📋 Before You Begin
- ✓Install WeUpsell – AI Upsell & Cross Sell in your Shopify store.
- ✓Open an existing widget template or create a new one.
- ✓Navigate to the Offer tab in the editor panel.
- ✓Locate the Offer rules section at the top of the Offer tab.
1Step 1: Understand How Offer Rules Work
Previously, every widget had only one offer configuration applied across all pages. Now every template can have multiple offer rules. Each rule consists of two parts:
IF (Condition) → THEN (Offer to show)
The widget checks your offer rules one by one in sequential order:
- When a shopper opens a page or updates their cart, WeUpsell evaluates Rule 1.
- Match? If yes, the widget displays the offer configured in Rule 1.
- If no, WeUpsell proceeds down to Rule 2, Rule 3, and so on.
- If none of the rules match, the widget displays your Default Offer.
2Step 2: Choose Your Condition Trigger
Under the When (cart / order) section, select a trigger condition to match against items in the shopper's cart or order:
Trigger 1: Specific products
Triggers when the cart or order contains one or more products you select manually. Best for creating direct complementary upsells (for example, buying a camera offers a matching memory card).
Trigger 2: Recommendation by WeUpsell AI (Relevant)
Uses WeUpsell AI to match based on relevant related products. No manual product selection is required — AI analyzes customer behavior and catalog details to apply the most relevant recommendation logic.
Trigger 3: Smart Recommendation (Complementary)
Triggers using complementary product relationships configured in Shopify Search & Discovery. Best when you already maintain complementary product pairings in Shopify.
Trigger 4: Same collection as same product
Triggers when matching products from the same Shopify collection as the product currently in the customer's cart or order.
Trigger 5: Same tag as same product
Triggers when matching products that share the same Shopify tags as the product currently in the customer's cart or order. Best for similar styles or related item categories.
Trigger 6: Same vendor as same product
Triggers when matching products from the same brand or vendor as the product currently in the customer's cart or order. Ideal for brand-focused cross-sells.
Trigger 7: Product title contains same product title
Triggers when product titles contain matching text from the product currently in the customer's cart or order. Best for product series or similarly named items.
3Step 3: Configure Offer & Default Offer
After choosing your condition, configure what offer should be displayed when the rule matches:
- Under Products to offer, select whether to display Recommended by WeUpsell AI, Specific product(s), or Same Collection.
- Set the Number of products to show (e.g. 1 to 5 items).
- Configure the Default offer section at the bottom. Enable "Show default offer when no rule matches" so visitors always see recommendations even when cart contents don't match any specific rule.
- Click Save & Publish in the top-right corner to activate your changes.
✅ How to Verify Your Offer Rules
- ✓Add a target product matching Rule 1 to your cart and verify that Rule 1 offer appears.
- ✓Remove the target product and add a non-matching item to verify that the Default Offer appears.
- ✓Verify on mobile and desktop viewports to ensure smooth widget display.
❓ Frequently Asked Questions
💬 Need Help?
If you need any help setting this up, contact our support team. We're happy to walk you through the steps or answer your questions.