Upsell
The Upsell discount type allows you to offer customers complementary products when they have specific trigger products in the cart. Each range defines its own targets and optionally a discount. A simpler alternative to Buy X Get Y — without the pool system.
When to Use
Section titled “When to Use”- Discounted complementary accessories (phone case, batteries for toys)
- Cross-sell offers in the cart
- “Add X at Y% off” campaigns
- Time-limited upsell offers
Difference from Buy X Get Y
Section titled “Difference from Buy X Get Y”- Upsell — simple configuration, no pool system, trigger filters = display condition
- Buy X Get Y — pool system, trigger consumption tracking, multiples
Step 1: Basic Settings
Section titled “Step 1: Basic Settings”- Type: Upsell
- Mode: Upsell in Cart Item (default), Manual Select, or Manual Select Product
Step 2: Trigger Products
Section titled “Step 2: Trigger Products”In the Filters section, define the products that must be in the cart for the offer to appear
Step 3: Upsell Products and Discount
Section titled “Step 3: Upsell Products and Discount”In the Tiers (ranges) section, configure:
- Target filters — which products to offer
- Min. quantity (optional) — minimum number of trigger products in the cart (empty = no minimum requirement)
- Discounted quantity (optional) — how many units of the upsell product the customer can add (empty/0 = unlimited)
- Discount type and value (optional) — percentage, fixed amount, or fixed price (empty = no discount)
- Per item — limit applies per product (not shared across the entire range)
Step 4: Conditions (optional)
Section titled “Step 4: Conditions (optional)”Cart value, role, date
Examples
Section titled “Examples”Phone case at half price
- Trigger: Category Phones
- Target: Category Cases
- Min: 1, Get: 1, Discount: 50%
Add batteries at 30% off
- Trigger: Category Toys
- Target: AA Batteries, AAA Batteries
- Min: 1, Get: 0 (unlimited), Discount: 30%
Computer accessories at full price
- Trigger: Category Computers
- Target: Category Computer Accessories
- No min. quantity, no limit, no discount
Per Item Mode
Section titled “Per Item Mode”The Per item toggle changes how the quantity limit is calculated:
| Behavior | Per item: NO | Per item: YES |
|---|---|---|
| Limit | Shared across all products in the range | Separate per product |
| Example (get=2, 3 targets) | 2 pcs total from any targets | Up to 2 pcs of each target (up to 6 total) |
Trigger Count Mode
Section titled “Trigger Count Mode”The Trigger Count Mode setting determines how trigger products are grouped and how upsell offers are allocated.
Match All (default)
Section titled “Match All (default)”All trigger products in the cart are counted together as one group. The upsell offer is shared — it does not matter which specific trigger product activated it.
Example: Trigger = Category Phones, Get = 1 case with discount
- In cart: iPhone + Samsung -> 1 case with discount total (shared limit)
Per Parent
Section titled “Per Parent”Trigger products are grouped by parent product. Each parent product (with all its variations) gets its own upsell offer with its own limit.
Example: Trigger = Category Phones, Get = 1 case with discount
- In cart: iPhone 15 black + iPhone 15 white + Samsung S24 -> 2 offers:
- iPhone 15 -> 1 case with discount
- Samsung S24 -> 1 case with discount
Per Variant
Section titled “Per Variant”Each variation of a trigger product is counted separately. Each variation gets its own upsell offer.
Example: Trigger = Category Phones, Get = 1 case with discount
- In cart: iPhone 15 black + iPhone 15 white -> 2 offers (one for each variation)
Impact on Display
Section titled “Impact on Display”| Context | Match All | Per Parent / Per Variant |
|---|---|---|
| Product page | Shows all targets, shared limits | Shows targets only for the current trigger product |
| Cart | Targets displayed once | Targets deduplicated — each target product displayed once with available limit |
| Trigger NOT in cart | Targets with limit 0 | Targets with limit 0 (displayed but cannot be added) |
Technical Details
Section titled “Technical Details”- Does not use the pool system — trigger products are not “consumed” and can trigger other rules as well
- Newly added upsell products in the cart can serve as trigger products for other rules
- When a trigger product is removed from the cart, upsell products are automatically removed
- Out-of-stock products are automatically hidden
- Works in both the classic and block-based cart