Upsell and cross-sell offers on Shopify with Vitals: offer types, pricing and setup
Last updated on October 28, 2026

Yes, Vitals does upsells and cross-sells on Shopify. The Vitals app (Vitals: Reviews, Bundles & 40+ on the Shopify App Store) includes Upsell Builder, one upsell and cross-sell app with 8 offer types for raising average order value (AOV): product bundles, volume discounts (quantity breaks), Buy X Get Y and BOGO, free gifts, spend goals, product add-ons, related products (frequently bought together) and one-click post-purchase upsells. Offers show on the product page, in the cart, in pop-ups and after checkout, and they come in the same plan as product reviews, visitor replays, pop-ups and 40+ other apps.
Upsell Builder is also on the Shopify App Store as its own app, Upsell Engine by Square, for stores that only want upsell offers. Its listing shows it as Free.
đź›’ Upsell Builder at a glance
| Question | Answer |
|---|---|
| Offer types | 8: Product Bundles, Volume Discounts, Buy X Get Y / BOGO, Gift Offers, Spend Goals, Product Add-ons, Related Products and One-Click Post-Purchase |
| Where offers show | Product page, cart page and cart drawer, Add to Cart pop-up, checkout pop-up, Thank you page, and the Shopify post-purchase page after payment. Gift Offers can display inline on product pages or as a floating widget. Spend Goals can show inline on product pages, as a floating widget, or both. |
| Discount types | Percentage off, amount off, a fixed price or no discount, depending on the offer type. Spend Goals can also give free shipping. |
| Checkout | Discounts run on Shopify Functions and apply automatically in Shopify Checkout, with no code for the shopper to enter |
| Targeting | All products, or specific products and collections. Schedule start and end dates, add a countdown timer, show it only in chosen Shopify Markets, and exclude Shopify B2B customers or customers with specific tags. |
| Set up with AI | Describe the offer in plain words (for example, buy 3, get 1 free) and Upsell Builder picks the offer type |
| Languages | Storefront translations for multi-language stores, with an Auto-translate option |
| Shopify App Store | Vitals has the Built for Shopify badge and a 4.9 out of 5 rating |
| Pricing | Included in the Vitals All-in-One plan, $29.99/month, with a 7-day free trial. Orders from all 8 offer types count toward Direct Revenue Assists, together with Back in Stock, Push Marketing, Pop-ups and Spin the Wheel. The first $1,000 a month of these sales is free, then usage fees start at $40/month (how usage tiers work). See the Shopify App Store listing for current pricing. |
đź§ Which upsell offer fits your goal?
| You want | Use this offer |
|---|---|
| Quantity breaks: buy 2 save 10%, buy 3 save 20% | Volume Discounts |
| A fixed kit or a mix-and-match set | Product Bundles |
| Buy one get one free, buy 2 get 50% off | Buy X Get Y |
| A free gift with purchase above a cart value | Gift Offer |
| Spend $100, get 10% off or free shipping | Spend Goal |
| Small extras next to Add to Cart, such as gift wrapping or accessories | Product Add-ons |
| Frequently bought together or "You may also like" cards | Related Products |
| One more product after payment, with no second checkout | One-Click Post-Purchase |
When Upsell Builder is not the right fit
- Several post-purchase offers in a row. Only one One-Click Post-Purchase offer can show per order, and Shopify does not show it for some orders, such as wallet or instalment payments and orders in another currency. See One Click Post-Purchase Limitations.
- A bundle sold as one SKU that has to deduct its component products from inventory. Upsell Builder adds each product to the cart as its own line item.
- Cart suggestions ranked by price. Cart suggestions are picked from the products you configure, not by price or by the amount left to reach a goal.
How to create an Upsell Offer
Step 1: Open Upsell Builder
There are two ways to get to the app:
- In the left sidebar, under Vitals, click Apps, then find Upsell Builder in the list, or
- Use the Search all apps box and type the offer you have in mind — for example volume discount or product bundle.
Click Upsell Builder to open it.
Step 2: Start from the Choose your bundle page or your offer list
What you see next depends on whether you've created offers before:
- First time here? You'll go straight to the Choose your bundle page to create your first offer.
- Already have offers? You'll land on your list of existing offers. Click Create bundle to open the Choose your bundle page.
Either way, this is your starting point for creating and managing upsell offers.
Step 3: Generate an offer with AI (the fast way)
Upsell Builder is AI-powered, so you can describe the offer you want in plain language and let it pick the right format for you.
- In the Describe the bundle you want box, type what you're trying to do — for example: "If a customer purchases 3 products, they get 1 product for free."
- Click Generate.
- Upsell Builder suggests the most relevant offer type. In this example, it recognizes the request as a Buy X Get Y offer.
Step 4: Or choose an offer type manually
Already know exactly which format you want? Skip the AI step and pick directly from the offer types in the builder. For related-product recommendations or product add-ons, choose Smart Additions: it opens as a Related Products offer, and you can switch to Add-ons in the offer editor. This is the quicker path when you have a specific strategy in mind.
Step 5: Get to know the 8 offer types
Here's what each offer type does and when to reach for it.
Volume Discounts
Bulk pricing that rewards shoppers for buying more (for example, buy 3, save 15%). Best when a better per-unit deal will push shoppers to add extra quantity.
Product Bundle
Combine several products into one discounted offer. Great for nudging shoppers to buy related items together, like a top and matching pants.
Gift Offer
Gives a free product once the shopper reaches a cart threshold — a reward for hitting a spending goal.
Product Add-on
Offers small accessories or add-on items alongside a popular product. Similar to a bundle, but focused on complementary extras.
Related Products
Shows products related to the one being viewed, and you can add a discount in the offer editor.
One-Click Post-Purchase
Appears after the shopper enters payment details and before the thank-you page — a last-minute upsell that doesn't disrupt the original checkout.
Buy X Get Y
Classic trigger-and-reward offers: buy 1 get 1, buy 2 get 50% off, or buy 3 get 1 free. Useful when a specific purchase should unlock a reward.
Spend Goal
Like a Gift Offer, but the reward is a discount instead of a free product — for example, spend $100 and get 10% off.
Each offer type comes with a live preview so you can see how it looks before you build it.
Step 6: Pick the offer that fits your strategy
The right offer type comes down to what you want to optimize:
- Higher cart value → Spend Goal or Volume Discounts
- More units per order → Volume Discounts or Buy X Get Y
- Better product pairing → Product Bundle or Related Products
- Last-minute checkout conversion → One-Click Post-Purchase
There's no single "best" offer — choose the one that's most effective for your products and goals. You can always create more than one.
Step 7: Build your offer
Once you've chosen an offer type, you're ready to set it up. We cover building each offer step by step in the guides below:
- Volume Discounts
- Product Bundles
- Buy X Get Y
- Spend Goal
- Gift Offers
- One Click Post Purchase
- Related Products Upsell
- Product Add-ons Upsell
Tips
- Not sure where to start? Use the AI prompt - it's the fastest way to match a goal to an offer type.
- Test one offer type at a time so you can clearly see its impact on AOV and conversion.
- Browse the offer previews before committing; the live mock-up makes it easy to picture how each format appears to shoppers.
FAQ
Does Vitals have an upsell and cross-sell app for Shopify?
Yes. Upsell Builder, part of the Vitals app, creates 8 offer types: product bundles, volume discounts, Buy X Get Y and BOGO, free gifts, spend goals, product add-ons, related products and one-click post-purchase upsells. It is also available on its own as Upsell Engine by Square.
How much does Upsell Builder cost?
Included in the Vitals All-in-One plan at $29.99/month, with a 7-day free trial. Orders from Upsell Builder offers count toward Direct Revenue Assists: the first $1,000 a month is free, then usage fees start at $40/month. Check the Shopify App Store listing for current pricing.
Can I show upsells after checkout?
Yes. A One-Click Post-Purchase offer shows after payment and adds the products the shopper accepts to the same order, with no second payment. Volume Discount, Product Bundle and Buy X Get Y offers can also show on the Thank you page.
Do Upsell Builder discounts work in Shopify Checkout?
Yes. Discounts run on Shopify Functions and apply automatically at checkout.
Can I hide offers from wholesale or B2B customers?
Yes. Each offer can exclude Shopify B2B customers and customers with specific tags. Excluded customers do not get the discount at checkout either.
How many offer types can I run at once?
There's no need to choose just one. You can create multiple offers across different types and let them work together — just keep an eye on how they interact at checkout.
How do I turn off Upsell Builder?
Open Upsell Builder → Offers, click the green Active button in the top right, then select Deactivate Upsell Builder. All Upsell Builder offers stop showing and their discounts stop applying, but your offers stay saved and your other Vitals apps stay on. To turn it back on, click Activate app on the same page.
Do I need a separate app for bundles, gifts, or post-purchase upsells?
No. All 8 offer types live inside Upsell Builder, so you manage everything from one place.
What's the difference between a Gift Offer and a Spend Goal?
Both reward shoppers for reaching a cart threshold. A Gift Offer gives a free product; a Spend Goal gives a discount (for example, 10% off when they spend $100).
What is the AI generator actually doing?
It reads your plain-language description and suggests the offer type that best matches your intent, so you don't have to know the exact format name to get started.
đź’ˇ Looking to have a specific upsell offer appear on your homepage? While the floating versions of our Spend Goal and Gift offers can appear on any page on your store (both can also display inline on product pages), our Volume Discounts, Product Bundles, and Buy X Get Y upsell offers show on product pages, and can also show on the cart page, in the Add to Cart and Checkout pop-ups and on the Thank you page. For more information on which apps appear on other pages besides the Product page, you may refer here: Want to know if a Vitals app works on a specific page?
âť“ App not appearing on your store? The Vitals app might not yet be enabled on your Shopify Theme via the App Embeds section. For more information, you may go here: Enabling the Vitals app via App Embed