Your first rule is where the magic begins. Think of it as your “sales assistant” who knows exactly what to offer right after checkout.

Step 1. Choose Your Trigger Conditions

This decides when your upsell shows. You can keep it simple or get laser-targeted:

• All orders → Perfect for beginners. Every customer sees your upsell.

• By product or collection → Example: If a customer buys running shoes, show them socks or sports gear.

• By customer type →

  • New customers: Offer a welcome bundle (e.g., 15% off an accessory).

  • Returning customers: Suggest complementary products based on their history.

• By order value → Example: For orders above $100, show a premium add-on.

💡 Pro tip: Start broad (all orders) → then refine based on what works.

Step 2. Build Your Offer

This is what the customer will see — make it count.

• Select products

  • Pick manually (best-sellers, high-margin items).

  • Use collections.

  • Use Shopify’s recommendation engine for smart matching.

• Set your discount

  • % off (e.g., 10% off headphones).

  • $ off (e.g., Save $20 on this watch strap).

• Limit quantity

  • Show only 1–2 items to avoid overwhelming customers.

• Add urgency with countdown

  • “Offer ends in 30s” creates urgency and lifts conversions.

  • Recommended timer: 20–45 seconds.

👉 Example: “Add this laptop bag now and save 15% — only available for the next 30 seconds.”

Step 3. Accept Flow (When Customers Say “Yes”)

• The product is instantly added to the original order.

• Customer is charged automatically (no extra checkout step).

• You can choose to show another upsell (safe loop).

  • Best practice: Limit to 1–2 extra offers so it feels natural, not pushy.

Step 4. Reject Flow (When Customers Say “No, thanks”)

• The customer is taken directly to the Thank You page.

• Their experience remains smooth and distraction-free.

1. Start with one universal trigger (all orders).

2. Offer a relevant, low-friction product (easy “yes” decision).

3. Keep the discount simple and clear (e.g., “Save 15% now”).

4. Use a countdown to create urgency.

✨ Once this first rule is live, you’ll immediately see upsell impressions and conversions inside your dashboard. From there, you can test different products, discounts, and layouts to maximize results.