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How to configure a Checkout Upsell flow that lets customers convert all one-time products to subscriptions

Relevant to: Shopify Checkout Integration Migrated Shopify Checkout Integration

Checkout Upsell allows customers to upgrade a one-time product to a subscription at checkout.

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

Platform:

  • Shopify Checkout Integration
  • Migrated Shopify Checkout Integration

Before you start

How it works

After you create a Checkout Upsell experience in Recharge and add the app block in Shopify, customers can convert eligible one-time products to subscriptions directly at checkout.

With Upsell all line items, customers can convert all eligible products in their cart with one click.

This experience is optimized for mobile checkout and clearly displays the total savings when customers switch to subscriptions. When enabled, Recharge automatically groups products with matching subscription frequencies so customers can quickly confirm their upgrade.

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

Step 1 - Create the Checkout Upsell All experience

  1. In your merchant portal, click Cross-Sell & Upsell.

  2. Select Checkout Upsell All.

  3. Click Create new.

Step 2 - Review your audience 

By default, all customers who enter checkout receive the upsell offer. You can add conditions to limit the offer.

  1. Click Review your audience.

  2. Select the pencil icon next to Customer enters checkout.

  3. Click + Add to configure conditions such as:

    • Cart contains specific products

    • Customer is from a specific country

    • Customer has a specific logged-in status

    • Line item matches a specific collection, variant, or discount code

  4. Click Apply to save your changes.

Step 3 - Review and customize the experience

Recharge displays default upsell language at checkout. You can keep the default content or customize it to match your brand.

  1. Click Review & customize experience.

  2. Update:

    • Offer text

    • Button labels

    • Frequency text

Available variables

The following variables are available:

Section

Variable

Description

Example
Content {{group_discount_amount}} Displays the calculated potential savings if the customer converts all eligible items in that group to subscriptions Save $6.00 when you subscribe to all Coffee Bean products.
Content {{total_discount_amount}} Displays the calculated potential savings if the customer converts all eligible items in the cart to subscriptions Switch to subscription and save a total of $8.00 on your order.

Step 4 - Add the upsell app block to your Shopify theme

To display the upsell offer, you must add the app block in Shopify.

  1. Click Make visible on your storefront.

  2. Select Configure app block in Shopify.

  3. In Shopify checkout settings, add the Recharge Checkout Offers app block.

  4. In the dropdown menu, select Upsell all line items.

You may see a warning in Shopify when selecting this option. You can safely ignore it.

For best results, position the app block above the email or phone number field in the Contact section.

To display the upsell in Shop Pay, select Include app block in Shop Pay.

Click Save.

Step 5 - Activate the experience

  1. Click Finish setup.

  2. Add a name and optional description.

  3. Click Mark as done.

  4. Select Activate upsell.

Advanced analytics

Metric

Definition
Impressions The number of times the Checkout Upsell offer is displayed to customers at checkout.
Conversion rate The percentage of customers who accept the Checkout Upsell offer.
Revenue generated The total value of all line items that have been upgraded to a subscription using the Upsell All app block.

Considerations

Consider the following when offering upsell options at the checkout:

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
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