Articles on: General

How to match the upsell variant to the product in the cart (Variant matching)

Variant matching shows the upsell in the same option as the shopper's product. If someone is viewing or has a Black, Size M jacket, a matching beanie is offered in Black instead of the default color. You choose which option to match on (for example Color), and what to show when there's no match.


  • Where: open an offer → Offers tab → Variant matching
  • Works with: Specific Products and automatic product sources
  • Previously: Variant Smart Rules



Variant matching: a black jacket in the cart shows the matching black beanie instead of the default color


Set up variant matching


  1. Open the offer and go to the Offers tab.
  2. Under Variant matching, turn on Match the variant to the product the shopper is viewing or has in cart.
  3. Choose the Option to match on, for example Color, Size or Flavor, or Any shared option.
  4. Choose what happens If no matching variant is found:
    • Use the default variant
    • Use the first variant
  6. Save.


Requirements


  • The upsell product needs more than one variant.
  • The upsell product and the shopper's product need to share an option name (for example both have Color). Option names must match.
  • With Automatic or From Collections or Tags sources, products are chosen for each shopper, so matching uses whichever option the recommended product shares with the shopper's product.


Examples


  • Phone cases: match on Model so an iPhone 16 buyer sees the iPhone 16 case.
  • Apparel accessories: match on Color so the socks match the shoes.
  • Refills: match on Scent or Flavor so the refill matches the product in the cart.



  • Require variant selection (Behavior tab): make shoppers choose a variant before adding, with nothing pre-selected.
  • Image order (Offers tab): choose which product images show and in what order.


FAQ


Why is variant matching unavailable?
Either a selected product has only one variant, or the selected products don't share any option names.


What if the shopper's product has a variant the upsell doesn't?
The offer falls back to the default or first variant, depending on your setting.



Updated on: 14/10/2026

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