How does the checkout upsell widget work?
Show product offers inside Shopify checkout, set discounts and styling, and add a free shipping progress bar.
The checkout upsell widget shows a short list of products inside checkout, under a title such as "You might also like". The buyer clicks Add and the product goes into their cart before they pay.
The widget appears on the checkout steps, so your store needs Shopify Plus. In Shopify's checkout editor the block is called Pre Purchase Upsell.
Where to set it up
- In Upsell Master, go to Checkout.
- On the Pre-Purchase Upsells card, click Edit Upsell Widget.
- Create or open a pre-purchase funnel. Its conditions decide which carts see the widget. See Funnels.
- Add products under Upsell Products.
- Save, then make sure the Pre Purchase Upsell block is placed in Shopify's checkout editor.
Product settings
Click the edit (pencil) icon on a product to open Product Settings:
| Setting | What it does |
|---|---|
| Custom Product Title | Replaces the product's title in the widget. Leave it empty to use the original title. |
| Apply Discount | Turns on a discount for this offer. |
| Discount Type | Percentage (%) or Fixed Amount ($), with the value next to it. |
| Discount Label | Optional text shown with the saving. |
| Apply discount to subscriptions | Also applies your discount when the buyer picks a subscription. |
| Show Product Description | Adds a Description toggle under the price. |
| Description | Your own description. Leave it empty to use the product's Shopify description. |
| Purchase Option | One-time purchase, Subscription or Both options. |
When Apply discount to subscriptions is on, Shopify applies the subscription plan's discount first and your discount to what's left. So a 20% plan discount plus a 5% offer comes to 24% off, not 25%. When it's off, a buyer who picks a subscription gets only the plan's discount.
Discounts are applied by Shopify at checkout, so the buyer sees them in the order summary.
Widget settings
| Section | Settings |
|---|---|
| Section Title | The heading above the offers. Parts of it can be bold. |
| Button Text | Use default shows Add, or you can enter your own text. |
| Free Shipping Bar | Threshold, Progress message, Bar color, and Hide free shipping bar when the cart has a subscription. |
| Offer Behavior | Hide product if a variant is purchased |
| Style Settings | Show border around upsells, Use outlined button, Show full width button |
What the buyer sees
- One row per product, with its image, title, price and any saving.
- If the product has several variants, a dropdown to choose one. If it can be bought as a subscription, the purchase options appear too.
- The offer always adds a quantity of 1.
- After the buyer adds a variant, that variant disappears from the list. With Hide product if a variant is purchased on, the whole product disappears instead.
- Sold-out variants are never shown.
- If adding fails, the buyer sees "There was an issue adding this product. Please try again."
The free shipping bar
When the bar is on and the threshold is above zero, it shows how far the cart subtotal is from the threshold, for example "You're $12.00 away from FREE SHIPPING". {AMOUNT} in your message is replaced with the amount left. Once the subtotal reaches the threshold, it reads "You've unlocked FREE SHIPPING!"
The bar still shows when there are no offers left to display.
The bar is only a message. It doesn't give free shipping. Set up a matching free shipping rate in your Shopify shipping settings, using the same threshold.
Markets
If the funnel targets specific countries, the widget waits for Shopify to report the buyer's country before deciding whether to show. If the buyer changes country in checkout, it checks again.