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

This guide explains how to set up a Checkout Upsell flow, and specific product considerations.

Before you start

• You must be on Recharge Pro and using Shopify Plus to be eligible for Checkout Upsell.

Step 1 - Create a Checkout Upsell flow

Create a Checkout Upsell flow that triggers when the customer enters the checkout page:

1. Click Grow in your merchant portal and select Checkout from the dropdown.
2. Click Create an upsell at checkout, and select Get started.
3. Click Manage settings to add a name and optional description.
4. Click the Trigger node. By default, the flow is set to trigger once a customer enters the checkout. You can add conditions to determine if the upsell displays at checkout. Click Apply to save your changes.
   
   • Recharge does not display the upsell app block unless any of the configured conditions are met. If you don’t set any conditions, the upsell app block only appears on products that are available as both a one-time product and a subscription.
5. After configuring the Trigger node, click the Upsell node to customize the upsell offer to fit your brand. You can: 
   • Customize the label text
   • Decide which frequencies to show at checkout
   • Change the color of the link - These colors are inherited from your store’s theme colors.
6. Click Preview upsell to see how the upsell appears with your customizations applied.
   
7. Save the flow. Once your settings are configured, click Activate Flow. Confirm the activation with Confirm: activate flow. 

Available variables

Checkout Upsell uses the following variables to personalize the customer experience:

• {{discount_percent}} - Displays the discount percentage for subscription products with subscribe and save discounts.
• {{onetime_amount}} - Displays the price of the product with a one-time frequency. 

Step 2 - Add the upsell app block to the checkout page

Add the Recharge Subscription Upsell app block to your storefront to display the upsell offer through a widget when customers have met the conditions of the Checkout Upsell flow:

1. Click Add app block on the Checkout - Upsell overview page to automatically open the checkout settings page in the Shopify theme editor.
   
   • To access this page through Shopify, click Online Store and select Customize on the intended theme. Click the Home page dropdown and select Checkout and new customer accounts.
2. Click +Add app block and select the Recharge Subscription Upsell app block.
    
   • You can include the app block in Shop Pay. Click the Include app block in Shop Pay checkbox in the Checkout behavior section.
3. After you add the app block, click Save in the theme editor.

Expected outcome

After creating the upsell flow in Recharge and adding the upsell app block in Shopify, your one-time customers will have the option to upgrade to a subscription:

Considerations

Resources

See the following resources below for additional information:

• Getting started with upselling subscriptions at checkout