How to set up
Increase your average order value by showing relevant product recommendations at checkout. Buyers see upsell offers and can add items to their order with one click — no page reload needed.
Shopify Plus required. Checkout Upsell uses Checkout UI Extensions, which require a Shopify Plus plan.
What it does
Checkout Upsell displays a product recommendation block on your checkout page. You control:
Which buyers see the offer (trigger conditions)
Which products appear (manual selection or AI-powered recommendations)
Discounts per product (percentage, fixed amount, or none)
Priority when multiple offers match the same buyer
The block appears inline in your checkout layout. Buyers can browse products, select variants, adjust quantity, and add to their order — all without leaving checkout.
Before you start: Add the app block
Before creating any offer, you must add the AOV.AI block to your checkout theme. This is a one-time setup.
Step 1: Open the Theme Editor
Go to Shopify Admin → Online Store → Themes
Click "Edit theme" (or "Customize") on your active theme
In the Theme Editor, select the "Checkout and customer accounts" page from the page picker dropdown (top center)
This opens the checkout layout where you can add and arrange app blocks.
Step 2: Add the AOV.AI block
In the left sidebar under Main, click "Add block"
In the block picker, scroll to the AOV.ai Checkout Upsell section
Click "AOV Checkout upsell"
The block appears in the sidebar under Main and in the checkout preview:
You can drag it to reposition — common placements:
Main column (left)
Inline between checkout sections — maximum visibility
Order summary sidebar (right)
Alongside order summary — less intrusive
Click Save in the Theme Editor to confirm.
You only need to do this once. After the block is added, all your offers will display through it automatically.
Step 1: Go to Offers
In the app sidebar, click Offers to see all your upsell offers.
List page overview
Tabs
Filter by status: All, Active, Scheduled, Expired
Search
Find offers by name
Sort
By Priority (asc/desc) or Date Created (oldest/newest)
Actions
Analytics, Edit, Delete for each offer
Step 2: Choose offer type
Click Create offer (top right)
Select Checkout Upsell
Click Select
Step 3: Configure trigger conditions
The editor opens with two columns:
Left — Step 1 (Triggers), Step 2 (Products), Step 3 (Advanced Settings)
Right — Offer name, Status, App block status, Live preview
Expand Step 1 and choose a mode
Click the Step 1 header to expand. Two options:
No condition
Offer always shows to all buyers
Set conditions
Offer only shows when all conditions are satisfied (AND logic)
Set conditions
When you select Set conditions, a condition builder appears. You can add up to 4 conditions (each type used only once). Click "+ Add 'AND' condition" to add rows.
Available condition types
1. Included Product
UI
Dropdown → click Browse to open product picker
Logic
Offer shows when buyer's cart contains any of the selected products
Use case
Show accessories when buyer has a specific main product
2. Excluded Product
UI
Dropdown → click Browse to open product picker
Logic
Offer shows when buyer's cart does NOT contain any of the selected products
Use case
Hide upsell when buyer already has the upsell product
3. Total Cart Value
UI
Operator dropdown (Greater than / Less than) + value field
Logic
Compares cart subtotal against the threshold
Use case
Only show premium upsells when cart value is above $100
4. Customer Tag
UI
Operator dropdown (Has tag / Does not have tag) + tag field
Logic
Checks buyer's Shopify customer tags
Use case
Show VIP-only offers to tagged customers
All conditions use AND logic — every condition must be true for the offer to show. For example: "Cart contains Product A" AND "Cart value > $50" means both must be satisfied.
Step 4: Add products and discounts
Click the Step 2 header to expand the product section.
Add products
Click Add product to choose a source:
AI Smart Pick
AI recommends products based on buyer's cart. Default discount: 10%.
Select Product
Opens Shopify product picker — choose specific products and variants manually.
After adding, products appear as draggable cards. Drag the handle (⋮⋮) to reorder.
Statistics row
Above the product list, real-time performance data:
Views
Times the offer was displayed at checkout
Orders
Times a buyer added an upsell product
Revenue
Total revenue from upsell additions
Conversion
Orders ÷ Views as a percentage
Product card elements
Each product card shows:
Drag handle (⋮⋮)
Reorder products by dragging
Product image + name
The product being offered
Variant count
"1/1 variants" or "36/36 variants" — how many variants are included
Discount badge
Shows "10%" or "$5" — the discount for this product
Edit icon (pencil)
Opens product settings modal
Delete icon (trash)
Removes product from offer
Per-product settings
Click the edit icon (pencil) on any product card to open the settings modal:
Discount section
Discount type
Percentage / Fixed amount / No discount
No discount
Discount value
Number field (visible when type selected)
—
Discounts are applied at checkout as automatic line-item discounts. They appear in the order summary alongside any other discounts.
Display section
Custom product title
(empty)
Override the product name shown at checkout. Leave empty to use original.
Show variant picker
On
Show a dropdown for variant selection. Turn off to show default variant only.
Variant selection
Include / Exclude variants
Choose which variants of this product to show at checkout. By default all are included.
Step 5: Customize style and settings
Click the Step 3 header to expand. Two tabs: Style and Settings.
Style tab
Content section
Title
Text field
"You may also like"
Description
Text field
"Recommended for you"
Style section
Show border
On
Adds a visible border around the upsell block
Product section
Show quantity selector
On
Adds +/- quantity stepper to each product card
Button color
(theme color)
Follows your Shopify checkout branding. Change in theme settings.
Button color follows your Shopify checkout branding — it cannot be changed from within the app. To change it: go to Online Store → Themes → Edit theme → Checkout and customer accounts, click the Settings icon (⚙️) in the top-left toolbar, scroll down to the Color section, and change the Buttons color.
Settings tab
The Settings tab contains offer behavior and scheduling options.
Offer settings
Hide items already in the order
Off
Products already in the buyer's cart won't appear in the upsell block. The block still shows if other products remain.
Discount combinations
Controls whether upsell discounts can stack with other discount types:
Product discounts
On
Allow upsell discount to combine with product-level discounts
Order discounts
On
Allow upsell discount to combine with order-level discounts
Shipping discounts
On
Allow upsell discount to combine with free shipping discounts
If a combination is off and the buyer has that discount type applied, the upsell discount will not apply — the product is still added but at full price.
Scheduling
Start date
(none)
When set, the offer only becomes active after this date/time
End date
(none)
When set, the offer expires after this date/time
Leave both empty for an always-active offer (controlled only by the Status toggle).
Step 6: Save and activate
Enter an Offer name (e.g., "Summer upsell bundle") — this is internal, not shown to buyers
Check the Widget status:
"Added" (green) — the checkout block is in your theme, offers will display
"Not added" — click "Go to theme settings" to add the block (see "Before you start" section above)
Review the Preview panel to see how the offer looks at checkout
Click Save in the top bar
The offer is live when:
Status is Active
Start date has passed (or no scheduling set)
Checkout block is Added to your theme
Manage offer priority
When multiple offers match the same buyer's cart, only one is shown — the one with the highest priority (lowest number = highest priority).
How to set priority
Go to Offers in the sidebar
Click Manage priority (top of the page)
Select Checkout upsell from the dropdown
Drag and drop to reorder — top of list = priority 1 (highest)
Click Save
Tip: Put your highest-converting or time-sensitive offers at priority 1. You can safely schedule future offers at high priority without affecting current ones — scheduled/expired offers are automatically skipped.
Priority and scheduling
Scheduled or expired offers are skipped — the next active match is shown:
Priority 1 offer is scheduled (future start date)
Skipped → Priority 2 shows
Priority 1 offer is expired (past end date)
Skipped → Priority 2 shows
Priority 1 offer is active but conditions don't match
Skipped → Priority 2 shows
Priority 1 offer is active and conditions match
Shown
Buyer experience at checkout
When a matching offer is active, buyers see a product recommendation block at checkout:
Title
Block heading (e.g., "You may also like")
Description
Subtitle text (e.g., "Recommended for you")
Product image
Thumbnail of the upsell product
Name
Original name or custom title (if set by merchant)
Price
Original strikethrough + discounted price (if discount set), or regular price
Variant selector
Dropdown (if "Show variant picker" is on and product has multiple variants)
Quantity stepper
+/- buttons (if "Show quantity selector" is on)
Add button
In your store's brand color
Multiple products appear in a vertical scrollable area (max ~480px height).
Add to order flow
Default
Product card with "Add" button
Select variant
Price and image update instantly
Change quantity
Updates via +/- stepper (min 1)
Click "Add"
Product added to order, button changes to spinner then "Added"
Order summary
Updates immediately with the new line item + discount
The buyer does not leave the checkout page. The addition happens inline via Shopify's Cart API.
Offer statuses
Active
Green
Live and can show at checkout (if conditions match)
Expired
Grey
Past end date or manually deactivated
Scheduled
Yellow
Future start date — will auto-activate when the date arrives
How status changes
Create new offer
Defaults to Active (unless start date is set)
Set future start date
Changes to Scheduled
Start date passes
Auto-changes to Active
End date passes
Auto-changes to Expired
Toggle status to off
Changes to Expired
Edit and delete offers
Edit an offer
Go to Offers → click the edit icon (pencil) in the Actions column, or click the offer name
Make changes
Click Save
Changes take effect immediately at checkout.
Delete an offer
Go to Offers → click the delete icon (trash) in the Actions column
Confirm deletion
Deletion is permanent. The offer and its analytics data cannot be recovered.
Validation errors
Offer name is empty
"Offer name is required"
No products added
"At least one product is required"
Discount value is empty (when type selected)
"Discount value is required"
Discount percentage > 100
"Discount cannot exceed 100%"
Start date is after end date
"Start date must be before end date"
FAQs
General
Q: Do I need Shopify Plus for Checkout Upsell? A: Yes. Checkout UI Extensions require a Shopify Plus plan.
Q: Can I show multiple offers at the same time? A: No. Only one offer is shown per checkout — the highest-priority matching offer. Use the priority system to control which offer wins.
Q: Does the upsell block slow down checkout? A: No. The block loads asynchronously and does not block the checkout rendering.
Trigger conditions
Q: What happens if I set no conditions? A: The offer shows to every buyer at checkout, regardless of their cart contents.
Q: Can I combine multiple conditions? A: Yes, up to 4 conditions with AND logic. All must be true for the offer to show.
Q: Can I target buyers by country or shipping method? A: Not directly. You can target by customer tag — tag customers by region in Shopify, then use the Customer Tag condition.
Q: Does "Included Product" check variants or just products? A: It checks at the product level. If any variant of the selected product is in the cart, the condition is met.
Products and discounts
Q: How many products can I add to one offer? A: There is no hard limit, but we recommend 2-5 products for best conversion. Too many options can overwhelm buyers.
Q: Can I use AI Smart Pick and manual selection together? A: Yes. You can add products from both sources to the same offer.
Q: How does AI Smart Pick choose products? A: The AI analyzes purchase patterns and cart contents to recommend products that are frequently bought together. It applies a default 10% discount.
Q: What discount types are supported? A: Percentage off (e.g., 10%), fixed amount off (e.g., $5), or no discount. Each product in the offer can have a different discount.
Q: Can upsell discounts stack with discount codes? A: Yes, if you enable the corresponding discount combination in the Settings tab. By default, all combinations are enabled.
Display and behavior
Q: Can I change the "Add" button color? A: The button uses your Shopify checkout branding color. To change it: go to Online Store → Themes → Edit theme → Checkout and customer accounts, click the Settings icon (⚙️) in the top-left toolbar, scroll down to the Color section, and change the Buttons color.
Q: What if a product is out of stock? A: Out-of-stock products are automatically hidden from the upsell block at checkout.
Q: Can buyers add the same product twice? A: If the product is already in their cart and "Hide items already in order" is on, it won't appear. If the setting is off, they can add it again as a separate line item.
Q: Where does the upsell block appear? A: You control placement in the Theme Editor. Common positions: main column (between checkout sections) or order summary sidebar.
Priority and scheduling
Q: What happens when multiple offers have the same priority? A: The most recently created offer takes precedence.
Q: Can I schedule an offer for a future date? A: Yes. Set a start date in the Settings tab. The offer status changes to "Scheduled" and auto-activates when the date arrives.
Q: What happens when a scheduled offer activates? A: It automatically changes to "Active" and starts competing with other active offers based on priority and conditions.
Tips
Enable all discount combinations — unless you have a specific reason not to. This ensures upsell discounts always apply, maximizing conversion.
Use "Hide items already in order" — prevents buyers from seeing products they've already added, keeping the block clean.
Keep block title short — "You may also like" or "Complete your order" works well. Buyers scan quickly at checkout.
Put your best offer at priority 1 — highest-converting or highest-margin products should get top priority.
Schedule seasonal offers in advance — set start/end dates and priority. The system handles transitions automatically.
Test at checkout — use a real test order to verify conditions, discounts, and block placement. The admin preview shows sample data, but the checkout shows real behavior.
Use AI Smart Pick if you're unsure which products to recommend — the algorithm learns from purchase patterns.
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