OfferLift: Smart Upsell Offers Docs

Practical setup notes for Overview, widgets, templates, analytics, support, and public pages.

Overview

Use the app home as your command center

Overview shows setup progress, real KPI snapshots, recent widgets, and the next action needed to publish a working campaign.

Use the first-run hero to create the first widget and open the setup guide.
Use setup progress to track widget creation, activation, theme placement, storefront tracking, and revenue tracking.
Use KPI cards for a quick read on active widgets, views, clicks, carts, orders, and revenue.
Use Recent widgets to jump back into viewing or editing campaigns.

Setup guide

Create a widget, place the app block in your Shopify theme, then confirm storefront events are tracking.

Create a widget from Overview, Widgets, or the Templates page.
Choose the right campaign type for the target storefront surface.
Product Upsell starts with Products selected by default so you can choose exact offer items first.
Save as draft while preparing a campaign; publish when it is ready for shoppers.
Add the theme block and select the published widget.
Visit the storefront page once to confirm the widget renders.

Widgets help

Widgets are the campaigns shoppers see in your storefront, including upsells, cross-sells, recommendations, and timers.

Use Product Upsell on product pages for upgrade or add-on offers.
Use Cart Cross Sell in cart experiences for complementary items.
Use Product Recommendations for discovery and merchandising blocks.
Use Countdown Timer for urgency-driven promotions.
Draft widgets do not expose shortcode copy or theme editor placement actions until published.
Open Widget details to preview the campaign, copy the shortcode, view analytics, activate or deactivate, and manage deletion from the danger zone.

Templates

Templates are a focused picker for starting the guided builder with the correct widget defaults.

The Templates page intentionally shows only campaign cards, so merchants can choose quickly.
Each card explains the campaign goal, best-fit use case, storefront placement, and setup time.
Product Upsell is recommended for upgrade and add-on offers on product pages.
The Product Upsell builder opens with Products selected by default instead of Automatic.
Countdown Timer is marked new while the timer experience continues to be refined.

Coming soon

These widget types are planned for later releases after the core campaign experience is complete.

Bundle offer for frequently bought together and grouped product promotions.
Free shipping progress bar to encourage shoppers to reach a cart goal.
Volume discount or quantity break widget for buy-more-save-more offers.
Post-purchase upsell for offers after checkout when a dedicated Shopify extension is added.
Announcement offer bar for storewide promotions, countdowns, or campaign CTAs.
Recently viewed products widget using storefront-side browsing context.
Cart goal reward widget for gifts, discounts, or shipping thresholds.
Sticky add-to-cart offer for product page conversion support.
Trust badge or payment badge block as a conversion-support widget.

Analytics help

Analytics appear after shoppers view, click, add products, or place orders through published widgets.

Views and clicks come from storefront widget interactions.
Orders and revenue appear after tracked widget purchases are recorded.
Use widget and time filters to compare campaign performance.
If analytics are empty, verify the widget is published and placed in the live theme.

Plans and support

Plans and Support are separate pages so billing actions and help resources stay focused.

Use Plans to compare subscriptions, start billing, manage active plans, or cancel through Shopify billing.
Use Support for setup help, troubleshooting, docs links, and contact actions.
Support actions help you contact support with the right store and issue details.
Use the Overview setup progress to catch missing setup steps before opening support.

Public pages

Public pages support installation, merchant help, and Shopify App Store review requirements.

Use `/` as the polished OfferLift landing and install entry point.
Use `/docs` for setup, templates, analytics, and planned-widget guidance.
Use `/support` for public troubleshooting and contact guidance.
Use `/privacy-policy` for the public privacy policy required during Shopify submission.
Public pages use the shared dark footer and should not expose raw support email addresses.