Overview
After you add a new upsell funnel and name it, the “Triggers“ for the funnel will need to be selected and defined. A trigger product is a product that will trigger the particular upsell funnel to show when a customer adds and/or purchases a product from your store.
The "Any product" trigger is selected by default so that the funnel applies to all products on your store. To use a different trigger, select it from the dropdown in the Triggers section and set its condition right there.
To use multiple triggers and combine them with And / Or logic, click “Advanced trigger settings":
On the “Advanced trigger settings“ screen, select from the list of currently available conditions which include:
Trigger Types
Product - A specific product or products (including any future product variants added in Shopify admin).
📝When using Bundles, don’t use the Bundle product itself as the trigger. Instead, add each product inside the bundle as its own Product condition and connect them with AND.
Product variant - A specific product variant or variants (this excludes any future product variants added. Future variants added in Shopify admin will need to be added manually as triggers for the funnel, if desired).
Collection - A specific Collection of products. The “Sync Collection“ button needs to be clicked after selecting the collection to sync the products:
📝 The Collection trigger works at the product variant level. If only certain variants of a product are in your Shopify collection, the offer shows only for those variants. Changes to a collection don't sync automatically, so click "Sync Collection" after you update it. Funnels created before October 5, 2026 keep showing the offer for all variants until you click Sync Collection once.
Any product - Any/all current and future products in your store are used as a trigger.
Items quantity - The total number of units across all items in the cart, not limited to any single product. Options include, but are not limited to: "equal to," "more than," and "less than."
When paired with a Product condition using AND, the two are evaluated independently: the cart must contain the specified product, and separately, the cart's total item count must meet the quantity threshold. This does not check the quantity of that specific product alone.
For example: "Product is X" AND "Items quantity equal to 3" will trigger if the cart contains product X plus any 2 other items, not only when 3 units of product X are added to cart or purchased.
Total value - A specific total value of the product(s) added. Options include, but are not limited to: “equal to,” “more than,” and “less than.”
📝For pre-purchase offers, the value is the total of product(s) added to cart, based on the local currency the customer uses on your storefront (if you use a multi-currency setup).
For post-purchase offers, it's based on the total value (including taxes + shipping) paid at checkout in your "store currency" set in your Shopify admin. Post-purchase offers will only be shown if the customer completes their checkout in your store currency (no support for multi-currency checkouts).
Customer tag - Use the customer tag condition to show/hide upsells for customers with a specific tag. Customer tags can be added/removed on a customer's details page in the "Customers" section of your Shopify admin. Due to a system limitation, a maximum 250 customer tags can be visible as triggers.
📝For pre-purchase offers, OCU tracks customer tags only if the customer is logged in to their account on your store. Non-logged-in users will not see pre-purchase offers, except for the case where the funnel is set up with the customer tag trigger and "is not" operator. In that case, the non-logged-in customer will meet the trigger condition and will be shown the offer.
OCU requires permissions for using Customer tags by clicking the "permissions" link. If permissions are not provided then the Customer tags list will be empty:
Customer location - Use the customer location condition to show/hide upsells for customer's from specific location(s). Using the "Add Countries" popup, entire continents and/or specific countries can be selected.
📝For pre-purchase offers, location is tracked based on IP address. For post-purchase/ty page, location is tracked based on the shipping country selected at Checkout. If the Checkout contains only digital products (shipping country unknown) the condition rule will return as "true" and the offer will be shown.
Customer orders count - Use this condition to show upsells based on how many orders a customer has already placed. Options include “more than,” “more than or equal to,” “less than,” “less than or equal to,” and “equal to.” Enter the number of orders in the field next to the operator (the default is 1).
For example, “Customer orders count less than 1” targets first-time customers with a dedicated offer before checkout and Post-Purchase Offer. “Customer orders count more than 3” lets you reward repeat buyers with a loyalty offer.
📝 With Post-Purchase and Thank You page offers, this condition works for all customers, including those who aren’t logged in. For Product Page, Pre-Purchase, In-checkout, and Cart Drawer offers, customers must be logged in to their store account. Offers aren’t shown to customers who aren’t logged in.You can combine this condition with other conditions using Or and And. For example, pair it with a Collection condition to show a first-order offer only on selected products.
Traffic source - Show or hide upsells based on where the customer came from: the UTM parameters or the referring domain of the visit that led to checkout. Great for campaign-specific offers from ads, emails, or influencer links. See how it works below.
Traffic Source Trigger
Use the Traffic source trigger to match your offers to the campaign or channel a customer came from. For example, show a special offer only to customers who clicked your Facebook ad, or hide a discount from coupon-site traffic.
To set it up:
In the funnel's Triggers section, select Traffic source as the condition.
Choose a field: UTM source, UTM medium, UTM campaign, UTM term, UTM content, UTM id, or Referring domain.
Choose an operator: includes or excludes.
Enter one or more values (for example, facebook or tiktok).
Click Save.
To combine Traffic source with other conditions using Or and And, click Advanced trigger settings, the same as with other triggers.
📝Values aren't case-sensitive and match partially, so facebook also matches Facebook and facebook_ads.
Includes vs. Excludes
Includes only matches visits that have UTM or referrer data. Excludes works the same way by default, so visits with no data (like direct visits or untagged links) won't see the offer. To include them, check "Also include visits without UTM or referrer data", which appears under any excludes condition.
For example, with UTM source excludes facebook:
Checkbox unchecked: only customers from other tagged sources (like email or tiktok) see the offer.
Checkbox checked: everyone sees the offer except customers from Facebook, including direct visitors.
💡 Tip: facebook and fb are different values, so add every variation you use in your links.
Important notes
Direct-to-checkout links aren't supported. If a customer uses a link that goes straight to checkout without visiting your storefront (like a cart permalink), Traffic source conditions won't match.
Express checkout isn’t supported for checkout and post-purchase offers. If a customer uses an express checkout button (Shop Pay, Apple Pay, Google Pay) on the product page or in the cart, Traffic source conditions won’t match for In-Checkout, Post-Purchase, or Thank You page offers. Pre-checkout offers (Product Page, Pre-Purchase, and Cart Drawer) aren’t affected.
Visitors who declined tracking cookies are treated as having no UTM or referrer data.
Trigger Conditions Logic
"is" and "is not" operators are available for Product, Product variant, and Collection conditions to include/exclude certain conditions to more clearly define the trigger logic.
📝 If you only define a "Product is not" trigger condition for your funnel, it effectively means that any product except the one you excluded will act as a trigger. The funnel will apply to all other products unless additional conditions further narrow the trigger scope.
“Or" and “And" options are also available, allowing you to make the trigger conditions as specific or non-specific as desired. Or means that any condition should be true to make the trigger valid. And means that all conditions should be true to make the trigger valid:
For example, we can define multiple Collections as the trigger for an upsell funnel using the “Or“ operator and selecting additional collection(s):
As another example, we can configure the trigger conditions to use multiple collections, but exclude a specific product or products as a trigger using the “And“ and “is not“ operators:
These are just a few examples of what is possible when using trigger condition logic! After you’ve added your trigger conditions, don’t forget to click the “Save“ button to save changes.
Back in the Funnel Builder view, you will see a summary of the trigger conditions added.
Viewing, Editing, and Adding Trigger Product(s) + Conditions
If you’re only using one trigger, you can choose its type from the first dropdown (set to Any product by default) and then set its condition. Choose Product to trigger the funnel on specific product(s), as in the screenshot below.
To add trigger products, click the Add Product(s) button. To view or change the trigger products already set for the funnel, click Edit Product(s).
To add more triggers and conditions, click Advanced trigger settings below the trigger row.
On the "Advanced trigger settings" screen, you can see the current triggers and conditions applied. Here you can add or edit products within each condition.
If a Collection is a trigger, click the "Change Collection" button to use a different collection or the "Sync Collection" button to sync your collection.
You can also any additional "Or" and "And" operator conditions to your funnel if desired.
Don't forget to click the "Save" button to save your changes.
⚠️Your trigger products must be active/visible to the Online Store sales channel in your Shopify admin, otherwise, you won't find them in the product list.
To resolve products not showing in the product list. Navigate to the Products section of your Shopify admin. Find and open the product. Click the "Manage" link under "Sales Channels and Apps" to make the product "Active" to the Online Store sales channel so it can be used as a trigger product:
Okay, I've set up my funnel's trigger products-- what now?
After setting up your trigger products, the next step would be to start adding offers to it! Click here to learn more.