Create your first pop-up

Create your first pop-up to show a targeted upsell, cross-sell, or discount offer on your store. This helps you increase average order value, guide customers to relevant products, and make your offers more visible at the right moment.

This article gives you the big picture. For step-by-step setup of specific offer types, follow the linked guides.

Before you start

Check that:

• Upsell PopUp by Jumi is installed and active.
• Your products and collections are set up in Shopify.
• You have a clear goal for your popup, such as:
• • • Increasing cart value
    • Promoting complementary products
    • Driving conversions with a discount

Steps to create your first pop-up

1. Open Upsell PopUp by Jumi in Shopify.
2. Click Create Offer.
3. Choose the Offer Type you want to create: Add extra products offer

• • • Add extra products offer. This adds additional products to cart for Upsell, Cross-sell and Discount offers
    • Upgrade product offer. This replaces the product that was originally added to the cart.

4. Select the products, collections, or conditions for your offer.
5. Set when the popup should appear using triggers and display rules.
6. Customise the content and design to match your store.
7. Preview your pop-up.
8. Click Save.
9. Turn the popup on.

For detailed setup instructions, follow these guides:

• Upsell offers: https://help.jumisolutions.com/en/article/how-to-set-up-an-upsell-offer-whf8y8/
• Cross-sell offers: https://help.jumisolutions.com/en/article/how-to-set-up-a-cross-sell-offer-8u0xvy/
• Discount offers: https://help.jumisolutions.com/en/article/how-to-set-up-a-discount-offer-xswjdl/

Best practices

• Start with one clear goal per popup. Avoid mixing multiple offers.
• Match the offer to customer intent:
• • • Upsell for higher-value alternatives
    • Cross-sell for complementary products
    • Discount to remove purchase hesitation
• Trigger popups at meaningful moments, such as:
• • • After adding to the cart
    • When the cart value reaches a threshold
• Keep the message short and focused on value.
• Make the primary action clear, such as adding the item to cart.

Troubleshooting

If your pop-up is not showing:

• Check that the pop-up is turned on.
• Check that your trigger conditions are met.
• Check that products or collections are correctly selected.
• Make sure display rules are not too narrow.
• Confirm your changes are saved.

If the pop-up shows but performance is low:

• Review if the offer matches the page or cart context.
• Simplify the message and call to action.
• Test a different trigger timing.
• Try a different offer type.

Next steps

Once your first popup is live, monitor how customers interact with it. Then:

• Create additional popups for different products or collections
• Test different offer types
• Refine triggers and design to improve performance

Updated on: 06/05/2026