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Upsells Module

How to configure the Upsells module in UpCart

Updated over 2 months ago

The upsells module displays additional products that your customer can add to their cart with a single click.

Select Product

AI Recommended Upsells

This checkbox will determine whether or not UpCart uses Shopify's Product Recommendation Algorithm to automatically recommend upsells.

Recommendation Algorithm

This dropdown will only display if you've enabled the Use AI Recommended Upsells setting. It allows you to choose what type of Recommendation Intent you want Shopify to use.

Related products

Offer customers a mix of products that are similar to a product the customer has added to their cart. An example is substitutable products that display in a You might also like section.

If you decide to choose to use the related algorithm, make sure to include products in a collection since products are only considered to be related if they have at least one collection in common.

Complementary products

Offer customers products that are complementary to a product the customer is interacting with. An example is add-on products that display in a Pair it with section.

⚠️ Setting Up Complementary Upsells

If you plan on using "Complementary" as your intent, keep in mind that these need to be setup manually.

Shopify's Product Recommendation algorithm will only auto-generate recommendations for the "Related" intent.

Recommended products for each intent can be configured via the Shopify Search & Discovery app. View Shopify's documentation here to see exactly how to do that.

Smart Variant Matching

Smart variant matching will tell the upsells module to pre-select a variant if it sees that the customer already has this variant in the cart.

For example, if upselling a pair of pants that has the following variants:

  • Red

  • Blue

  • Black

  • White

It would check the items in the customer's cart to see if any of the products have the same variant name. So if someone has a shirt in "Black", then the upsell module will pre-select the black variant for the upsell as well, saving the customer time and improving the accuracy of the recommendation.

The video below showcases this:


Configure Manual Upsells

This button is only clickable if you've disabled the "Use AI Recommended Upsells" setting.

Clicking on this button will open up the manual upsell creation menu.

To get started, click the black "Add New Upsell" button.

This will add a row to the upsell table. Each row you add will have two columns, a Trigger Product column and an Upsell Product column:

1. Specific Trigger

If you select this trigger, you will be asked to choose at least one product.

At least one of the products you select will need to be in the cart for the upsell to display. If none of the trigger products you select are in the cart, the upsell product will not show.

2. All Products

If you select this trigger, you're letting UpCart know that you want the upsell to display if any product is added to the cart.

Good to Know

All rows you create will have their triggers checked, starting with the first row and ending with the last row.

See the example image below.

If product A and C are both in the cart, upsells for B and D will both display.

Upsell Product

This button will allow you to select all the upsell products you want to display when at least one of the trigger products specified earlier are in the cart.

πŸ“˜ Why Isn't My Upsell Showing?

If your upsell product is still not displaying, we recommend reading the "Why Isn't My Upsell Showing?" article in our FAQ Section.

It goes over troubleshooting steps to help identify why your upsells aren't showing, and what to do to fix it!


Upsell Settings

Show Upsell Offer If Item Already In Cart?

If this setting is enabled, upsell offers will still display if the upsell product is already in the cart.

Limit the number of upsells in the cart

Allows you to set a limit to how many upsells can be shown at a time. A number selector dropdown will appear once this option is selected:

Upsell Title

This is the text that displays above the upsells module.

You can style the text by highlighting the text you want to style, then using the buttons above the text field to apply bolding, italics, underlines, and color:

Add Text

You can customize your "Add" button text to your preferred phrasing or language.

Upsell Position

This dropdown allows you to choose whether you want the upsells to be located at the top of your cart, or at the bottom.

If you're using the Block upsell direction, we generally recommend choosing Bottom to maximize visibility of your customer's products.

Upsell Direction

This dropdown allows you to change the style of the upsells module.

There are two possible options at this time:

Carousel

Carousel will display all of the upsell products in a left to right slider.

This slider has arrows on the left and right side so that your customer can swap between products.

Block

Block will display all of the upsell products stacked vertically:

This style takes up more space, but the benefit is that your customers will see all the upsells without needing to interact with the module first.

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