Story theme
Latest
Latest
  • About Story
    • Story theme documentation
  • Updates
    • What's new in Story
      • Story Releases
  • Sections
    • Story sections
      • Accordion group
      • Blog posts
      • Collection list
      • Collection marbles
      • Collection split
      • Contact form
      • Custom liquid
      • Custom content
      • Featured collection
      • Featured product
      • Gallery
      • Icon columns
      • Image banner
      • Image with text
      • Logo list
      • Map
      • Mosaic
      • Newsletter
      • Overlapping images
      • Page
      • Policy links
      • Press
      • Rich text
      • Slideshow
      • Tabs
      • Team
      • Testimonials
      • Text columns with images
      • Timeline tree
      • Timeline with banner
      • Video banner
      • Video player
  • Settings
    • Theme settings
      • Global theme settings
      • Typography
      • Colors
      • Layout
      • Social
      • Cart
      • Search
      • Product grid
      • Currency format
      • Favicon
      • Advanced
      • Checkout
      • Custom CSS
  • Header
    • Header
      • Header styles
      • Toolbar
      • Navigation images
      • Image menus
      • Transparent header
      • Mega-menu navigation
      • Drop-down navigation
  • Products
    • Product pages
      • Static product tabs
      • Unique product tabs
      • Product tabs
      • Color swatches
      • Inventory countdown
      • Pre-order products
      • Static size chart
      • Unique size charts
      • Creating pages
      • Size Charts
      • Product image sizes
  • Collections
    • Collection pages
      • Product badges
      • Sale badge
      • Savings badge
      • Sold-out badge
      • Custom badges
      • Badge settings
      • Custom filter options
      • Collection filtering
      • Collection sorting
      • Collection navigation
      • Feature image
  • Cart
    • Story cart
      • Cart styles
      • Shipping message
      • Estimate shipping calculator
      • Cart settings
  • Promotions
    • Upselling
      • Upsell promotions
      • How to setup
      • Static upsell promotion
      • Custom upsell promotion
  • Overlay
    • Popups
      • Cookies consent message
      • Newsletter popup
  • Siblings
    • Product siblings
      • About product siblings
      • Multiple images per variant
      • How to setup siblings
      • Siblings metafields
      • Cutline
      • Siblings collection
      • Siblings product setup
      • Siblings block setup
      • Variant image sets with alt-tags
  • Pages
    • Page templates
      • Page navigation
      • How to use page templates
      • Story page templates when using a different theme
      • Contact page
      • Lookbook
      • Team
      • Timeline
  • Blogs
    • Blogs and posts
      • Blogs
      • Articles
  • FAQ
    • Frequently asked questions
      • Where to make CSS changes
      • How to download latest version
      • How to add a line break in your headings
      • Share preview link
      • Remove Shopify link in footer
      • Check your theme version
      • How to use sections
      • Adding a section
      • Hiding a section
      • Reordering sections
      • Section blocks
  • License
    • Theme license
  • Support
    • Contacting support
Powered by GitBook
On this page
  • Unique promotions for each product
  • How to configure
  • Quick setup for experienced users
  • Full detailed step-by-step setup
  • Product setup
  • Configure upsell block
  1. Promotions
  2. Upselling

Custom upsell promotion

Pair products individually with different product

PreviousStatic upsell promotionNextPopups

Last updated 1 year ago

Story can be customized to match any product with another when using metafields. This allows you to customize which product is displayed as the upsell promotion on each individual product page.

Unique promotions for each product

Pair products with specific products to display custom upsell promotions:

How to configure

There are three initial steps involved when setting up custom paired products:

  1. Create an upsell product reference metafield called theme.upsell

  2. Go to each product that should have an upsell and select the product you want to upsell

  3. Connect the metafield in the Theme Editor using the "upsell" block on the product form

After the initial setup, each product can easily be paired with other products using your Shopify Admin under Product setup.

Quick setup for experienced users

The most important part of setting up this metafield is to use the namespace and key of:

theme.upsell

See the examples here (click on images to zoom):

The Content type must also be "Reference" and choose "Product".

Verify:

  • The namespace begins with theme. Example: theme.upsell. This custom namespace allows Story to display a custom promotion.

  • The metafield type is Reference -> Product

See below for detailed animations.

Full detailed step-by-step setup

The first step is to define a custom metafield that Story theme supports.

Start in your Shopify Admin -> Settings and choose Metafields from the left panel and then click on Products (click images to zoom):

Next,

  • Click the Add definition button

  • type-in "upsell" for the Name

  • Change the Namespace and key from my_fields to theme. The namespace and key should now be: theme.upsell

Use the Select content type button and choose Reference and then Product:

Use the Save button to finish.

Your upsell metafield is now complete and ready to use.

Product setup

Now that our custom metafield has been defined, we can easily associate another product as our upsell product.

The next step is performed in the Shopify Admin -> Products. Choose a product and scroll to the bottom where you'll find all the metafields. There will be a new upsell option where you can pick another product to pair with:

Story will use the chosen product to create an upsell promotion for the product page and the cart drawer or popup cart.

Configure upsell block

The final step is to configure the upsell block in the Theme Editor for the current product template. Be sure to add the Upsell block under Product page.

Next, click on the Connect dynamic source icon and choose the upsell metafield we created earlier as your source:

This step is only required once for the current product template. If you have multiple product templates, connect to the upsell source for each template.

All steps are complete, you can now pair any of your products with unique products. These will appear as upsell promotions on product pages and in the cart drawer or popup cart.

Ang watch promotion shown for Silver Mesh band
Shackleton watch promotion shown for Gold Mesh band
Custom namespace and key
Content type is Reference -> Product
Click on Products
Choose Add definition
Pair with another product
Connect to the upsell metafield