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# Checkout Header Upsells - When & How to Use Them

## What Are Checkout Header Upsells?

**Checkout Header upsells** are banner-style offers at the top of checkout showing 1-2 impulse products. Non-blocking, high-visibility, mobile-friendly.

## Checkout Header vs. Standard Upsells

**Use Checkout Header for:** Quick impulse adds, gift wrap, batteries, cables, screen protectors, warranty extensions, expedited shipping. Works on all Shopify plans.

**Use Standard Upsells for:** Premium products, bundles needing explanation, multiple complementary items. Requires Shopify Plus.

## Best Products for Checkout Header

* Gift wrapping ($3-$10)
* Batteries, cables, USB items ($5-$15)
* Socks or basics ($10-$20)
* Screen protectors ($5-$15)
* Warranty extensions ($20-$50)
* Expedited shipping upgrades

DO NOT use for: High-priced items, products needing detailed images, luxury goods, or items requiring size/color selection.

## Setup Steps

### In UpsellPlus Dashboard:

1. **Create New Offer** -> Select "Checkout Header" type (critical: not "Checkout Upsell")
2. **Configure Products:** Add 1-2 products manually or use Autopilot (set max 1-2 products)
3. **Content Tab:** 
* Title: 2-4 words max (e.g., "Add Gift Wrap?")
* Subtitle: Optional, 1 line only
* Button text: "Add", "Yes, Add Gift Wrap", or "Yes, Add ($5)"
4. **Conditions:** Set Smart Rules (e.g., show only if cart under $50, only to new customers)
5. **Enable offer**

### In Shopify Admin:

1. **Settings -> Checkout -> Checkout Editor**
2. **Add UpsellPlus app block** to top of checkout
3. **Select your Checkout Header offer** 
4. **Save**

**Critical:** Offer won't appear without adding app block to Checkout Editor.

### Test Before Launch:

* Mobile and desktop
* Button adds product to order
* Offer appears at checkout page top
* Title doesn't truncate
* Button tap size adequate (48x48px minimum)

## Design Constraints

* **Height:** Desktop 100-120px, mobile flexible but minimal
* **Text:** 1-line title max, optional 1-line subtitle, 1-2 word callout
* **Images:** Thumbnails 50x50px or smaller, high contrast
* **Load time:** Under 1 second

## Mobile Considerations

* Full-width banner at all sizes
* Desktop: Image left, text right
* Mobile: Vertical stacking (image above text)
* Use high-DPI images (2x resolution)
* Ensure 48x48px minimum button size
* Shorten titles to 2-3 words

## Copy Best Practices

**Value must be clear immediately:**
* Weak: "Gift Wrap Option Available"
* Strong: "Add Gift Wrap ($5)?"

**Use benefit language:**
* "Make it a Perfect Gift" (better than "Add Gift Wrap")
* "Protect Your Investment" (better than "Extended Warranty")

**Keep conversational:** "Add a case to protect it?" instead of formal language.

## Timing & Frequency

* **Show immediately** when checkout loads (highest attention moment)
* **Don't repeat** same offer to returning customers; rotate products
* **Test frequency:** Always, sometimes, or specific days depending on inventory/campaign
* Works on all cart values (good for add-ons even on high-value carts)

## Conversion Optimization

**Test these variations:**
* Button text: "Add", "Yes, Add Gift Wrap", "Yes, Add ($5)"
* Product combinations: Single item vs. bundles
* Callout text: None, "FREE", "LIMITED TIME", "$5 OFF"
* Button colors: Contrasting, urgency colors (orange/red), trust colors (green/blue)

**Typical conversion rates:**
* Consumables/impulse: 3-8%
* Add-ons with clear value: 5-12%
* Optional/nice-to-have: 1-3%

If below these ranges, test different products.

## Using Both Checkout Header + Standard Upsells

You can use both simultaneously (Shopify Plus only):
* **Header:** Low-value add-ons ($5-$20)
* **Standard:** Higher-value upsells ($25+)
* Don't offer same product in both
* Use Exclusions tab to prevent conflicts
* Run A/B tests to measure combined revenue impact

## Troubleshooting

**Offer not appearing?**
* Verify "Checkout Header" type selected in UpsellPlus
* Check app block is added to Checkout Editor in Shopify
* Verify offer is enabled and within schedule dates
* Clear browser cache and test again

**Button not adding product?**
* Check product in stock (no variants required)
* Verify no Smart Rules block the add
* Test in incognito mode
* Check browser console for errors

**Title truncating on mobile?**
* Use 2-3 words maximum
* Remove subtitle
* Test on actual mobile device

**Low conversion?**
* Try different product (is it truly impulse?)
* Revise copy (is value clear?)
* Test stronger button text
* Review pricing (too expensive?)
* Check Smart Rules aren't limiting audience

## Pre-Launch Checklist

* [ ] Offer type: "Checkout Header"
* [ ] Product: Impulse-friendly, in stock
* [ ] Title: 2-4 words max
* [ ] Button: Compelling text, not just "Add"
* [ ] Added to Checkout Editor in Shopify
* [ ] Tested mobile + desktop
* [ ] Button: 48x48px minimum
* [ ] Smart Rules: Configured
* [ ] Schedule: Dates accurate
* [ ] Images: Load quickly
* [ ] Tracking: Enabled