Highlight complementary product offerings and encourage customers to subscribe to additional products using the Checkout Cross-sell feature. See Getting started with Checkout Cross-sell for more information about this feature.

This guide explains how to configure the Checkout Cross-sell experience, and any considerations to think about before enabling the feature.’

Before you start

• Checkout Cross-sell is only available to Recharge Pro merchants using Shopify Plus.
• You must ensure your store is set up to allow Cross-sell experiences. See Preliminary steps for configuration instructions.

Preliminary steps 

There are two preliminary steps you need to take before you can offer a cross-sell product at the checkout:

• Enable the Checkout Cross-sell feature 
• Add the Cross-sell app block to your checkout page 

You only need to perform these steps once to offer a Cross-sell experience. 

Enable Checkout Cross-sell

Before you can set up the flow and activate the experience for customers, you must enable Cross-sell in your store. You must be on the Recharge Pro or custom plan, and using Shopify Plus, to enable Checkout Cross-sell.

Enable Checkout Cross-sell your Recharge merchant portal:

1. Click Grow in the Recharge merchant portal and select Checkout from the drop-down menu.
2. If you meet the eligibility criteria to use Checkout Cross-sell, click Get Started.
   • If you do not meet the eligibility criteria, you can click Learn more about Pro to get started changing your Recharge plan, or contact Shopify Support to see if you qualify for Shopify Plus.
3. Click Cross-sell overview and select Create a cross-sell at checkout. 

Add the Cross-sell app block to your checkout page

You must add the cross-sell app block to your checkout page to display the cross-sell product at the checkout. Cross-sells do not work with this app block. You only need to do this once.

Add the app block to your checkout page:

1. Navigate back to the Checkout Cross-sell page in your Recharge merchant portal. Select Add app block from the cross-sell app block callout.
   • You can also access directly from your Shopify Admin:
     • Click Online Store and select Customize for the theme you’re using. Click the Home page dropdown and select Checkout and then new customer accounts.
2. Click +Add app block and select the Recharge Subscription Cross-Sell v2 app block.
   
3. Add the Recharge Subscriptions Cross-sell app block to the desired location on the checkout page.
4. Click Save to save your checkout settings.

Optional - Enable Shop Pay

You can configure the widget to appear on Shop Pay, although it is not enabled by default:

1. Open the Checkout behavior menu.
2. Select Include app block in Shop Pay.
   

Step 1 - Create the Cross-sell flow

The Cross-sell experience is powered by Recharge’s flow technologies. You must build a flow to display the cross-sell product to customers at the checkout:

1. Click Grow in the merchant portal and select Checkout.
2. Click Cross-sell overview and select Create a Cross-sell at checkout.
3. Click Get started.
4. Select Manage settings to add a name and optional description.

Step 2 - Configure the Trigger node

The trigger node determines which customers see the cross-sell app block at the checkout. By default, the flow is set to trigger when a customer enters the checkout. You can add conditions to determine if the upsell will display at checkout:

1. Click on the Trigger node.
2. Click Add.
3. Configure the following conditions:
   • Check if any item in the cart contains a specified product
   • Check if any item in the cart is part of a specific Recharge collection
   • Check if any item in the cart is a subscription
4. Click Apply to save your conditions.

Step 3 - Configure the Cross-sell node

The cross-sell node highlights products customers can purchase at the checkout. You can offer both one-time and subscription products, with or without subscribe and save discounts, as cross-sell options and display multiple products simultaneously at checkout.

Select the products that customers will see if they meet the trigger node criteria set in step 1:

1. Select if you want the cross-sell products to be a specific product, or any product within a Recharge collection.
2. Select the specific products or Recharge collection.
3. Update the Cross-sell header label and size to change the text customers see when they access the cross-sell product at the checkout, as well as the label size.
4. Confirm how many products you wish to display.
5. Update the labels for the button customers click to add the cross-sell product to their order.
   
   • Keep the {{discount_percent}} variable in the text box to display the discount percentage for subscription products with subscribe and save discounts.
6. Update the product description, frequency selection, and variant selection labels.
7. Click Preview cross-sell to understand what the customer experience will look like at the checkout.
8. Click Apply to finish configuring the cross-sell node.

Available variables

Checkout Cross-sell uses the following variable to personalize the customer experience:

• {{discount_percent}} - Displays the discount percentage for subscription products with subscribe and save discounts.

Step 4 - Save and test the experience

After configuring the trigger and cross-sell nodes, it’s time to test the experience.

1. Click Save in the top-right corner.
2. Click the three vertical dot menu and click Test flow.
3. Select your test customer from the Target customer menu. It’s important to use a test customer where you control the environment, rather than testing on a random customer.
4. Click Run flow.
5. Confirm that the flow performs as expected.

Step 5 - Activate the experience 

You can activate the Cross-sell experience after confirming that the flow works as intended. Select Activate flow in the top right corner to enable the experience for customers purchasing through the checkout.

Optional - Update the order of your Cross-sell experiences

You can configure multiple Cross-sell flows and have them all enabled simultaneously, however, only one cross-sell opportunity is shown to each customer. Set a priority order to determine how the cross-sell offers are shown to what customers:

1. Click on Reorder priority.
   
2. Drag and drop the flows into your priority order.
3. Click Save order.
   

Recharge recommends setting the flow with the most conditions at the top, and then setting the flow with the broadest conditions at the bottom at the bottom of the priority list so that it is only triggered if the other flows are not triggered.

Expected outcome

After following the steps in this guide, you can conveniently offer customers cross-sell products at the checkout. The cross-sell experience ensures customers can add one-time or subscription products to their order without having to leave the checkout process.

Performance Analytics

Performance Analytics are available so that you can understand how your cross-sell experiences are performing with your customers. Click cross-sell performance in the Checkout tab in your Recharge merchant portal to see the following analytics: