Groups and steps
A qualifying buyer goes through one group. Its steps play one after another, then the buyer reaches the thank-you page. You can create as many groups as you like, with up to 10 steps in each.1
Create a group
Give it a name, then set the trigger: any cart, or specific products. You can also require a minimum order total.
2
Choose where it shows
Any combination of three placements, at least one required:
- Order modal (1 Step Checkout): on the confirmation screen inside the popup
- Thank-you page: Shopify’s post-checkout page
- Order status page: the customer-account order view
3
Add offer steps
Per step: the product and either a pinned variant or “buyer chooses the variant”, a discount (none, percentage, or fixed), and the copy: headline, offer title, description and button text. Out-of-stock products are refused.
4
Activate and test
Switch the group on, place a test order, and walk through the offer as a buyer.
What makes a good upsell
Complementary, not random
Complementary, not random
Offer what naturally goes with the purchase: the matching accessory, a refill, a care kit.
A real discount
A real discount
Set a visible discount against the normal price. It gives the buyer a reason to accept on the spot.
Cheap relative to the cart
Cheap relative to the cart
Impulse add-ons work best well under the value of the main purchase.
Don't stack too many steps
Don't stack too many steps
Ten steps are allowed; one or two convert. After two declines, let the buyer get to their confirmation.
Upsells act on an order that already exists. That is why the in-popup placement needs 1 Step Checkout: in 2 Step Checkout there is no order yet when the popup closes.