Turning on the checkout extensions
The Shopify settings to change so buyers see your checkout, post-purchase and Thank You page offers.
Installing Upsell Master doesn't put anything in front of buyers yet. You need to change two things in Shopify:
- Choose Upsell Master as your post-purchase app.
- Add the app's blocks in Shopify's checkout editor.
You can build funnels and upsells in the app before you do either.
Step 1: Select Upsell Master for the post-purchase page
Post-purchase offers only show if Upsell Master is the post-purchase app selected in your Shopify checkout settings. Shopify allows one post-purchase app at a time.
- In Upsell Master, open Home. If the setting isn't on, you'll see an Action needed banner at the top. (The same banner shows on Funnels while you have no active funnels.)
- Click Enable Setting. Your Shopify checkout settings open in a new tab.
- Find the Post-purchase page section and select Upsell Master.
- Save.
When the setting is on, the banner changes to Great! You're all set until you have an active funnel.
If another post-purchase app is selected, Upsell Master's post-purchase offers won't show. Thank You page offers don't depend on this setting.
Step 2: Add the blocks in the checkout editor
Checkout and Thank You page offers are app blocks. You place them yourself in Shopify's checkout editor. Each widget page in the app (for example Checkout Upsell or Shipping Protection) has a Setup Checkout Widgets box with an Open Shopify Checkout Editor button that takes you there. There's no button for the Thank You Page Upsell block, so use any of these buttons and switch to the Thank you page in the editor.
- Click Open Shopify Checkout Editor.
- Use the page selector at the top of the editor to choose the page you want: checkout or Thank you page.
- Add the app block and drag it to where you want it.
- Click Save in the editor.
These are the blocks to add, by the feature you're using:
| Feature in Upsell Master | Block name in the checkout editor | Page |
|---|---|---|
| Pre-Purchase Upsells | Pre Purchase Upsell | Checkout |
| Thank You Page step of a funnel | Thank You Page Upsell | Thank you page |
| Shipping Protection | Shipping Protection | Checkout |
| Cart Control | Cart Controls | Checkout (under each cart line) |
| Pre Purchase Pair Together | Pre Purchase - Pair Together | Checkout (under each cart line) |
| Checkout Blocks | checkout-blocks | Checkout |
| Feedback Widget | Feedback Widget | Thank you page |
You only need the blocks for features you use.
The Thank You Page Upsell block has one setting in the editor, Banner title.
The Upsell Master Discount
When you create your first funnel, Upsell Master adds an automatic discount called Upsell Master Discount to your Shopify discounts. It applies the discounts on offers that buyers add to their cart in checkout. It's set to combine with your other order, product and shipping discounts.
Leave this discount active. If you delete or deactivate it, discounts on checkout offers may stop applying. Post-purchase offers are priced separately and don't use it.
Checking it works
- Make sure at least one funnel or pre-purchase upsell is switched on.
- Place a test order with products that match its trigger conditions.
- Check that the offer appears in checkout, after payment or on the Thank You page.
If nothing shows, see Troubleshooting and Setting trigger conditions.