Creating Your First Upsell

This guide walks you through creating your first one-click upsell offer. By the end, you'll have a live upsell that appears after customers complete checkout.

Time Estimate

Creating a basic upsell takes about 5-10 minutes. Testing and optimization can be done iteratively after launch.

Creating the Upsell

Navigate to One-Click Upsells

In your Chargezen dashboard, go to CheckoutOS → One-Click Upsells. Click the "Create Upsell" button in the top right.

Name Your Upsell

Give your upsell a descriptive name for internal reference. This won't be shown to customers. Example: "Protein Powder Upsell for Shaker Bottles"

Select the Product to Offer

Choose the product you want to upsell. You can:

Search by product name
Browse by collection
Select a specific variant

For best results, choose a product that complements common purchases.

Set the Discount

Configure the discount for your upsell offer:

Discount type — Percentage (%) or Fixed amount ($)
Discount value — e.g., 20% or $10 off
Compare at price — Optional, shows original price crossed out

Configure Targeting Rules

Decide when this upsell should appear:

All orders — Show to every customer
Cart contains — Show only when specific products are in cart
Cart value — Show when order exceeds/below certain amount
Customer tags — Target specific customer segments

Customize the Design

Customize how the upsell appears to customers:

Headline — e.g., "Wait! Special offer just for you"
Description — Compelling reason to add the product
Button text — e.g., "Yes, Add to Order!"
Decline text — e.g., "No thanks, I'll pass"

Preview and Publish

Use the preview panel to see how your upsell looks on desktop and mobile. When satisfied, click "Publish" to make it live.

Example Configuration

Example Upsell Configuration

{
  "name": "Protein Powder Upsell",
  "product": {
    "id": "gid://shopify/Product/123456789",
    "title": "Premium Whey Protein - Chocolate",
    "variant": "2lb Bag"
  },
  "discount": {
    "type": "percentage",
    "value": 20,
    "displayText": "20% OFF"
  },
  "targeting": {
    "rules": [
      {
        "type": "cart_contains",
        "collection": "Shaker Bottles"
      }
    ]
  },
  "content": {
    "headline": "Complete Your Workout Setup!",
    "description": "Add our best-selling protein powder and save 20%.",
    "acceptButton": "Yes! Add to My Order",
    "declineButton": "No thanks"
  },
  "status": "published"
}

Testing Your Upsell

Before your upsell goes to real customers, test it thoroughly:

Enable Test Mode

Go to Settings → Test Mode and enable it. This allows you to see upsells without affecting real orders.

Place a Test Order

Add products that match your targeting rules to cart and complete checkout using Shopify's Bogus Gateway or test mode.

Verify the Upsell Appears

After checkout, you should see your upsell page. Verify the product, discount, and copy all display correctly.

Test Accept and Decline

Test both accepting the offer (verify item is added to order) and declining (verify customer reaches thank you page).

Remember

Disable test mode before launching to real customers!

Optimization Tips

Once your upsell is live, use these tips to improve performance:

Monitor acceptance rate — Aim for 10-20% on relevant offers
A/B test discounts — Try 15% vs 20% vs 25% to find the sweet spot
Test different products — Your best seller might not be the best upsell
Refine targeting — Narrow targeting often increases relevance and conversion
Update copy regularly — Fresh headlines can re-engage returning customers

Next Steps

Product Selection Rules

Learn advanced targeting strategies

Learn more

A/B Testing

Set up experiments to optimize conversion

Learn more