๐ How to Configure Upsell & Cross Sell
Want to increase your Average Order Value (AOV) by showing the right product recommendations at the right moment? ๐๏ธ
Thatโs exactly what Hoppy Upsell & Cross Sell is designed for.
With this app, you can create upsell & cross-sell offers that appear:
- ๐๏ธ On the Product Page โ below the Add to Cart button
- ๐ On the Cart Page โ inside the cart
- ๐๏ธ In the Cart Drawer โ while customers review their items
- ๐ In a Custom Position โ anywhere in your theme using an app block
This guide walks you through creating your first upsell campaign end-to-end โ from picking a placement to publishing it live on your store โจ
โ ๏ธ Before You Begin
For any upsell or cross-sell offer to appear on your storefront, the app embed must be enabled inside your Shopify theme.
Go to:
Shopify Admin โ Sales Channels โ Online Store โ Themes โ Edit theme โ App Embeds
Then:
- Find โUpsell Cross-Sell Sliderโ
- Toggle it ON
- Click Save
๐ก When you first open the app, the Setup Guide on the home page also walks you through this step with an Open theme editor button and a one-click verification.
โน๏ธ Without the app embed enabled, your offers will not render on the storefront โ even if they are published inside the app.
โ๏ธ Step 1 โ Create a New Upsell
Open the Hoppy Upsell & Cross Sell app from your Shopify admin.
Then:
โ Click Create new upsell at the top of the page to start a new campaign.
Your existing upsells (if any) are listed on the same page, where you can also publish, unpublish, duplicate, or delete them.
๐ Step 2 โ Choose Your Placement
Next, youโll be asked where the offer should appear.
There are 4 available placement types:
- Product Page โ Shows upsell & cross-sell blocks below the Add to Cart button. Great for โFrequently Bought Togetherโ style recommendations.
- Cart Page โ Prompts customers to add more while reviewing their cart.
- Cart Drawer โ Shows offers inside the slide-out cart drawer, right before checkout.
- Custom Position โ Lets you place the upsell block anywhere in your theme using an app block and your Upsell ID.
โ Click Select this type on the card that matches your goal.
๐ก Not sure where to start? The Product Page placement is the most common first choice โ recommendations appear exactly where buying intent is highest.
Once selected, the setup page opens automatically with 3 tabs:
- Content โ What products to offer and what the offer says
- Design โ How the offer looks
- Placement โ Where and to whom it appears
On the right side, a live preview (Desktop & Mobile) updates as you configure your settings ๐
๐ Step 3 โ Configure the Content Tab
This is where you decide what youโre offering. Youโll land here first after choosing a placement.
๐ท๏ธ Upsell Name
An internal name for your campaign โ customers will never see it.
Use something recognizable, such as:
- Summer Accessory Upsell
- Black Friday Cross-Sell
- Post-Purchase Booster
๐ก Good naming makes it much easier to manage multiple campaigns later.
๐๏ธ Select Upsell Products
This setting controls which products get recommended. There are 4 options:
๐ค AI Upsell (Frequently Bought Together)
Automatically recommends products powered by Shopifyโs product recommendations.
When selected, an additional choice appears:
- Upsell Related Products โ Similar items to the one being viewed
- Upsell Complementary Products โ Items that pair well with it
โน๏ธ AI recommendations use the related/complementary products youโve set in Shopifyโs free Search & Discovery app. A shortcut button is shown in the app so you can open it and configure recommendations there.
๐ฆ Upsell Specific Products
Hand-pick exact products to offer. Selecting this reveals a Select Products button that opens Shopifyโs product picker โ perfect for promoting a specific item or clearing inventory.
๐๏ธ Upsell Specific Collections
Recommend products from entire collections. Selecting this reveals a Select Collections button.
๐ Upsell Same Product (As on Product Page)
Offers the same product the customer is currently viewing โ useful for encouraging quantity increases or variant add-ons.
โ๏ธ Additional Content Settings
Below the product selection, a few more settings fine-tune how the offer behaves:
- Auto Slide Upsell by Interval โ When Enabled, the product slider rotates automatically. An Interval Duration field appears where you can set the rotation speed in seconds. โน๏ธ Auto-slide automatically pauses as soon as a customer clicks the left/right navigation arrows.
- Upsell Title โ The heading shown above the recommendations (e.g. โFrequently bought togetherโ or โComplete your lookโ). A rich text editor is available for basic formatting.
- Max No. of Products โ Only appears for AI Upsell and Specific Collections. Controls how many products are included in the slider (default 3, up to 10) โ customers swipe or use the arrows to browse them one at a time.
- Call to Action Button โ Choose between:
- Add to Cart โ Adds the product directly to the cart ๐
- View Product โ Takes the customer to the product page
- Button Text (Before adding to cart) โ e.g. Add to Cart
- Button Text (After adding to cart) โ Shown once the item is added, e.g. Add Another โ encourages customers to keep adding more โจ
๐ Translations: If your store sells in multiple languages, you can translate the upsell title and button texts per language directly from the Content tab. See the dedicated guide: Translation
โ Once your content looks good, click Continue to Design (or open the Design tab directly).
๐จ Step 4 โ Design Tab (Brief Overview)
The Design tab controls how your upsell block looks โ background colors, spacing, typography, button styling, and more.
You donโt need to change anything here to go live โ the default design works out of the box and the live preview shows exactly how it will appear.
For a full walkthrough of every styling option, see: Design & Styling
๐ Step 5 โ Choose Where It Appears (Placement Tab)
The Placement tab decides where and when your offer shows up. Only the essentials are covered here โ advanced rules have their own dedicated guide.
๐ Display On (Include)
This is the most important placement setting โ it defines which pages show your offer.
The available options depend on the placement type you chose in Step 2:
For Product Page / Custom Position:
- All products โ Shows on every product page
- Specific products โ Reveals a Select product button to pick exact pages
- All products in specific collections โ Reveals a Select collection button
- All products with specific tags โ Reveals a field to enter tags (comma-separated)
- Custom position โ Places the block via an app block in your theme editor
For Cart Page / Cart Drawer:
- Cart Page / Cart Drawer โ Shows at the default position in the cart
- Custom position โ Places the block via an app block
โน๏ธ Custom placement is only available for the Product Page and Cart Page.
๐ Custom Position โ Upsell ID & Code Snippet
When you select Custom position, the app shows your Upsell ID and a ready-to-copy code snippet after saving. Youโll paste these into your theme editorโs app block to control the exact position of the offer.
For the full walkthrough, see: ๐ How to Find Upsell ID?
๐ซ Donโt Display On (Exclude)
Use this to hide the offer from specific pages:
- Donโt exclude any product page (default)
- Donโt show on product pages in specific collections โ Reveals a Select Collections button
- Donโt show on specific product pages โ Reveals a Select Products button
๐ก Exclusions are handy when most products should show the offer but a few (like gift cards) shouldnโt.
๐ฏ Display Only When (Conditions)
Control exactly when the offer becomes visible:
- โ Always Display (default)
- Minimum number of orders โ Reveals a field for the order count
- Show once per customer
- Cart value is below โ Reveals a max cart value field
- Last order was more than X days ago โ Reveals value + unit (Days / Weeks / Months)
- Last order was within the last X days โ Reveals value + unit (Days / Weeks / Months)
โ ๏ธ When Always Display is selected, no other conditions can be combined with it โ deselect it first to build conditional rules.
The Placement tab also includes Time-on-site targeting, Customer targeting (login status, tags, amount spent), and Geolocation targeting (specific countries). These are covered in detail in the dedicated guide: ๐ฏ Advanced Targeting Options for Upsell & Cross Sell
๐พ Step 6 โ Save vs Publish
This is a key distinction to understand:
- Save โ Stores your configuration, but the offer is not visible on your storefront yet. As soon as you change any setting, the Save bar appears at the top โ click Save to keep your changes or Discard to revert them.
- Publish โ Makes the offer live on your storefront (as long as the app embed is enabled). Use the Publish button in the top-right corner of the page.
โน๏ธ A new upsell starts as Not published โ always click Publish after saving when youโre ready to go live.
From the same page you can later:
- Unpublish โ Takes the offer off the storefront without deleting it
- Duplicate โ Creates a copy of the campaign
- Delete โ Permanently removes it
The badge next to the campaign name always shows the current status: Published โ or Not published.
โ Step 7 โ Confirm Itโs Live
Right after publishing, a confirmation banner appears at the top of the page:
- If the app embed is enabled โ youโll be asked to confirm the offer is visible, with buttons to Open Store and verify everything looks right.
- If the app embed is NOT enabled โ youโll see an Enable App Embed button that takes you directly to the right spot in your theme editor.
For Custom position campaigns, an Add App Block button also appears, which opens the theme editor so you can place the block exactly where you want it.
If your offer isnโt appearing after publishing, see: Upsell & Cross Sell is Not Showing on My Store [Fixed]
๐ Final Result
Once configured and published, your upsell & cross-sell offer will appear automatically on the selected pages:
โ Customers see relevant product recommendations while shopping โ Offers appear on product pages, cart page, cart drawer, or custom positions โ Add to Cart buttons work directly inside the upsell block โ Conditions and exclusions make sure the right shoppers see the right offer โ Your Average Order Value gets a natural boost ๐
A well-placed upsell campaign is one of the simplest ways to grow revenue from the traffic you already have โจ
๐ Related Guides
- ๐จ Upsell & Cross Sell โ Design & Styling
- ๐ฏ Advanced Targeting Options for Upsell & Cross Sell
- ๐ Upsell & Cross Sell โ Translation
- ๐ How to Find Upsell ID?
- Upsell & Cross Sell is Not Showing on My Store [Fixed]
Updated on: 15/09/2026
Thank you!