How to create an offer
1
Open Recheck and click Upsells in the left menu.
You’ll see a card for each upsell type. Pick Thank you page upsell. If you’ve created offers before, they’re listed here with their status and priority order.
2
Click Create upsell.
From the Upsells landing page, the button asks which type you want first. From the Thank you page upsell list, it creates one directly.
3
Set an internal name for the offer.
This is for your reference only and isn’t shown to customers.
4
Choose your conditions.
Decide when the offer should show. You can show it for all orders, or show it only when conditions are met, such as the products or collections in the order, product tags, order value, or customer tags.
5
Choose the products to offer.
Pick products manually, up to 3 per offer, or let Recheck pick them with automatic recommendations. Both options are covered below.
6
Add a discount.
Offer a percentage off or a flat amount off the upsell products, or choose No discount from the dropdown if you’d rather not discount them.
7
Flip the Active toggle at the top of the page to take the offer live.
Leave it off if you want to stage the offer without showing it to customers yet.
8
Click Save.
9
Style the offer with Customize appearance.
The panel becomes available once the offer is saved. See below for what you can change.
Choosing products
Manual selection lets you pick up to 3 products, down to the specific variants you want to offer. By default, products already on the order are left out of the offer, and if every offer product is already on the order, the offer is skipped. Tick “Show products even if one of the offer products is already in order” to show them anyway. This checkbox only applies to manual selection. With automatic recommendations it’s greyed out, since recommendations always exclude products the order already has. Automatic recommendations come from Shopify’s recommendation engine: complementary products first, backfilled with related products. You define complementary products in Shopify’s Search & Discovery app. Two controls shape what shows:- Max products shown: 1 to 3.
- Product ranking: Recommendation order (the default), Most expensive first, or Least expensive first.
Customize appearance
Once the offer is saved, the Customize appearance panel lets you style it next to a live preview of your Thank you page, so you can see each change as you make it. The controls come in three groups:- Content: the offer’s title and subtitle.
- Appearance: the offer layout (Vertical, Horizontal, Single product, or Carousel) and the look of the buttons.
- Pricing: how the discount shows on the offer.
Priority order
If several offers match the same order, Recheck shows only the first matching active offer, based on the priority you set. Offers are checked top to bottom, and once one matches, the rest are skipped for that order. Inactive offers are skipped too. To change the order, click Edit priority order and drag your offers to rearrange them, then save.Managing offers
Hover over any offer in the list to Edit, Duplicate, or Delete it. A duplicate is a fresh copy with “(Copy)” added to its name, ready to edit.Once a customer accepts an upsell, they can’t undo it themselves before paying. If they change their mind, they’ll need to contact you.
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Our guides contain information on everything from the basics of setting up Recheck to advanced customizations available with every feature. But we’re always here to offer help personally if you need it.Contact us
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