Articles on: General

How to show an upsell only when certain conditions are met (Targeting rules)

Targeting rules decide who sees an offer and when. Add one or more rules in the Targeting section at the top of any offer. The offer only shows when all of its rules are met. Rules can check the cart, the product being viewed, the customer, and context such as date or discount code.


  • Where: open any offer → Targeting → Add targeting rule
  • Logic: different rules combine with AND. Inside one rule, the offer matches if any of the values you list matches (OR).
  • Include and exclude: most rules let you include values (show only for these) or exclude them (hide for these).
  • No rules means everyone sees the offer.
  • Previously called: Smart Rules



Targeting rules in UpsellPlus combine with AND, while values inside one rule match with OR


Set up a Targeting rule


  1. In Shopify admin, open Apps → UpsellPlus.
  2. Create a new offer or open an existing one.
  3. In the Targeting section at the top of the offer, click Add targeting rule.
  4. Choose a rule type (see the full list below) and set its value.
  5. Add more rules if you need to. The offer only shows when every rule is true.
  6. Click Save.


All Targeting rule types


Rule names below match the labels in the Add targeting rule menu.


Cart contents

  • Cart Products: the cart has (include) or doesn't have (exclude) specific products
  • Collections: the cart has, or doesn't have, products from specific collections
  • Specific Product Variants in Cart: the cart has specific variants
  • Product Tags: the cart has, or doesn't have, products with specific tags
  • Cart Attributes: the cart has a specific cart attribute key, optionally with a specific value
  • Subscription Products: specific subscription products are in the cart
  • Subscription in Cart: the cart has at least one subscription, or none


Cart value and quantity

  • Cart Value: the cart value is above a minimum and/or below a maximum
  • Collection Cart Value: the value of items from specific collections is within a range. If you add several ranges, any one of them can match.
  • Cart Product Quantity: how many units of specific products or collections are in the cart (minimum and/or maximum), optionally only one-time or only subscription items


Trigger (product page offers only)

  • Trigger Products (PDP only): show the offer on specific product pages
  • Trigger Collections (PDP only): show the offer on product pages of products in specific collections


Audience

  • Markets: Shopify Markets (for example only the US or the EU)
  • Shipping destination country: post-purchase-only offers; show the offer based on the country the order ships to
  • Customer Tags: for example vip, wholesale, repeat-buyer
  • Klaviyo Segment: customers in a Klaviyo segment you've already built
  • Customer Language: the shopper's storefront language
  • Device Type: desktop or mobile
  • B2B / Wholesale: B2B customers
  • Customer Province / State
  • Retail Locations (POS): for point-of-sale offers, specific store locations


Context

  • Date & Time Scheduling: a date range, specific days of the week or dates, and hour windows in a time zone you choose
  • Discount Codes: show or hide the offer when specific codes are applied
  • Discount Code Applied: show the offer only when any discount code is applied, or only when none is
  • Traffic Source: where the shopper came from: UTM source, medium, campaign, content or term, landing page, referring site, or any URL parameter (exact, starts with, or contains)


Exclusion Rules


Below the targeting rules, Exclusion Rules hide an offer even when its targeting matches:


  • Exclude if products already in cart: don't show products the shopper already has in their cart
  • Exclude if upsell already accepted: don't show this offer if the shopper already accepted another upsell this session
  • Limit to one selection: stop showing the offer once the shopper adds any product from it


Examples


Shipping destination country rule showing a post-purchase offer only on US orders


Free-shipping nudge for mid-size carts
Cart value is between $40 and $75. Offer a small add-on that gets the shopper over your $75 free-shipping threshold. (To do this automatically for every cart, use the Get to the next reward automatic offer.)


Accessories for a product category
Product Tags includes laptop. Offer laptop sleeves, and turn on Exclude if products already in cart.


VIP-only bundle
Klaviyo segment is "VIP" AND cart value is over $150.


US-only membership after purchase
On a post-purchase offer: Shipping destination country includes United States.


Offer for shoppers coming from an influencer link
Traffic Source: URL parameter ref equals influencer123.


Weekend-only offer
Date & Time Scheduling: days of the week Friday, Saturday and Sunday.


Don't stack discounts
Discount codes has none of SAVE15, SAVE25.


"This OR that"
To show a case to shoppers buying either a phone or a tablet, create two offers, one with each rule. You can also use one rule with both products selected, because "has any of" already matches either one.


How Targeting works with discounts and free gifts


  • Discounts: on the offer's Offers tab, turn on Remove discount if targeting conditions are no longer met at checkout. The upsell discount is then withheld if the cart stops meeting the rules (for example a tagged product was removed). This isn't available for post-purchase offers or Product Swap offers.
  • Free gifts: a Free Gift is removed from the cart automatically when its offer's targeting is no longer met (for example the cart value drops below the minimum or a required code is removed), or when the offer's scheduled date range has ended. It's added back if the shopper qualifies again.


Troubleshooting: offer not showing


  1. Make sure the offer is active and published to the right placement.
  2. Remove rules one at a time to find which one is blocking the offer. Remember every rule has to be true.
  3. Check exact tag, collection and segment names in Shopify or Klaviyo.
  4. Check whether a higher-priority offer is using the same spot (see How to set priority for your upsell offers).
  5. See Why is my upsell offer not showing? for placement-specific checks.


FAQ


Can I combine rules with OR?
Inside one rule, yes: list several values and any one of them matches. Different rules always combine with AND. For "rule A or rule B", create two offers.


Can I include and exclude in the same rule?
Yes. For example, Product Tags can include 18mm and exclude watches at the same time.


Is "Smart Rules" the same as Targeting?
Yes. Smart Rules was the old name. The rules now live in the Targeting section at the top of each offer.


Do Targeting rules work on post-purchase offers?
Yes. On post-purchase offers, the rules check the order the customer just placed. You can also use Shipping destination country, which is only available on post-purchase-only offers.


How many rules can I add?
As many as you need.



Updated on: 14/10/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!