How do Subi upsells work?
Upsells in Subi allow subscribers to add additional products to their upcoming subscription order with a single click. Customers can add products directly from upsell widgets without going through checkout.
Upsell rules determine which products are shown, who sees them, and whether the product is added as a recurring subscription or a one-time purchase.
When a customer accepts an upsell:
The product is added directly to the existing subscription contract
No checkout is required
Products already included in the upcoming order are automatically excluded from the upsell offers
The product can be added as either a recurring subscription or a one-time purchase
This makes it easy for subscribers to increase the value of their upcoming order without interrupting their subscription flow.
Where do upsells appear?
Upsells can appear in two places where subscribers already manage their orders:
Billing reminder emails
Customer portal carousel
Billing reminder emails
A "You might also like" upsell widget appears in automated upcoming payment reminder emails. Customers can add recommended products directly from the email.
Customer portal carousel
Merchants can enable a "You might also like" carousel inside the Subi-hosted customer portal so customers can add products while managing their subscription.
Note: The carousel is currently available only for the Subi-hosted portal. Account Extension support is planned for a future update.
Purchase options: subscription or one-time purchase
When creating an upsell rule, you can choose how the product will be added to the customer's subscription.
Subscription
The product becomes part of the customer's subscription contract.
The product recurs at the same interval as the rest of the subscription
The item will be included in future subscription orders
The subscription continues until it is changed or cancelled
One-time purchase
The product is added only to the next upcoming order.
The item appears as "Available only in the next order" in the customer portal
The product does not recur in future orders
The item is removed automatically after the order is processed
Important notes:
Adding a one-time upsell may temporarily limit certain portal actions such as Edit Contract until the next order is processed
Customers cannot remove one-time upsells after they have been added
How upsell rules work
Upsell rules control who sees the offer and which products appear.
You can create multiple upsell rules and prioritize them by dragging and dropping them into order.
1. Audience targeting
Choose which subscribers should see the upsell.
Options include:
Everyone: All active subscribers
Subscribers with product(s): Customers who already have specific products
Subscribers created in the past N days: Newly created subscriptions
Customers with Shopify tag(s): Specific customer segments
2. Promotion group type
Define which products are eligible to appear in the upsell.
Available options include:
Selected product(s): Manually choose the products to promote
Products with tag(s): Automatically include Shopify products with selected tags
Best selling products: Automatically display top-performing products from your Shopify store
3. Incentives
You can offer a special discount when customers add products through the upsell widget.
Available incentives include:
Subscription discounts for recurring products
One-time discounts for products added to the next order
The upsell rule discount overrides the product’s standard selling plan discount for that transaction.
How to set up an upsell rule
Go to Subi dashboard > Upsells.
Click Create rule and enter a rule name.
Select your Audience targeting option.
Choose a Promotion group type and define the products to promote.
Set the Purchase option to either Subscription or One-time purchase.
Enter the discount percentage if you want to apply an incentive.
Save the rule and adjust rule order if needed.
Customer permissions required
Upsells require customer product permissions to be enabled.
Go to Subi dashboard > Settings > Customer permissions > Products
Enable Customers can add products
If this setting is disabled:
Upsells will not work
A warning banner will appear in the upsell setup
Optional:
Enable Customers can remove products to allow customers to remove subscription upsell items from upcoming orders.
How to enable the customer portal upsell carousel
Go to Subi dashboard > Upsells.
Open the Settings tab.
Enable Display upsell carousel in the customer portal.
Customize the carousel title, such as "Add this to your next order!".
Once enabled, subscribers will see upsell recommendations directly in the customer portal when managing their subscriptions.
Frequently asked questions
Are upsells added as one-time products?
Yes. Upsell rules can offer products as a one-time purchase for the next order only.
Will customers see products they already subscribe to?
No. Subi automatically filters out products that already exist in the customer’s subscription contract.
Can I customize the discount for upsells?
Yes. Discounts defined in the upsell rule apply only when the product is added through the upsell widget.
Need Help:
Feel free to contact our support team. We're here for you anytime:
Live Chat: Message us from within the Subi app or your Shopify Admin.
Email: Reach us at [email protected].