• UPSELLS & FREE GIFTS • SETUP GUIDE

How to Add an Upsell to Shopify Checkout

By Rivio Support Team
2 min read

What you will achieve in this guide

Follow the feature-specific setup and testing instructions below. Check the supported pages and plan requirements before activating the feature.

EXPECTED SETUP TIME Varies by feature
COMPATIBILITY See requirements in this guide
TECHNICAL DIFFICULTY Zero Code Required

Upsell campaigns recommend products during checkout or on the Thank you and Order status pages.

How this feature works

A trigger product determines who qualifies for an offer; the offer product is the recommendation the buyer can purchase. Configure the campaign in Rivio and place its matching block on the intended Shopify page. Checkout, Thank you, and Order status are separate surfaces with separate testing flows.

Before you begin

Use an eligible Shopify Plus store. Open Apps > Rivio Checkout Customizer and check the feature’s listed supported page. For a visual feature, configure it in Rivio and save its matching editor placement.

Worked example: Offer a Bottle on the Checkout page

Example setup: Demo T-shirt as the trigger; Demo Bottle $20 as the offer; an eligible store and target page.

Step-by-step instructions

  1. Open Discounts & upsells > Checkout upsell.

  2. Create a campaign named T-shirt to Bottle. Under Trigger conditions choose Specific products and select Demo T-shirt.

  3. Under Upsell products choose Specific products and add Demo Bottle. These are different selections: buying the shirt qualifies the buyer; the bottle is the recommendation.

  4. Set a supported Offer incentive to 10% and review whether Apply discount on each item is enabled. For a single $20 bottle, the illustrative offer reduction is $2.

  5. Enter Complete your kit as the headline. Review multiple quantities, hide-already-in-cart, and hide-widget-after-add options shown for this surface.

  6. Set Show on to Checkout where that selector is available. Set a distinct Priority such as 0 and Active status, then save.

  7. Open Shopify’s Checkout and Accounts Editor, select the Checkout page, add the matching Rivio upsell block in a supported location, and save.

  8. Start checkout with Demo T-shirt in the cart. Confirm the Bottle offer and its price, accept it, and inspect the added cart line before payment.

Verify the result

Test case Expected result or verification
Trigger shirt present and offer bottle absent The eligible active campaign displays on its placed surface.
Cart/order without the shirt This specific-product campaign does not qualify.
Bottle already present with hide-already-in-cart enabled The offer can intentionally be hidden.
Accepted checkout offer The offered variant and quantity appear in the checkout cart with the intended price/discount.

Important: Checkout-step upsells require Shopify Plus. An incentive is separate from the trigger condition. The lowest Priority number takes precedence between matching campaigns.

If the result is different

Check What it means / what to do
Nothing appears Check campaign/rule status, target surface, trigger inputs, available products, and saved editor placement.
A different offer appears Inspect matching campaigns; the lowest Priority number takes precedence.
An offer disappears after adding an item Check hide-already-added and hide-after-acceptance behavior before creating a duplicate campaign.

Need help?

Email support@rivioapps.com with your store domain, feature name, target page, the relevant settings, and a screenshot of the actual result. Include the test cart, customer, or order details needed to reproduce the issue.

Screenshot reference

Screenshot to add: The saved settings described in this guide, with its selected conditions or scope visible.

Screenshot to add: The worked example’s actual customer result or saved Shopify record, including the relevant test inputs.