NEW: Advanced trigger conditions for upsell flows
Your upsell flows can now do more than read the cart. With advanced trigger conditions, each flow can also check who the shopper is and where they came from before it decides to show.
The Update
Until now, a flow decided what to show based purely on cart contents - the trigger products, variants, or collections a shopper had added. Advanced trigger conditions add a second layer on top of that trigger: a flow runs only when the cart trigger matches and your conditions are met. Same flow builder, one more gate.
Conditions are evaluated on the storefront in real time, so the right shoppers see the flow and everyone else simply doesn't.
What's New
Target by login status: Show a flow only to logged-in customers, or only to guests - handy for members-only offers or first-time-visitor nudges.
Tell B2B and DTC apart: Using Shopify's native B2B (company account) signal, run wholesale-only upsells or keep a retail promotion away from wholesale buyers, with no customer tagging to maintain.
Follow the campaign with UTM: Match any UTM parameter (source, medium, campaign, term, or content) with "equals" or "contains". A flow can greet traffic from a specific ad or newsletter with a matching offer. UTM values persist for 72 hours, so the flow still fires after the shopper navigates away from the landing page.
Segment with customer tags: Show or hide a flow based on a Shopify customer tag like VIP or wholesale. Tags are matched privately on the storefront, so you can target loyalty tiers without exposing the tag.
Exclude by cart contents: Hide a flow when a specific product or collection is already in the cart, so you don't push an add-on a shopper has clearly already chosen.
Combine with AND/OR: Stack several conditions and group them with AND/OR logic - for example, "logged in AND tagged VIP", or "B2B OR arrived from the wholesale newsletter".
Impact on Your Store
- Run a members-only upsell that only logged-in customers ever see.
- Push a wholesale bundle to B2B buyers while DTC shoppers get a different flow entirely.
- Echo a paid-ad landing offer in the cart by matching its campaign, so the upsell reinforces the ad the shopper clicked.
- Reserve a flow for VIP-tagged customers, or quietly hide one from them.
Configuration
In Upsells → Manual upsells, open any flow and expand the Advanced trigger conditions card. Click Add condition, choose a condition type, and fill in its values. Add up to five conditions or condition groups and choose AND or OR between them. Save the flow and the conditions take effect on the storefront immediately. Advanced trigger conditions are available on the Professional plan.
Why This Matters
A trigger tells a flow what's in the cart. Advanced conditions tell it who is looking and how they got there. Together they let one set of flows behave like several - tailored to wholesale and retail, members and guests, campaign traffic and organic - without duplicating flows or keeping customer segments in sync by hand.
New to building flows? Start with our guide to creating your first upsell flow.