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The Multi-product Pre-purchase Upsell Offer [OCU]

Learn all about the powerful Multi-product Pre-purchase Offer popup to help skyrocket your AOV!

Written by Jeff Maxfield

Overview

A Pre-purchase upsell offer is shown to the customer before they’re redirected to Shopify Checkout to complete their order. The Multi-Product Pre-Purchase offer type allows you to feature multiple products in a single popup, giving customers the option to add one or more items — each with customizable quantities and optional discounts — directly to their cart.

*If your OCU app uses the Draft Orders discount method (Legacy), then it also includes a "Free Shipping Bar" feature, which can be enabled to incentivize customers to add more products to their cart to receive Free Shipping.

A Multi-product Pre-purchase popup showing several products

📝The "Free Shipping Bar" feature is only included if using Draft Orders to apply OCU's discounts. Not available if your OCU app is using the new Automatic Discounts method to apply OCU's discounts at Checkout.

Creating a Pre-Purchase Multi-Product Offer

The Multi-Product Pre-Purchase offer is a great way to showcase multiple products in a single upsell popup before customers head to checkout. If more than one product is selected when creating the offer, the multi-product layout will be used automatically. You can feature up to 5 products, and customers can choose to add one, several, or all of them to their cart.

Follow the steps below to create a pre-purchase multi-product offer:

1. Within an OCU funnel, find the "Pre-Purchase Upsell Offer" position and click the "+ Add Upsell Offer" button there:

The Pre-Purchase Upsell Offer position in an OCU funnel with the Add Upsell Offer button

2. In the popup, select the "Add product(s) to the cart > Select the product(s) manually" option, then click the "Continue" button:

The offer type popup with "Add product(s) to the cart" and "Select the product(s) manually" chosen

3. In the "Add products" popup, select at least 2 products you'd like to offer (up to 5) by checking the box next to each one, then click the "Add" button:

The Add products popup with several products checked, ready to add to the offer

📝Two or more products must be selected to use the Multi-product popup layout.

4. The multi-product offer will be added to the funnel and is ready for editing.
Click anywhere on the pre-purchase offer card to open the popup editor where you can further edit your pre-purchase offer popup and the offers being made:

The multi-product pre-purchase offer card added to the OCU funnel

📝If you haven't used all 5 available product slots, a ➕ button will be located on the pre-purchase offer card where you can add additional product(s) if desired:

The plus button on the pre-purchase offer card for filling another product slot

Working with the Multi-Product Editor

Within the pre-purchase popup editor, you can edit both the appearance of the popup and the offer products you've added to it:

The pre-purchase popup editor showing the popup preview and the editing sidebar

The "Buy Boxes" tab is where offer product editing is performed, the remaining sections are for the popup appearance and styles. To edit a particular offer product, either click into the Buy Boxes tab and then on the product you want to edit OR click on a text element for a particular product in the popup preview window:

The Buy Boxes tab in the pre-purchase popup editor, where offer products are edited

The remaining steps for editing a Pre-purchase popup and managing its associated products follow the same process outlined in the "Working with the Editor" article. Please refer to it for detailed guidance.

📝You're able to apply different "Discount" types and levels to each of the products featured in the multi-offer upsell popup

Multi-Product Specific General Settings

While most General settings work the same as single-product offers, Multi-product Pre-purchase popups include a few additional configuration options covered here.

Products Alignment

  • Vertical Layout - Displays products stacked one above the other. Ideal if you want each item to stand out more clearly with room for longer descriptions or larger images.

  • Horizontal Layout - Displays products side by side in a row. Best for showcasing multiple items at once without taking up much vertical space. Works especially well for 2-3 items.

The Products Alignment setting for stacking offer products vertically or side by side

Products Limitation

Set a maximum number of products that can be added from the popup using the "Products Limitation" setting in the General tab (optional):

The Products Limitation setting in the General tab of the popup editor

📝This setting restricts the number of product(s) that can be added from the popup, not the quantity.

Star Rating + Unique Selling Proposition (USP) elements

📝Due to Shopify regulations, merchants can no longer manually set ratings for the Star Rating element. The element is not available in offers created after August 5, 2025. Offers created before this date will still support the Star Rating element and can be reused in new funnels by selecting Copy existing offer.

Unlike the "Single product" Pre-purchase offer types, the Multi-product type includes a Star Rating (1) and USP Text (2) and USP Image (3) elements which can be enabled for each product featured in the popup:

A multi-product popup with the Star Rating, USP Text, and USP Image elements numbered

To enable the Star Rating element for a specific product, click into the Buy Box section for the product, then click the "Star Rating" toggle to enable the element:

The Star Rating toggle inside a product's Buy Box section of the editor

The Star Value (1), Filled Star Color (2) and Empty Star Color (3) can all be adjusted from the sidebar to match your product rating and branding:

Star Value, Filled Star Color, and Empty Star Color settings in the editor sidebar

To enable the USP Text and/or USP Image elements, click into the Buy Box section for the product and scroll to the bottom. There you will find click the "USP Text" and "USP Image" toggles which can be enabled independently, or both simultaneously:

The USP Text and USP Image toggles at the bottom of a Buy Box section

A default USP Image is provided. To use a different image instead, click the 🗑️ icon and then on the "Choose Image" button that appears after that.

The Choose Image button for replacing the default USP image

📝Recommended image dimensions for USP Image is 200 x 50 px

Changing the Order of Products in the Pre-Purchase Multi-Product Offer

If you'd like to change the order in which the products included in the pre-purchase multi-product offer are shown, follow the quick and easy steps below:

1. If your funnel is currently published, unpublish it first by clicking on the "Unpublish Funnel" button located in the top-right corner:

The Unpublish Funnel button in the top right corner of an OCU funnel

2. Once the funnel is unpublished, click the dropdown arrow next to the Pre-Purchase offer:

The dropdown arrow next to the Pre-Purchase offer in the funnel

3. Drag and drop the products included in your pre-purchase multi-product offer into the desired order:

Animation showing products in the multi-product offer being dragged into a new order

4. Click the "Publish Funnel" button to publish the funnel live again and your pre-purchase multi-product offers will be shown in the new order you've set:

The Publish Funnel button for taking the reordered funnel live again

Free Shipping Bar

This feature allows you to replace the Headline Banner of the Pre-purchase Multi-product popup with a Free Shipping Bar. Available only if your OCU app uses the Draft Orders discount method.

📝If your OCU app is using the new Automatic Discounts method, consider using the "Free Shipping" reward in the Reward Bar included in the OCU Slide Cart Drawer instead.

⚠️When in use, the free shipping bar creates a draft order when the customer qualifies for free shipping, to auto-apply the discount at checkout.

All customers who interact with the Free Shipping Bar will receive free shipping if the threshold is met, even if an additional upsell offer is not added. Therefore it's not recommended to use this feature if you ship internationally.

The Free Shipping Bar has a $ value goal that must be set. The goal will be set in the Store currency. The bar will appear partially filled initially, as it will take into account product(s) that are already present in the cart. As a customer adds more product(s), the bar will gradually fill up. Once the customer adds enough units/items from the pre-purchase popup, they will be informed that they were granted Free Shipping. Free shipping can be granted only for this particular order.

A partially filled Free Shipping Bar in the pre-purchase popup showing progress toward the goal

To add a Free Shipping Bar to your multi-product pre-purchase popup, follow the quick and easy steps below:

1. Select "Free Shipping Bar" from the Incentive > Incentive Type section of the popup builder:

The Free Shipping Bar option in the Incentive Type section of the popup builder

2. The following settings will appear in the sidebar:

  • Free Shipping Threshold” is the goal that must be reached in order to get free shipping for the order.

  • Color pickers for the progress bar.

    Free Shipping Threshold and Color pickers for the Free Shipping Bar progress bar in the editor sidebar

3. The free shipping bar has two text messages:

  • Progress Message - is shown when the goal is not yet reached.
    By default, It contains the {{amount_left}} variable that will show how much is left to reach the goal.

    Example: Only {{amount_left}} away from free shipping!

  • Goal Reached Message - This is shown when the free shipping goal is reached.
    Example: Congratulations! You've got free shipping

Click on a message in the builder to invoke the text editor popup with both messages included on it:

The text editor popup showing both Free Shipping Bar messages

4. You can switch between messages on the interactive preview by selecting/deselecting product(s) directly within the preview:

Animation showing an interactive preview switching Free Shipping Bar messages as products are selected

📝If a customer gets free shipping, then "Granted free shipping" will be displayed as the shipping method and the cost will be "Free" on the Payment step of the checkout, and in the Order details in Shopify admin.

Shopify's Payment step showing "Granted free shipping" as the shipping method at no cost

Without at least one OCU trigger (for any funnel) or OCU offer products in the cart, OCU will no longer track that cart's eligibility for free shipping. In order to prevent a loophole of achieving free shipping with a cart value lower than the goal, OCU will remove free shipping if the customer removes all OCU trigger and offer products from their cart.

This feature is not compatible with subscription products or Shopify automatic discounts. When a customer gets free shipping and proceeds to checkout, a Draft Order will be created. Subscription products and/or Shopify automatic discounts can’t be applied to a draft order.

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