Upselling in subscriptions is the practice of offering additional products or services to subscribers who already have an active subscription. You can encourage subscribers to upgrade, add complementary items, or switch to a higher-value offering.
The upsell section lets you create targeted upsell and cross-sell offers directly within customer portal. It helps increase average order value (AOV) and deliver more value to your subscribers.
This article covers the types of upsell available, how to set up an upsell profile, the discounts and preferences you can configure, and how loyalty points work in the upsell section.
Types of upsell
You can show upsell offers at multiple touchpoints across the subscription lifecycle:
Upsell in the customer portal: Display relevant products right where your subscribers manage their subscriptions.
Subscription upgrades on customer portal: Encourage customers to switch to a higher-tier subscription or add premium features.
Subscription checkout upgrades: Present enticing add-ons during the subscription checkout process.
Upsell in the customer portal
You can display the upsell section on specific subscription pages within customer portal, and configure the products shown based on different conditions. After you enable upsell preferences, you can use two types of profiles.
Personalized upsell profile: A Personalized Upsell Profile allows you to target specific customer segments by tailoring recommendations based on conditions such as subscriptions, products, customer attributes, bundles, and demographics. It helps increase conversions by showing curated upsell options to relevant subscription cohorts.
General upsell profile: A General Upsell Profile is displayed for all subscriptions that do not meet any specific conditions. This ensures that every customer, regardless of their subscription details, will see an upsell offer, maximizing the opportunity to engage all customers.
Set up a personalized upsell profile
Follow these steps to create a personalized upsell profile and start offering targeted upsells in customer portal.
Navigate to Loop admin > Grow > Upsells, then click Create upsell profile.
Add an internal name for the profile. This name is for your reference only and is not shown to your subscribers.
Add the conditions that decide when the profile should trigger. Conditions can be based on subscriptions, products, customers, bundles, or demographics, and you can add multiple conditions to a single profile.
Select the recommendation type, which controls the products shown in the profile.
Configure the recommendation based on the type you selected
For List of specific items, add the specific products you want to show in the upsell.
For Best selling products, add recommendation rules to control which products appear: specific collection products present (any of), specific collection products not present, products with tag, and products without tag.
For Smart recommendations, add product-based recommendation rules: products with tag, and products without tag.
If you selected best selling products or smart recommendations, set the purchase options and discounts for the recommended items.
Choose which items to show if a subscriber wants to see more upsell products
Add customer tags to control which subscribers the profile applies to, if needed.
Add a custom banner to display a message above the upsell section in customer portal.
Set the upsell profile to active, then click Save.
Configure upsell preferences
Upsell preferences control how upsell products are displayed and managed in customer portal. To configure them, navigate to Loop admin > Grow > Upsells > Preferences.
Preference | What it does |
Default purchase option | Sets which purchase option is shown first and selected by default in the upsell drawer: add as one-time, or add as subscription. |
Default variant selection | Sets the default variant shown in the upsell product drawer: the first variant available with any purchase option, or the first variant available with the subscription option. |
Upsell on prepaid subscriptions | Enables product upsell on prepaid subscriptions. Prepaid upsells are only supported through personalized upsell profiles, and bundle products are not supported on prepaid subscriptions. |
Already added items visibility | Controls which recommended items show based on what is already in the subscription: show only items with no variants already added, or show all items with at least one variant not added. |
Out of stock items visibility | Controls how out-of-stock products are handled in the upsell section: don't show them, or show them as disabled. |
Show product description in drawer | Displays the full product description in the side drawer when a customer clicks a product card. |
Customize the upsell announcement bar
The upsell announcement bar is a banner shown on your storefront that promotes your upsell offer to subscribers. You can customize its text, colors, display timing, and where subscribers go when they click it.
Navigate to Loop admin > Grow > Upsells > Storefront. Select the Upsell announcement banner widget.
Configure when and where the upsell banner should appear to the customer. Customize the texts and styes for mobile and desktop view, then set the Status to Active
Product is not visible in the upsell section
If a product is not showing in the upsell section, check that the following conditions are met:
The product is available to sell on your online store.
If inventory is tracked and Continue selling when out of stock is disabled, the stock level must be greater than 0.
The product is not on your excluded products list.
The product's selling frequency matches the subscription's contract frequency.
Use loyalty points in the upsell section
You can let your customers pay for upsell products using their loyalty points, which shows a lower price upfront and can improve conversions.
Benefits of using loyalty points
Increases product conversion by applying loyalty points upfront, which makes discounts visible to your customers.
Lower visible prices encourage a higher chance of purchase, with loyalty points driving the decision.
Set up loyalty points for upsell section
Enabling loyalty points for the upsell section lets your store use loyalty points when upselling products.
Prerequisites: The loyalty app must be connected to Loop.
Follow these steps to complete the process:
Navigate to Loop admin > Grow > Upsells > Preferences.
Enable the setting "Allow customers to pay with loyalty points" and click on Save.
Merchants can also create personalized profiles using the loyalty points condition.
For example, this is useful when you want to offer tiered rewards based on loyalty points. Customers with more points can access higher-value products, while those with fewer points receive lower-value items. It also prevents customers from using loyalty points to get products for free, which keeps the loyalty program intact and encourages customers to earn more points for better rewards.
Customer portal experience
Once the preference is enabled, your customers see the final price for each product including loyalty point discounts, and the loyalty points checkbox is enabled by default in the product drawer.
Your customers can untick the checkbox if they choose not to use loyalty points for that product.
The discount code is applied to the added product in the subscription, reflecting the discounted price.
Note: The loyalty discount only applies to the next upcoming order. After that, the product is added at the actual upsell price, excluding loyalty discounts.
FAQs
What is the difference between Upsell Profile and Upgrade Profile?
What is the difference between Upsell Profile and Upgrade Profile?
Upsell means selling more or pricier items, while upgrade means moving to a better version of the same product or service.
How to identify upsell profiles from 'which upsell products were sold' in how much quantities via which channel?
How to identify upsell profiles from 'which upsell products were sold' in how much quantities via which channel?
To identify upsell profiles from 'which upsell products were sold' in how much quantities via which channel
Filters available
Profile name
Channel
Product/Bundle name
Product/Bundle ID
Variant ID
Product SKU
How to see how much Upsell Revenue we made last year in November with a given Upsell profile name?
How to see how much Upsell Revenue we made last year in November with a given Upsell profile name?
We started showing Upsell revenue data from March 10, 2025 so showing a data from previous time might not be possible.
How can I upsell from the 'thank-you' page where the payment confirmation is shown?
How can I upsell from the 'thank-you' page where the payment confirmation is shown?
To upsell from the payment confirmation page 'thank you page', you'll need to make use of OCU app from Zipify.
Upselling a subscription on subscription purchase is not possible due to Shopify limitation.
Once a subscription contract is created, you cannot modify the contract as per shopify terms - therefore this is still a limitation.
How can I create a custom section where I'll list Upsell products from my main subscription?
How can I create a custom section where I'll list Upsell products from my main subscription?
To list Upsell section in your subscription via Customer Portal, Checkout or Storefront, please check Loop > Grow > Upsell section.
Need help?
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Regards,
Loop subscriptions team 🙂