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Configure a Pre-Upsell Offer in Your Store’s Checkout Flow

The Pre-Upsell feature allows you to show an additional offer before the customer reaches the payment confirmation step. This helps you increase your average order value (AOV) while keeping the checkout experience smooth and fast.

This guide helps you enable and configure a Pre-Upsell offer inside your store’s checkout flow.

What You Can Do with Pre-Upsell​

You can use a Pre-Upsell to offer additional value to your customers. The following list describes what you can accomplish with this feature.

  • Present an optional add-on or complementary product before payment

  • Increase order value without requiring a second checkout

  • Customize the product, message, and price displayed in the offer

  • Enable or disable the offer at any time

How the Pre-Upsell Works in the Checkout Flow​

The Pre-Upsell appears after the customer provides their contact and shipping details and before they enter payment information. This placement ensures that the offer is presented at a natural point in the shopping experience.

Customers can take the following actions:

  • Accept the offer, which automatically adds the product to their cart

  • Decline the offer, which takes them directly to the payment page

How to Configure a Pre-Upsell Offer​

Follow these steps to set up your Pre-Upsell offer:

  1. Log in to your Phoenix dashboard.

  2. From the left panel, go to Stores.

  3. Select the store where you want to configure the Pre-Upsell.

  4. Select the Pre Upsell tab.

  5. Click + Add Pre Upsells.

  6. Open the Products dropdown and select one or more products to offer as a Pre-Upsell.

  7. Click Add to save the configuration.

    Review Your Configuration

    To review your configuration, confirm that your Pre-Upsell appears in the list with its price and available actions, and that it is enabled so it appears during checkout.

Your Pre-Upsell is now configured and will appear to customers during the checkout flow.

Best Practices​

These recommendations help you optimize conversions and ensure the Pre-Upsell performs well.

  • Choose a product that complements the customer’s main purchase

  • Use a clear and benefit-focused message

  • Keep pricing simple and appealing

  • Test different offers to identify the best-performing option

  • Monitor acceptance rates through reporting tools or insights dashboards

Troubleshooting​

If your Pre-Upsell is not appearing during checkout, review the following items to identify the issue.

  • Verify that the feature is enabled at the store level.

  • Confirm that the selected Pre-Upsell product is active.

  • Check that the checkout flow includes the contact and shipping steps.

  • Make sure the product is in stock and available for the store.

  • Ensure that no custom rules or advanced configurations override the Pre-Upsell behavior.

The following guides help you continue optimizing your store and checkout setup.