Checkout Upsells Guide

Enhance the checkout experience with native Shopify Checkout UI extension upsell widgets embedded directly inside the checkout page order summary and shipping sections.

Overview: How Checkout Upsells Work

Checkout upsells allow merchants on Shopify Plus to offer complementary items, upgrades, or add-ons while the customer is completing their initial checkout form.

Key Features

Native Checkout Integration: Built using Shopify Checkout UI extensions for maximum speed, security, and seamless integration with Shopify Plus checkout layouts.
In-Checkout Variant Switcher: Shoppers select sizes, colors, or options directly inside the checkout widget without leaving the checkout flow.
Instant Subtotal Update: Adding an upsell updates the cart subtotal and tax calculation in real time.

Installation: Enabling Checkout Upsells

Open Shopify Admin → Online Store → Edit theme.
Switch the top dropdown from Home page to Checkout.

Selecting Checkout from the page dropdown in Shopify Theme Editor

Click Apps at the left side of the header and enable Checkout Upsell.

Enabling Checkout Upsell app embed in Shopify Theme Editor header

Click Add Block under the Checkout page layout.

Adding a Checkout Upsell block in Shopify Checkout layout editor

Toggle on Include block in the right-hand sidebar.

Toggling on Include block setting in the sidebar panel

Select Cartwheel Checkout Upsell and position it in your checkout sidebar or main order summary.
Click Save.

Creating a Checkout Upsell Offer

To set up a new checkout upsell offer in Cartwheel:

Navigate to Cartwheel Admin → Offers → Checkout Upsell.
Click Create Offer.

Checkout Upsell management page showing Create Offer button in Cartwheel

Choose Trigger Product(s): Select the product(s) for which you want to offer this upsell.

Selecting trigger products for the checkout upsell offer

Product selection modal listing store items for checkout upsell trigger selection

Choose Offer Product: Select the product you want to offer as a upsell (e.g., premium upgrade).

Selecting the offer product to present as a checkout upsell

Configure offer settings: Set offer name, page title, Optional factual note, Suggested pitch, and status.

Configuring checkout upsell offer title, suggested pitch, and status settings

Set Discount: Choose a discount type:
- Percentage Discount (e.g., 20% OFF)
- Fixed Amount Off (e.g., $10 OFF)

Configuring percentage or fixed amount discount settings for the checkout upsell offer

Post-purchase email: Configure checkout upsell email. Set a schedule for sending post-purchase email to customer.

Setting up automated checkout upsell email follow-up schedule

Publish: Toggle the offer status to Active and click Save.

Target Rules & Trigger Conditions

Creating a new conversion funnel to configure target rules and trigger conditions

To control offer visibility using smart trigger rules (such as Cart Subtotal, Product & Collection Rules, or Customer Segmentation), link your checkout upsell offers inside a conversion funnel.

For detailed setup, see our Conversion Funnels Guide.

Integrated Email Follow-Up

Setting up checkout upsell follow-up email schedule for non-converting shoppers

If a customer buys a trigger product but completes checkout without accepting the checkout upsell:

Cartwheel can automatically enroll them into an automated follow-up email sequence.
For complete setup instructions, see our Offer Follow-Up Email Sequences Guide.

Publishing & Managing Offers

From the Offers List dashboard (/app/upsell), manage your live campaigns:

Navigate by Offers Sub-menu: Switch to the Post-purchase cross-sell tab to isolate active post-purchase cross-sell campaigns.
Conversion Performance Metrics: Monitor Active offers, Total orders and Conversion rate.