Cart Upsell - How to set up your offer

What is Cart Upsell offer?

A Cart Upsell offer captures the moment customers click the Checkout button to present related products, giving them one last chance to add more items before completing their purchase.

Two display styles:

Embed	Popup
Appears directly on the cart page and cart drawer*	Appears as an overlay when the customer clicks the Checkout button on either the cart page or cart drawer*

How to set up this type of offer?

Step 1: Customer buys

This section controls which products will trigger the offer.

Option	When to use
All products	Show the offer on every product page in your store
Collections	Trigger only when a product from a specific collection is added
Product tags	Trigger based on product tags (useful for multi-category stores)
Specific products	Trigger only for hand-picked products (multiple select)

Exclude products

Available when using Collections, or All products. Use this to suppress the offer for certain products within the selected scope. For example: Triggering on all products but excluding sale items.

Step 2: Upsell products

Click Browse to select the products you want to offer as add-ons. These are the products that will appear in the offer widget when it's triggered.

You can select multiple add-on products.
Add-ons are displayed as individual cards in the widget, each with an checkbox or "Add" button.
The order of add-on cards can be rearranged by dragging.

Tip: Add-on products can be pre-selected in the app so they will appear already checked in the widget.

Step 3: Display settings

These settings control the text and badge shown in the offer widget.

Field	Description
Title	The heading shown above the add-on cards.Default: "You may also like it"
Sub-title	A short line of supporting copy below the title.Default: "Get the most out of your items with these must-haves"
Badge label	A small label displayed near the offer title and sub-title (e.g. 20% OFF, Recommended, New). Leave blank to hide the badge.
Background color	The background color of the badge
Text color	The text color of the badge

Examples of offer badge:

Step 4: Discount settings

Apply discount

Check Apply discount to attach a price reduction to the add-on products. A discount code is generated automatically, customers don't need to enter it manually.

Discount value

Percentage: e.g. 20% off each add-on
Fixed amount: e.g. $5 off each add-on (in your store's currency)

Combinations

Control whether this offer's discount can stack with other active discounts:

Combination	What it allows
Product discounts	Stack with product-level discount codes
Order discounts	Stack with order-wide discount codes
Shipping discounts	Stack with free shipping or shipping discount codes

Max discount uses

Check Limit number of times this discount can be used in total to cap the total redemptions across all customers. Leave unchecked for unlimited use.

Customer eligibility

Choose which customers are eligible to receive the discount:

All customers: Anyone who triggers the offer
Specific customer segments: Only customers in selected Shopify segments
Specific customers: Only individually selected customer accounts

All offers, including those with specific customer eligibility and customer tags, will be visible to all customers. When customers log in or enter their email on the Checkout page, only then will Shopify check the segment and check whether the discount is eligible or not.

Step 5: Advanced settings

Multiply based on quantity

The offer scales with the quantity the customer buys. E.g. Buy 2 → get 2 free add-ons instead of 1.

Limit receive this offer once per order

A customer can only accept the offer once per cart session, even if they add multiple trigger products.

Limit the number of products buyer can select

Caps how many add-on items the customer can pick. Leave unchecked to allow all.

Allow editing quantity of items

Lets customers increase the quantity of each chosen add-on. Set a maximum quantity or leave at 0 for unlimited.

Show offer based on rules

When enabled, the offer will only display when the defined conditions are met. You can choose whether all rules must pass or any single rule passes before the offer is shown.

Available rule types:

Rule	Description
Product price	Show the offer only when the trigger product's price meets a condition (e.g. above $50)
Cart total	Trigger based on the customer's current cart value
Cart quantity	Trigger based on the number of items in the cart
New customer	Show only to first-time customers who have no previous orders
Customer tags	Target customers with specific tags assigned in Shopify (e.g. VIP, wholesale)
Customer login	Show only to logged-in customers, or only to guests
Customer country	Restrict the offer to customers from specific countries
Markets	Show the offer only in specific Shopify Markets

Tip: Use "All rules pass" for tightly targeted offers (e.g. logged-in VIP customers with a cart over $100). Use "Any rule passes" for broader reach where meeting just one condition is enough.

Step 6: Schedule

Control when the offer is active.

Start date / Start time: The date and time the offer becomes live. Timezone shown is your store's local timezone (+07:00 for Vietnam/Bangkok). Leave blank to activate immediately on save.
Set end date: Check this to add an expiry. Useful for flash sales or limited-time promotions.
Enable Countdown: (Visible when an end date is set) Show a countdown timer in the widget to create urgency.

Hopefully this instruction has helped you. Things change all the time, so if you run into issues please don't hesitate to share them with us at contact@qikifysupport.on.crisp.email or use the in-app live chat. We're happy to lend a hand 🤗

Updated on: 23/06/2026

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