Getting started with UpsellPlus: set up your first offer in minutes
UpsellPlus adds upsells, cross-sells, free gifts and subscription upgrades across your Shopify store: on product pages, in the cart, at checkout, after checkout and on the Thank You page. The fastest way to start is a guided Growth Strategy: UpsellPlus looks at your store, recommends a goal, and walks you through each step.
- Step 1: pick a goal (or create an offer yourself)
- Step 2: add the UpsellPlus app block where the offer shows
- Step 3: check it's live, then track results on Home
Step 1: Pick a goal or create an offer
Option A: Follow a Growth Strategy (recommended)
- Open Apps → UpsellPlus. The first time, you'll see Let's get your store set up.
- UpsellPlus analyzes your last 60 days of orders and shows your store profile: category, average order value and monthly orders. Confirm it with Continue with this profile.
- Pick your top growth goal. Strategies marked Brands like you usually start with this are a good first choice.
- Follow the steps. UpsellPlus often creates the offer for you; it stays off until you turn it on. Steps complete automatically when UpsellPlus detects the offer or app block.
See Complete guide to Growth Strategies.
Option B: Create an offer yourself
- Go to Offers → Create Offer (or Create Post-Purchase Offer for one-click offers after checkout).
- Funnel tab: choose where the offer appears.
- Behavior tab: choose how it works: Discounted Upsell, Free Gift, Product Swap, or Mix & Match.
- Targeting tab: optionally limit who sees it.
- Offers tab: choose products: Specific Products, From Collections or Tags, Automatic (ShopBrain) or From a Bundle, plus any discount.
- Styling and Content tabs: adjust the look and text.
- Save and turn it on.
Step 2: Add the app block
Each placement needs the UpsellPlus block or extension. The offer editor shows Place your app block with a button that opens the right Shopify editor:
Placement | Where to add it |
|---|---|
Product page, Cart page, Home / Collection / Search | Theme editor: add the UpsellPlus app block |
Cart Drawer | Theme editor: turn on the UpsellPlus Cart Drawer embed |
Checkout (Shopify Plus) | Checkout editor: add the UpsellPlus block |
Post-purchase | Shopify Settings → Checkout: select UpsellPlus as the post-purchase app |
Thank You page | Checkout editor: add the UpsellPlus block on the Thank You page |
Order Status page | Checkout & accounts editor: add the UpsellPlus block |
Step 3: Check it's live
- Visit your store and go through the step where the offer should appear.
- On Home, each step of the shopper journey shows Live, Off, Not showing (block missing) or May not be showing.
- If an offer doesn't appear, see Why is my upsell offer not showing?
Step 4: Track results
- Home: revenue from UpsellPlus over the last 30 days, your mission level, and up to three next steps.
- Analytics: detailed metrics, per-offer reports and post-purchase funnel reports.
Give a new offer a few days of traffic before judging it. Then use an A/B test or a holdout experiment to improve it.
What you can do on each Shopify plan
- All plans: product page, cart, post-purchase, Thank You and Order Status page offers.
- Shopify Plus: also checkout offers (Checkout, Checkout Header, Checkout Footer).
Need help?
Use the live chat in the app, or book a free launch call from Home.
Related articles
- Complete guide to Growth Strategies
- Where can UpsellPlus offers appear? All placements explained
- What is ShopBrain? Automatic product recommendations in UpsellPlus
- How to build a post-purchase upsell funnel
- Understanding the UpsellPlus Home page
Updated on: 14/10/2026
Thank you!