Skip to main content
  1. Recharge
  2. Marketing & growth
  3. Cross-Sell & Upsell
  4. Checkout
Note: Recharge is rolling out a new merchant portal experience. You may notice that some articles still reflect the old navigation. We are in the process of updating our guides to reflect these changes.

Getting started with upselling subscriptions at the checkout

Relevant to: Shopify Checkout Integration Migrated Shopify Checkout Integration

Checkout Upsell provides customers with the option to upgrade a one-time product to a subscription during checkout. 

This guide provides instructions for accessing Checkout Upsell, explains the functionality of this feature, and offers insights into interpreting performance data.

Platform:

  • Shopify Checkout Integration
  • Migrated Shopify Checkout Integration

Before you start

Key features

Upsell all items in an order

Allow customers to upgrade all their one-time products to subscriptions at the checkout with a single click, including on mobile devices.

Checkout page with express payment options, a subscription upgrade offer, contact fields, and delivery details.

Recharge makes it easy for you to highlight potential savings across all products, improving upsell conversion and visibility on mobile devices.

See How to configure a Checkout Upsell flow that lets customers convert all one-time products to subscriptions for instructions on upselling all line items.

Upsell individual products on a subscription

Let customers choose which one-time products they wish to convert to subscriptions. This setting is optimized for desktop orders.

checkout upsell gifff.gif

See How to configure a Checkout Upsell flow that lets customers convert specific products to subscriptions for instructions on upselling individual line items.

Use cases

Review the following use cases to understand why you may want to implement Checkout Upsell for your store:

Use case

Description

Increase subscription conversions

Encourage customers to commit to recurring purchases by presenting the benefits of subscriptions at key decision points in the shopping journey.

This approach can turn one-time purchases into long-term subscriptions, ultimately boosting conversion rates and increasing long-term revenue.

For example, prompt customers to upgrade to a subscription when they purchase a popular item, such as a daily cleanser.
Make routines easy

Make it easy for customers to automate their routines by offering them subscriptions of the products they use every day.

For example, offer customers who purchase a one-time bag of dog food the ability to upgrade their purchase to a subscription so that they can receive regular deliveries without the hassle of manually reordering food each month.
Offer discounts on subscriptions

Remind customers one last time that they can save by subscribing. This is especially useful for customers who routinely purchase the same product.

For example, offer customers the opportunity to subscription to regular monthly shipments of their favorite coffee beans at a discounted cost.

Set-up instructions

Considerations

Consider the following when using the Checkout Upsell feature:

Consideration

Notes
Product configuration
  • Products must be configured to be sold as both one-time and subscription offerings for the upsell flow to display.
Bundles
  • For fixed-price and preset bundles, both Upsell all and line-item upsells are supported.
  • When using Checkout Upsell with dynamically-priced bundles, Recharge recommends using the Upsell all option. This is because each item in a dynamic customizable bundle is treated as an individual line item. If a line-item upsell is triggered for one of these items, it could break the bundle structure. To prevent this, line-item upsells are automatically hidden when triggered by a dynamic customizable bundle. This behavior is intentional and helps ensure bundles function correctly during checkout.
Changes to the upsell offer type
  •  You must change your app block type if you change your upsell type (eg. initially, you offer customers the option to convert individual products to subscriptions but later enable the option to convert all products to a subscription).
Line item properties
  • Depending on your Shopify theme, line item properties may appear in the cart when the Checkout Upsell flow is active.
Subscription type
  • The Upsell app block only appears for products available as both a one-time product and a subscription. 
Previewing the upsell offer
  • The option to preview the upsell does not reflect the color you have configured in the Upsell node settings.
  • Shopify's checkout preview does not allow you to select a specific product to preview. Configure the product in Recharge as an upsell to preview a particular product.
Checkout Upsell compatibility with prepaid
Quantity Upsells
  • Checkout Upsell is not compatible with Quantity Upsells

Resources

See the following resources below for additional information:

 

Was this article helpful?
0 out of 0 found this helpful

Related articles

Didn’t find what you’re looking for?

Contact us