Smart Auto-Upsells are something we are really proud of as we are the first upsell app on the Shopify platform which does something like that.

Basically, it's a fully automated upsell system that will allow you to enable relevant upsells for all products in your store. 

How? It's getting the most relevant product from the Shopify Product Recommendations API. Shopify’s AI algorithm uses the store’s data to provide smarter recommendations based on product descriptions and customer behavior.

To enable Smart Auto-Upsells simply follow the steps below.

➡️ Step 1 – Select Smart Auto-Upsell offer

Once the app is installed, the first page you will see is the upsell offer selection with the title Fill Up Your Candy Rack.

Smart Auto-Upsell should be the second one in the list. Click on Select to set it up.

Alternatively, you can get to this overview by clicking on the New Upsell button which is located at the top-right corner of the app. Just make sure you are on the Dashboard page.

➡️ Step 2.1 – Set upsell offer name and other optional details

At the top of the upsell settings you can enter Offer Name which is used for your internal reference only (it will not be visible to the customers). You can also leave as is and use the predefined one.

Below in Upsell Product section you can add a custom text to the Description, which will appear below the product on the pop-up. Typically you can use it to motivate customers to add the product to their cart.

In addition, the Product Count can be set up if you wish for Smart Upsell to offer multiple products. You can Apply Discount to these upsells as well.

➡️ Step 2.2 – Set upsell targeting

In the section called Displays for you need to select what products or collections you want this upsell to be displayed for.

You can also target specific collections or products. By default, All Products are selected.

➡️ Step 2.3 – Select offer placement

You can choose where your Smart Auto-Upsell offer will be displayed in the Triggered on section. There are options to show the upsell offer either pre-purchase (before the order has been placed) or post-purchase (after the customer has placed the original order).

More information on placements in Candy Rack can be found in the article titled Learn more about placements in Candy Rack.

➡️ Step 2.4 – Additional settings

You can control the Upsell position in the pop-up in case of multiple upsell offers. For example, when you are upselling 4 products in the pop-up and you want to order them. The one with the lowest number will be displayed in the first row, the second lowest number in the second row, etc.

You can choose from other useful settings that can help you better customise your offer.

➡️ Step 3 – Save and activate the upsell offer

Now just click on the Save button at the right-bottom part of the page. And that's it, your upsell offer is now live. Congratulations! 

To get more products/services on the pop-up simply create a new offer and use the same targeting.

➡️ Step 4 – Testing the upsell offer on the live site

As a last step we recommend to go on your site and check the upsell pop-up yourself.

In case you have selected the pop-up with the offer to be triggered on the Add-to-cart button click, simply go to any product page based on your targeting settings, wait a couple of seconds till it's fully loaded and click on the Add to Cart button.

Based on the number of products set to show in the offer, your pop-up should look like this:

If you have opted for the placement of the offer on the Thank You page, first complete the order (including payment). Once finished, the pop-up will show on the page confirming the order, and should look like this:

Please note that in some specific cases, the post-purchase pop-up cannot be displayed to customers due to Shopify's limitations regarding order editing. More information about the topic can be found in this article.

Happy upselling,

Your Digismoothie Team

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