Support Center

Everything you need to install, configure, and troubleshoot Easy Upsell.

On this page

  1. Installation
  2. Setup & Configuration
  3. Customizing the Modal
  4. How It Works
  5. Troubleshooting
  6. Billing
  7. Contact Support

Installation

Easy Upsell has two parts: the admin app (where you manage offers) and the theme extension (what your customers see). Both need to be set up.

Step 1 — Install the app

1
Install from the Shopify App Store

Find Easy Upsell in the Shopify App Store and click Add app. You'll be redirected to Shopify's OAuth flow to grant the required permissions.

2
Approve permissions

Easy Upsell requires access to your products and the ability to create automatic discounts at checkout. Review and click Install app.

3
You're in the dashboard

After install, you'll land on the Easy Upsell dashboard inside Shopify Admin. You're ready to create your first offer.

Step 2 — Enable the theme extension

The upsell modal is delivered via a Shopify theme extension. You need to enable it once in your theme.

1
Go to Online Store → Themes

In Shopify Admin, navigate to Online Store → Themes and click Customize on your active theme.

2
Open App embeds

In the Theme Editor, click the puzzle-piece icon in the left sidebar to open App embeds.

3
Enable Easy Upsell Modal

Find Easy Upsell Modal in the list and toggle it ON. Optionally configure:

  • App URL — your deployed app URL (set automatically in most cases)
  • Modal delay — milliseconds before the modal appears (0–2000ms)
  • Button colors — customize the accept button to match your brand
4
Save

Click Save in the top-right corner of the Theme Editor. The extension is now live.

Important — App URL setting After enabling the extension, verify that the App URL in the extension settings matches your current app URL. If it's outdated, the modal won't be able to check for offers. Click Set app URL if it needs updating.

Setup & Configuration

Once installed, create upsell offers from the Easy Upsell dashboard inside Shopify Admin.

Creating an offer

1
Click "Create offer"

From the Easy Upsell dashboard, click the Create offer button.

2
Select a trigger product

Search for the product that, when added to cart, will trigger the upsell modal. Only one active offer per trigger product is allowed.

3
Select the upsell product

Search for the product you want to offer as an upsell. This is the product the customer will see in the modal.

4
Set an optional discount

Enter a discount percentage (e.g., 20 for 20% off). Leave empty for no discount. The discount is applied automatically at checkout via Shopify's native discount system — no coupon codes needed.

5
Save and activate

Click Save. The offer is active immediately. Test it by adding the trigger product to your cart on the storefront.

Managing offers

  • Active / Inactive: Toggle any offer on or off from the offers list without deleting it.
  • One offer per trigger: Each trigger product can only have one active offer at a time. Deactivate the existing one before creating another for the same trigger.
  • Editing an offer: Click any offer in the list to edit the upsell product, discount, or status.
  • Deleting an offer: Deleting an offer is permanent. If no other active offers use discounts, the automatic discount is also removed from Shopify automatically.

Customizing the Modal

The upsell modal can be customized directly from the Shopify Theme Editor. Text, colors, and layout settings are available — these only take effect on the Pro plan. Free plan stores always show the default styling.

Pro plan required for customization All style settings (text, colors, layout) are visible in the Theme Editor for all plans, but they are only applied to your storefront if you are on the Pro plan. Upgrade from the Easy Upsell dashboard to unlock them.

How to open the modal settings

1
Go to Online Store → Themes → Customize

Open the Theme Editor for your active theme.

2
Click the puzzle-piece icon — App embeds

In the left sidebar, click the App embeds icon (puzzle piece).

3
Click on "Easy Upsell Modal"

This opens all available settings in the sidebar.

What you can customize Pro

  • Modal title — the heading shown at the top of the modal (default: "Complete your order")
  • Accept button text — label on the add-to-cart button (default: "Add to cart")
  • Decline button text — label on the dismiss button (default: "No thanks")
  • Accept button color — background and text color of the accept button
  • Decline button color — background and text color of the decline button
  • Modal background color — background of the modal card
  • Text color — color used for product name and description
  • Discounted price color — color of the sale price
  • Discount badge color — color of the "X% off" badge
  • Variant selected color — highlight color for the selected variant button
  • Overlay opacity — how dark the background overlay appears (20–90%)
  • Corner radius — roundness of the modal card (0–24px)
  • Max width (desktop) — maximum width of the modal on large screens (360–640px)

Non-Pro settings (available on all plans):

  • Modal delay — milliseconds before the modal appears after the cart add (0–2000ms)
  • Enable / Disable — toggle the entire upsell modal on or off without uninstalling

Preview button

When you're inside the Theme Editor, a "Preview Modal" button appears fixed in the top-right corner of your storefront preview. Click it to instantly open or close the modal with a sample product — no need to add anything to cart. This lets you see your styling changes in real time as you adjust settings in the sidebar.

The preview button is only visible inside the Theme Editor and never appears to your customers.

How It Works

Understanding the flow helps you configure offers correctly and troubleshoot issues faster.

1
Customer adds a trigger product to cart

The theme extension detects the cart add event on your storefront.

2
Extension checks for an active offer

A fast API call is made to Easy Upsell to check if an active offer exists for that product. Results are cached for 5 seconds to keep your storefront fast.

3
Modal appears

If an offer is found, the upsell modal slides in showing the recommended product with its price — and the discounted price if a discount was set.

4
Customer accepts or declines

If the customer accepts, the upsell product is added to their cart silently. The cart badge updates in real time. If they decline, the modal closes — the original product is already in the cart.

5
Discount applies at checkout

If a discount was set, Shopify's checkout automatically applies it to the upsell line item. No coupon code is required. The customer sees the discounted price in their order summary.

Troubleshooting

Modal is not appearing on my storefront

Check these in order:

  • The theme extension is enabled in Online Store → Themes → Customize → App embeds.
  • You clicked Save in the Theme Editor after enabling it.
  • At least one offer is active in the Easy Upsell dashboard.
  • You're adding the correct trigger product to cart (not the upsell product).
  • The App URL in the extension settings is set correctly. An outdated URL prevents the extension from reaching the API.
  • Open your browser's DevTools → Console tab while adding to cart and look for errors from Easy Upsell.
Discount is not being applied at checkout

The discount is applied by a Shopify Function at checkout. If it's not working:

  • Make sure the offer was saved with a discount percentage greater than 0.
  • The upsell item must have been added via the modal — manually added items won't have the discount.
  • Check that you accepted the upsell in the modal (not declined). Only accepted upsells get the discount tag.
  • If the discount was recently removed from Shopify Admin manually, Easy Upsell will automatically recreate it the next time the Offers page is loaded.
Cart badge is not updating after accepting an upsell

Easy Upsell automatically updates the cart icon badge after an upsell is accepted. If it's not updating:

  • Your theme may use a custom badge selector. Easy Upsell supports Dawn, Prestige, Turbo, and most standard themes out of the box.
  • Open DevTools → Elements and search for your theme's cart count element to verify it exists.
  • Try a hard refresh (Cmd+Shift+R / Ctrl+Shift+R) and test again.
  • If you're on a heavily customized theme, contact us with your store URL and we'll help add compatibility.
I get an error "Only one active offer per trigger product is allowed"

Each trigger product can only have one active offer at a time. To create a new offer for the same trigger product, first go to the existing offer and set it to Inactive, then create the new one.

The upsell product is not being added to the cart
  • Check that the upsell product is in stock and published in your store.
  • Open DevTools → Network tab and look for a failed /cart/add.js request after clicking accept.
  • Verify the product has at least one available variant.
App was uninstalled — what data was removed?

When Easy Upsell is uninstalled, all your offers and the associated automatic discount are automatically removed from Shopify. Your store returns to its state before installation. Store data is fully deleted from our servers within 30 days.

Billing

How billing works

Easy Upsell is billed through Shopify's standard billing system. All charges appear on your Shopify invoice — there are no external payment methods or separate subscriptions to manage.

Common billing questions

  • Where do I see my charges? — In Shopify Admin, go to Settings → Billing. Easy Upsell charges appear under "App charges".
  • How do I cancel? — Uninstall Easy Upsell from Settings → Apps in Shopify Admin. Billing stops immediately upon uninstall.
  • Will I be charged after uninstalling? — No. Shopify prorates charges to the day of uninstall. You will not be billed for the remainder of any billing period after uninstalling.
  • Can I get a refund? — Refund requests are handled on a case-by-case basis. Contact us with your store URL and the reason for the request.

For any billing issue not listed here, contact us at ismaeljarias@gmail.com with your store URL and we'll help resolve it.

Contact Support

Send us an email and we'll get back to you within 48 business hours (Monday–Friday).

ismaeljarias@gmail.com

To help us resolve your issue faster, please include:

  • Your Shopify store URL (e.g., yourstore.myshopify.com)
  • A short description of the issue
  • Screenshots or screen recordings if applicable
  • Browser and device (e.g., Chrome on Mac, Safari on iPhone)

For urgent issues affecting your live store, write URGENT in the subject line.