> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.hoppyapps.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # ๐Ÿš€ How to Configure Upsell & Cross Sell Want to increase your Average Order Value (AOV) by showing the right product recommendations at the right moment? ๐Ÿ›๏ธ Thatโ€™s exactly what **Hoppy Upsell & Cross Sell** is designed for. With this app, you can create upsell & cross-sell offers that appear: * ๐Ÿ›๏ธ On the **Product Page** โ†’ below the Add to Cart button * ๐Ÿ›’ On the **Cart Page** โ†’ inside the cart * ๐Ÿ—‚๏ธ In the **Cart Drawer** โ†’ while customers review their items * ๐Ÿ“Œ 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 โœจ --- # **โš ๏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 **โ€œUpsell Cross-Sell Sliderโ€** * Toggle it ON * Click **Save** ๐Ÿ’ก 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. โ„น๏ธ Without the app embed enabled, your offers will not render on the storefront โ€” even if they are published inside the app. --- # **โš™๏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. --- # **๐Ÿ“ Step 2 โ€” Choose Your Placement** Next, youโ€™ll 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 โ€œFrequently 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. ๐Ÿ’ก 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 ๐Ÿ‘€ --- # **๐Ÿ“ Step 3 โ€” Configure the Content Tab** This is where you decide **what** youโ€™re offering. Youโ€™ll land here first after choosing a placement. --- ## **๐Ÿท๏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 ๐Ÿ’ก Good naming makes it much easier to manage multiple campaigns later. --- ## **๐Ÿ›๏ธ Select Upsell Products** This setting controls **which products** get recommended. There are 4 options: ### **๐Ÿค– AI Upsell (Frequently Bought Together)** Automatically recommends products powered by Shopifyโ€™s 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 โ„น๏ธ AI recommendations use the related/complementary products youโ€™ve set in Shopifyโ€™s free **Search & Discovery** app. A shortcut button is shown in the app so you can open it and configure recommendations there. ### **๐Ÿ“ฆ Upsell Specific Products** Hand-pick exact products to offer. Selecting this reveals a **Select Products** button that opens Shopifyโ€™s product picker โ€” perfect for promoting a specific item or clearing inventory. ### **๐Ÿ—ƒ๏ธ Upsell Specific Collections** Recommend products from entire collections. Selecting this reveals a **Select Collections** button. ### **๐Ÿ” 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. --- ## **โš™๏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. โ„น๏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. *โ€œFrequently bought togetherโ€* or *โ€œComplete 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 ๐Ÿ›’ * **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 โœจ ๐ŸŒ **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). --- # **๐ŸŽจ 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 donโ€™t 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 --- # **๐Ÿ“Œ 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. --- ## **๐Ÿ‘€ 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 โ„น๏ธ Custom placement is only available for the Product Page and Cart Page. ### **๐Ÿ“Œ 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. Youโ€™ll paste these into your theme editorโ€™s app block to control the exact position of the offer. For the full walkthrough, see: ๐Ÿ”Ž How to Find Upsell ID? --- ## **๐Ÿšซ Donโ€™t Display On (Exclude)** Use this to hide the offer from specific pages: * **Donโ€™t exclude any product page** (default) * **Donโ€™t show on product pages in specific collections** โ†’ Reveals a **Select Collections** button * **Donโ€™t show on specific product pages** โ†’ Reveals a **Select Products** button ๐Ÿ’ก Exclusions are handy when most products should show the offer but a few (like gift cards) shouldnโ€™t. --- ## **๐ŸŽฏ Display Only When (Conditions)** Control exactly when the offer becomes visible: * โœ… **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) โš ๏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: ๐ŸŽฏ Advanced Targeting Options for Upsell & Cross Sell --- # **๐Ÿ’พ 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. โ„น๏ธ A new upsell starts as **Not published** โ€” always click **Publish** after saving when youโ€™re 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** โœ… or **Not published**. --- # **โœ… Step 7 โ€” Confirm Itโ€™s Live** Right after publishing, a confirmation banner appears at the top of the page: * If the **app embed is enabled** โ†’ youโ€™ll 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†’ youโ€™ll 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 isnโ€™t appearing after publishing, see: Upsell & Cross Sell is Not Showing on My Store \[Fixed\] --- # **๐ŸŽ‰ Final Result** Once configured and published, your upsell & cross-sell offer will appear automatically on the selected pages: โœ… Customers see relevant product recommendations while shopping โœ… Offers appear on product pages, cart page, cart drawer, or custom positions โœ… Add to Cart buttons work directly inside the upsell block โœ… Conditions and exclusions make sure the right shoppers see the right offer โœ… Your Average Order Value gets a natural boost ๐Ÿ“ˆ A well-placed upsell campaign is one of the simplest ways to grow revenue from the traffic you already have โœจ --- # **๐Ÿ“š Related Guides** * ๐ŸŽจ Upsell & Cross Sell โ€“ Design & Styling * ๐ŸŽฏ Advanced Targeting Options for Upsell & Cross Sell * ๐ŸŒ Upsell & Cross Sell โ€” Translation * ๐Ÿ”Ž How to Find Upsell ID? * Upsell & Cross Sell is Not Showing on My Store \[Fixed\]