In this document you will see the step-by-step process of how to quickly get UpCart up and running on your theme, with the the core widgets enabled and running with the goal of increasing your average order value. Before we get right to it, consider the following disclaimer points for proper context when installing UpCart:

When you first access UpCart's Cart Editor from the app menu, the cart editor page will appear with the Module Menu and the Design Module selected. In this section, you can configure the base colors of the cart drawer to align with your store's branding.

To display a timer with a short announcements inside the cart, click on the Announcements tab under the Body section. In the message at the top of the page, click the Activate button.

Add your custom message to the announcement bar and set up your timer if you'd like to provide a sense of urgency to the customer.

Click Save at the top right of the screen to make sure your changes are saved.

If you'd like to display a reward tracking bar that shows how close the customer is to receiving their free shipping, or their volume based discount, you will want to set up the Rewards Module to engage the customer into buying more on your store.

Top section of the page will let you set the reward bar to match your branding colors, as well as set up the Text after completing full rewards bar. You also have a chance to choose between two Reward Basis options to determine what to track:

Select the reward type you want to offer. you have three options:

Set the minimum amount for the item count/value to achieve the reward. Text before achieving will show while the progress bar is reaching the set tier.

You also have an option of adding another reward tier, with a limit of three reward tiers in total inside UpCart.

In the upsells module, select the "Use AI Recommended upsells" option, and keep it on the "Related" recommendation algorithm, enable Smart Variant Matching as well:

If you would like to set up manual upsells, refer to our Upsell Module Documentation to learn how to use product and collection triggers to upsell specific products.

Don't forget to customize your upsell section title and the "Add" button text

To display an add-on upsell with a toggle in the footer of the cart, you can use UpCart's own Shipping Protection product, which allows to use dynamic pricing based on the total value of the cart (enabled at the bottom of the section):

Note: UpCart's Shipping Protection will create an actual product in your store's product list. For more info, please refer to our Add-ons Module Documentation

You also have an option to use your own product as an Add-on, simply switch to the "Product Add On" option on the right and select your own item:

Now that is everything is saved and ready to be displayed live on your storefront, start by changing the cart status from Disabled to Active at the top left of the screen:

You will see an onboarding window asking you to do three steps:

All three steps must be done before UpCart is visible on your live store.

Go to your Shopify Admin > Online Store > Themes > Customize your live theme > App embeds, where you want to enable UpCart Bridge:

Keep in mind, UpCart is not live yet. You still need to follow the next two steps to make it visible on your store.

Return to the onboarding wizard in UpCart back-end, and click Next.

A window with a set of questions will appear. Please read each step on that page carefully and use the Preview Mode that you can access via the blue message at the top to test UpCart against your theme.

Answer each question by choosing Yes, No, or N/A, then click Next.

Finally, select Activate UpCart to make your cart drawer live on your store.