Upsellify - Shopify Plus APP Documentation

Upsellify User Documentation

Installation:

To install the app and integrate it into your checkout customization, follow these steps:

Navigate to Checkout Settings:

• Go to Settings > Checkout.
• Click on Customize your Checkout.
• Then, press the “Customize” button.

Add the App:

• Once the customization option opens, look in the lower left corner.
• Click on “Add app block”.

Select Upsellify App:

• Choose our app, “Upsell for Checkout” Upsellify, from the list.
• And set up the APP with the collection ID and number of products to show in the cart page.

Setting Up Products to Display at Checkout:

Upsellify is optimized to utilize Shopify's functionalities, ensuring minimal load time on the frontend. To configure our Upsell block to display products from a specific collection, follow the steps below. This can be done in conjunction with adding the app to the checkout:

1) Access Checkout Customization Settings:

• Navigate to Settings > Checkout.
• Click on Customize your Checkout.
• Press the “Customize” button.

*See previous step to see explanations images.

2) Configure the Upsell Block:

In the active checkout profile settings, click on our app block, located in the “Order Summary” section, under “Items in Cart” > “Upsell for Checkout”.

3) Select the Collection for Upsell:

• This opens the options to configure the collection containing the products you want to display.
• As shown in the example, input the Collection ID and the number of products you wish to display.

4) Finding Your Collection ID:

To locate this identifier:

• Go to Products in the Shopify dashboard sidebar, then Collections.
• Select the desired Collection.
• The Collection ID is in the URL. For instance, in the given example, it’s 454784483647
• Copy and paste this ID into the corresponding field.

5) Alternative Upsell Configuration:

If you prefer not to use a collection for upsell products, you can utilize Shopify’s default function at your shopu url admin > /apps/search-and-discovery.

Here, you can define related products. The functionality works as follows:

• If a product is in the cart, the app will display products related to this item, as configured in this section.
• If there are two or more products in the cart, the app will display a mix of the most relevant products among those related to the items in the cart.

6) Video example:

Here you can see the steps you should follow to set up our APP using a collection products on the Upsell block:

7) Shopify Dashboard with reports and statistics:

From the Shopify backend, when you access the application, you'll be greeted with a sales report like the one we're showcasing below:

You can filter the information by a date range. The chart will show daily sales generated by customers adding products to their cart via Upsellify, as well as how often these products were added to the cart but not purchased.

In the lower list, you'll find the most popular products, along with data on how many times they were added to the cart and, of those, how many were actually purchased.