Setup & getting started. This page is ready

Setup & getting started

Follow the checklist below to configure UpsellKit and test on your storefront.

Connected store

SuccessConnected

Setup checklist

1 of 6 steps complete

AttentionIn progress
  • 1

    Enable store features

    Turn on bundles, order bumps, and post-purchase in Settings.

  • 2

    Add UpsellKit theme block

    Online Store → Themes → Customize → product page → Add UpsellKit block → Save.

  • 3

    Create a campaign (optional)

    Use campaigns for publish status, schedule, and shopper targeting.

  • 4

    Create at least one bundle

    Pick a primary product and bundled products with an optional discount.

  • 5

    Create at least one order bump

    Choose an upsell product, headline, and display rules.

  • ✓

    Configure post-purchase email

    Set SMTP or delivery mode, preview the template, and send a test email.

Bundles

0

Frequently bought together offers

Order bumps

0

One-click upsell offers

Campaigns

0

Targeting and scheduling groups

Getting started with UpsellKit

Follow these steps in order. Each step links to the right screen. Complete setup before testing on your storefront.

  1. 1. Enable features

    Open Settings and turn on Frequently bought together, Order bumps, and Post-purchase if you plan to use them.

  2. 2. Add the theme block

    In Shopify Admin go to Online Store → Themes → Customize → open a product page → Add block → UpsellKit. Save the theme.

  3. 3. Create a campaign (optional)

    Campaigns control scheduling and targeting. Set publish status to Published when you want linked offers to appear.

  4. 4. Create bundles and order bumps

    Bundles and order bumps use the UpsellKit FBT block on product pages (discount badge before add to cart). Add the UpsellKit Order Bumps block on the cart template for a second chance before checkout.

  5. 5. Configure post-purchase email

    In Settings choose SMTP delivery, enter your mailbox app password, preview the template, and send a test email.

  6. 6. Test on the storefront

    Visit a product page, add offers to cart, complete a test checkout, then check Post-purchase jobs and Analytics.

Tips

  • Always open the app from Shopify Admin → Apps so the shop context is correct.

  • For quick email testing, set post-purchase delay to 0 hours in Settings.

Theme block reminder

Bundles and order bumps only appear after you add the UpsellKit block to your product page template.

Shopify Admin → Online Store → Themes → Customize → Product page → Add block → UpsellKit → Save