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Getting Started with UpsellPlus: Your Complete Onboarding Guide

Welcome to UpsellPlus!


UpsellPlus is your all-in-one solution for upselling and cross-selling on Shopify. Whether you're new to upsells or a seasoned pro, this guide will walk you through getting started in just a few minutes.


Step 1: Install UpsellPlus from the Shopify App Store


  1. Go to your Shopify Admin Dashboard
  2. Navigate to Apps and sales channels in the left sidebar
  3. Click App and sales channel settings
  4. Search for UpsellPlus
  5. Click the app and select Add app
  6. Review the requested permissions and click Install app


UpsellPlus will now be installed and ready to use!


Step 2: Connect UpsellPlus to Your Shopify Store


Once installed, you'll be taken to the UpsellPlus dashboard. Here's what you need to do:


  1. Verify that UpsellPlus has access to your Shopify store (this happens automatically during installation)
  2. Grant the necessary permissions for accessing products, orders, and checkout settings
  3. Your store data will sync within a few minutes


Step 3: Create Your First Upsell Offer


Now for the fun part—creating your first offer!


  1. In the UpsellPlus dashboard, click + New Offer
  2. Choose where you want the offer to appear:
  • Product Page: Show a related or upgraded product
  • Cart Drawer: Suggest add-ons before checkout
  • Checkout: Upsell during the checkout process (Shopify Plus plan required)
  • Post-Purchase: Offer products after the customer completes their order
  1. Select the products you want to upsell
  2. Set your discount or offer type (percentage off, fixed amount, BOGO, etc.)
  3. Configure Smart Rules to target the right customers (e.g., cart total > $50, specific products purchased, etc.)
  4. Click Preview to see how it looks
  5. Click Go Live when you're ready


Step 4: Preview Your Upsell Offer


Before going live, always preview your offer:


  1. Click the Preview button on your offer
  2. You'll see exactly how customers will see it on your store
  3. Test it on mobile and desktop
  4. Check that the discount applies correctly in the cart
  5. Make any adjustments if needed


Step 5: Monitor Your Results


Once your offer is live, start tracking its performance:


  1. Head to the Analytics tab in UpsellPlus
  2. View conversion rates, revenue attributed to your upsell, and more
  3. Use these insights to optimize your offers over time


Pro Tips for Success


  • Start simple: Begin with one or two well-targeted offers before scaling
  • Use Smart Rules: Target customers most likely to buy (high cart value, specific products, etc.)
  • A/B Test: Create variants of your offers to see what resonates best
  • Monitor analytics: Track what's working and iterate weekly
  • Personalize: Use ShopBrain AI recommendations to suggest relevant products


What's Next?


Once you're comfortable with the basics:


  • Explore Dynamic Pricing to let AI find the optimal price point
  • Set up ShopBrain for AI-powered product recommendations
  • Use Free Shipping Bar to encourage larger orders
  • Create Post-Purchase flows to capture additional revenue after checkout


Need Help?


Our support team is available 24/7 via chat, email, or video. Don't hesitate to reach out with questions!


Happy upselling!

Updated on: 11/02/2026

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