Create Checkout Upsell

Checkout upsell allows you to offer additional products to customers at checkout, helping to increase your average order value (AOV) and scale your sales.

Remember to add the "BOGOS Checkout Upsell" block in your theme editor so the upsell widget can appear at checkout. Here’s how. If you need assistance, feel free to contact our customer support.

1. Upsell information

1.1 Upsell title

The upsell title is the name of the upsell, which isn’t visible to customers and is displayed in the β€œAll offers” section of the BOGOS app for easy management alongside other offers.

1.2 Start & End time

  • Start Time: This is when the upsell becomes active and visible to customers at your store’s checkout.

  • End Time: This is when the upsell expires and is no longer visible at your store’s checkout. Leave this field blank so the upsell can run continuously.

2. Upsell trigger

This is where you choose one from the 4 conditions below that customers must meet for the upsell to appear at checkout.

2.1 Always display upsell

The upsell will always be shown to customers at checkout without any specific conditions.

2.2 Cart trigger

The upsell will be shown if the customer’s cart meets one of these 2 conditions:

  • Value: The customer’s cart must meet a minimum and/or maximum total value you set.

  • Quantity: The customer’s cart must meet a minimum and/or maximum number of products.

2.3 Specific product trigger

The upsell will trigger when the customer's checkout includes:

  • Product: The customer's checkout summary must include products from the list you select and meet the β€œnumber of products required” you specify.

  • Collection: Any product from a specific collection(s) you select.

  • Subscription Product: A product(s) you select with a subscription plan.

2.4 Customer trigger

The upsell will trigger based on specific customer conditions, including:

  • Customer tags: The upsell will be shown only to customers with the specific tags you select. You also have 2 optional settings:

    • Exclude customers with these tags: All customers except those with the selected tags will see the upsell.

    • Consider no-login as a customer with no tags: Customers who are not logged in will be treated as if they have no tags, meaning they will be included or excluded based on your tag settings.

  • Location: The upsell will be shown only to customers from the specific location(s) you select. You also have 1 optional setting:

    • Exclude customers from selected locations: Customers from any location except the selected location(s) will see the upsell.

  • Order history:

The upsell will be shown only to customers who have placed orders starting from the date you choose. You then need to select which condition(s) those orders must meet for the upsell to trigger:

  • Total Spent in Order History: The total spending from orders, placed after the start date, must meet a minimum and/or maximum amount.

  • Total Spent on Last Order: The customer’s most recent order, placed after the start date, must meet a minimum and/or maximum value.

  • Total Number of Orders Placed: Starting from the selected date, the customer must place a minimum and/or maximum number of orders.

3. Upsell method

This is where you define how you want to offer the upsell products to customers during checkout. There are 2 methods.

3.1 Manual

You manually select the products to upsell and choose the discount type (either percentage or fixed amount) to apply.

3.2 Auto

First, to use this option, you must have the Shopify Search & Discovery app installed in your store. BOGOS will auto-select upsell products based on the data synchronized with the Shopify Search & Discovery app. Install this FREE app here.

On BOGOS’s settings screen, there are 2 recommendation types: Complementary Products and Related Products, both synced with data from the Shopify Search & Discovery app, as shown in the example below.

For β€œComplementary products” in the Shopify Search & Discovery app, you must manually select products within the app. For β€œRelated Products,” Shopify uses AI to auto-generate product recommendations. Click here to view its help docs.

3.3 Subscription product

This method only appears when you select Subscription Product in the Upsell Trigger above.

Subscription products can only use this upsell method, which automatically upsells customers to the highest-valued plan with the biggest discount.

3.4 Discount type

Product discount: Allows you to choose the type of discount

  • Percentage: for a percentage-based discount

  • Amount: for a fixed monetary discount

3.5 Add shipping discount

There are two types of shipping discount:

  • Percentage: A percentage of the shipping cost will be deducted.

  • Amount: A fixed amount will be deducted from the total shipping cost.

Label on widget: This text informs customers whether the bundle includes a shipping discount.

4. Advanced configuration (optional)

Exclude products in cart

This feature lets you include or exclude upselling products already in customers’ carts.

This feature works at the product level. If your cart contains a product with variant A, other variants of the same product (e.g., variant B) will also be hidden.

Upsell product variant matching

This feature automatically matches the variant of the upsell product to the variant of the product in the customer's cart.

Example: If a customer buys a T-shirt (size M), the upsell widget will recommend another T-shirt (size M).

Only apply to the upsell method β€œManual.”

Discount Code

You can generate a discount code that customers will need to manually enter on the Checkout page to trigger their purchase journeys efficiently.

5. Combinations

5.1. Order discounts

Indicates if the upsell discount can be combined with order-level discounts, such as promotional codes or automatic discounts.

5.2. Shipping discounts

Indicates if the upsell discount can be combined with shipping discounts, such as free or reduced shipping promotions.

6. Summary

The upsell summary widget pinned on the right will update everything you’ve set up for easy tracking.

7. Enable the Checkout Upsell widget

Make sure you’ve added the "BOGOS Checkout Upsell" block in your theme editor so the upsell widget appears at checkout.

Here’s how:

  1. Go to your Shopify Dashboard

  2. Navigate to Online Store > Themes

  3. Click Customize

  4. Switch from Home Page > Checkout and Customer Accounts

  5. Click β€œAdd App Block” anywhere you want

You can freely place the upsell widget anywhere you want on your checkout page.

8. Upsell demo

This is how an upsell widget by BOGOS app will look on your checkout page:

Desktop:

Mobile:

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