Product modules power the WHAT step of the strategy editor. Each module defines a product source and its configuration. The placements you selected determine which modules are available.
Modules are evaluated as product sources after the strategy matches. Targeting decides which strategy wins. Modules decide which eligible products that strategy can show.
Open a strategy and go to WHAT.
Select Add Module.
Choose a module supported by the selected placement.
Select or configure its product source.
Confirm the module is enabled and has a complete selection.
For a curated group, select up to eight products. Use Show only selected to review choices made across searches or filters.
Review warnings for hidden, unavailable, unlisted, or restricted products.
Use the preview to check the result, then save.
A strategy is not ready when a product-source module exists but its required product, group, query, or integration selection is empty.
Module | Use it to |
|---|---|
Smart Recommendation | Recommend available bestsellers that help reach free shipping. |
Single Product | Offer one selected product. |
Upsell Products from Cart | Offer products already present in the customer's cart. |
Group of Products | Offer a curated set of up to eight products. |
Recently Viewed | Recommend products the customer viewed. |
Related Products | Recommend products related to the purchase. |
Complementary Products | Use Shopify complementary-product relationships. |
Keyword Search | Use a Shopify storefront search query. |
Recent Bestsellers | Recommend recent bestsellers that remain available. |
SKU Similarity | Match products using shared SKU terms. |
SKU Matches | Find products by SKU keyword and refinement rules. |
Nosto Product Recommendations | Use recommendations from a connected Nosto account. |
AthosCommerce (Searchspring) | Use recommendations from a configured Searchspring profile. |
Collection | Offer products from a selected collection. |
Metafields | Offer products referenced by metafields. |
Gift Card | Offer a gift card, including to bridge a free-shipping gap. |
Subscription Upsell | Offer products with selling plans. |
Upgrade to Subscription | Offer eligible in-cart products as a subscription. |
Mix and Match Products | Let customers select several variants from one product. |
Swish Wishlist | Offer items from a customer's Swish wishlist. |
The picker shows only modules supported by the current placement and store configuration. Some modules require a Shopify plan feature or a connected integration.
Use a single-product module for one controlled offer.
Use a product group for a curated set.
Use recommendation modules when results should change with bestsellers, product relationships, or customer behaviour.
Use Keyword Search, Collection, SKU Similarity, or SKU Matches when catalogue structure should drive the result.
Use an integration module only after its connection and profile are ready.
Use subscription modules only for products and customers that can purchase the required selling plan.
Multiple modules can provide alternative product sources. Reorder them so the most intentional source comes first.
If an earlier module returns no eligible products, a later configured module can provide products. Use later modules as relevant backup sources for the same customer promise.
Avoid adding several modules that return the same products. Repetition makes the strategy harder to understand and does not guarantee more customer choice.
Smart Recommendation is for the Free Shipping Upsell.
SKU Similarity and SKU Matches are limited to supported checkout and post-purchase surfaces.
Integration modules appear only when their integration and placement support them.
Some modules allow several instances, while others can be added only once.
Always trust the current module picker after selecting the placement.
Only available, eligible products can render. Hidden product rules, inventory, market availability, and strategy filtering still apply after the module chooses candidates.
Check:
the product and variant are active and purchasable;
the product is published to the required sales channel or supported by the direct-lookup behaviour shown in the editor;
it is available in the selected Shopify market;
inventory meets the store's upsell inventory settings;
it does not match Hidden Products or editing restrictions;
the customer has not already purchased it when purchased-product hiding is enabled.
The product picker can show status or availability warnings before you save. These warnings help identify products that are unlikely to render, but final eligibility is still evaluated for the strategy's placement, market, customer, and inventory.
In Upsell Strategy Name, select Draft, then select Publish to save the strategy.
Use the preview to confirm the module returns the expected product.
Test an empty or unavailable result in the preview where supported.
Set the strategy to Active immediately before a controlled customer test.
Test a customer or cart with the data the module needs.
Confirm a later module behaves as intended when used.
For Checkout, continue from the cart to checkout. For Thank You and Order Status, use Shopify's checkout-editor preview. For One-Click, use the Order Editing preview. You only need a controlled end-to-end order when you must prove live targeting, payment, or the final Shopify order update.
Check its required configuration, market, inventory, hidden-product rules, catalogue query, connection, and source data.
Some controlled modules allow multiple instances and others have a limit of one. The picker enforces the limit for each type.
Complete its integration setup and confirm the selected placement supports it. Nosto, AthosCommerce (Searchspring), and Swish each depend on their own connection or configuration.
