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

• Checkout Upsell is only available for stores using Shopify Plus.

How it works

After you create the Upsell experience in Recharge and add the Upsell app block in Shopify, your customers can upgrade their one-time products to a subscription at the checkout. You can let customers:

• Convert all products to a subscription
• Choose which products to convert to a subscription

Upsell all line items

Let customers convert all of their one-time products into subscriptions at the checkout with one click. This setting is optimized for mobile orders, allowing customers to see the total amount they'd save by converting their products to subscription orders. When you enable the Upsell all line items option, Recharge groups products with matching frequencies so customers can quickly convert their products.

Upsell individual line items

Let customers choose which one-time products they wish to convert to subscriptions. If a customer changes their mind after clicking the link, they can easily return to their original one-time order. This setting is optimized for desktop orders.

Video example

Check out the video below to see how customers interact with this feature, and how you can configure the Upsell experience for them.

Step 1 - Create the Checkout Upsell experience

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

1. Click Cross-Sell & Upsell in your merchant portal and select Checkout from the dropdown.
2. Select either Upsell all line items or Upsell individual line items depending on your preferences: 
   • Use Upsell all line items to build an experience that lets customers convert all orders to subscriptions
   • Use Upsell individual line items to build an experience that lets customers convert individual items to subscriptions
3. Click Create new.
4. Click Manage settings to add a name and optional description.

Step 2 - Review the Trigger node

By default, the experience is set to trigger once a customer enters the checkout. You can add conditions to determine if the upsell displays at checkout.

1. Click the Trigger node.
2. Click +Add to add any conditions to the trigger to limit which customers see the Upsell offer at the checkout.
3. 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.

Step 3 - Customize the upsell experience

Step 1 - Customize the upsell offer customers interact with

Click on the Upsell node to access the upsell customizer and customize the upsell offer to fit your brand. Depending on the type of upsell you offer, you can: 

• Customize the offer text
• Update button labels and frequency text
• Change some of the link colors

Update the link colors

Use the link color drop-down menu to change the color of the Upsell links displayed at the checkout. There are seven available link colors:

• The Accent and Critical colors update based on the Accent and Critical colors set in your Shopify theme settings
  • Recharge’s Upsell preview shows default colors for these options since it can’t access Shopify’s custom settings, but the live upsell reflects your checkout theme colors
• The Decorative, Subdued, Info, Success, and Warning colors are all standard colors that you cannot change

Available variables

The following variables are only available if you let customers convert individual products to subscriptions at the checkout:

• {{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

The following variables are only available if you upsell all line items at the checkout:

• {group_discount_amount} - Displays the calculated potential savings if the customer converts all eligible items in that group to subscriptions

• {total_discount_amount} - Displays the calculated potential savings if the customer converts all eligible items in the cart to subscriptions

Step 2 - Set your subscription frequency preferences

If you allow customers to convert individual products to subscriptions Set your subscription frequency preferences and customize the Upsell experience that your customers interact with:

1. Click the Upsell node.

2. Under Which delivery frequencies can be selected for upsold products? choose whether customers can:

   • Select any frequency when converting a one-time product to a subscription or

   • Only match existing subscription frequencies in their cart.

3. Click Apply to save your changes.

Step 4 - Save and activate the experience

1. Save the experience.
2. Once your settings are configured, click Activate.
3. Click Confirm: activate flow to activate the experience.

Step 5 - 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.
2. Click the Page Selector drop-down at the top of the page and select Checkout and customer accounts.
3. Under Order summary click Add app block.
   
4. The app block you need to add depends on whether you want to upsell all line items or individual line items:
   • Upsell all line items:
     1. Add the Recharge Checkout Offers app block.
        
     2. Select the Checkout Offer type as Upsell all line items under App block settings.
        • Recharge does not recommend adding the block to the order summary section as it may reduce visibility.
   • Upsell individual line items:
     
     1. Add the Recharge Line Item Offers app block to automatically display the app block at the checkout under "Items in cart".
        
5. Optional - Select Include app block in Shop Pay under Checkout behavior to display the upsell offer in Shop Pay.
6. Click Save.

Advanced analytics

Select the Performance tab on the Checkout Upsell page to monitor key data points, such as impressions, conversion rates, and revenue.

Considerations

Consider the following when offering upsell options at the checkout:

Resources

See the following resources below for additional information:

• Getting started with upselling subscriptions at checkout