Metafields allow you to associate a recommended product directly within each product page. Planet can then use that value to automatically display the corresponding upsell in:
Product page
Cart
Checkout
Post-purchase
Thank you page
This means you can use metafields for all your upsell promotions throughout the entire purchase funnel.
What you will achieve with this setup
Assign a recommended product from each product page.
Display that product as an upsell in any Planet promotion.
Manage recommendations directly from Shopify.
Scale your upsell strategy without having to manually configure each promotion individually.
Step 1: Create the metafield in Shopify
To create the metafield:
Go to your Shopify admin panel.
Click on Settings (bottom left).
Click on Custom data.
Go to Metafields and metaobjects.
Select Products.
Click Add definition.
Now configure the new metafield:
Name: for example, Planet upsell.
Type: select List of products.
Enable the option that allows product selection.
Save the definition.
Important: The type must be “List of products” so you can select a product directly from the product page.
Once saved, the metafield will be available across all your products.
Step 2: Assign the recommended product
Once the metafield is created:
Go to Products in Shopify.
Open a product page.
Scroll down to the Metafields section.
Locate the new metafield you created.
Select the product you want to recommend as an upsell.
Save the product.
Repeat this process for all products where you want to define a personalized recommendation.
Bulk editing
If you need to assign recommended products to many products at once, you don’t have to do it one by one.
You can:
Go to Products.
Select multiple products.
Click on Bulk edit.
Add the column corresponding to the metafield.
Assign the recommended products directly from the bulk editing view.
This allows you to configure recommendations quickly at scale.
Step 3: Use the metafield in a Planet promotion
Once the products have their metafield assigned:
Go to Planet.
Create or edit an upsell.
In the product configuration section, select the option to use a product metafield.
Choose the metafield you created.
Save the upsell.
Planet will automatically display the product defined in the metafield that corresponds to the product the customer is purchasing.
Best practices
Use clear names for your metafields (for example: “Planet upsell” or “Complementary product”).
Make sure to complete the metafield for all new products.
Regularly review which upsells generate the most revenue and optimize your recommendations accordingly.
💡 Still have questions?
Visit our help section or contact us by email or chat.