, or Filter to a customer segment to add rules. Available rule types can depend on the selected placement and the customer or order data available there.
Select Filter to a customer segment.
Select Add filter.
Choose a filter supported by the placement.
Configure its products, values, tags, segment, or other required data.
Repeat for any additional filters.
Choose All filters match or Any filter matches.
If this is a new strategy, select Draft in Upsell Strategy Name, then select Publish.
The current picker groups filters by the data they use.
Products in Cart
Products not in Cart
Products in Collection
Products not in Collection
Product Tags
Product Title Contains
Products in Type
Products not in Type
Customer Money Spent
Customer Orders Count
Customer Spending Tier
Customer B2B
Shopify Segments
Order Total
Line Item Count
Selling plans in-cart
Cart Attribute
Order Tags
Discount Codes in Order
Discount Codes not in Order
Not every filter is available on every placement. For example, a surface before the order exists cannot use all post-purchase order data.
Use All filters match when every rule is required.
Example: the cart contains a coffee machine and the customer belongs to a VIP Shopify Segment.
Use Any filter matches when each rule independently qualifies the customer.
Example: the cart contains a coffee machine or a grinder.
Adding more filters does not always make a better strategy. Use the smallest set that expresses the campaign and is easy to test.
Order Editing first checks placement, status, market, and lock behaviour. It then evaluates targeting and scores matching strategies by specificity.
A normal All customers strategy has the lowest specificity. A targeted strategy can win when both match. There is no manual priority field.
If two strategies have equal specificity, do not rely on an assumed visual order. Adjust the targeting so the intended winner is clearly more specific or make the audiences non-overlapping.
Use Products in Cart, Product Tags, Products in Type, or a collection filter to match the original purchase. Then select an accessory product module that does not simply repeat the purchased item.
Use Customer Money Spent, Customer Orders Count, Customer Spending Tier, or Shopify Segments. Test with a customer record that has the expected Shopify history.
Use Customer B2B for a B2B-specific strategy. Keep a separate broad strategy only when consumer customers should still receive an offer.
Use Discount Codes in Order or Discount Codes not in Order to change the offer around a specific checkout promotion.
Do not use targeting as a substitute for product eligibility. A customer may match while every module returns no available products.
Keep the strategy in Draft while configuring it.
Set the strategy to Active immediately before the controlled customer test.
Create one journey that matches every required filter.
Create another that fails at least one required filter.
If using Any, test each qualifying branch separately.
Confirm another Active strategy does not unexpectedly win.
Confirm the selected module returns an available product for the matching customer and market.
The new placement does not have the required data or does not support that filter. Review the remaining filters before saving.
The UI and the filter type determine whether repeated rules are supported. Prefer one well-configured rule where it expresses the same requirement.
Yes. An enabled strategy event is sent only after the strategy is eligible for the customer. The integration must also be connected and selected in the strategy's Events section.
A filter that requires unavailable data cannot be assumed to match. Use only filters supported by the placement and test guest, logged-in, new-customer, and returning-customer paths relevant to the campaign.
No. Targeting makes the strategy eligible. Its product modules must still return an available product for the market and customer context.
