Articles on: Upsell.com for Shopify

How to set up Upsell.com in one click with the Upsell.com Onboarding Assistant

Install Upsell.com across your purchase flow in a few clicks. The Upsell.com Onboarding Assistant Chrome extension places the Upsell.com extensions on your pages for you, with no theme-editor work by hand.


What you can do


  • Install Upsell.com on your selected pages in one launch
  • Set one Max discount (%) for the whole purchase flow, including post-purchase pages
  • Leave a page installed but turned off by unchecking it before launch
  • Open the Flow Builder afterward to edit or view your offers


How to set it up


  1. In Upsell.com onboarding, click Set up via Extension. This opens the Chrome Web Store listing for the Upsell.com Onboarding Assistant.


Step 1: Click Set up via Extension


  1. Click Add to Chrome. On the Chrome Web Store page, click Add to Chrome.


Step 2: Click Add to Chrome


  1. Click Add extension. Confirm the browser prompt by clicking Add extension.


Step 3: Click Add extension


  1. Pin the extension (optional but recommended). Open the browser Extensions menu (puzzle icon). Find Upsell.com Onboarding Assistant and pin it so it stays visible in the toolbar.


Step 4: Pin the extension


  1. Click Click here to start. That opens the onboarding sidebar.


Step 5: Click here to start


  1. Confirm your store, set your max discount, and choose pages.
  • Confirm the selected Store is the one you want to install on.
  • Set Max discount (%): the most you are willing to offer across the purchase flow, including post-purchase pages (the walkthrough uses 30%).
  • All pages are selected by default. Uncheck any page you do not want turned on (the walkthrough unchecks Cart page).


Step 6: Confirm store, max discount, and pages


  1. Click Launch. The extension starts installing page by page.


Step 7: Click Launch


  1. Let it run, and do not intervene. It opens the Shopify theme editor and adds the extension in the right spot on each page. Banners shown during install are visible only to you. The process usually takes 30 seconds to 2 minutes, depending on your internet connection. Do not click around while it runs.


Step 8: Installation in progress


  1. When onboarding is complete, click Go to dashboard. You can close the extension after this.


Step 9: Go to dashboard


  1. Review the success message, then click View dashboard. Your app dashboard shows exactly what is live.


Step 10: View dashboard


  1. To edit or view offers (optional), click Edit flows. This opens the Flow Builder, which includes more help videos.


Step 11: Edit flows


What about checkout and unchecked pages?


  • Unchecked pages: An unchecked page still gets the extension installed. It is just turned off, so you can enable it later. It does not affect your store loading speed or security.
  • Checkout: Checkout is skipped automatically unless your store is on Shopify Plus. Checkout customization is a Shopify Plus-only Shopify limit, not an Upsell.com one. In the sidebar, Checkout may show as Not available with a note that your store does not offer this page for editing.


Tips


  • Do not click around while the launch is running. Let the extension finish.
  • Prefer to set up a single page or start manually? Use regular onboarding instead: pick the page you want to edit and go through the flow, or start manually.
  • After setup, use Edit flows in the dashboard to open the Flow Builder and refine your offers.


Get the extension


Chrome Web Store: Upsell.com Onboarding Assistant


Well, that's a wrap! If this article did not solve your issue, our support team is available for you 24/7. Just click the live chat button at the bottom-right corner of this page.

Updated on: 09/10/2026

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