Settings

The Settings page is where you configure everything about xUpsell — enable the theme blocks on your storefront, connect SMS and email, connect your own AI assistant, set your trigger delays, customize post-purchase offers, and manage your plan. Access it from the Settings link in the sidebar navigation.

Tip: You don’t need to configure every setting before you start using xUpsell. The most important first steps are choosing a plan (email and SMS won’t send until you do — the free plan counts) and connecting at least one messaging channel (email, SMS, or push). Everything else can be set up as you need it.

Note: The heading at the top of the page reads Preferences, even though the sidebar link says Settings. It’s the same page — and Preferences is also the name of one of the tabs on it.

Settings Tabs#

The Settings page is organized into 7 tabs and displays full-width for easier configuration. Click any tab to switch to that section.

Deep links. You can link straight to a tab, which is handy for bookmarks:

Good to know: After the tab opens, xUpsell tidies the address back to /settings, so refreshing the page returns you to the first tab. Every “Upgrade” and “View Plans” button in the app uses the Plans & billing link above.

Theme Management#

Manage your storefront elements — push notification prompts, discount popups, and custom event subscriptions.

Each block shows a badge telling you whether it’s currently enabled. Clicking Enable opens the Shopify theme editor in a new browser tab, pre-navigated to the right app embed — this is the fastest way to switch a block on. Clicking Disable opens the theme editor’s app-embed section so you can turn it off there.

Note: Because the change is made in the theme editor, the badge here only updates after Shopify reports the block’s new status. Save in the theme editor, then come back and reload the page.

For the full setup guide: See [Theme Extension & Store Blocks →] (Page 13)

SMS & Communications#

This is where you connect your own Twilio account so xUpsell can send SMS, MMS, and RCS messages.

At the top, a Twilio setup progress bar tracks two steps:

1. Connect Twilio account
2. Buy and configure phone number

Important: Disconnecting Twilio does not release your phone numbers — Twilio keeps billing you for them. Release your numbers in Twilio first if you want the charges to stop. xUpsell warns you about this before you disconnect.

Test messages count. A test RCS/SMS you send from this tab goes out through the same sending path as a real message, so it counts as one send against your plan.

You pay Twilio directly for SMS/MMS/RCS traffic and for your phone numbers, at Twilio’s rates. That’s separate from your xUpsell plan.

For step-by-step setup instructions: See [Setting Up SMS & Push Notifications →] (Page 4)

Where to find your Twilio credentials: Log in to your Twilio Console. Your Account SID and Auth Token are displayed right on the dashboard.

Mailbox Management#

This is where you connect your email sending service. Without an email connection, xUpsell can’t send emails on your behalf.

An Email setup progress bar at the top shows whether you’ve connected a provider yet.

Providers at a glance:

All three cards have a working Connect account button. Gmail is pending Google’s verification review, so only email addresses registered with Google in advance can complete the sign-in for now — anyone else is stopped by Google with “Access blocked.” See [Connecting Email →] (Page 3).

xUpsell validates your key with SendGrid before saving it. If the key is wrong you’ll see “Invalid API key”; if your SendGrid account has no sender identity yet you’ll see “No senders available. Please create a sender identity in SendGrid.”

Deliverability matters. If the checklist isn’t finished, xUpsell shows a warning: your emails will still send, but they’re more likely to land in spam.

How many accounts can I connect? The number of email accounts depends on your xUpsell plan:

When you reach the limit, the connect button changes to Upgrade to connect more and a warning banner appears at the top of the tab. If you downgrade while over the limit, a red banner asks you to disconnect the extra accounts or upgrade again.

Note: All three quotas above are live — each provider has its own separate account limit per plan.

Any provider-side sending caps are your provider’s, not xUpsell’s. SendGrid’s own plan decides how much volume you can push through it; xUpsell only enforces the account counts and send limits from your xUpsell plan.

For step-by-step setup instructions: See [Connecting Your Email →] (Page 3)

Connect AI#

xUpsell doesn’t have an AI assistant of its own. Instead, you connect the AI you already use — Claude, ChatGPT, or any other client that supports MCP connectors — and it works on your store through xUpsell.

How to connect:

1. In your AI client, open its Connectors / MCP servers settings.
2. Add a new connection and paste the URL from this tab.
3. Your browser opens your Shopify admin — click Allow to approve.
4. The client is connected and can run xUpsell’s tools for your store.

The exact wording differs by client (Claude Desktop, ChatGPT, MCP Inspector), but the URL is the same for all of them.

The connection URL isn’t a password. On its own it can’t read or change anything — nothing happens until you approve the connection inside your own Shopify admin.

Everything your AI creates is a draft. Workflows, campaigns and post-purchase offers arrive in xUpsell switched off, for you to review. Only publishing makes something real.

No extra charge, and no limits here. Connect AI works on every plan, there’s no cap on how many AI clients you connect, and xUpsell doesn’t charge for AI usage — you pay your own AI provider at their rates.

Disconnecting: click Disconnect next to a client. Its access stops immediately and it’s removed completely, so reconnecting means going through the approval screen again. Nothing it built is deleted.

For the full guide: See [Connect AI →] (Page 11)

Preferences#

This tab holds Trigger Delay Settings — a waiting time, in hours, for each of the three behaviour-based triggers that wait before they start a workflow.

How to configure:

1. Go to Settings → Preferences
2. Find the trigger you want to adjust
3. Enter the delay in hours (minimum: 1 hour)
4. Click Save Preferences — you’ll see “Preferences saved successfully!”

These delays are live. The number you save here is the wait xUpsell actually uses before it starts the workflow. Until 10 September 2026 the app ignored this tab and used built-in times instead (abandoned cart 24 hours, abandoned checkout 1 hour, abandoned product page 1 hour) — that’s fixed, so if you saved a value earlier and wondered why nothing changed, it applies now. Your saved values took effect with no action needed on your part.

Order confirmations don’t wait. The Order created trigger starts its workflow the moment the order is placed, so there’s no delay to set for it and it isn’t listed on this tab. If you want an order-created message to go out later, add a Delay step at the start of that workflow.

Tip: Need finer control than one wait per trigger? Build it into the workflow itself with Delay steps, where you can see exactly how long each step waits.

Post-purchase#

Post-purchase offers are the deals shown to customers right after they complete checkout, before the thank-you page.

The editor is a drag-and-drop builder for the offer page itself — you add, reorder and configure the blocks shoppers see (heading, banner, product card, and so on), with a live desktop/mobile preview, then click Save.

Scope note: Which products are offered, at what discount, and what happens when a shopper accepts or declines is set up in a post-purchase workflow — the Offer step is available in the workflow editor when the workflow’s trigger is Post-purchase. It is not available in regular workflows. This tab controls how the offer page looks.

Plan availability: Post-purchase offers require Basic ($99/mo), Pro ($199/mo), or Premium ($299/mo). On the free plan this tab shows an “Upgrade to unlock Post-Purchase Upsells” banner with a View Plans button, and shoppers see no offers even if you’ve published some.

For the full guide: See [Post-Purchase Offers →] (Page 12)

Plans & billing#

View your usage, see your current plan, and switch plans at any time from Settings → Plans & billing.

Plans at a glance:

Good to know: Push notifications are unlimited on every plan — they never count toward your send total.

Choosing a paid plan takes you out of the Shopify admin frame to Shopify’s own approval screen, where you confirm the charge. Choosing the free plan happens inside the app with no checkout.

After you approve a charge, Shopify brings you straight back to Settings → Plans & billing and a short message confirms which plan you’re on. Your new plan is also marked Current plan on the plan cards.

For the full billing guide: See [Plans & Billing →] (Page 5)

Default Settings on Install#

When you first install xUpsell, here’s the starting state:

Good to know: The first things to set up after installing are: (1) choose a plan, (2) enable the theme extension, and (3) connect SendGrid and/or Twilio so your messages can actually go out.

Frequently Asked Questions#

Do I need to configure everything before I can use xUpsell?#

No. You do need to choose a plan — email and SMS are blocked until you pick one (the free plan counts) — and connect at least one messaging channel: email, SMS, or push notifications. You can start with just one channel and add the others later.

Do I need an AI API key to use Connect AI?#

No. There’s no API key to paste into xUpsell and no AI provider to choose in the app. You connect your own AI client (Claude, ChatGPT, or any MCP-compatible client) using the connection URL in Settings → Connect AI, and approve it in your Shopify admin.

How much does AI usage cost?#

xUpsell doesn’t charge for AI usage and doesn’t meter your AI messages. Because you use your own AI client, you pay your AI provider directly at their rates. There is no markup from xUpsell, and Connect AI is available on every plan.

Where do I find my Twilio credentials?#

Log in to your Twilio Console. Your Account SID and Auth Token are displayed right on the dashboard page. Copy them into Settings → SMS & Communications.

Can I connect more than one email account?#

Yes — up to your plan’s limit (1 on Free, 2 on Basic, 3 on Pro, unlimited on Premium), and each provider has its own separate limit. When several accounts are connected, xUpsell sends through your connected mailboxes.

I changed a setting but it doesn’t seem to take effect?#

Try refreshing the page. Theme blocks are switched on in the Shopify theme editor, so save there first and then reload the tab. If a connection is involved, check its status indicator (green = connected). If everything looks correct and the problem continues, reach out through the in-app Help widget — the round ? button in the bottom-right corner of every page.