When to use this template
Use this template for:- Cross-sell or upsell recommendations triggered by cart items.
- Related-product recommendations on product pages, the cart page, or side cart drawer.
- Recommendations with no discount.
- Recommendations with an optional percentage or fixed discount.
- Horizontal or vertical storefront product layouts.
Entry points
The template and widget cards open the same configuration form.Discount Templates
In Shopify admin, open Apps > AIOD Discount & Gift > Discount Templates. Click Create on Upsell. AIOD opens a form titled Upsell.Discount Widgets
In Shopify admin, open Apps > AIOD Discount & Gift > Discount Widgets. Click Create New Widget, then click Upsell under Ready-Made Widgets. This shortcut opens the same Upsell form. It does not have separate widget-only configuration.Top-level controls
The Upsell form has two tabs:
The form also shows:
- Need more control? and Use Custom Rule Builder. Use this button to switch to the more flexible rule builder when the Upsell template is not sufficient.
- A Widget Preview panel.
- A Rule Size indicator. The observed form showed Shopify’s
10 KBlimit and This limit is set by Shopify. - Previous and Next navigation. The final Widget design tab has Save.
Status mode
The top-right status dropdown controls who can use or see the offer.
While creating a new Upsell, the observed status was Live. Newer draft forms can show only Live and Testing mode.
Offer tab
Use Offer to choose when the widget appears, which products it recommends, and whether those products receive a discount.Trigger
The Trigger section chooses which cart products cause the Upsell widget to appear.
Before a selection is made, the picker says: No items selected. Click “Browse” to choose.
AIOD states: The offer will be displayed when the trigger product is in the cart.
Offer products
The Offer products section chooses which products the widget recommends. Options:- Specific products. Selected by default in the observed form.
- Specific collections.
- Specific variants.
Discount
Use Discount Type to choose whether the recommended products receive a discount.
The observed discount value was blank. Enter a value before saving a discounted Upsell offer.
Offer Title
The Offer Title input has placeholdereg: SUMMER UPSELL and a 64-character counter.
AIOD says the title is shown to customers in cart and checkout when the discount is applied.
Offer visibility
Use these checkboxes to suppress recommendations that are no longer useful:- Hide products that are already in cart. Off by default.
- Hide products that match trigger product. Off by default.
Where should the widget appear?
Read Where should the widget appear? for information about this.Widget design tab
Use Widget design to configure the storefront widget copy and appearance.Widget content
Controls and observed defaults:
Use the three CTA fields to define the button copy before, during, and after the product is added.
Style
Product layout
Options:
The layout section includes:
- Products visible at a time slider. Observed value:
3. AIOD says this also controls the admin preview. - Products visible at a time on smaller storefront screens slider. Observed value:
3. AIOD says this does not change the admin preview.