Before you start
Before products can appear in the Smart Upsell carousel, each product needs to be enabled for one-time upsell individually. Learn more about editing product settings here.
In the left-hand menu of your Skio Dashboard, go to Products > Products, find the product, and toggle on Show one-time upsell for customer.
You can also hide out-of-stock products from the carousel automatically. Go to Settings > Billing & Orders and turn on Hide out of stock products from carousel.
What is Smart Upsell?
Smart Upsell displays a product carousel in your subscribers' Customer Portal, letting them add one-time purchases to their next order. You configure which products to show and which subscribers to target using rules.
How Smart Upsell works
Each rule has two core settings:
Promotion Group Type: The set of products to show in the carousel.
Audience Targeting: The subscribers who will see the rule.
When a subscriber opens their Customer Portal, Smart Upsell evaluates your rules in priority order (top to bottom) and shows the first matching rule's products. Rules that don't match a subscriber are skipped. If multiple rules match the same subscriber, their products are combined in the carousel with higher-priority rules appearing first.
The carousel title is set globally under Global Settings and applies to all rules.
How to set up Smart Upsell
Step 1: Navigate to Smart Upsell
In the left-hand menu of your Skio Dashboard, go to Grow > Smart Upsell.
Step 2: Configure global settings
Under Global Settings:
Enter a Carousel title — this is the heading subscribers see above the upsell carousel in their Customer Portal. The default is "You might also like."
Check Show badges if you want badge labels to appear on upsell products. Badge text and colors are configured per rule.
An example of how a badge appears in the carousel.
Step 3: Create a rule
Click + Create new rule at the top right of the Rules section.
Give your rule a name: this is only visible to you (example: Best Sellers).
Set the Promotion Group Type: the products to promote:
Best Selling Products (refreshed daily, based on Shopify data): Your store's top-selling items.
Recommended (refreshed daily, based on Shopify): Suggestions based on what customers with similar purchase history bought.
Selected Products: A specific list of products you choose manually. You can add up to 16 products per rule.
Products with tag(s): Products matching specific Shopify product tags.
Set Audience Targeting: which subscribers see this rule:
Everyone: All subscribers.
Subscribers with product(s): Subscribers who have an active subscription containing a specific product.
Subscription created in past N days: Targets newer subscribers within a set number of days since their subscription was created.
Customers with Shopify tag(s): Subscribers who have a specific Shopify customer tag. Enter the tag(s) in the If customer tag is in field that appears below.
If Show badges is enabled in Global Settings, configure the badge for this rule:
Badge text: The label that appears on products in this rule's carousel (e.g., "
Popular" or "Gold tier").Background color: The badge background color (hex value).
Text color: The badge text color (hex value).
If you selected Selected Products as your Promotion Group Type, click + Add products and choose which products to include. If a product isn't enabled for one-time upsell, you'll see a Not enabled for one time upsell warning next to it — click Edit products to go directly to that product's settings and enable it.
An example of a product that hasn’t been enabled for one time upsell yet.
Step 4: Set rule priority
Rules are evaluated from top to bottom. The rule at the top is Priority 1 and takes precedence.
To reorder rules, use the up and down arrows 
on the right side of each rule row. The priority number updates automatically as you reorder.
To disable or delete a rule, click the ⋮ menu on the right side of the rule row and select Disable rule or Delete rule.
Step 5: Save your changes
Click Save changes in the top right corner to apply your settings.
FAQ
Can a subscriber see products from more than one rule?
Yes. If a subscriber matches multiple rules, the products from all matching rules are combined in the carousel. Higher-priority rules appear first.
What happens if none of my rules match a subscriber?
The carousel won't appear for that subscriber.
Do I need to enable products individually for Smart Upsell?
Yes. Each product must have Show one-time upsell for customer toggled on under Products > Products before it can appear in any rule's carousel. If it's not enabled, you'll see a warning when adding it to a rule.
Can I have different carousels for different subscriber segments?
Yes, that's what rules are for! Create separate rules with different Promotion Group Types and Audience Targeting to show different products to different groups.
Does changing a rule affect subscribers in real time?
Changes take effect after you click Save changes. Subscribers will see the updated carousel the next time they open their Customer Portal.