# Customize Post-purchase upsell offers ## **General Settings** * **Show for all customers:** * **Show this funnel for all customers:** All customers who place an order automatically get a chance to purchase the post-purchase upsell without needing to meet any further requirements. {% hint style="warning" %} If you want to add any specific conditions to limit that chance, ***untick*** the **Show this funnel for all customers** option and move to other sections below. You are able to **combine multiple conditions** with each other. {% endhint %} * **Product conditions:** Configure the post-purchase upsell to display based on the *products* included in the customer's order. * **Enable product trigger:** The order must contain specific products that you have pre-selected in the settings. * **Enable product tag trigger:** The order must include/exclude specific product tag(s) that are pre-selected. * **Enable product exclusion trigger:** The order must not contain those products chosen in this option to be able to qualify. * **Enable variant name trigger:** The order must include/exclude specific variant name(s) that are pre-selected.

* **Customer conditions:** Configure the post-purchase upsell to display based on the *customers* placing the order. * **Enable customer trigger:** Offer only displays/hides from specific customer tags which are pre-selected in the setting. * **Enable customer order count trigger:** The number of the order that customer has purchased must * More than * Less than * Equal the value set in the box. * **Enable customer language trigger:** Only those customers using specific languages can take advantage of the post-purchase offers.

* **Order conditions:** Configure the post-purchase upsell to display based on the *order value or/and order quantity*. * **Enable order value trigger:** Order value should be more than/less than the number set in the condition. * **Enable order quantity trigger:** Order quantity should be more than/less than the number set in the condition. * **Location conditions:** Configure the post-purchase upsell to display based on the *location of the order owner*. * **Enable shipping country trigger:** The post-purchase upsell offer will only be displayed for orders where the shipping country matches the one specified in the settings. * **Active dates:** Post-purchase offer only shows up during a period of time set by *specific date/time range*. * **Enable date/time trigger:** You don’t need to select both options—choosing just one is enough to proceed. * Starts on * Ends on

## **Post-purchase Upsell** Post-purchase upsell offers for customers when the checkout payment is completed. Each funnel allows you to set up **two Upsell offers** (Upsell #1 and Upsell #2) and **one Down sell offer**. ### Upsell #1 **Add Offer**: Click this button to select a product for the first post-purchase upsell. If the product has multiple variants, only **one variant** can be chosen.

**Edit Offer**: Customize the offer layout by adding widgets, including:

* **Timer:** Enable a ***countdown timer*** for the upsell offer, making it available only for a limited time. Once the timer expires, the offer will no longer be valid. You can change the: * Minutes * Seconds * Timer text context

* **Upsell product:** * **Product selection:** Display the product you chose. If you want to replace it, click the ***Change product*** button to implement it. * **Discount settings:** Set up the automatic discount based on fixed amount or percentage. * **Shipping:** Decide to give your customers a free shipping or charge them a fee when purchasing the upsell product. * **Price break down setting:** Customize the way prices are showing * Show subtotal and total * Show shipping and tax breakdown * Hide shipping and tax line if equal to zero * **Product title:** Being able to customize a new title for the upsell product rather than using the default one. * **Product description:** Add a description under the product price with an option to align the text. * **Image:** Change the image size and decide to show a gallery of other variants' images under the main picture. * **Layout settings:** Set up how the columns and image are displayed on the post-purchase offer page. * Two columns - Image left * Two columns - Image right * Single column

* **Simple text**: Add a **custom text section** below the post-purchase offer page and adjust: * Content: Write your own message * Size: Choose the text size * Text Tone: Set the text color based on the tone you want * None: Black * Critical: Red * Warning: Yellow brown * Sucess: Green * Alignment: Left/Center/Right

* **Callout banner:** Create a **custom banner** to encourage customers to purchase the offer. Adjust the design and message to make it more compelling by: * Title: Header of the banner * Content: Write your own message * Size: Choose the text size * Alignment: Left/Center/Right * Border: Show the border or not * Background: Show the banner background or not

* **Divider:** You can insert a **divider line** at the bottom of the page and customize its width to match your design preferences. This divider is used to separate the upper elements and the images.

* **Image:** You can add an **image** to the post-purchase page to enhance the offer, showing under the divider. * Supported formats include .gif, .jpg, and .png. * Adjust the image using the Alignment and Size section to fit your design needs.

* **Image with text:** Similar with the image, but you have an option to add the Title and Content to the image too.

{% hint style="success" %} In the dashboard, there is a list of the widgets added to the upsell offer. You can manage them quickly by clicking the **Delete** or **Hide** button. {% endhint %}

### Upsell #2 **Upsell #2** will be shown **only if the customer accepts Upsell #1**. This creates a seamless flow, encouraging customers to add even more value to their purchase. The settings and customization options for Upsell #2 are **identical to those of Upsell #1**. Below is an example of how an Upsell #2 offer will appear:

### **Downsell** **Downsell** will be shown **only if the customer declines Upsell #1**. The settings and customization options for Downsell are **identical to those of Upsell #1 and Upsell #2**. Below is an example of how an Downsell offer will appear:

*** A **post-purchase offer** includes a full upsell and downsell flow, created as follows:

{% hint style="danger" %} **Notes:** * A funnel does **not** **require** a post-purchase offer. It’s optional. * A post-purchase offer does **not need to include all three options** (Upsell #2, and Downsell). You can set up **just one or two** of them based on your strategy. {% endhint %} If you have any difficulties or need any further help from our team, please do not hesitate to let us know via the Live Chat or our email here: ****. We are all ears!! :person\_raising\_hand: