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.
[Screenshot: the upgrade rule configuration with trigger and upgrade product fields]
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.
That's it! Happy upgrading — and if you need help configuring your first rules, reach out to support@prettydamnquick.com.