OffersMax

Complete User Guide

Boost your store revenue with smart upsells & cross-sells

Version 1.0 | Fov Labs | 2026

1. Introduction

OffersMax is a Shopify app that helps merchants increase their Average Order Value (AOV) by showing smart upsell and cross-sell offers to customers at the right moment — on the product page, cart page, and checkout.

Key Features

2. Plans & Pricing

Feature Free — $0/month Standard — $5/month
Active Offers 1 Unlimited
Offer Creation Unlimited Unlimited
Product Page Widget
Cart Page Widget
Checkout Widget ✓ (Automatic)
Cart Behavior: OffersMax Drawer
Cart Behavior: Direct Checkout
Cart Behavior: Native Drawer
Cart Behavior: Native Cart Page
Trigger: All Products
Trigger: Specific Products
Trigger: Specific Collections
Trigger: Cart Value (Minimum)
Analytics: Views + Clicks
Analytics: Conversions + Revenue
Support Email Priority Email

3. Installation

From the Shopify App Store

  1. Visit the OffersMax listing on the Shopify App Store

  1. Click Add app

  2. You will be redirected to your Shopify Admin

  3. Review the permissions requested by the app

  4. Click Install to approve the permissions

  5. You will be redirected to the OffersMax dashboard

Permissions Required

Permission Purpose
Read and write discounts Create discount codes for offer pricing
Read orders Track conversions when orders are placed
Read and write price rules Create price rules for offer discounts
Read themes Detect if app blocks are installed in your theme
Read and write products Fetch product details for offer recommendations
Read and write metaobjects Store app configuration data
After installation, OffersMax will automatically create your merchant account and set your plan to Free. The Setup Guide will guide you through the remaining steps.

4. Dashboard Overview

The OffersMax dashboard gives you a complete overview of your store's offer performance.

Stats Cards

Metric Description
Total Offers Total number of offers created in your account
Active Offers Number of currently active (live) offers
Revenue Generated Total revenue attributed to OffersMax offers
Conversion Rate Percentage of offer views that resulted in a purchase

Quick Actions

5. Setup Guide

The Setup Guide walks you through 4 steps to get OffersMax working on your store.

Step 1 — Install OffersMax

This step is automatically completed when you install the app. A green checkmark confirms the app is installed.

Step 2 — Create Your First Offer

  1. Click Create Offer at the top right of the dashboard

  2. Choose your offer type (Upsell or Cross-sell)

  3. Configure your offer settings

  4. Set the status to Active and save

Step 3 — Add OffersMax to Your Product Page

  1. Click Open Theme Editor in the Setup Guide — this opens your Shopify theme editor in a new tab

  2. In the theme editor, navigate to your Product template in the left sidebar

  3. Find and expand the Product information section

  4. Click Add block inside that section

  5. Select Apps and click OffersMax - Product Page

  6. Click Save in the top right corner of the theme editor

  7. Return to the OffersMax dashboard and click Verify Installation to confirm

Step 4 — Add OffersMax to Your Cart Page (Optional)

  1. Click Open Theme Editor

  2. Switch to the Cart template from the top dropdown

  3. Find and expand the Cart items section in the left sidebar

  4. Click Add block inside that section

  5. Select Apps and click OffersMax - Cart Page

  6. Click Save in the top right corner

  7. Return to the OffersMax dashboard and click Verify Installation to confirm

The Checkout widget is automatically enabled for Standard plan users — no additional setup required.

6. Creating Offers

How to Create an Offer

  1. Go to Offers in the left navigation

  2. Click Create Offer (top right)

  3. Fill in the offer details (see table below)

  4. Click Save Offer

Field Description
Offer Name Internal name for your reference (not shown to customers)
Offer Type Upsell or Cross-sell
Display Title Headline shown to customers (e.g. 'You might also like')
Display Subtitle Supporting text (e.g. 'Complete your purchase')
CTA Button Text Button label (e.g. 'Add to cart')
Trigger Type What condition shows this offer (see Trigger Types)
Display Location Where the offer appears (Product Page or Cart)
Offer Products Products to show as offer recommendations
Discount Type Percentage, Fixed Amount, or Free
Discount Value Amount of discount to apply
Priority Higher priority offers show first when multiple offers match
Status Active, Paused, or Draft

Editing an Offer

  1. Go to Offers in the left navigation

  2. Click on any offer row to open the editor

  3. Make your changes and click Save Offer

Pausing and Activating Offers

On the Offers list page, click Pause to pause an active offer, or Activate to reactivate a paused offer.

Free Plan: Only 1 offer can be active at a time. Attempting to activate a second offer will show a plan limit warning with an option to upgrade.

7. Offer Types

Upsell

Show customers a higher-value or complementary product when they view a product page.

Best for:

Cross-sell

Show customers related products that complement what they are buying.

Best for:

8. Trigger Types

Trigger types determine when an offer is shown to customers.

All Products (Free & Standard)

The offer is shown on all product pages or cart pages, regardless of what products are being viewed.

Best for: General upsell campaigns, new product promotions, store-wide offers.

Specific Products (Standard only)

The offer is shown only when a customer views or has a specific product in their cart.

How to set up:

  1. Select Specific Products as the trigger type

  2. Click Select Products to choose which products trigger this offer

  3. Save the offer

Best for: Product-specific upsells, exact complementary products.

Specific Collections (Standard only)

The offer is shown when a customer views a product that belongs to a specific collection.

How to set up:

  1. Select Specific Collections as the trigger type

  2. Click Select Collections to choose which collections trigger this offer

  3. Save the offer

Best for: Category-level upsells, seasonal promotions, themed collections.

Cart Value — Minimum (Standard only)

The offer is shown when the customer's cart total reaches a minimum amount. Works on both product page (if cart already meets the threshold) and cart page.

How to set up:

  1. Select Cart Value (Minimum) as the trigger type

  2. Enter the minimum cart value in the Minimum Cart Value field

  3. Save the offer

Best for: 'Spend $X to unlock this offer' promotions, high-value product recommendations.

9. Display Locations

Product Page

The offer appears as a popup after a customer adds the trigger product to their cart. The popup slides in from the configured position (Bottom Right, Bottom Left, or Center).

How it works:

  1. Customer visits a product page

  2. Customer clicks 'Add to cart'

  3. OffersMax popup appears showing offer products with discounted prices

  4. Customer can add offer products directly from the popup

Cart Page (Standard only)

The offer appears as an inline widget on the /cart page, below the cart items.

How it works:

  1. Customer visits the cart page

  2. OffersMax widget loads below the cart items

  3. Offer products are shown with discounted prices

  4. Customer can add products directly from the widget

Checkout (Standard only — Automatic)

Offers are automatically shown on the checkout page in the order summary area. No setup required.

How it works:

  1. Customer proceeds to checkout

  2. OffersMax automatically fetches relevant active cart offers

  3. Offer products appear below the cart items in the checkout order summary

  4. Customer can add products with one click

  5. Discount code is automatically applied

To disable checkout offers: Go to Settings → Checkout Widget and toggle off 'Show offers at checkout'.

10. Cart Behaviors

Cart behavior determines what happens when a customer clicks 'Add to cart' on an offer product.

Opens a custom slide-in cart drawer showing all cart items, applied discounts, and offer products. Customers can continue adding multiple offer products without leaving the page.

Best for: Maximizing upsell opportunities, keeping customers on the page.

Direct Checkout (Free & Standard)

Skips the cart page and takes the customer directly to checkout with the discount code automatically applied.

Best for: High-intent customers, impulse purchases.

Native Cart Drawer (Standard only)

Opens your store's built-in cart drawer. The discount code is automatically applied at checkout.

Best for: Stores with heavily customized native cart drawers.

Native Cart Page (Standard only)

Redirects the customer to your store's /cart page after adding the offer product. The discount code is automatically applied.

Best for: Stores that prefer the full cart page experience.

11. Widget Settings

Customize the appearance of your OffersMax widgets to match your store's branding. Go to Settings in the left navigation.

Widget Appearance Settings

Setting Description Options
Widget Position Where the popup appears on screen Bottom Right, Bottom Left, Center
Widget Theme Background color of the widget Light (white), Dark (dark)
Accent Color Color for buttons and highlights Any hex color (e.g. #008060)
Border Radius Roundness of product cards 0–24px (0 = sharp, 24 = rounded)
Show Discount Badge Show % OFF badge on offer products On / Off
Show Close Button Allow customers to dismiss the popup On / Off
Setting Description
Auto-show Offers Automatically show popup after adding to cart
Auto-show Delay Seconds to wait before showing popup (0–10 seconds)

Checkout Widget Settings

Setting Description
Show offers at checkout Toggle to enable/disable the checkout widget for your store
The Settings page includes a live preview that updates in real-time as you change settings, so you can see exactly how your widget will look before saving.

12. Analytics

Go to Analytics in the left navigation to view detailed offer performance data.

Date Filter

Use the dropdown at the top right to filter analytics by time period: Last 7 days, Last 30 days, or Last 90 days.

Stats Overview

Metric Description Plan
Total Views Number of times offer widgets were displayed to customers Free & Standard
Total Clicks Number of times customers clicked 'Add to cart' on an offer Free & Standard
Conversions Number of orders that included at least one offer product Standard only
Revenue Total revenue generated from offer products Standard only

Offer Performance Table

Column Description Plan
Views How many times the offer was shown Free & Standard
Clicks How many times customers clicked to add offer products Free & Standard
CTR Click-through rate (Clicks ÷ Views × 100) Free & Standard
Conversions Orders containing this offer's products Standard only
CVR Conversion rate (Conversions ÷ Clicks × 100) Standard only
Revenue Revenue generated from this offer's products Standard only

13. Billing & Plan Management

Upgrading to Standard

  1. Go to Billing in the left navigation

  2. Click Upgrade to Standard — $5/month

  3. You will be redirected to Shopify's secure payment page

  4. Review the subscription details and click Approve

  5. You will be redirected back to OffersMax with your plan upgraded

Cancelling Your Subscription

  1. Go to Shopify Admin → Settings → Apps and sales channels

  2. Find OffersMax and click on it

  3. Click Cancel subscription

Your Standard plan remains active until the end of the current billing period. After cancellation, your account automatically reverts to the Free plan and offers beyond the Free plan limit are automatically paused.

Plan Limits Enforcement

When you reach the Free plan limit (1 active offer): A 'Plan limit reached' warning will appear when trying to activate a second offer. Click 'Upgrade to Standard' in the warning to upgrade your plan.

When subscription is cancelled or expires:

14. Checkout Widget

The OffersMax checkout widget automatically shows relevant offers during the checkout process — no additional setup required for Standard plan users.

How It Works

  1. Customer proceeds to checkout with items in their cart

  2. OffersMax fetches active cart offers relevant to the customer's cart

  3. Offer products appear in the order summary area on the right side of checkout

  4. Customer can add offer products with one click

  5. The discount code is automatically applied to the added products

Requirements

Disabling the Checkout Widget

  1. Go to Settings

  2. Scroll to Checkout Widget

  3. Toggle off 'Show offers at checkout'

  4. Click Save Settings

15. Frequently Asked Questions

Will OffersMax slow down my store?

No. OffersMax loads asynchronously and does not block your page from loading. The widget only loads after the page is fully rendered.

Does OffersMax work with all Shopify themes?

OffersMax is designed to work with all major Shopify themes including Dawn, Debut, Horizon, and custom themes. It has been tested across multiple themes.

Can I customize the look of the widget?

Yes. Go to Settings to customize the widget theme (light/dark), accent color, border radius, position, and more. A live preview shows your changes in real time.

How are discount codes applied?

OffersMax automatically creates a Shopify discount code for each offer with your configured discount value. When a customer adds an offer product, the discount code is applied seamlessly at checkout. The discount only applies to offer products, not to the original cart items.

Can I show multiple offers at once?

Yes. OffersMax can show up to 3 offers at a time on the product page popup and up to 2 offers on the checkout widget. Each offer can contain up to 5 products.

What happens if I uninstall the app?

Your offer data is retained for 48 hours after uninstallation in case you reinstall. After 48 hours, all data is permanently deleted per Shopify's GDPR requirements.

Can I use OffersMax with Shopify Markets (multi-currency)?

Yes. OffersMax fetches storefront prices which respect your Shopify Markets configuration, so prices are always displayed in the correct currency for each market.

What is the difference between Upsell and Cross-sell?

An Upsell shows a higher-value or premium version of the product being viewed. A Cross-sell shows related or complementary products that go well with what the customer is buying.

16. Data & Privacy

What Data OffersMax Collects

Data Type Purpose
Shop domain Identifying your store
Access token Authenticating API requests to your store
Offer configuration Storing your offer settings and products
Analytics aggregates Views, clicks, conversions, revenue counts per offer per day

What OffersMax Does NOT Collect

Data Deletion

Event Action
App uninstall Sessions deleted immediately. Shop data retained for 48 hours.
GDPR shop redact (48hrs after uninstall) All shop data (offers, analytics, sessions) permanently deleted.
GDPR customer data request No personal customer data is stored — no action required.
GDPR customer redact No personal customer data is stored — no action required.

Data Security

17. Support

Plan Support Type Response Time Contact
Free Email support 2-3 business days business@fovcommerce.com
Standard Priority email support Within 24 hours business@fovcommerce.com

Resources

OffersMax is developed and maintained by Fovcommerce

© 2026 Fovcommerce. All rights reserved.