Customize Post-purchase upsell offers
Post-purchase upsell and Thank you page use the same condition in the General settings.
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.
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.
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.
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.
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:
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.
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: [email protected]. We are all ears!! 🙋
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