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# 🚀 How to setup Product Upsell

Want to increase your Average Order Value (AOV) by recommending the right products at the right moment? 🛍️

That’s exactly what the **Product Upsell (Slider)** offer type in **Hoppy Bundles** is designed for.

With this offer, you can display a beautiful product slider on your product pages that recommends additional products to your customers, such as:

* 🧠 AI-powered recommendations (Related or Complementary products)  
* 🎯 Specific hand-picked products you want to promote

Customers can add recommended products to their cart directly from the slider — without ever leaving the product page ✨

In this guide, we’ll walk you through the complete setup, step by step, so your upsell slider is live in just a few minutes ⚙️

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# **📋 Before You Begin**

Before creating your first Product Upsell, make sure you have the following ready:

* ✅ **Hoppy Bundles installed** on your Shopify store  
* ✅ A rough idea of **which products** you want to recommend (or whether you want AI to decide for you)  
* ✅ *(Only for AI Upsell)* The free **Shopify Search & Discovery app** installed — this is where Shopify stores your Related and Complementary product recommendations

ℹ️ The Product Upsell slider does **not** create any discounts. Recommended products are added to the cart at their regular price — it’s purely a product recommendation tool 💡

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# **✅ Initial Step — Enable the App Embed**

For the upsell slider to appear on your storefront, the Hoppy Bundles app embed must be enabled inside your Shopify theme.

Go to:

**Shopify Admin → Online Store → Themes → Edit Theme → App Embeds**

From there:

1. Open the **App Embeds** section from the left sidebar  
2. Find the **Hoppy Bundles** app embed  
3. Toggle it **ON** ✅  
4. Click **Save**

⚠️ Don’t worry if you skip this step — after publishing your offer, Hoppy Bundles will show you a reminder banner with a direct **Enable App Embed** button that takes you straight to the right place in the theme editor.

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# **⚙️ Step 1 — Create a New Product Upsell Offer**

From the **Hoppy Bundles** app dashboard:

1. Click **Create new offer**  
2. On the **Select Offer Type** screen, find the **Product Upsell (Slider)** card 🏷️  
3. Click **Create Upsell Slider**

You’ll land on the **Create Upsell Slider** setup page.

The setup page is divided into two areas:

* **Left side** → Your settings, organized into 3 tabs: **General**, **Design**, and **Targeting & Placement**  
* **Right side** → A **live preview** of your slider on both 🖥️ Desktop and 📱 Mobile, which updates instantly as you change settings

💡 Every change you make is reflected in the preview in real time — feel free to experiment\!

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# **🏷️ Step 2 — Name Your Offer & Set the Slider Title**

On the **General** tab, start with the basics:

## **Offer Name**

This name is **only visible to you** inside the app — customers never see it. Use something recognizable for your own reference, like:

* *Summer Collection Upsell*  
* *Accessories Slider*

## **Slider Title**

This is the heading customers **will see** above the slider on your storefront.

The default title is **“You might also like”**, but you can change it to anything you like, such as:

* *Complete the look*  
* *Pairs well with*  
* *Customers also bought*

⚠️ The **Slider Title is required** — if you leave it empty, you’ll see a *“Slider title is required”* error and won’t be able to save.

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# **🔢 Step 3 — Configure Slider Settings**

Still on the **General** tab, the **Settings** section controls how many products are visible at once inside the slider:

* **Products per slide (Desktop)** → How many products show per slide on desktop screens *(default: 3\)*  
* **Products per slide (Mobile)** → How many products show per slide on mobile devices *(default: 2\)*

ℹ️ If you select more products than fit on one slide, customers can swipe or navigate through the slider to see the rest — so don’t be afraid to add plenty of recommendations.

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# **🛍️ Step 4 — Select Your Upsell Products**

This is the heart of your offer ❤️ — choosing **which products** get recommended inside the slider.

You have two options:

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## **Option 1 — Upsell Specific Products *(default)***

Hand-pick the exact products you want to recommend:

1. Select **Upsell Specific Products**  
2. Click **Select Products**  
3. Shopify’s product picker will open — search and select one or more products  
4. Confirm your selection ✅

Your chosen products will appear as a list below the button, and instantly in the live preview.

💡 This option is perfect when you want full control — for example, always recommending matching accessories on a specific product page.

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## **Option 2 — AI Upsell (Frequently Bought Together)**

Let Shopify’s AI decide which products to recommend for each product page automatically.

When you select this option, two recommendation types become available:

* **Upsell Related Products** → Products similar to the one being viewed  
* **Upsell Complementary Products** → Products that go well together with the one being viewed

⚠️ **Important:** AI Upsell uses the recommendations you configure in the free **Shopify Search & Discovery app**. You’ll see a reminder banner with an **Open Search and Discovery** button — use it to set up your Related or Complementary products per product, otherwise the slider may have nothing to show.

## **Max No. of Products**

When AI Upsell is selected, an additional field appears:

**Max No. of Products** → The maximum number of recommended products shown in the slider *(up to 10\)*.

---

⚠️ **Heads up\!** Switching between *Upsell Specific Products* and *AI Upsell* **clears your current product selection**. Pick your approach first, then select products.

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# **🌍 Step 5 — Translations (Optional)**

Selling in multiple languages? The **Translation** section on the General tab lets you translate the slider texts for each of your store’s languages.

This step is completely optional during setup — you can always come back to it later. For a full walkthrough, check out our dedicated **Translation guide** 📖

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# **🎨 Step 6 — Customize the Design (Optional)**

Switch to the **Design** tab to make the slider match your brand perfectly 🎨

Here’s a quick overview of what you can customize:

* **Font** → Use your theme font (default) or pick from a large list of fonts  
* **Typography & colours** → Text size, weight, and colour for the slider title, product titles, prices, and the Add to Cart button  
* **Border** → Border width and corner roundness (radius) of the product cards  
* **Background & border colours** → For both the product cards and the button

All changes update instantly in the live preview on the right 🖥️📱

ℹ️ The default design already looks clean out of the box, so you can safely skip this during your first setup and refine it later. For a deep dive into every styling option, check out our dedicated **Design & Styling guide** 📖

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# **📍 Step 7 — Choose the Placement**

Switch to the **Targeting & Placement** tab and decide **where** the slider appears.

You have two placement options:

## **Below Add to Cart Button (Default)**

The slider is automatically placed right below the **Add to Cart** button on your product pages. No extra work needed — this is the recommended option for most stores ✅

## **Custom (only on product page)**

Choose this if you want to position the slider manually, anywhere you like on the product page.

When selected, the app shows you two things:

* **Hoppy Bundles ID** → Use this ID with the Hoppy Bundles app block in your theme editor to add, remove, or reposition the slider  
* **Hoppy Bundles code snippet** → A small `<div>` snippet you can paste anywhere in your theme code

⚠️ The ID and code snippet only appear **after you save or publish** the offer — so save first, then copy them.

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# **🎯 Step 8 — Set Targeting & Scheduling (Optional)**

Still on the **Targeting & Placement** tab, you’ll find optional controls for **who** sees the slider and **when** 👇

## **👤 Customer Targeting**

Control which customers see the slider:

* **Visibility (Customer Login Status)** → Show to all customers, or only to logged-in customers  
* **Show bar to** → All customers, customers with a specific **customer tag** (e.g. `premium, wholesale`), or customers above a certain **lifetime spent** amount  
* **Hide bar from** → Optionally exclude customers by tag or lifetime spent

## **🌍 Geolocation Targeting**

* **All world** *(default)* → Show the slider to visitors from every country  
* **Specific countries** → Click **Select Countries** to open the country picker, search, and select exactly where the slider should appear

## **🗓️ Scheduling**

Perfect for limited-time campaigns:

* **Start** → *Right now* (default) or a *Specific date* and time  
* **End** → *Never* (default) or a *Specific date* and time

ℹ️ All of these targeting options are optional. For most stores, the defaults (show to everyone, everywhere, always) work great to start with. For advanced setups, check out our dedicated **Targeting guide** 📖

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# **🚀 Step 9 — Save & Publish**

You’re almost done\! 🎉

## **Save your offer**

Whenever you make changes, a **Save bar** appears at the top of the page:

* Click **Save** to store your offer as a **Draft** 📝  
* Click **Discard** to revert your changes

⚠️ On a brand-new offer, the **Publish** button stays disabled until you’ve saved at least once — so hit **Save** first.

## **Publish your offer**

Once saved, click **Publish** in the top-right corner to make the slider live on your store 🚀

After publishing, Hoppy Bundles shows a confirmation banner:

* If the **app embed isn’t enabled yet**, you’ll see a *“Make sure App Embed is active”* banner with an **Enable App Embed** button — click it and toggle the embed on (see the Initial Step above)  
* If everything is active, click **Open Store** to see your slider live on a product page ✨

You can **Unpublish** at any time to take the slider offline without losing your settings.

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# **⚠️ Important Notes & Tips**

* 💰 **No discounts are applied** — the Product Upsell slider recommends products at their regular price. If you want discounted bundles, check out our **Bundle** or **Quantity Break** offer types instead  
* 🧠 **AI Upsell needs Search & Discovery** — without Related/Complementary products configured in the Shopify Search & Discovery app, the AI slider may appear empty  
* 🔄 **Switching upsell type resets your selection** — changing between *Specific Products* and *AI Upsell* clears the products you’ve picked  
* 🗑️ **Deleting is permanent** — the **Delete** action (top of the edit page) removes the offer *and* its analytics stats forever. This cannot be undone  
* 📄 **Duplicate offers easily** — use the **Duplicate** action on any existing offer to create a copy and tweak it, instead of starting from scratch

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# **🎉 Final Result**

That’s it — your Product Upsell slider is live\! 🥳

Your customers will now see a beautiful product recommendation slider on your product pages, right where you placed it. They can browse recommendations and add products to their cart with a single click — boosting your AOV on autopilot 📈

From the Hoppy Bundles dashboard, you can:

* ✏️ **Edit** the offer anytime to change products, design, or targeting  
* 📊 **Track performance** to see how your upsells are converting  
* ⏸️ **Unpublish** whenever you want to pause the offer

Happy upselling\! 🚀