How to use the AI Recommended Offer type

The following article is a step-by-step guide to help you create and set up AI Recommended Offers complete with customization options.

This type of offer will allow you to create and customize an add-to-cart pop-up that you can use to upsell products chosen automatically based on the Shopify Recommendation API. This option is incredibly useful when you’re looking to increase order value by upselling related products without having to create an individual funnel or offer for each one. The downside of this style of offer however is that you do not have control over the recommended products and also cannot exclude certain products from being recommended.

If instead of this you’re looking to recommend complementary add-ons such as gift vouchers, discount vouchers or additional services please check out our article on How to use the Add-On Offer.

You can add AI Recommendation offers to both new and existing funnels.

Step1: Create your offer

You’ve selected your triggers, click the Create Offer button and select AI Recommended Offer. This will generate a product template titled ‘Automatically Recommended by AI’ that will be available to edit and preview

Please note that with this type of offer you cannot choose a specific product to be displayed, the recommendation can be different each time and it will be chosen automatically based on the Shopify Recommended API. However, if you want to create a funnel where specific products are also recommended alongside AI recommendations we advise you to check out our article on How to use the Product Upsell Offer type.

As with all funnels, you can add more than one AI-recommended product as part of the pop-up, but these must be added and edited one at a time in order to make sure that everything works correctly. To do this simply click Add Offer underneath the 1st one and select AI Recommended.

Step2: Edit your Offer

You can make several customizations to your pop-up offer. Firstly, you can choose to add a product description that will appear inside the pop-up. As your recommendation will vary each time we advise that you only use generic descriptions for this or do not use a description at all.

Secondly, you can display a quantity selector that allows your customers to add more than one recommended product to their cart directly from the pop-up. Please note that not displaying a quantity selector will only allow your customers to add the one product being recommended. This option is useful if you want to limit the number of offer items that can be redeemed with each order.

Finally, you can choose to offer a discount on the full price of the product, or alternatively, you can use the product's existing ‘Compare at price’ for products already on sale.

If you are looking to offer a price reduction with your pop-up we advise that you choose the first option of creating a set discount as there is no guarantee that the product recommended by the AI is going to already have a ‘Compare at Price’. Please note: Currently there is no functionality to only include specific products or exclude certain products from being recommended

Step3: Offer Settings

There are 3 options you can choose that determine how your offer will work

True Upsell (replace original product)
This offer means that the customer can choose the product recommended in the pop-up over the one that they’re currently viewing. We advise you only use this option with very clear product triggers of when it should get displayed as the product recommended could in fact be of lower value than the ones being viewed.
Choosing this type of offer will replace your ‘Add’ button with an ‘Upgrade’ button inside the pop-up.

Skip offer if this product is already in the cart
This option means that the pop-up won’t be displayed to customers that already have the recommended product in their cart. We advise that you enable this option.

Remove upsell product when parent product is removed
We advise you only use this option with very clear product triggers of when it should get displayed.

Step4: Save and Preview your Offer

When you’re done with your edits and setting click Update and your offer will be ready to preview. You can switch between mobile and desktop view