Set Up Post-purchase Upsell Offers
Overview
Offers are something that tempt shoppers to purchase more than they had anticipated. AfterShip Personalization's post-purchase upsell offers allows you to offer customers personalized upsell offers right after they complete a purchase.
What you’ll learn
In this article, we will show you:
Set up post-purchase upsell offer
- Navigate to Smart solutions > Post-purchase page in your AfterShip Personalization admin.
- You can edit an existing campaign (widget) or create a new one. To create a new one, select Create offer.
- Select the offer template out of the two available options and click Create.
- One product: enables you to recommend a single product to the customers.
- Multiple products: enables you to recommend multiple products in the same popup to the customers.
- After selecting the template, the post-purchase upsell offer editor will open.
- You will see 3 significant tabs to customize the popup’s basic settings, recommendation strategy, display criteria, and style.
1. Settings
i) Offer status: Change the status from Disabled to Enabled.
ii) Offer title: Give your offer a title and include suitable merge tags. You can also use our AI tool to fetch a suitable offer title.
There are two available merge tags.
a. |FIRST_NAME| - The name of the customer currently viewing the post-purchase upsell offer. The user needs to be logged into your store for the merge tag to work.
b. |DISCOUNT| - The discount offer set up and enabled as part of your product recommendations strategy. (Refer to point (iii - f))
iii) Product recommendations: This section displays the complete list of active and inactive recommendations strategies you have created till now that are being used for different offers and widgets you have built for your store.
- These strategies determine which products are going to be recommended in your widgets.
- These pre-made/existing strategies are centralized on one dashboard and can be reused for different widgets.
- Expand the dropdown to access the list of strategies or simply search the strategy you are looking for.
- Select the strategy that best aligns with your current requirements for the post-purchase page.
- Click Edit if you wish to set up a new strategy from scratch or modify the existing one. You will be taken to the Strategies dashboard where you can take the mentioned actions.
a. Strategy name: Start off by giving your strategy a name.
b. Pre-made rules: It consists of 14 pre-made rules or recommendation types which you can select from to show the type of product recommendations you want.
c. Custom rules: It allows you to add custom rules based on your requirements. The products that will meet those requirements will be shown in the widget you are setting up and applying the strategy to.
Learn more about custom rules
d. Pinned product: It allows you to pin a product that you want to highlight and prioritize in product recommendations all the time.
e. Exclusions: You can exclude products from recommendations. Three options to choose from: Exclude products in customers’ cart, Exclude specific products, Exclude by tag, Exclude by collection, Exclude by purchase options, and Exclude by vendor. Click here to know all the details
f. Offer promotion: In this section, you can enable and offer your customers discount offers on recommended products on the post-purchase page.
Enable Discount for Upsell and Checkout Product Recommendations
g. Click Save to let your changes come into effect.
Move back to the offer editor to complete the rest of the settings.
iv) Create scarcity and encourage customers to buy recommended products by running a countdown timer.
- Set the start time and give a striking description for the offer.
- Select the checkbox for disable if you don’t want to run any offer.
v) Under the Offer promotion section, set the description that will appear below the product price indicating the offer currently running on the post-purchase page.
- Click the Charge for shipping radio button if you want to charge for shipping and input the amount.
- If you want to keep shipping free, select the second option.
Display
- A. Multiple product offer template
- Decide the number of products to be displayed in the upsell offer by dragging the radio button across the bar.
- Configure the display style for desktop and mobile.
Find the rest of the steps below (1-4)
- B. Single product offer template
i) Decide what product information will be displayed and how it will be displayed under the Product content settings.
- AfterShip Personalization has direct integration with AfterShip Reviews, Yotpo, Okendo, and Judge.me product reviews. Select the checkbox if you want to display product reviews via AfterShip reviews or other reviews apps.
- You must install the necessary product review app to display review ratings to your upsell products.
ii) Configure the logic behind the variant preselection of the recommended products.
- Smart variant match: Automatically displays the best product variant based on the selected products or the order items.
- First available variant: Displays the first in-stock product variant in the Shopify admin to the shopper.
- Select the checkboxes
a. If you want to Allow customers to change product quantity of the variant right from the offer widget.
b. If you want to Show subscription options for the product recommendations.
iii) Select the checkbox if you want to Only show the total price if shipping and tax are not charged.
iv) Select the primary button text to encourage customers to add more to their existing order.
v) Enable Payment disclaimer to give shoppers a heads up regarding the update in their order amount when they accept the upsell offer and that they will be automatically charged upon accepting the order.
Style
The widget section will automatically sync with your Shopify store and match its theme.
A/B testing
A/B testing feature allows you to split your website visitors into two groups and display each with a different product recommendation strategy. You can determine which strategy is performing better and which needs improvement by analyzing the key metrics, including conversions and average order value (AOV).
Find the complete tutorial on A/B testing one-click upsell campaigns here >
Widget installation on Shopify
Once your post-purchase upsell offer settings are completed, you must install the widget on Shopify for the post-purchase offer to show based on the above settings at checkout after payment has been done by the customer.
For installation steps, click Install instructions and read through the steps and implement them accordingly.
Multi-language support
The post-purchase page adapts its language display based on the language used by the user on the checkout page. Currently, it supports 8 languages: English, Italian, Spanish, French, German, Japanese, Korean, and Traditional Chinese. If you need support for more languages, please contact us.
Set post-purchase upsell offer priority
If you have set up multiple post-purchase offers to target specific set of buyers, you can drag-and-drop the offers on the dashboard to determine their priority. The higher on the list an offer, the higher its priority.
The priority settings help merchants to place the offers with specific rules and customer targeting high on priority, while keep the ones with more general and fallback settings on low priority.
In case you need any further assistance, feel free to contact our support team.
Updated on: 29/01/2026