A well-designed upsell not only increases the average order value but also has a direct impact on sales, loyalty, and the personalization of the shopping experience.
In this step-by-step guide, you’ll learn how to create and automate personalized upsells on the product page in just a few minutes with Planet.
The first step to creating an upsell is to add a new promotion. To do this, you must access the promotions page and click on the "add promotion" button.
When you do so, a pop-up will appear with the available templates to create your promotion. In this case, to create the upsell you must choose the template "Upsell".
Upsell promotion configuration
Once the promotion has been created, the different parts of the promotion must be configured:
1. Products
In this section, you configure everything related to products and upsell details.
2. Actions
The only required action here is to configure the upsell.
Recommendation algorithm: choose how you want the recommendation to work, complementary products, related products, or manual selection.
💡 If you choose "Complementary products" or "Related products", you must have the free Shopify Search & Discovery app installed and configured.
Discount: choose the type of discount to apply:
No discount
Percentage discount
Fixed amount per unit
Fixed price per unit
Cart and checkout label: this is the name of the discount shown in the cart.
Combine with other discounts: choose whether this discount can be combined with other products or shipping discounts.
Currency Conversion: when selling in markets that operate in currencies different from the store’s default (for example, EUR), Planet automatically applies a conversion based on exchange rates provided by Shopify. This ensures the discount is correctly adjusted to the customer’s local currency.
If enabled, the discount or fixed price is automatically converted to the market’s currency.
If disabled, the discount or fixed price value will be applied directly without conversion, which may lead to slight differences in the amount perceived by customers.
For example: if a fixed discount of €10 is set, a customer purchasing in another currency, such as USD, would receive a fixed discount of $10.
3. Widgets
You must enable the Planet extension to display widgets on your product page.
3.1. Upsell on the product page
You can add an upsell widget to your product page to show the promotion and encourage additional purchases.
This widget allows customization to match your store’s design.
General Settings:
Title (optional)
Options: in this case, the widget style is button-based. You can optionally allow product variant selection, enable redirection to the product page, and limit the number of recommended products.
Products: optionally show a discount label and choose which compare price to display.
Buy button: customize the text of the buy button.
Design
You will be able to edit the colors, font size and rounding of the different sections of the upsell to adapt the design 100% to your store.
To further customize the widget, you can optionally add a background and set the height and width of the images.
Custom CSS
If you need to configure the styling beyond the fields available in the app, all widgets allow you to embed CSS code through the theme editor.
Click on the Planet - Upsell block and in the right panel enter the CSS code you want to modify in the widget.
3.2 Upsell popup
The Upsell popup appears right after the customer adds a product to the cart, showing recommendations for other products at that moment.
The popup's title is configured from Planet. The styles (text, colors, borders, messages, and other options) are configured directly from the Shopify theme editor.
Configuration
From Planet, edit the popup's recommendations title field (e.g., "Complete your order"). If no title is set, the default value from the theme editor will be used.
To customize the style, go to your store's theme editor and enable the Planet extension.
From there, you can configure:
Enable upsell popup: turns the popup on or off.
Keep popup opened in theme editor: useful for previewing changes while customizing.
Form Action Buttons Selector: CSS selector that detects the forms that trigger the popup (by default, "add to cart" forms).
Continue button: text for the button that closes the popup and continues (e.g., "Open cart").
Add to cart button: text for the buy button inside the popup.
Product added to cart message (singular/plural): messages confirming the product was added to the cart. The
{quantity}variable can be used to show the number of units added.Discount label text: message showing the discount applied, using the
{discount}variable.Maximum products to show: number of recommended products displayed in the popup.
Compare at price: choose whether to show the original price struck through.
Hide products already in the cart: prevents recommending products the customer has already added.
Don't show the popup twice: prevents the popup from being shown more than once for the same product in the same session.
Design: button and image corners, and colors for text, buttons, and discounted price.
4. Schedule the Promotion
When you create the promotion, the date of promotion creation will be set as the default start date. You can edit the start date and optionally, add an end date or more schedules.
5. Advanced Options
The conditions for applying the promotion are:
Market: Select the markets where the promotion applies.
Customer is logged in: This allows you to apply the promotion to customers depending on whether they are logged in.
Customer tags: Choose the tag that your customers should have or not have.
Customer total orders: Choose the total number of orders a customer has had to complete for the promotion to be applied.
Customer total spend: Choose a customer's total spend in the store for the promotion to be applied.
Is a subscription product: Choose whether the promotion applies to subscription products.
Exclude products with/without price discount: Choose whether the promotion applies to products that already have a price discount or to those that don't.
Country: Filter the promotion by customer country. You can set the condition to equal to or different from, and the available countries are those configured in your store.
Is a B2B customer: Choose whether the promotion applies exclusively to B2B customers or only to non-B2B customers.
B2B company: Filter by the specific B2B company the customer belongs to. You can set the condition to equal to or different from, and the available companies are those set up in your store.
💡 Still have questions?
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