Before you begin
Checkbox Upsell uses a checkout app block and requires Shopify Plus.
You need permission to edit and save the published checkout profile.
Choose active products that are available in each selected market. Each product is added in one tap, with no variant selector, so pick products or variants customers can add without choosing a size or option.
Create the recommended strategy
Open Apps > Order Editing > Upsells.
Select Create strategy.
Choose Checkbox Upsell, then select Continue. Add a Single Product module for the add-on.
Choose the Shopify markets that can see the offer.
Select the product customers can add, or change the module to a different supported product source.
Add concise offer copy and any required customer targeting.
Keep the strategy in Draft, preview it, and save.
Choose where the products come from
Checkbox Upsell shows products from sources you control. It supports these modules:
Module | What it offers |
|---|---|
Single Product | The product you pick. |
Group of Products | Products you pick as a group. |
Products from a collection you choose. | |
Products that match a storefront search you set. | |
The pairings you set up in Shopify Search & Discovery. | |
Products linked to the purchased product through a metafield. |
Automatic recommendation modules, subscription modules and Mix and Match are not available for this placement, because they can offer products that need a choice before they are added.
The block shows as many products as Shown at once allows, up to the strategy's quantity limit. When a source returns fewer eligible products, fewer rows appear.
Choose the offer presentation
If the strategy editor shows Appearance, configure appearance there before saving. For an existing strategy, select Customize appearance to copy compatible app branding. Shopify editor overrides cannot be copied automatically, so review the result before saving.
Select Customize appearance on the Appearance card to open the settings on the left and the preview on the right. Expand on the preview opens the same workspace for a configured checkbox placement. Compare Upsell only and Full checkout, then use the mobile and desktop preview controls to check both sizes.
Products
Shown at once sets how many products customers can tick: One, Two or Three. Each product has its own checkbox that adds or removes only that product. Shopify suggests showing no more than two offers at a time.
Show an Add all button appears when two or three products are shown. It adds a button under the products, such as Add both or Add all 3, with their total. It adds every product that is still unticked in one tap, and shows while two or more are left to add. It is off by default.
Button color appears when the Add all button is on. Secondary is the default and keeps Pay now the strongest button on the page. Primary uses your checkout's accent color.
Layout
Compact shows the product title and price without an image and is the default. Detailed adds the product image and its supported shape and fit controls. Switching between them keeps your product count, Add all button, control, border and price settings.
Offer message
Offer message is read-only in Appearance. Edit the title and description in the strategy's Message step. A module with its own wording keeps its override. Checkbox Upsell does not have an add-to-cart button text control in this workspace.
Choose Text for start, centre or end alignment of the offer title and description. Native Heading uses start alignment. This does not change the control, product name or price alignment.
With two or three products, the offer title shows only when every product uses the same message. Otherwise, the block shows Add to your order as its title.
Control
Control chooses what customers tick: Checkbox or Toggle. It is available only when one product is shown. With two or three products, each product always uses a checkbox.
Control position puts the control on the Left or Right of the offer. It follows the language direction, so it swaps sides in right-to-left checkouts.
Borders and price
Borders controls Draw a box around the offer, which adds a border and a little padding around the whole offer. It is on by default. With two or three products, the box holds all of them with a line between each. Without it, the products stack without a box.
Sale price color styles the discounted price using checkout colors. It does not add a badge. Show savings adds what the product saves when it costs less than usual.
Existing strategies keep showing one product with a checkbox on the left until you change these settings.
Save your changes
Select Save strategy to save the whole strategy, including other pending strategy edits. Discard undoes workspace edits since opening it or last saving there, without removing strategy-page edits that were already pending when you opened it. Reset to default stays an unsaved change until you save. Save as default makes this look the starting point for new strategies that use Checkbox, without changing existing ones. All blocks selecting this strategy share its appearance. If publication is incomplete, reopen the saved strategy and select Retry publication before checking checkout.
Add the checkout app block
Open the Checkbox Upsell setup action in Order Editing.
Continue to Shopify's checkout editor.
Select Add app block where the offer should appear and choose Checkbox Upsell.
Place it near the relevant shipping or payment step without competing with the order summary.
For an existing legacy strategy, choose whether the block shows product details and its card border. For a strategy using managed Appearance, those legacy appearance fields are ignored.
Save the checkout profile.
Optional: lock the strategy to the block
Use a locked strategy when this exact block must request this exact offer.
In the strategy, enable Only show this strategy when an app block requests it by ID.
Copy the strategy ID.
In Shopify's checkout editor, open the Checkbox Upsell block.
Paste the ID into Locked Strategy and save.
The strategy is then excluded from normal matching and does not appear anywhere else unless another supported app block requests the same ID.
Check it in checkout
Activate the strategy when its products, targeting, and market are ready.
Add a qualifying product to the cart and continue to checkout without placing an order.
Confirm each checkbox is initially unticked.
Tick a product and confirm it is added without leaving or reloading checkout.
Untick it and confirm the product is removed and totals update.
If you show two or three products with an Add all button, select it and confirm every unticked product is added.
Repeat with a cart that should not match the strategy.
If a product cannot be added, its row unticks and shows the error under that product.