Upsell Product BlockUpdated 2 hours ago

Overview

The Upsell Product Block allows merchants to display product recommendations during checkout. Customers can add suggested items to their cart right before completing payment — on both desktop and mobile.

⚠️ Note: The Upsell Product Block is currently available only for Magento. If you are using another ecommerce engine and would like to see this feature supported, please contact your Paymonix account manager.

Prerequisites

• Magento Engine: Required for this feature.

• Latest Module: Ensure that your Magento x Paymonix module is updated to the newest version.

• Admin Access: You’ll need admin access to both your Paymonix dashboard and Magento admin panel.

Setup Instructions

Step 1: Enable in Paymonix

1. Log into your Paymonix Dashboard.

2. Go to:
   Settings > Checkout Settings.

3. Check “Show Upsell Block” to enable.

4. (Optional) Enter a custom title in Upsell Block Title (e.g., “Recommended for You”).

Step 2: Configure in Magento Admin

1. Log into your Magento Admin Panel.

2. Navigate to:
   Stores > Configuration > Sales > Payment Methods > Upsell Slider Settings.

3. Configure the following options:

   • Enable Checkout Slider: Set to Yes.

   • Category ID for Upsell Items: Enter the product category ID you want displayed.

   • Sort Options: Best Sellers, Product Name, Stock, Rating, Price.

   • Sort Direction: Ascending or Descending.

4. Save your changes.

Notes

• Magento coupon rule configurations will still apply to products included in the Upsell Block.

• Be sure to review the products within your selected categories before enabling as upsell block

How It Appears to Customers

• The Upsell Block displays during checkout on both desktop and mobile devices.

• Customers can browse the slider and add upsell products to their cart without leaving the checkout flow.

Checkout 2.0: Product Upsell Block - Watch Video

How It Appears to Paymonix Users

• Orders that include products added via the Upsell Block will display a tag labeled “Checkout Upsell” on the order page, along with the quantity added.

Coming Soon: Upsell Analytics in Dashboard 2.0

In an upcoming release, Paymonix will expand reporting with a dedicated Checkout Upsells section in Dashboard 2.0 analytics.

This will include sub-widgets such as:

Overall Sales (orders with checkout upsells only)

• Orders Amount

• Orders Count

• AOV (Average Order Value)

Product Insights (upsell-related orders only)

• Top by Quantity

• Top by Revenue

• Products Revenue

• Products Quantity

Attach Rate Metrics

• Upsell vs. Non-Upsell Orders: Compare the number of orders with at least one upsell product vs. those without.