# Setting up Product Upgrade

Configure upgrade paths so shoppers can switch to a bundle or variant at checkout.

April 28, 2026

This guide walks you through setting up the Product Upgrade extension — from adding it to your checkout to configuring which products trigger which upgrade.

# Step 1: Add the extension

Go to **Checkout Content** in the left-side menu. Click **Add Extension**, then select **Product Upgrade**.

# Step 2: Create an upgrade rule

Each rule maps a trigger product to an upgrade product:

- **Trigger Product** — the item that needs to be in the shopper's cart for the upgrade to appear. You can match by product, variant, tag, or collection.

- **Upgrade Product** — the bundle, variant, or higher-tier product the shopper can switch to.

Click **Add Rule** to create your first mapping.

# Step 3: Configure segmentation

Decide who sees the upgrade prompt. Options include:

- **All shoppers** with the trigger product in their cart

- **Specific segments** — first-time vs. returning customers, device type, or custom segments

This lets you A/B test the extension on a segment before rolling it out to 100%.

# Step 4: Customize appearance

Adjust how the upgrade dropdown looks in checkout:

- **Display Title** — the label shoppers see (e.g., "Upgrade to a bundle", "Switch to premium")

- **Dropdown style** — match your brand's fonts and colors.

# Step 5: Save and enable

Click **Save**, then toggle the extension to **Active**. The upgrade prompt will start appearing for shoppers who match your rules.

# Tips

- Start with one or two high-value upgrade paths. Test before adding more.
- Use A/B testing to measure uplift. Ask your CSM to set up a test, or go to **A/B Tests** in the dashboard.
- Products in the upgrade dropdown need to be active and in stock in your Shopify store.
- If a trigger product has no matching upgrade configured, nothing shows. Shoppers won't see an empty dropdown.