Upsell & Cross-Sell adds Recommendation Widgets to your store pages that display product recommendations based on various algorithms.

The BolideAI recommendation engine is flexible and supports both automatically-generated and manually set up merchandising rules. Various types of recommendations are available such as New Products, Similar Products, Most Popular Products, and more.

The BolideAI recommendation system makes it easier for your customers to discover new products and helps you increase your online store sales.


Example of a Recommendation Widget:


On this page


Creating a Recommendation Widget


You can easily add a Recommendation Widget to your Shopify store. To create a widget, follow these steps:

  1. From your Shopify admin, go to the BolideAI admin.
  2. Open the Upsell & Cross-Sell app.
  3. Click Create Recommendations and select the Widget type.
  4. On the Create a new Recommendation Widget page, you can configure common widget properties:

    • Widget status: Select a widget status to manage its visibility in your Shopify store
    • Widget title: Enter the title that will be displayed in your Shopify store
    • Widget description: Add a description if you want to have any under the title
    • Number of columns on desktop: Set a specific column layout for desktop devices. Select the value from 1 to 5 columns
    • Number of products displayed: Set the number of products to be displayed in the widget
    • Installation type: Add a widget manually to any page or automatically to certain store pages
    • Install on: Select the store pages for widget placement
  5. You can look through a detailed description of the Widget type and its Installation type below in this paragraph (see Types of Recommendation Widgets, Auto install, Manual install).

  6. Save changes.

You’ve created your new widget. Now you can check out how it looks in your Online Store.


Note: By default, the Upsell & Cross-Sell app is disabled. You can activate its display by switching the toggle to enable the app at the upper right. The app will display a widget in your Online Store if it has an active status.


Note: Installation type and Install on options are available on Vintage theme only. 
If you use Shopify OS 2.0 theme, you can add widgets anywhere in your theme editor by using app sections and app blocks (see Determine your theme architecture version). Learn more in our help article on Setting up the Upsell & Cross-Sell app in Online Store 2.0.
If the installed app couldn’t determine your theme version, or you’ve changed your theme, please contact support@bolide.ai to make the app work properly.


Types of Recommendation Widgets


You can create several Recommendation Widgets of the following types:


TypeDescriptionPlacement
New ProductsDisplays recently created or recently published productsAny page
Featured ProductsDisplays products selected manuallyAny page
Similar ProductsDisplays products that are similar based on one of the following criteria: product type, tag, vendor, or collection. Your customers will see products that are similar to the product they are viewing at the moment.Product page
Most Popular ProductsDisplays the all-time bestselling products of your online storeAny page
Products by AttributeRandomly suggests products of a selected product type, vendor, collection, tag, color, size, or discount rateAny page
Customers Who Bought This Product Also BoughtRecommends products other customers bought together with the viewed product within the same purchaseProduct page
Recently Viewed ProductsDisplays recently viewed productsAny page


Some widget types have additional specifications:

  • Featured Products: Select and add products to the product list that you want to display to your customers
  • Products by Attribute: Select a product feature by which product recommendations will be sorted and add the feature value from the selector
  • Similar Products: This block can be displayed only on product page
  • Customers Who Bought This Product Also Bought: This block can be displayed only on product page
  • Recently Viewed Products: Set up the lifetime of recently viewed products


Auto install


Note: Auto installation type is available on Vintage themes only.  
If you use Shopify OS 2.0 theme, you can add app functionality anywhere in your theme by using app blocks and app embeds (see Determine your theme architecture version). Learn more in our help article on Setting up the Upsell & Cross-Sell app in Online Store 2.0.


After you’ve set the Installation type to Auto, select the store pages to install the widget on from the drop-down list:

  • Home page
  • Collections
  • Product page
  • Search results page
  • Cart page
  • Account page
  • Order status page
  • Blog post page
  • 404 page


Manual install


Note: Manual installation type is available on Vintage themes only.  
If you use Shopify OS 2.0 theme, you can add app functionality anywhere in your theme by using app blocks and app embeds (see Determine your theme architecture version). Learn more in our help article on Setting up the Upsell & Cross-Sell app in Online Store 2.0.


If you want to add a Recommendation Widget to some specific part of the page, you can set the widget Installation type as Manual and insert the HTML code directly into the theme template:

  1. Select the Manual option as the Installation type.
  2. Click Save.
  3. From the General tab, open widget settings by clicking on the pencil icon.
  4. Copy the automatically-generated HTML code.
  5. From your Shopify admin, go to Online store > Themes.
  6. Select the theme you want to edit and click Actions > Edit code.
  7. Select the theme [file_name].liquid file and choose a place where you want to insert the Recommendation Widget.
  8. Paste the code you copied from the Recommendation Widget settings into the [file_name].liquid file.
  9. Click Save.

You’ve added your Recommendation Widget. Now you can check out how it looks in your Online Store.


Editing widget settings


Whenever you want, you can edit the widget settings on the Edit Recommendation Widget page. You can access this page by clicking on the pencil icon in the Actions column of the recommendations list.



Tip: After you’ve made changes to the settings, a pop-up notification will appear at the top of the page reminding you to save them: “Unsaved changes in Upsell & Cross-Sell”. You can then Save or Discard them.


Deleting a widget


If you want to delete a widget, click on the delete icon in the Actions column of the recommendations list. A dialog box will ask you to confirm the action by clicking Delete.



Note: If you use Shopify OS 2.0 theme, do not forget to remove the app block in the theme editor after you delete a widget in the app settings. See Removing blocks and sections.


Managing Upsell & Cross-Sell visibility


You can enable the Upsell & Cross-Sell app by switching the toggle at the upper right. The app will display a widget in your Online Store if it has an active status.



Configuring appearance


From the Content & Style tab, you can configure the look and feel of the Recommendation Widgets to fit your theme.

  1. Title: Customize the widget title and description appearance by setting up its alignment, font family, font size, and color.
  2. Button: Select the button type and enter the text to show in the widget. Configure the colors of the button background and the text.
  3. Badges: Choose the position to enable the badge display. Set up the style and the colors for the background and the text. Enter the badge text which will be shown to your visitors.    
    • Sale badge: You can add a sale badge to a product by setting a compare at price that is greater than the regular price. The badge shows over the image for that product on the widget. Learn more about the compare at price.
    • Sold out badge: If the product's inventory level is 0 and Continue selling when out of stock is not enabled, the badge appears on the sold out product in the widget. Learn more about the product inventory.
  4. Excluded products and collections: Select the products and collections which you want to hide from your visitors.
  5. MISCELLANEOUS:
    • Number of columns on mobile: Set a specific column layout for mobile devices. Choose between 1 and 2 columns.
    • Display option swatches: If enabled, widgets will show size and color variations
    • Use custom CSS: Customize the widget appearance by writing your own CSS rules


Tip: For your convenience, we've described some examples in our help article for Customizing appearance of Upsell & Cross-Sell product blocks using custom CSS. 


Tracking performance


Note: The performance analytics is being under development now. This Upsell & Cross-Sell section will appear in one of the future app releases.


After using the Recommendation Widgets in your store, you can track the store’s conversion and collect metrics data from the Performance tab.



The analytics data show a sales funnel for all your Recommendation Widgets:

  • Total Impressions: Number of widget displays to customers
  • Total Clicks: Number of times a product page was viewed by a customer by clicking on a product recommendation
  • Total Add to Carts: Number of times a recommended product was added to the cart by a customer after clicking on a product recommendation within a session (including product clicks to view the details before adding the product to the cart)
  • Items Ordered: Number of products purchased by a customer after adding it to the cart and after clicking on a product recommendation within a session
  • Assisted Sales: The total revenue from the purchased products (the app doesn’t consider refunds and discount codes)


If you want to see data for another date range, then click the date menu and select a different date range.