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Create your first upsell offer
Create your first upsell offer

Getting your first upsell offer live is quick and easy. Read our guide or watch a short video tutorial.

Tomas Janu avatar
Written by Tomas Janu
Updated this week

We built Candy Rack to be as simple as possible so even a non-technical merchant is able to launch the upsell offer.

In this article and video, we walk you through the offer creation and some of the app basics.

Step 1: Start configuring your first upsell

Once the app is installed, the first page you will see is the Dashboard, offering two options:

  1. Set up manually: Allows you to fully customize your upsells. We will take a closer look at this option in the following steps of this guide.

  2. Activate offer: Allows you to activate AI-powered upsell in one click. This highly effective feature recommends relevant products to your customers after they hit the Add to Cart button.

Alternatively, you can also click on the New offer button in the top-right corner in your Candy Rack app admin.

Step 2: Select the offer placement

Starting from the very top, decide what kind of page should trigger the upsell offer and how you prefer to display it. Currently, you can choose from these six options:

Product page

  • Pop-up: Upsell pop-up triggered by the Add-to-cart button click.

  • Embedded block

    • Checkbox layout: Offers embedded to product pages; upsells selected by checkboxes to be added to the cart.

    • Button layout: Offers embedded to product pages; upsells added to the cart with their individual Add buttons.

Cart page

  • Pop-up: Upsell pop-up triggered by the Checkout button click.

Checkout

  • Embedded (pre-purchase): Offers embedded in the Checkout page. Available only to Shopify Plus due to limitations of the Shopify platform.

Post-purchase

  • Page: Appears as a standalone page after the order is placed, but before the Thank you page.

  • Embedded block: Post-purchase offers embedded in the Thank you or Order status pages. The original order is edited when an upsell is added.

Learn more about offer placements in Candy Rack.

Step 3: Set the targeting and offer details

You can target specific collections or products with upsell offers. By default, All Products are selected. With the use of Additional conditions, it is possible to have flexibility when choosing the target products.

Learn more about offer targeting in Candy Rack.

In the Upsell type section, you are selecting which product(s) will be offered. There are four types:

  • AI mode: Products are selected automatically using Shopify’s Product Recommendations API. Learn more.

  • Manual mode: Enables manual selection of products for personalized upsells and promotions. You can select up to 10 upsell products per offer.

  • Same product: Offer the same product(s) that your customer has just added to the cart.

  • Custom service: Offer custom services like gift packaging and extended warranty, or create your own service. Note that you are responsible for the actual fulfillment of the service.

Discounts

If you want to make the offer even more irresistible, an upsell discount is a great way to do it. Just enter the discount value (percentage or absolute value) and Candy Rack will generate a discount code that will apply to the offer automatically.

Additional settings

  • Upsell position: Control the offer position on the pop-up in case of multiple upsell offers. The one with the lowest number will be displayed at the top, the second lowest number will follow, and so on.

  • True upsell (upgrade): Option to offer customers an upgrade to a better version of the product (e.g., upgrading from iPhone 14 to iPhone 14 Pro).

  • Remove upsell product when parent product is removed: This can help in cases when you don't want to allow customers to buy the upsell product(s) without the targeted product(s).

  • Don't display if any of the offered product is already in the cart: Prevents the upsell offer from being visible if any of the upsell products are already added.

  • Display custom note field: Enable the text field to allow your customers to enter personalization details/messages.

  • Match parent product's quantity: Offer the same number of upsell products as the number of targeted products.

  • Enable quantity selector: This will allow customers to add multiple items of the upsell product(s) to the cart.

Please note that some of the settings are available only to specific placements.

Step 4: Save and test the offer on your store

Now just click on the Save button at the bottom right part of the page. And that's it, your upsell offer is now live. Congratulations!

As the last step, we recommend going to your store and testing if the app works as expected.

Customization and localization

Go to the Customization section and customize (or localize) the pop-up texts and colors, or even add a custom CSS code. Learn more about customizing the visual style of your pop-up or translating Candy Rack into multiple languages.

Have any questions? Please contact us at [email protected] or use the in-app chat, and our support team will assist you.

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