Upselling in subscriptions is the practice of offering additional products or services to customers who already have an active subscription. By encouraging subscribers to upgrade, add complementary items, or switch to a higher-value offering, brands can boost revenue while enhancing the customer’s experience.
With Loop, you get a powerful and highly customizable upsell section that allows you to create targeted upsell and cross-sell offers directly in the customer portal. The goal is to increase average order value (AOV) and deliver more value to customers, all with minimal effort.
In this guide, we will walk you through the upsell in the customer portal on what all configurations are in place.
Types of upsell
Loop supports multiple upsell touchpoints to fit different moments in 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
Brands can display the upsell section on specific subscription pages within the customer portal, configuring the products shown based on various conditions. Once upsell preferences are enabled, there are two types of profiles for the customer portal.
Personalized upsell profile: A Personalized Upsell Profile allows brands to target specific customer segments by tailoring recommendations based on conditions such as subscriptions, products, customer attributes, bundles, and demographics. This approach helps boost conversions by offering 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 the personalized upsell profiles
Follow these steps to set up the upsell section in the customer portal and start offering personalized upsells.
Navigate to Loop admin > Grow > Upsells > Customer portal.
Create personalized upsell profiles by defining conditions based on factors such as subscriptions, products, customer attributes, bundles, and demographics.
For each upsell profile, you can add a list of recommended products and decide whether to display general upsell profiles when those recommended products are added to the subscription.
Configure the Upsell header text to display a banner message that maximizes conversions.
Upsell profile discounts, preferences and texts
For each upsell profile and product, you can configure how the products are offered. You can choose whether the product will be available as a one-time purchase, a subscription, or both. Additionally, you can apply special discounts directly within the upsell profile settings against each product.
The Upsell preferences allow brands to customize how upsell products are displayed and managed in the customer portal. This includes configuring the default purchase option (one-time or subscription), visibility of already added items, handling of out-of-stock products, displaying product descriptions in the side drawer, and managing the upgrade experience, such as immediate charges and discount badge visibility.
These texts allow customization of the messaging displayed in the upgrade details drawer, selection offers, pop-ups for dismissing upgrades, and buttons for showing or confirming upgrade actions within the customer portal.
Product is not visible in the upsell section
If a product isn’t showing, check for these prerequisites and make sure these things are in place.
It’s 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 isn’t on your excluded products list.
The product’s selling frequency matches the subscription’s contract frequency.
Using loyalty points in the upsell section
Why use loyalty points?
Increases product conversion by applying loyalty points upfront, making discounts visible to customers.
Lower prices visible to customers encourage higher chances of purchase, with loyalty points driving the decision.
Configuration
Enabling the preference for the upsell section is a simple process that allows your store to use loyalty points for upselling products. Here's a step-by-step guide to help you get started.
Prerequisites
The required loyalty app should be connected to Loop successfully.
Follow these steps to complete the process:
Navigate to Loop admin > Grow > Upsell > 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 approach is useful when merchants want to offer tiered rewards based on loyalty points, ensuring that customers with more points can access higher-value products while those with fewer points receive lower-value items. It prevents customers from using their loyalty points to get products for free, maintaining the integrity of the loyalty program and encouraging customers to earn more points for better rewards.
Customer portal experience
Once the preference is enabled, customers will see the final price for each product, including loyalty point discounts, and the loyalty points checkbox will be enabled by default in the product drawer for all users.
The user can untick the checkbox if they choose not to use the loyalty points for adding the product.
The required discount code will be applied to the added product in the subscription, reflecting the discounted price.
The loyalty discount will only be added to the next upcoming order, and post that, the product will be 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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If you have any questions or need assistance, feel free to email us at [email protected] or chat with us using the support beacon at the bottom right of your screen.
Regards,
Loop Subscriptions Team 🙂