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Quickstart guide to Upcart

Learn how to activate Upcart, enable core features, and publish your cart drawer live.

Updated over 2 weeks ago

This guide walks you through setting up Upcart with its main modules, from visual customization to activation on your storefront.

Upcart replaces your theme cart drawer visually, but it does not integrate with your theme’s cart drawer or cart page. The Shopify cart page will still be accessible.

Managing Modules

Each Upcart module can be easily enabled or disabled. Simply click on the Enable/Disable button in the top-right corner to turn a module on or off at any time. Your changes take effect immediately once saved.

Cart design

When you first open Upcart’s Cart Editor, you'll land in the Design module. Here you can customize the base colors of the drawer to match your store branding.

Announcements

To display a cart message or countdown timer, go to Body > Announcements.

In the top right corner, switch the toggle to Active, or click Activate in the orange message shown at the top of the page.

Enter your message into the Announcement Text field and configure the timer if needed. Make sure to use the {{TIMER}} variable for countdowns within your announcement text to ensure proper functionality (e.g., THIS OFFER IS ONLY AVAILABLE FOR {{TIMER}}. Avoid copying formatted text directly from third-party tools.

Click Save in the top-right corner.

Theme-Level Issues

  • CSS or App Conflicts: Ensure that CSS properties like display: none; are not hiding the announcement bar. Also, check that third-party apps are not overriding these settings.

  • Text Visibility: Confirm the announcement bar text color contrasts with the background and adjust it in your theme settings if necessary.

Advanced Debugging Steps

For persistent issues, review browser console errors for script problems affecting the announcement bar and disable third-party apps temporarily to pinpoint conflicts.

Rewards

To display a progress bar that encourages customers to spend more, enable the Rewards Module.

General settings

Set your branding colors and the message shown after the final reward tier is reached.
Choose a reward basis:

  • Cart Total: Tracks total cart value

  • Item Count: Tracks quantity of items

Rewards settings
Choose your reward type:

Set a minimum threshold to trigger the reward and customize the “Text before achieving” field. You can create up to three reward tiers.

Upsells

Enable Use AI Recommended Upsells, select the Related algorithm, and turn on Smart Variant Matching to preselect matching product variants based on the cart contents.

Customize your section title and the Add button label.

Add-ons

To show a toggle-based add-on in the footer, you can enable either of these options:

Shipping protection

Select Shipping Protection and configure dynamic pricing tiers based on cart value.
This creates a real product in your Shopify catalog.

Product add-on

Switch to the Product Add-On tab and select an existing product to offer as an upsell.

Activating Upcart on your store

Once everything is configured:

  • Change the cart status from Disabled to Active at the top-left of the Cart Editor

Onboarding wizard

These steps guide you through enabling the Upcart Theme App Embed and confirming compatibility before activating Upcart.

Enabling the Upcart Theme App Embed

  • In the Upcart Cart Editor, click the “Error” message shown in the Cart Status section.

  • Select Activate Upcart Bridge.

  • You’ll be redirected to the Shopify Theme Editor → App Embeds, where the Upcart Bridge will already be enabled.

  • Click Save in the Theme Editor.

  • Return to the Upcart Cart Editor, change the cart status to Active, and click Save.

Testing Compatibility on First Install

  • If it's your first time enabling the embed, you will need to answer the compatibility questions. Click Next once completed, and be sure to Save your changes.

  • Use the Preview Mode banner at the top to test Upcart live on your theme before activating it.

If you encounter any issues during this process or experience compatibility problems, feel free to contact our Support Chat for assistance.

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