Docs/Summer Upsell/Quick start checklist

Getting started

Quick start checklist

5 min

The fastest path from install to live offer.

  1. Enable the app embed in your theme (see the previous section).
  2. Open the admin and click Create campaign.
  3. Pick a widget type — start with Frequently Bought Together on the product page if you're not sure.
  4. Choose triggers — All products, specific products, or specific collections.
  5. Add upsell products — manually, or let Basic AI / Summer AI pick them.
  6. Optional: add a discount — percentage or fixed amount, applied via Shopify Functions.
  7. Save and publish.
  8. Add the matching theme block in the theme editor (e.g. Summer: FBT Bundle on the product template).
  9. Visit a trigger product on your storefront — your widget should be live.

From here, watch the campaign analytics for the first 7 days, then iterate on the upsell products and discount until you find a winning combination.