aov.ai-checkout-upsell
getting-started
Quick Start

Quick Start

Get started in under 5 minutes. The app's Dashboard includes a Setup guide card that walks you through each step — follow along below, or click the tasks in the guide directly.

App dashboard home with the setup guide and analytics

Step 1: Check your plan

  • Shopify Plus? You can use all features — Offers (Checkout Upsell, Volume Savings), Extra widgets (Discount List, Trust Badges, Testimonials, Image Carousel, Custom Banners, Custom Buttons, Cart Editor), Payment Customization, Shipping Rules, Shipping Discount, and Checkout Validations.
  • Other plans? Payment Customization, Shipping Rules, Shipping Discount, and Checkout Validations are available right away — no extra setup needed. (The Offers, Extra widget, and Integrations menus are hidden on non-Plus plans.)

See the Plans & Requirements page for the full feature comparison.

For Shopify Plus merchants

Step 2: Create your first offer

  1. In the app, go to OffersCreate offer, then pick an offer type — Checkout upsell or Volume savings
  2. Set trigger conditions (or leave as "No condition" to show to all buyers)
  3. Add products and optionally set a discount
  4. Enter an offer name and click Save

Step 3: Add the widget to the Checkout Editor

  1. Go to Shopify AdminOnline StoreThemesCustomize
  2. Select Checkout from the page dropdown
  3. Find AOV.AI in the App blocks panel and add the widget
  4. Click Save

See the Installation page for detailed steps.

Step 4: Create a checkout customization

  1. Go to Payment customization, Shipping rules, or Shipping discount in the sidebar
  2. Choose the action (hide, rename, or reorder a method; or apply a shipping discount) and set conditions
  3. Click Save

Step 5: Create a checkout validation

  1. Go to Checkout validationsCreate
  2. Pick a validation type — Custom Rule, Order Limits, Address Validation, Geo Restriction, Regex Validation, or VAT Validation
  3. Set the rule and error message, then click Save

For non-Plus merchants

Step 2: Create a checkout customization

  1. Go to Payment customization, Shipping rules, or Shipping discount in the sidebar
  2. Choose the action and set conditions
  3. Click Save

Step 3: Create a checkout validation

  1. Go to Checkout validationsCreate
  2. Pick a validation type, set the rule and error message
  3. Click Save

Monitor performance

The Dashboard shows two stat sections:

  • Offer analytics (Shopify Plus) — Offer views, Revenue generated, Order generated, and Conversion rate across the app
  • Rule statistics — Active payment rules, active delivery rules, and active validation rules

Tip: Start with a simple "No condition" offer to collect baseline data, then narrow with conditions once you know which products convert best.

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