Overview

Merchants can now specify UpsellPlus to recommend products from specific metafields they have already created. This upsell strategy can be used on our upsell types that support Autopilot:

Checkout
Drawer Cart
PDP
Post-purchase pages

You can learn more about 'Autopilot' here: Introducing 'Autopilot': Upsell random products by collection

Table of Content

Prerequisites
Setting Up Product Metafields
Creating a Metafield Definition
Adding Metafield Values to Products
Setting Up Metafield-Based Recommendations in UpsellPlus
Checkout Offers
Cart Drawer Offers
Post Purchase Offers
Product Page Offers
Smart Rules Configuration
Testing Your Metafield-Based Recommendations
Troubleshooting
Recommendations Not Appearing
Wrong Products Being Recommended
Best Practices

Adjusting the Autopilot Instructions:

Prerequisites

Before using metafield-based recommendations, you need to:

Have the UpsellPlus app installed on your Shopify store
Set up product metafields that contain complementary product IDs
Have products with these metafields in your store

Setting Up Product Metafields

Creating a Metafield Definition

In your Shopify admin, go to Settings > Custom data
Click Add definition
Select Product as the resource
Enter a name for your metafield (e.g., "Complementary Products")
Choose a namespace (e.g., "custom") and key (e.g., "metafieldsupsells")
Select Product reference as the type and enable Allow multiple values
Click Save

Adding Metafield Values to Products

Go to a product in your Shopify admin
Scroll down to the Metafields section
Find your newly created metafield
Click Add products and select the complementary products you want to recommend
Click Save

Setting Up Metafield-Based Recommendations in UpsellPlus

For Checkout Offers

In the UpsellPlus app, go to Offers > Checkout
Create a new offer or edit an existing one
In the Products tab, select Autopilot
Under Include products from, select Metafield
Click Select metafield and choose your metafield from the list
Configure other offer settings as needed
Click Save

For Cart Drawer Offers

In the UpsellPlus app, go to Offers > Cart Drawer
Create a new offer or edit an existing one
In the Products tab, select Autopilot
Under Include products from, select Metafield
Click Select metafield and choose your metafield from the list
Configure other offer settings as needed
Click Save

For Post Purchase Offers

In the UpsellPlus app, go to Offers > Post Purchase
Create a new offer or edit an existing one
In the Products tab, select Autopilot
Under Include products from, select Metafield
Click Select metafield and choose your metafield from the list
Configure other offer settings as needed
Click Save

For Product Page Offers

In the UpsellPlus app, go to Offers > Product Page
Create a new offer or edit an existing one
In the Products tab, select Autopilot
Under Include products from, select Metafield
Click Select metafield and choose your metafield from the list
Configure other offer settings as needed
Click Save

Smart Rules Configuration

To ensure your metafield-based recommendations appear at the right time, you should configure smart rules:

In the offer settings, go to the Conditions tab
Add a condition with Cart products is Has any of
Select the products that have your metafield values set up
This ensures that recommendations will appear when these specific products are in the cart

Testing Your Metafield-Based Recommendations

To test if your metafield-based recommendations are working:

Add a product with metafield values to your cart
Proceed to checkout or view the cart drawer (depending on your offer type)
You should see the complementary products from the metafield being recommended

Troubleshooting

Recommendations Not Appearing

If your metafield-based recommendations are not appearing:

Check Metafield Values: Ensure your products have the correct metafield values set
Verify Smart Rules: Make sure your smart rules are correctly configured to trigger for the right products
Check Offer Status: Ensure your offer is active and scheduled correctly
Inventory Settings: Verify that the recommended products are in stock if you have "Hide out of stock products" enabled

Wrong Products Being Recommended

If incorrect products are being recommended:

Check Metafield Selection: Ensure you've selected the correct metafield in the offer settings
Verify Metafield Values: Check that the metafield values on your products contain the correct product IDs
Exclusion Rules: Review any exclusion rules that might be filtering out the expected products

Best Practices

• Use Descriptive Metafield Names: Choose clear names for your metafields to make them easy to identify
• Limit Recommendations: Don't add too many product IDs to a single metafield to avoid overwhelming customers
• Combine with Other Criteria: For more targeted recommendations, combine metafield-based inclusion with other criteria like collections or tags
• Regular Updates: Keep your metafield values updated as your product catalog changes
• Test Across Devices: Ensure your recommendations display correctly on both desktop and mobile devices

Updated on: 23/05/2025