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Overview

When configuring a Thank You Page product recommendation widget, you can fill it in a few ways: hand-pick specific products, return a collection, let AI recommend products, or attach a Strategy. Each is a different tool for a different job. Strategies are for dynamic merchandising in real time - pairing the right add-on with what the shopper just bought, surfacing a complementary item, or recommending the next step in a routine. Where the Thank You Page widget decides where recommendations appear, a Strategy decides what products go inside it - evaluated fresh against each order. A Strategy on the Thank You Page can also override each card’s copy and apply a per-product discount, so different products can carry different messaging and pricing. See Rule copy and per-product discounts.

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Attaching a Strategy to a Thank You Page Widget

A Strategy is the product source for a single product recommendation widget. It is exclusive - a widget sourced by a Strategy can’t also use specific products, a collection, or AI recommendations.
  1. Open the Thank You Page funnel and edit the product recommendation widget you want to configure.
  2. In the Add upsell products menu, choose Strategy.
  3. In the Strategy picker, search for and select the Strategy you want to use.
  4. Confirm, then save the widget.
Once attached, the widget shows the Strategy’s name in place of specific products. Each time the Thank You Page loads, the Strategy is evaluated and the returned products are rendered in the widget.
Give your Strategies clear, descriptive names. The Strategy name is what shows up in the widget editor once attached, and it’s the easiest way to know at a glance which Strategy is driving which widget.

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What the Strategy Sees

When a Thank You Page widget evaluates a Strategy, the following context is sent automatically. You don’t need to configure any of it - it’s pulled from the completed order and session as the page loads.

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Product context

The line items from the just-completed order are sent as the input products. Product triggers - product tags, product collections, product type, vendor, title, handle, and product metafields - all evaluate against these items. Their attributes are resolved automatically, so you only need rules; you don’t have to supply product data yourself.
The products the shopper just bought are automatically excluded from the results, so a Strategy never re-recommends an item that’s already in the order.

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Cart context

  • Subtotal - the order subtotal (in the store’s major currency units, e.g. dollars).
  • Item count - total quantity across all lines.
  • Line count - number of distinct line items.

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Customer context

  • Customer tags
  • Order count (lifetime orders for the customer)
  • Country / province (the order’s destination)
  • Locale

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Session context

UTM parameters captured when the shopper arrived at the store:
  • UTM source
  • UTM medium
  • UTM campaign
  • UTM content
  • UTM term
Some triggers won’t match on the Thank You Page. Cart notes and cart attributes, customer total spent and accepts-marketing, the selling-plan trigger, and the shipping/store-currency triggers are not part of the Thank You Page payload. Rules that rely on these triggers will never fire here - build Thank You Page Strategies around product attributes, cart shape, customer tags / order count / location, and UTM parameters.

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Rule copy and per-product discounts

A Strategy gives you per-product control over both the copy and the discount shown on each Thank You Page card.
  • Rule copy - a matching rule can set a title, subtitle, and button (CTA) label for the products it returns. When present, the rule’s title appears above the product title (it doesn’t replace it), the subtitle shows as a secondary line, and the CTA overrides the widget’s button text. Cards whose products didn’t come from a rule with copy render unchanged.
  • Per-product discount - a matching rule can set a discount (a percentage, or a fixed amount) that applies to the products it returns. This overrides the widget’s configured discount, per product - so different rules can show different discounts on different cards. The discount shown on the card is the discount actually charged when the shopper accepts.
The widget’s own discount setting becomes the default: it applies to any returned product that the Strategy doesn’t set a discount for.
A fixed-amount discount in a currency other than the order’s currency can’t be applied, so the card falls back to the widget’s configured discount instead. Percentage discounts always apply regardless of currency.

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What Happens When the Strategy Returns

The widget renders the products the Strategy returns, in priority order, up to the widget’s maximum products to show. Only products that are available for purchase are shown. The Strategy’s products replace the widget’s placeholder - the shopper sees the widget as if you had hand-picked those products yourself.

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When No Product Is Returned

If the Strategy returns no products, the widget renders nothing - it’s hidden from the Thank You Page. The page never breaks: if a Strategy can’t be evaluated for any reason, the widget simply doesn’t show. To keep the widget firing, configure a Catch all in the Strategy so there is always a fallback product to return. See the Building Strategies page for how to set up a Catch all. (Catch-all fallback products are shown without rule copy or a per-product discount.)

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Evaluation Timing

A Strategy on a Thank You Page widget is evaluated once, when the Thank You Page loads. The order is already placed, so there’s nothing to re-evaluate against - the products chosen at load are the products shown.

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How Shoppers Accept

How an accepted upsell is processed depends on the funnel’s order-handling setting:
  • New order - the shopper completes a separate, discounted checkout for the upsell product.
  • Modify original order - the upsell is merged into the order the shopper just placed.
Either way, the product, variant, and discount are re-validated against what the Strategy returned before the order is created or edited - so the price charged always matches the price shown.

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Tips for Thank You Page Strategies

  • Design around the order. Product attributes (tags, collections, type, vendor, metafields), cart shape (subtotal, item/line count), customer tags / order count / location, and UTM parameters are the signals available here.
  • Lean on copy and per-product discounts. Use rule copy to tailor the pitch per product, and per-product discounts to vary pricing by rule - with the widget discount as a safe default.
  • Use Catch all as a safety net. Without one, the widget shows nothing whenever no rule matches.