What the buyer experiences
1
Order confirmed
The buyer confirms in the popup and immediately sees an “order confirmed” screen with your offer on it.
2
The offer
A product with an image, variant picker, and its discounted price. If your funnel has several steps, they’re shown one at a time (“Step 1 of 2”).
3
One click
Accept adds the product to the order they just placed and shows the new total. Decline moves to the next step or closes.
4
Done
The buyer lands on the standard Shopify order-status page. Everything they accepted is part of the one order — one shipment, one label, one COD amount.
Building a funnel
1
Create a funnel
Give it a name and choose when it triggers — for example, when specific products (or any product) are in the order.
2
Add offer steps
Pick the product to offer at each step and set its discount. Keep it to one or two steps — every extra step costs attention.
3
Save and test
Place a test order through direct checkout 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. Relevance is what converts.
A real discount
A real discount
The pitch is “only now, at this price, with zero extra effort.” A visible discount against the normal price is the engine of the whole mechanic.
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
One strong offer beats three mediocre ones. Buyers who decline twice are done — let them get to their confirmation.
Upsells require direct checkout because the offer edits an order that already exists — in the default Shopify-checkout mode there’s no order yet when the popup closes.