---
title: "Checkout upsell for Shopify — Oak Upsell"
canonical_url: https://oakapps.ai/checkout-upsell/
description: "Checkout upsell for Shopify: one offer inside checkout, before the shopper pays. One tap adds it to the order. Free to install, no order caps."
---

# Checkout upsell for Shopify.

Oak Upsell · Checkout

One offer inside checkout, before the shopper pays. One tap adds it to the order. Stores use it to add up to 5–10% to their revenue, without touching their theme.

- Shown before payment
- Native to Shopify checkout
- Decline costs nothing

[Install free on Shopify](https://apps.shopify.com/oak-post-purchase)

## Three surfaces, one funnel

### When to use checkout, and when not to.

Oak makes offers in three places. Checkout is the one where the order is still open, so it suits add-ons that belong with the purchase.

**Checkout**

- When: before the shopper pays.
- Payment: same transaction.
- Best for: things that belong in the box: refills, accessories, gift wrap, a bigger size.
- Risk: sits in the payment path, so keep it to one offer.

**Post-purchase**

- When: right after payment, before the confirmation.
- Payment: charged to the same card, no re-entry.
- Best for: a second product they didn't come for.
- Risk: none to the original order.

**Thank-you**

- When: on the confirmation page.
- Payment: a separate, new order.
- Best for: a last, low-pressure nudge.
- Risk: none. It's a new order.

Turn each surface on or off per funnel. Use one, two, or all three.

## In practice

### Three funnels stores set up first.

Each one is a trigger, an offer, and the checkout seat switched on. About two minutes apiece. Product names below are from a demo skincare store, not an Oak Upsell catalogue.

- **Refill — buying the serum? Offer the second bottle.** IF product is Hydrating Serum, OFFER more of what they bought, 15% off.
- **Companion — buying the cleanser? Offer the moisturizer.** IF collection is Skincare, OFFER Replenishing Moisturizer, 10% off.
- **Threshold — cart under $75? Offer the item that gets them there.** IF cart total below $75, OFFER Shopify's recommendation, full price.

## Ready?

Up to 5–10% more revenue. [Install free on Shopify](https://apps.shopify.com/oak-post-purchase) or [see how funnels work](https://oakapps.ai/#how).

## How do I install and set up Oak Upsell?

Install the app from the Shopify App Store, then build one funnel. A funnel is a trigger, an offer, and where it shows; stores report about two minutes per funnel.

1. **Install.** Add Oak Upsell from the Shopify App Store: https://apps.shopify.com/oak-post-purchase — free to install, no order caps.
2. **Create a funnel.** Give it a trigger, an offer, and the placements it may use.
3. **Set the trigger.** Cart total, subtotal, quantity, product count, specific products, excluded products, product tag, collection, or always. AND within a group, OR across groups.
4. **Pick the offer.** Specific products, a collection, Shopify's pick, or more of what they just bought. Discounted or full price.
5. **Choose the placements.** Checkout, post-purchase, thank-you page. Turn each one on or off per funnel; use one, two, or all three.
6. **Order the funnels.** They run in priority order and the first one that matches wins. Everything else stays quiet.
7. **Edit the wording.** Every string the shopper reads is editable ("Add to order", "Decline this offer"). No code, no theme edits.

## Where else can Oak Upsell show an offer?

Checkout is one of three placements. The other two are on their own pages.

- [Home](https://oakapps.ai/index.md) — what Oak Upsell is, how funnels work, pricing.
- [Post-purchase upsell](https://oakapps.ai/post-purchase-upsell/index.md) — right after payment, added to the order just placed.
- [Thank-you page upsell](https://oakapps.ai/thank-you-upsell/index.md) — on the confirmation page, claimed as a separate new order.
- [Privacy Policy](https://oakapps.ai/privacy/index.md) — what Oak Apps collects and why.

Each link above points at that page's Markdown twin; drop `index.md` from the URL for the HTML page.

This site's index for AI agents: https://oakapps.ai/llms.txt