---
title: "How to Group Upsell Strategies into a Campaign"
description: "Group related upsell strategies, review shared schedules, and find them from one campaign tab."
url: https://docs.orderediting.com/en/articles/15323728-how-to-group-upsell-strategies-into-a-campaign
collection: "Strategies and Configuration"
updated: 2026-11-03
language: en
---

# How to Group Upsell Strategies into a Campaign

Group related upsell strategies, review shared schedules, and find them from one campaign tab.

# Before you begin

-   You need at least one upsell strategy in Order Editing.
    
-   Use a campaign for strategies that belong to the same promotion, launch, or reporting group.
    

# Link a strategy to a campaign

1.  Open **Upsells** and edit a strategy.
    
2.  Open the **Campaign** section.
    
3.  Use the **Link** tab to search for and select an existing campaign.
    
4.  Save the strategy.
    

To create a campaign from the same section, open the **New** tab, enter a name your team will recognise, create it, and save the strategy.

Strategies in a campaign appear in **All** and on the campaign's own tab in the Strategies list. They do not also appear in the **Active** or **Draft** tabs.

# Review a linked campaign

Select the linked campaign in the strategy editor to open its details. The campaign details show:

-   the strategies in the campaign;
    
-   each strategy's status and schedule;
    
-   content blocks shared across campaign strategies; and
    
-   the option to disconnect the current strategy.
    

Disconnecting a strategy removes its campaign membership. It does not delete the strategy.

# Keep schedules aligned

When strategies in the same campaign use different schedules, Order Editing shows a schedule mismatch warning on the campaign tab and in the campaign details.

Review the start and end times for every strategy. Align them when the campaign should behave as one timed promotion, or leave them different only when the staggered timing is intentional.

# Add content blocks to campaign strategies

Campaign membership does not automatically add customer-facing creative. Add reusable content blocks to each strategy under **Offer layout** when the promotion needs banners, reviews, FAQs, or reassurance content.

Normal strategies show Active content blocks with eligible product offers. For content with no product offers, create a content block from **Content > Create content** instead. See [How to Create and Manage Content Blocks](/docs/en/articles/15323727-how-to-create-and-manage-content-blocks).

# If a campaign uses countdown content

An available countdown content block follows the end date of the strategy showing it. Linking strategies to a campaign does not create a shared countdown deadline. Check each strategy's end date and supported placement, especially when several strategies reuse the same block.

# Check the campaign

1.  Open the campaign tab and confirm every intended strategy appears.
    
2.  Resolve any unexpected schedule mismatch warning.
    
3.  Preview each strategy to confirm its products, content blocks, and design.
    
4.  Use the relevant Shopify checkout-editor preview for Thank You or Order Status placements.

## Related

- [How to Customize Your One-Click Upsell Page](https://docs.orderediting.com/en/articles/15323698-how-to-customize-your-one-click-upsell-page.md)
- [Upsell Customer Targeting](https://docs.orderediting.com/en/articles/14466316-upsell-customer-targeting.md)
- [Understanding Upsell Strategy Matching](https://docs.orderediting.com/en/articles/14391612-understanding-upsell-strategy-matching.md)
- [Creating an Upsell Strategy](https://docs.orderediting.com/en/articles/14466314-creating-an-upsell-strategy.md)
- [Configuring Upsell Settings](https://docs.orderediting.com/en/articles/14466307-configuring-upsell-settings.md)