Creating Gift Offers

Gift upsell offers are a powerful way to increase your average order value (AOV) by rewarding customers with free gifts when they reach specific spending thresholds. This guide walks you through how to create, customize, and launch a Gift upsell offer in your Shopify store.

What is a Gift Upsell Offer?

A Gift upsell offer lets you automatically reward customers with a free product when they spend a certain amount on your store. A floating widget appears across your site, encouraging shoppers to increase their cart value to unlock rewards.

Where to Create a Gift Upsell Offer

The Gift Upsell Offer is part of the Upsell Builder app. Setting up a Gift upsell offer takes just four steps:

Open the Upsell Builder app from your Vitals Homepage:
Click Create Offer:
Choose the Gift upsell offer:

After selecting the Gift upsell offer, follow the steps below to set it up and publish it.

Step 1: Select Qualifying Products

Choose which products customers must purchase to qualify for the gift.

Any product: Applies to all products in your store
Specific products or collections: Select individual items or specific collections
Excluded products: Prevent certain items from counting toward the offer

💡 Tip: This step defines what counts toward the spending threshold—not the gift itself (that comes next).

Step 2: Set Spending Goals and Gift Tiers

Define how much customers need to spend and what they receive in return.

Create Gift Tiers

You can create up to 10 tiers, allowing you to reward higher spending with better gifts.

Each tier includes:

Spending goal: Minimum cart value required
Gift product(s): One or more items customers can receive
Quantity: Number of gift items awarded

If multiple gift products are added, customers can choose their preferred option.

Automatically add Gift to Cart

Enable this setting to automatically add the gift to the customer’s cart once they qualify.

Choose Gift Distribution

One gift per offer: Customers receive only one gift (highest tier applies)
One gift per tier: Customers receive gifts from every unlocked tier

The floating gift widget is what customers see while shopping. It updates in real time as they progress toward rewards.

Color Theme

Choose from preset color themes (e.g., Black, Gold, Blue, Pink)

Text Formatting

Customize text for each stage of the customer journey:

Before spending begins
While progressing toward the goal
When the goal is reached
Gift reminders
Gift confirmation

Floating Gift Widget - Display Settings

Customize accent colors and icons
Adjust widget position (left or right side of screen)
Control where and how the widget appears:
- Pages: Homepage, product pages, collections, cart
- Devices: Desktop & tablet, mobile
- Show widget on non-product pages when goal is at 0%

Step 4: Review and Publish

Before going live, review your setup:

Offer status: Set as Active or Draft
Internal Name: Name that you can assign to this specific gift offer for easier internal management.
Discount name: The name of the discount shown to customers in their cart or checkout.
Offer summary: Confirm qualifying products
Tier summary: Review spending thresholds and gifts
Widget placement: Check visibility across pages and devices

You can also adjust global settings like the Add-to-Cart redirect behavior.

After Publishing

Once your offer is live:

It will appear in your Upsell Builder dashboard
You can edit it anytime
A live preview updates in real time as you make changes
You can switch between desktop and mobile previews

Best Practices for Gift Upsell Offers

Use tiered rewards to encourage higher spending
Choose relevant gifts that complement purchased products
Keep thresholds realistic to avoid discouraging customers
Enable auto-add for a smoother customer experience
Test messaging to maximize conversions

Why Use Gift Upsells?

Gift upsell offers help you:

Increase average order value (AOV)
Improve conversion rates
Enhance customer satisfaction
Create a more engaging shopping experience

By following this guide, you can quickly launch a high-converting Gift upsell offer that motivates customers to spend more while delivering added value.

💡 Our gift app was not thought out for offering a $0 item as a gift.

The app's purpose is to offer a Gift that actually has value, but is discounted to $0 when your gift upsell condition is true.

Frequently Asked Questions (FAQs)

Q: Is the Gift provided automatically to the customers after they meet the criteria?

A: Not by default. If you would like the gift to be automatically added when its requirements are met, enable the option "Automatically add gift to cart" while creating the Gift upsell offer in Vitals.
Q: What happens if I have two Gift offers on different collections (e.g. Winter and Spring) and a customer meets both spending goals?

A: Both gifts activate. Each Gift offer tracks spending independently based on its own eligible products, so qualifying for one does not block the other. The floating widget displays all active offers together, and the customer can claim gifts from both. If auto-add is enabled on both offers, both gifts are added to the cart automatically.
Q: What happens if I have two Gift offers on the same eligible products?

A: The same cart spending counts toward both offers independently. If a customer spends enough to meet both thresholds, both gifts become available. The widget shows both offers, and the customer can claim both. With auto-add enabled, both gifts are added automatically for tiered offers. For non-tiered offers, the offer with the higher spending threshold is auto-added first; the customer can still claim the other gift manually.