Checkout Extensibility Upgrade AMA: Upsells, Cross Sells, and more! with Sovi Creative

[Jacqui]

Learn how to customize checkout with upsells, cross-sells, custom discount logic, and loyalty/rewards, how to build trust in checkout and how to add post-purchase offers. Watch the video, and ask the team at Sovi Creative any follow up questions you may have in the AMA thread below.

Interested in working with Sovi Creative? Email hello@sovicreative.com

This AMA will be open from July 22nd - 26th. We’ll aim to answer questions within a 24-hour window, though we can’t guarantee that every question will be answered.

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We’ll do our best to follow up on every question during the event.

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Check out our other Checkout Extensibility AMA's

[benalunjones]

Is it possible to force the user to select a variant for the product in the upsell?  We have upsell products e.g a screen protector when purchasing a phone case, where the user will have selected the size variant for the phone case and we want to either auto select the same size variant in the upsell, or force users to select a size (ie by default have no variant selected).  Is this possible using SOVI Creative?

[SOVI_Creative]

Hello,  Thank you for reaching out!  Good news! Yes, this is possible to do within the new checkout.  There are two ways of achieving your goals.  First by creating an upsell on the product page.     

Scenario 1 - Upsells on Product Page 

• Step 1. Set up "product_list" type metafields to choose products that will be shown on the page.
• Step 2. Using liquid, display those products on the product page. You can use checkboxes or quantity selectors.
• Step 3. On the main product variant switch, use javascript to go through add-on products, and potentially change which add-on variants are selected.
• Step 4. Update your product-form.js logic to assess which add-ons have been checked and add multiple items to the cart

The section option is to create an upsell within the checkout. 

Scenario 2 - Upsells on Checkout (using checkout UI components) (More JS intensive) (https://shopify.dev/docs/apps/build/checkout/product-offers/build-a-pre-purchase-offer?extension=jav...)

• Step 1: Use Shopify CLI's app creation to create an extension-only app.
• Step 2. Create a new checkout UI component that comprises a title, image and button.
• Step 3. Based on cart items, query products using the GraphQL API (this can be used to gather the appropriate variants you need to display as upsells)
• Step 4. Display these products on the page.
• Step 5. Create a click event on the button that will add the upsell to the cart.
• Step 6. Optionally you can re-render the upsells to match the cart update.

If you have any additional questions or need our support, please reach out to us at hello@sovicreative.com and we would be more than happy to help! 

[Sasank]

Hi, Thanks for doing the AMA.

My question is directly not about Post-purchase upsell. But seemingly an issue cased by it. When are the fulfilment orders created for orders that have upsell - is it happening twice or once after the upsell?

Our order routing logic is currently setup to minimize split fulfillments and then a ranked list of locations (Location A & Location B). Our observations are if the items of main order are not available at Location A, then the order results in a split fulfilment. Location B for main items of order and Location A for the upsell. So it looks like the logic is run twice. Is that correct?

(Although, I can see that when a customer is undergoing a post-purchase flow, the FO is placed on hold)

[VictorNF]

hey @Sasank - it happens once per order - routing runs at the line item level - then generates the correspondent Fulfillment Orders. So in the case of an upsell (or an edit), the logic runs again but just for the newly added/upsold items.

[Jacqui · Accepted solution]

AMA CLOSED

Thank you to all who participated in this AMA for Checkout Extensibility! No new questions will be accepted moving forward. 

The Sovi Creative team will continue to respond to questions already asked as they are able, but some questions might not be answered. If your question goes unanswered you're welcome to post on our Shopify Plus board or our one of our other discussion boards.

Make sure you check out our Checkout Extensibility Upgrade board which has many FAQs and docs to help your business with the August 13th upgrade deadline.