Upsell / Cross sell

The Upsell / Cross sell block shows a list of products with an add button. It’s the main way to raise order value at checkout.

Requires: Shopify Plus and the Business plan.

Cross sell or upsell?

Offer type decides what the button does:

• Cross sell (Add product to cart): Adds the offered product as a new item. Use it for accessories, add-ons, and free gifts.
• Upsell (Replace product in cart): Swaps a product already in the cart for the offered product, for example a larger size or a premium version.

An upsell needs to know which cart product to replace, so it must have a Cart products display rule that lists the products to upgrade from. You’ll see Order product display rule required if it’s missing.

Choose which products to offer

Choose products by has five options:

Option	What customers see
Select products manually	The products and variants you pick, in a random order each time
Select products by collections	Products from the collections you pick (up to 50 per collection). Untick Randomize order to keep the collection’s order.
Select products by tags	Products with any of the tags you enter, separated by commas (up to 50)
Select related products (Shopify algorithm)	Shopify’s related product recommendations for a product in the cart
Select complementary products (Shopify Search & Discovery)	The complementary products you’ve set up in Shopify’s Search & Discovery app

When you pick products manually, only the variants you tick are offered. If you tick more than one variant, customers get a dropdown to choose. Tick one variant to hide the dropdown.

Recommendations

For the two recommendation options:

• Recommend based on: Which cart item to get recommendations for: First item in cart, Last item in cart, Highest priced item in cart, or Lowest priced item in cart.
• Exclude products and Excluded tags: Products you never want recommended. Tags are comma-separated and not case-sensitive.

Exclusions only apply to recommendations. For the other options, just don’t pick those products.

Link a product instead of adding it

For manually picked products, click Manage next to a product to set a Call-to-action link. The button then opens that link instead of adding the product to the cart. It’s useful for products that need personalizing on the product page first.

Cart behavior

Setting	What it does
Add quantity	How many to add: 1, 2, 3, Match the sum of all line item quantities, or Match the sum of all triggered line item quantities (Order’s products display rule). The last one matches the quantity of the cart products listed in your Cart products rule, which is handy for “one per item” add-ons like protection plans.
Hide product if already in cart	Hides each offered product once any variant of it is in the cart
Hide customization if cart already contains offer product	Hides the whole block once any offered variant is in the cart
Add free products to cart automatically	Adds the product without a click, if its price at checkout is $0. Use it with a 100% product discount for free gifts.
Add products only once per checkout session (if automatically added)	Stops a free product from being added again after the customer removes it

Auto-add only works for free products

Add free products to cart automatically only adds products that cost nothing at checkout. Use it with the Linear, Classic, Compact, or Compact 2 layout, not Compact (columns).

Layout

Setting	What it does
Layout	Linear, Classic, Compact, Compact 2, or Compact (columns). A preview shows under the setting.
Products shown at once	How many products show at a time. Defaults to 2.
Image size	Product image size in pixels, for Classic and Compact. Defaults to 130.
Apply borders	Draws a border around the block
Enable pagination	Adds arrows to page through all products. Show page count adds the page number, such as “1 / 3”.

Text and button

Setting	What it does
Heading	Optional heading above the products
Body text	Optional text. Supports dynamic text, links, and bold.
Text under each product	Optional short line under every product, such as “Ships with your order”
Button text	Defaults to “Add”
Button style	Primary, Secondary, or Plain

Product details

• Show vendor
• Show product description (Classic and Compact layouts)
• Show quantity selector (Linear layout; Classic always has one)
• Show checkmark upon adding product: Replaces the button with a check mark once the product is in the cart. The block hides itself once every product shown is in the cart.
• Hide discount copy: Hides the discount line under discounted products.
• Hide price: Only use this if you show the price somewhere else, such as in the heading.

A/B testing

Tick Enable A/B testing and choose a second set of products under Variant B products. Each time the block is shown, it picks set A or set B at random, 50/50.

Compare the two sets in analytics, which reports orders from each set separately.

Note

The pick can change during a checkout visit, because the block re-checks when the cart or address changes. Results still average out across visits, but a customer may see both sets.

Show a discounted price

Products can show a discounted price, with the original price struck through, when they have an automatic product discount that applies to Checkout components (upsells, cross-sells, etc.). See discounted upsells.

Visibility

Under Visibility, choose Always show or Show on selected devices only, then tick Mobile / tablet and/or Desktop. The device type comes from the customer’s browser, so resizing a desktop window doesn’t change it.

Things to know

• The block hides itself when there’s nothing to offer. This happens when every product is sold out, already in the cart (with the hide options on), excluded, or unavailable in the customer’s market. It also happens when Shopify has no recommendations, or when the checkout doesn’t allow adding products, which can happen with some B2B and draft order checkouts.
• Sold-out variants are never offered. They’re removed automatically.
• Subscription products: products that can only be bought on a subscription are only offered when you pick products manually. The first selling plan is preselected, and customers can switch if there’s more than one.
• Prices and titles match the customer’s market and language. Products that aren’t available to the customer’s market aren’t shown.
• Upsell with several matching cart items: if more than one cart item matches the Cart products rule, the offered product is added and one unit of each matching item is removed. For clean swaps, list one product per upsell block.
• Products shown at once on the block takes priority over Number of products shown in the Checkout Editor.
• “Cart includes component product” rules only work when products are picked manually. With collections, tags, or recommendations, the block doesn’t know its products until checkout.
• Every product added records the block in the order’s _buddy_data line item property, for analytics and product discounts.