Upsell Pricing & Discounts

Pricing is one of the most important factors in upsell conversion. The right discount can dramatically increase acceptance rates while maintaining healthy margins. CheckoutOS provides flexible pricing options to help you find the optimal balance.

The Psychology of Post-Purchase Pricing

Customers are more price-sensitive before checkout than after. Post-purchase upsells can often succeed with smaller discounts (10-15%) compared to pre-purchase offers that might need 20-30% to convert.

Discount Types

Percentage Discount

The most common and effective discount type. Apply a percentage off the product's regular price:

Percentage Discount Example

{
  "discount_type": "percentage",
  "discount_value": 20,
  "display_text": "20% OFF - Today Only!",
  "show_compare_price": true
}

Percentage Discount Best Practices

10-15% works well for premium/luxury products
15-25% is the sweet spot for most consumables
25-40% for clearing inventory or lower-margin items
Always show the original price crossed out

Fixed Amount Discount

Sometimes a fixed dollar amount is more compelling, especially for lower-priced items:

Fixed Amount Example

{
  "discount_type": "fixed_amount",
  "discount_value": 10,
  "currency": "USD",
  "display_text": "Save $10 when you add this now!"
}

Free Shipping Incentive

Offer free shipping on the upsell item, or use the upsell to qualify the entire order for free shipping:

Free Shipping Example

{
  "discount_type": "free_shipping",
  "applies_to": "upsell_item",
  "display_text": "Add this item for FREE shipping on your entire order!"
}

Buy One Get One (BOGO)

Offer a second item free or at a discount when they purchase the upsell:

BOGO Example

{
  "discount_type": "bogo",
  "buy_quantity": 1,
  "get_quantity": 1,
  "get_discount": 50,
  "display_text": "Buy 1, Get 1 50% OFF!"
}

Dynamic Pricing

CheckoutOS can automatically adjust pricing based on various factors:

Cart Value Tiers

Offer bigger discounts to customers with larger carts:

Tiered Pricing Example

{
  "pricing_type": "tiered",
  "tiers": [
    { "cart_min": 0, "cart_max": 50, "discount": 10 },
    { "cart_min": 50, "cart_max": 100, "discount": 15 },
    { "cart_min": 100, "cart_max": null, "discount": 20 }
  ]
}

Customer Segment Pricing

Offer different discounts to different customer segments:

First-time buyers — Bigger discount to encourage the habit
VIP customers — Exclusive pricing as a loyalty reward
Returning customers — Moderate discount to maintain margins

A/B Test Your Pricing

Don't guess—test different discount levels to find what works best for your products and customers. CheckoutOS makes it easy to run pricing experiments.

Price Display Options

How you display the price can be as important as the price itself:

Display Options

Show original price crossed out with sale price
Display savings amount ("You save $15!")
Show percentage saved ("Save 25%")
Per-unit pricing for bundles ("Just $3.33 each")
Installment pricing if using Shop Pay ("4 payments of $5")

Margin Protection

Set guardrails to ensure upsells remain profitable:

Set Minimum Margin

Configure a minimum margin percentage that all upsells must maintain.

Use Cost Data

Import product costs so CheckoutOS can calculate true margins.

Review Analytics

Monitor margin reports to ensure upsells are profitable.

Margin Protection Example

{
  "margin_protection": {
    "enabled": true,
    "minimum_margin_percent": 30,
    "fallback_discount": 10,
    "use_product_cost": true
  }
}

Configuring Pricing

Open Upsell Settings

Navigate to CheckoutOS → One-Click Upsells and select your upsell.

Go to Pricing Tab

Click the "Pricing" tab in the upsell editor.

Select Discount Type

Choose percentage, fixed amount, BOGO, or custom pricing.

Set Discount Value

Enter the discount amount and configure display options.

Preview & Save

Use the preview to see how pricing appears to customers.

Next Steps

Display Conditions

Control when and how upsells appear

Learn more

Best Practices

Optimize your upsell strategy

Learn more