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Getting Started with Upsells

An overview of Upsells — what they are, where they appear, and how they help you earn more from customers who already chose to buy.

Written by Tom Nipravsky

Upsells let you suggest extra products to customers at the moments they're already most likely to add to their order — during checkout, and just after they've placed an order. Each upsell is a small, focused offer with its own products, audience, and (optionally) discount, and you can run as many of them as you like.

The two types of upsells

Triom supports two kinds of upsells. They share most of the same configuration (audience filters, product source, analytics) but appear in different places.

When the customer sees it

During checkout, in the cart

After checkout — Thank You page and/or Order Status page

Where it appears

Inside the cart, before payment

Inside the existing Order Editing experience

Discount kinds

Product discount (percentage / fixed) or free shipping

Product discount (percentage / fixed) only

Configurable surfaces

One — the checkout cart

Two — Thank You page, Order Status page (you choose either or both)

Title / description copy

Customisable, with a {{discount}} placeholder

Uses the standard upsell layout

You can run both types at the same time. They're configured independently — one upsell shows on checkout, another shows after checkout, and they don't interfere with each other.

What every upsell has in common

No matter which type you pick, you'll configure the same building blocks:

  • Basics — a name (for your reference) and a status (Draft / Active / Paused).

  • Filters — when should this upsell show? Either to all customers, or only when conditions match (cart subtotal, items, products, customer tags, etc.). See Choosing Who Sees an Upsell.

  • Product source — where do the suggested products come from? You can hand-pick a list, use Shopify's automatic recommendations, or pull from your Search & Discovery pairings. See Choosing Which Products to Show.

  • Discount (optional) — sweeten the offer with a percentage off, a fixed amount off, or (Checkout only) free shipping.

  • Settings — small per-type tweaks like whether customers can add multiple quantities, and whether to hide products that are already in the cart or order.

The upsell lifecycle

Every upsell goes through three statuses:

  • Draft — newly created. Configure it freely; it never shows to customers.

  • Active — live. Eligible orders and checkouts will see it.

  • Paused — temporarily off. Configuration is preserved; nothing shows to customers. Re-activate any time.

What you'll see in the admin

The Upsells section in the Triom app has two main pages:

The list page

A high-level overview of how upsells are performing across your store.

  • Four metric tiles at the top: Upsell Revenue, Views, Conversion Rate, AOV Lift — each with a delta versus the previous period.

  • A daily revenue chart below the tiles.

  • A table of every upsell with its name, type, discount, status, and per-upsell metrics.

  • A Create upsell button to start a new one.

The upsell edit page

Where you actually configure an upsell. The page is laid out top-to-bottom in roughly the order you'll think about it:

  1. Basics — name, status

  2. Surfaces (order-editing upsells only) — Thank You page / Order Status page

  3. Filters — who sees this upsell

  4. Product source — what's shown

  5. Discount — optional sweetener

  6. Settings — per-type tweaks

When editing an existing upsell, an analytics panel appears alongside the form so you can see how that specific upsell is performing while you tune it.

Creating your first upsell

The high-level flow for any upsell:

  1. Open the Triom app from your Shopify admin.

  2. Go to Upsells and click Create upsell.

  3. Pick the type — Checkout or Order editing.

  4. Fill in Basics with a name and leave the status on Draft while you configure the rest.

  5. Set up Filters, Product source, Discount, and Settings (and Surfaces for order-editing).

  6. Click Save. Review the form once more.

  7. Click Activate in the top right to take the upsell live.

The next two articles take you through each type end-to-end:

Where to go next

Once you've read the introduction for the type you're starting with, the rest of this collection covers the configuration pieces in detail.

Walkthroughs by type

Configuration in depth

Measuring results

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