Getting Started

Enable app embeds

Cart & Upsell uses Shopify's theme app embed system to display widgets on your storefront. Activation is just one toggle.

Step 1: Go to your Shopify theme editor

1. In the Navidium app, go to Home.
2. Click the "Go to theme editor" button or manually navigate to Shopify Admin → Online Store → Themes.
3. In the theme editor, click "App embeds" in the left sidebar (near the bottom).

Step 2: Activate the Cart & Upsell app embed

Under "App embeds," find "Navidium Cart & Upsell" and toggle the switch to ON. This enables the widget across your cart, product pages, checkout, post-purchase, and thank-you pages — no additional configuration needed.

Step 3: Save your changes

Click Save to apply the theme changes. The Cart & Upsell widget is now live on your storefront.

Dashboard overview

Once the app embed is enabled, return to the Navidium app to see your dashboard. The home screen shows:

Total Revenue

Cumulative revenue from all upsell offers accepted by customers (across all funnels and cart upsells).

Total Orders

Count of orders that included an accepted upsell offer.

Total Upsells Accepted

Total number of individual upsell offers accepted by customers.

Total Views

Total number of times upsell offers were displayed to customers.

Below the summary cards, you'll see charts showing revenue trends and order comparison (funnels vs cart upsells), plus a Top Performing Funnels table listing your active offers sorted by revenue.

With the app embed on, you're set up for either path — pick one, or come back for the other later:

• Funnels — targeted offers at specific moments. Continue below to build your first one.
• Cart Drawer — a redesigned cart itself, with its own bundles, gifts, and progress bar. Skip ahead to Carts Overview to set one up instead.

Most merchants end up using both.

Create your first funnel

A funnel is a sequence of one or more upsell offers, each with its own triggers, discount, and placement. You can create funnels from scratch or use Navidium's AI-powered Quick Setup to generate offers automatically.

Option A: Quick Setup (Recommended for first-time users)

1. On the home screen or from the All Funnels page, click Create Funnel.
2. Choose Navidium AI Pre-built to let the app suggest upsells based on your product catalog.
3. Give your funnel a name (e.g., "Premium Add-ons").
4. Set the discounts for the AI-generated offers (Upsell #1, Upsell #2, and downsell offer), or accept the defaults.
5. Click Save & Publish to make the funnel live immediately.

Option B: Advanced (Start from scratch)

1. Click Create Funnel and choose Advanced.
2. Name your funnel and click Next.
3. The funnel editor opens with tabs for Upsell, Placement, Discount, Display, and Customize Widget.
4. Use each tab to:
   • Upsell: Set triggers (e.g., "show if customer has Product X in cart") and select products to offer.
   • Placement: Choose where offers appear (cart, product page, checkout, post-purchase, thank-you page).
   • Discount: Set discount amounts (percentage or fixed) per product.
   • Display: Configure schedule, device targeting, and widget display preferences.
   • Customize Widget: Tweak colors, fonts, button text, and layout.
5. Click Save & Publish when ready.

Next, explore Upsell Triggers to understand how to target the right customers, or jump to Customize Widget to match your brand.