Checkout flows

Checkout flows let you hand-pick the products a checkout module recommends: when the cart contains X, show Y. This guide covers creating a flow, its trigger and products, an optional promotion, and how flows are prioritized.

Flows belong to one module. The Upsell block and Line item upsells modules use them when their Strategy is Upsell flows or Hybrid: Flows + AI. They are separate from the upsell flows in your cart, which you manage under Upsells.

Create a flow

1. Open the module

   Go to Checkout, open an Upsell block or Line item upsells module and switch to the Upsell setup tab.

2. Pick a strategy that uses flows

   Under Strategy, choose Upsell flows or Hybrid: Flows + AI and save. The Upsell flows card appears.

3. Add a flow

   Click Add flow. EliteCart creates an active flow called "Untitled flow" and opens it.

4. Name it

   Give the flow an Internal name, such as "Phone cases → screen protectors". Only you see it.

5. Set the trigger

   Under Upsell trigger, choose the Trigger type and add what should trigger the flow (see below).

6. Add the upsell products

   Under Upsell products, click Add products and pick up to 12 products to recommend. The order you set is the order they show in.

7. Save

   Set a promotion and the in-cart behavior if you need them, then click Save and use Back to module to return.

Triggers

Trigger type	The flow runs when
All Products	Any product is in the cart
Specific Collections	Any product from these collections is in the cart
Specific Products	Any of these products is in the cart
Specific Variants	Any of these variants is in the cart

You can add up to 250 products or variants as triggers.

Upsell product badges

A badge on an upsell product means it may not show:

• Unavailable: sold out, archived, in draft, or not on the Online Store sales channel.
• Not supported: bundles can't be offered as checkout upsells.
• Gift product: the product is set up as a free gift and is blocked from being added to the cart.
• Hidden: the product is set to be hidden from upsells.

Promotion

A promotion gives the flow's products a discount and shows them with a strikethrough price.

1. In the Promotion card, tick Enable promotional pricing for this flow.
2. Enter the Discount percentage.
3. Optionally set a Discount title, the name shoppers see at checkout (default "Promotion"). You can translate it.
4. Optionally tick Allow per-product discount overrides and click Set overrides to give single products a different percentage.
5. Optionally tick Require trigger products in cart for discount (Buy X Get Y), so the discount only applies while a trigger product is in the cart.

The discount only applies to products added from the upsell, not to the same product added from a product page. It uses a Shopify automatic discount that combines with all other discounts, so set your other active discounts to combine too. For how promotions compare with store-wide upsell discounts, see Flow promotions vs upsell discounts.

Products already in the cart

Under Products already in the cart, choose what happens when a flow's product is already in the cart:

• Hide products that are already in the cart (recommended)
• Show products even if they're already in the cart
• Skip this whole flow if N or more of its products are in the cart, where you enter the number. Every unit counts, so 2 of the same product count as 2.
• Skip this whole flow if a product was already added from it

Priority and activation

Back on the module's Upsell setup tab, the Upsell flows card lists every flow:

• Priority: the first active flow whose trigger matches the cart wins, and only its products show. Drag flows to change the order (flows at the top show first). Put specific flows above broad ones, or an All Products flow at the top will always win.
• Activate or deactivate: use the toggle on a flow's row to pause it without deleting it. Inactive flows are skipped.
• Badges: a Promotion badge marks flows with promotional pricing.

With Hybrid: Flows + AI, AI takes over when no flow matches. The AI enhancements (Smart Insert, Smart Boost, Smart Extend) can also add to or reorder a matching flow's products.

Flow analytics

Click Show analytics in the Upsell flows card to see each flow's numbers under its row, and pick a Time frame (Today, Last 7 days, Last 30 days or All time). A single flow's page has the same button. Flow analytics aren't included in the legacy Professional plan.