How to configure a Checkout Upsell flow that lets customers convert specific products to subscriptions

Checkout Upsell lets customers upgrade a one-time purchase to a subscription at 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.

• Products must be available for both one-time purchase and subscription.

• You must add the Recharge Line Item Offers app block to your Shopify theme for the upsell to display.

• 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.

How it works

After you create a Checkout Upsell flow and add the app block to checkout, customers can convert eligible one-time products in their cart to subscriptions.

You can:

• Allow customers to convert specific line items, or

• Configure conditions that determine when the upsell displays.

If customers change their mind after converting a product, they can switch it back to a one-time purchase before completing checkout.

The upsell experience is optimized for desktop checkout.

Video example

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

Step 1 - Create the Checkout Upsell flow

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

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

2. Select Checkout Upsell Line Items.

3. Click Create new.

4. Click Manage settings to add a name and optional description.

Step 2 - Review the Trigger node

By default, the flow triggers when a customer enters the checkout. You can add conditions to control when the upsell displays.

1. Click the Trigger node.

2. Click + Add to configure conditions.

3. Choose from the following options:

   • 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.

Recharge only displays the upsell app block when the configured conditions are met.

If you don’t add conditions, the upsell displays only for products available as both a one-time purchase and a subscription.

Step 3 - Customize the upsell offer

Click the Upsell node to customize the offer customers see at checkout. You can:

• Update offer text

• Edit button labels

• Modify subscription frequency text

• Change link colors

Link color options

Use the Link color drop-down menu to change the color of the upsell links displayed at checkout.

Seven link color options are available:

• Accent and Critical colors reflect your Shopify checkout theme settings.

• Decorative, Subdued, Info, Success, and Warning are preset system colors and cannot be customized.

The preview in Recharge displays default colors. The live checkout reflects your Shopify theme settings.

Available variables

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

Step 4 - Set your subscription frequency preferences

Choose how customers select subscription frequencies when converting a product.

1. Click the Upsell node.

2. Under Which delivery frequencies can be selected for upsold products?, choose one:

   • Allow customers to select any available frequency

   • Only allow frequencies that match existing subscriptions in their cart

3. Click Apply.

Step 5 - Save and activate the flow

1. Click Save.

2. Click Activate.

3. Select Confirm: activate flow.

Step 6 - Add the upsell app block to the checkout page

You must add the Recharge app block to checkout for the upsell to appear.

1. On the Checkout Upsell Line Items overview page, click Configure app block.

2. In the Shopify theme editor, open the Page selector and choose Checkout and customer accounts.

3. Under Order summary, click Add block.

4. Add the Recharge Line Item Offers app block. The upsell displays under Items in cart when conditions are met.
    

   

5. (Optional) Under Checkout behavior, select Include app block in Shop Pay to display the upsell in Shop Pay.

6. Click Save.

Advanced analytics

Open the Performance tab on the Checkout Upsell page to monitor:

• Impressions

• Conversion rate

• Revenue generated

Considerations

Consider the following when offering upsell options at the checkout: