A checkout strategy lets you display upsell offers in your store's checkout page and recommend additional products before customers checkout.
This article explains how to set up a checkout strategy.
Note: Checkout upsell strategies are available to brands on the Shopify Plus plan. Cart upsell strategies are available across all Shopify plans.
Step 1: Create a checkout strategy
Navigate to Checkout Strategies by clicking Checkout from the menu, then click Create Strategy.
Give your strategy a clear, descriptive name to help you identify it later. Customers will not see this name.
Step 2: Set a target
Targeting determines when the checkout strategy is shown to customers and its rules can be based on:
Shopify Market (required)
Order
Product
Product Collection
For details on each rule type, refer to this article.
Choose how rules are matched
When multiple rules are configured, use the Apply when dropdown to set the match condition:
Any rule matches: the strategy appears if at least one rule is met
All rules match: the strategy only appears when every rule is met
Step 3: Add offers
Offers control which products are recommended to customers on the checkout page. Click Add offer to select an offer type.
Available offer types include:
Offer type | Description |
Single Product Upsell | Choose one Shopify product to show as the upsell offer. |
Group of Products | Display a curated set of products selected by you. |
Upsell Products from Cart | Recommend products based on what the customer has in their cart. |
Complementary Products | Show frequently bought together items. |
Collection Upsell | Show products from a selected Shopify collection. |
Metafields Upsell | Show dynamic product recommendations based on product metafields. |
Search Query Upsell | Show products based on filter-based product selection. |
Recently Viewed | Show products the customer recently viewed during their browsing session. |
Related Products | Displays related-products using Shopify's Search & Discovery AI. |
Display multiple offers
Added offers are shown to customers in the order listed and you can drag to reorder their priorities.
With multiple offers displayed, you can enable A/B testing to let the system auto-prioritise offers based on past performance.
Step 4: Save and activate the strategy
Once you've reviewed your targets and offers, click the Action button to either save the strategy as a draft or activate it immediately.
Optional settings
Set a discount
You can enable discount to give customers a discount when they add an upsell product from the checkout page. Available settings:
Discount type - percentage or fixed amount
Minimum price - set a price floor to protect product margins and prevent the discount from reducing an item's price below a set amount
Limit quantity per order - control how many discounted upsell products a customer can add per order
To add urgency to the discount, you can set up a countdown timer where you can set:
Duration
Action after timer ends - reset timer or remove discount
Schedule the strategy
To run the strategy during a specific period, set a start date and time. You can leave the end date empty if the strategy has no fixed end. If no schedule is set, the strategy runs for as long as it is active.
This is useful for limited-time campaigns, seasonal promotions, product launches, or sale periods.
Next Steps?
Now that you've activated a strategy, we recommend going through the following setup guides in order: