Pop-up Upsell

A Popup Upsell campaign displays product recommendations in a popup after customers perform a specific action on your store.

The popup can appear:

• After the customer clicks the Add to cart button on a product page.

• After the customer clicks the Checkout button on the cart page.

You can use the popup to cross-sell complementary products, suggest products that are frequently purchased together, or offer optional product add-ons.

Depending on the selected offer type, customers can add an individual recommended product or select multiple items and add them to the cart together.

You can control:

• Which products or collections trigger the popup.

• Which products are recommended.

• The type of upsell experience displayed.

• Whether an upsell discount is applied.

• The content displayed in the popup.

• When and how frequently the popup appears.

Example:
A customer adds a pair of shorts to their cart. A popup appears and recommends matching shirts or accessories before the customer continues shopping.

Creating a Popup Upsell campaign consists of four parts:

• Basic information

• Offer

• Content

• Settings

1. Basic information

Configure the type of offer and when the campaign runs.

1.1. Offer type

Select how the products will be presented to customers in the popup.

• Cross-sell

Displays complementary products as individual recommendations.

Customers can review each recommended product, select a variant, and add products to the cart separately.

Use this offer type when you want to recommend optional products related to the customer’s current purchase.

Example:
Recommend a phone case and screen protector after a customer adds a phone to the cart.

• Frequently bought together

Displays the trigger product together with several related products in one offer.

Customers can select the products they want and add all selected items to the cart using a single button.

Use this offer type when products are commonly purchased together or form a complete set.

Example:
Offer a camera, memory card, and camera bag as a frequently bought together combination.

• Product add-on

Displays optional extras related to the trigger product.

Use this offer type to recommend accessories, upgrades, supporting products, or other additions that improve the main product purchase.

Example:
Offer gift wrapping or a care product as an add-on to the selected item.

1.2. Offer name

Enter a name to identify the campaign in the app.

The offer name is used for internal management only and will not be visible to customers.

1.3. Start date and time

Set the date and time when the campaign should begin.

The campaign will become available to eligible customers when the scheduled start time is reached.

1.4. End date and time

Enable Set end date and time when you want the campaign to stop automatically.

This is useful for limited-time promotions, seasonal campaigns, or offers tied to a specific sales period. Leave this option disabled when the campaign should continue running until you manually deactivate it.

2. Offer

Configure the products that trigger the campaign, the products customers receive as recommendations, and any discount applied to them.

2.1. Trigger

Choose which products must be present in the customer’s cart for the upsell offer to appear.

• All products: The campaign can be triggered by any product added to the cart.

• Specific products: The campaign appears when the cart contains one or more selected products.

• Specific collections: The campaign appears when the cart contains a product from one or more selected collections.

Use specific products or collections when the offered products are relevant only to certain purchases.

2.2. Offers

Choose how the products displayed in the upsell widget are selected.

• Manual selection

Select the exact products you want to recommend.

Click Browse to search for and add offer products. This option gives you full control over which products customers see.

• Basic AI — automated recommendations

Allow the app to automatically recommend relevant products. The data is taken from the app Shopify Search & Discovery.

2.3. Discount

Configure whether customers receive a discount when they add an offered product.

Discount type

Select the type of discount applied to the offer products.

The available configuration are:

• No discount: Offer products are added at their regular price.

• Percentage/Fixed amount: Offer products are added with a discount.

When a discount type is selected, enter the corresponding value in the Discount amount field. The amount is based on your store’s currency.

Discount code

Enter the name that identifies the upsell discount.

This code will be visible to customers in the cart when the discount is applied. Use a short and understandable name, such as CART OFFER.

2.4. Apply discount

Choose when the configured discount remains valid.

• Always: The discount continues to apply to the offered product after the trigger product is removed from the cart.

• Only if trigger product is in cart: The discount applies only while a qualifying trigger product remains in the cart.

The second option helps prevent customers from removing the qualifying product and purchasing only the discounted upsell item.

3. Content

Customize the customer-facing text displayed in the popup.

3.1. Title

Enter the main heading displayed at the top of the popup.

The title should briefly introduce the recommendation or explain the relationship between the products.

Examples:

• You may also like

• Frequently bought together

• Complete your order

• Add something extra

3.2. Sub-title

Enter the supporting message displayed under the popup title.

Use the sub-title to explain the offer, highlight its value, or encourage customers to consider the recommended products.

Examples:

• Why not add a few more stylish picks?

• Complete the set with these matching items.

• Add these essentials before you continue.

• Everything you need in one order.

3.3. Button text

Enter the label displayed on the button customers use to add the offered products to their cart.

The button behavior depends on the selected offer type:

• For individual recommendations, customers use the button to add an offered product.

• For a combined offer, customers use the button to add all selected products together.

Keep the text short and action-oriented.

Examples:

• Add

• Add to cart

• Add selected items

• Add bundle to cart

• Get this offer

Use the preview panel to check how the title, sub-title, and button text appear to customers.

4. Settings

Control campaign priority, product behavior, the number of offers displayed, and the widget position.

4.1. Priority

Enter a priority number to determine the order in which campaigns are evaluated.

Campaigns with lower numbers are evaluated first. For example, a campaign with priority 1 runs before campaigns with priority 2 or 3.

Use priority when multiple Cart Page Upsell campaigns may match the same customer’s cart.

Example:

• Campaign A: Priority 1

• Campaign B: Priority 2

When both campaigns match, Campaign A is evaluated first.

4.2. Allow multiple quantities

Enable this setting to let customers add more than one unit of an offered product.

Leave it disabled when each offered product should be added only once through the upsell widget.

4.3. Don’t show products that are already in the cart

Enable this setting to hide an offered product when the same product is already present in the customer’s cart.

This avoids displaying duplicate recommendations and keeps the offer relevant to the customer’s current order.

4.4. Randomize offer product order

Enable this setting to display offer products in a different order instead of always following the original selection order.

This can give multiple products more balanced visibility when a campaign contains several recommendations.

4.5. Limit offered products shown

Enable this setting to restrict how many offer products are displayed in the widget at one time.

Use it when the campaign contains many products but you want to keep the cart experience focused and easy to browse.

4.6. Paginate products

Enable pagination to divide offered products into multiple pages or groups within the widget. In short, it limits how many products are shown to the customers at one time, in one widget frame.

This option is useful when the campaign includes more products than can comfortably fit in the available cart space.

4.7. Display setting

Choose where and when the popup appears.

• Product page

Displays the popup after the customer clicks the Add to cart button on a product page.

Use this setting to present relevant recommendations immediately after the customer adds the trigger product.

• Cart page

Displays the popup after the customer clicks the Checkout button on the cart page.

The popup appears before the customer continues to checkout, giving them one more opportunity to add recommended products.

4.8. Display frequency

Choose how often the popup can be shown to the same customer.

• When the offer is not in cart: Shows the popup when none of the offered products are currently in the customer’s cart. Once an offered product is added, the popup will not appear again unless that product is removed.

• After 1 hour: After the popup is displayed, it can appear again once one hour has passed.

• After 24 hours: After the popup is displayed, it can appear again once 24 hours have passed.

• Always show: Shows the popup whenever the customer performs the selected trigger action, even if they have already seen it before.

• Only once: Shows the popup only once to each customer.

Choose a lower frequency when you want to avoid interrupting customers repeatedly. Use Always show only when the offer is important enough to appear every time the trigger action occurs.