Canonical URL: https://chargezen.com/docs/checkoutos/one-click-upsells/creating-first-upsell

# Creating Your First Upsell

Step-by-step guide to creating a post-purchase upsell offer

Last updated: 2025-01-16

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

1

#### Navigate to One-Click Upsells

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

2

#### 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"

3

#### 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.

4

#### 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

5

#### 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

6

#### 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"

7

#### 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

```json
{
  "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:

1

#### Enable Test Mode

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

2

#### Place a Test Order

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

3

#### Verify the Upsell Appears

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

4

#### 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



](https://chargezen.com/docs/checkoutos/one-click-upsells/product-rules)[

### A/B Testing

Set up experiments to optimize conversion

Learn more



](https://chargezen.com/docs/checkoutos/ab-testing/overview)

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