Display rules

A rule is a reusable condition you build once and attach to an upsell. An upsell with no rule shows unconditionally; attaching one turns it into “show this only when…”.

Rules live on the Rules tab of the Upsell hub. Included from Pro.

Building one

A rule is made of condition groups. Conditions inside a group combine with AND (all must hold); the groups themselves combine with OR (any group can match). That’s enough to express things like:

cart total over $80 AND contains something from /sale OR cart contains 3 or more items

Conditions can look at cart total, item count, which products or collections are in the cart, and product tags.

Attaching a rule

Open the upsell, find Rule, and pick one. One rule per upsell — a rule carries its own trigger and conditions, so two of them on one widget would leave no defensible answer to “when does this fire?”. If you need more logic, add another condition group to the rule itself.

The same rule can gate several upsells, which is the direction that’s actually useful: define “high-value cart” once and use it in the drawer, the popup, and the thank-you page.

Draft and published

A rule has to be Published to gate anything. Only published rules appear in the picker.

If you unpublish a rule that’s already attached, the upsell it was gating stays gated — it doesn’t quietly open up to everyone. The editor flags the situation so you can publish the rule again or pick a different one. Silently widening who sees an offer would be the worse failure of the two.

After a plan change

If you move to a plan without the rule engine, the rules you already have keep working — they’re still evaluated on every shopper, exactly as before.

What you lose is the ability to add more: you can’t create a new rule or attach one that isn’t already attached. Editing, detaching and deleting stay available, so you’re never stuck with gating you can’t change. The rule picker narrows to “None” plus whatever that upsell already carries.