Set Up Post-purchase Upsell Offers
Plans: All Plans Platforms: Shopify
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.
In this article, we will show you:
Set up post-purchase upsell offer
Basic settings
Display settings
Style settings
A/B testing
Widget installation on Shopify
Multi-language support
Set post-purchase upsell offer priority
Log in to your AfterShip Personalization admin dashboard
Navigate to Post-purchase page
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
i) Set the status of the offer to Enabled
ii) Give your offer a title and include suitable merge tags. You can also use our AI tool to fetch a suitable offer title
iii) Configure the Product settings. Choose the recommendation engine based on which the products will be displayed to the customers on the post-purchase page
Select Pre-made rules like Frequently bought together, Complements, Same product upsell, Similar products, Best sellers, New arrivals, or Manual selection or,
Set up custom recommendation rules with this detailed guide
iv) Select products that will be excluded from the recommendations. You can configure the exclusion rules based on the following settings
Exclude products in customer's order: Products in the customer’s order will not be recommended again
Exclude specific products: These are all the products that are currently listed in your Shopify store
Exclude by tag: As configured in your Shopify admin
Exclude by collection: As specified in your Shopify admin
v) Configure the product type for the recommended products as Subscription only, One-time purchase only, or Both (one-time and subscription). Get more details here
vi) 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
vii) Enable Discount if you want to give a discount on the recommended products. You can either select the fixed amount or set the discount percentage. Get clarity here
viii) 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
ix) Select the checkbox for Powered by AfterShip if you want to remove AfterShip branding from the footer of the widget
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 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 Yotpo product reviews. Select the checkbox if you want to display product reviews via Yotpo integration.
You must install the Yotpo 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 cart items
First available variant: Displays the first in-stock product variant in the Shopify admin to the shopper
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
The widget section will automatically sync with your Shopify store and match its theme.
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 >
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 submitted by the customer.
For installation steps, click Install instructions and read through the steps and implement them accordingly.
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.
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.
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
Basic settings
Display settings
Style settings
A/B testing
Widget installation on Shopify
Multi-language support
Set post-purchase upsell offer priority
Set up post-purchase upsell offer
Log in to your AfterShip Personalization admin dashboard
Navigate to Post-purchase page
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) Set the status of the offer to Enabled
ii) Give your offer a title and include suitable merge tags. You can also use our AI tool to fetch a suitable offer title
iii) Configure the Product settings. Choose the recommendation engine based on which the products will be displayed to the customers on the post-purchase page
Select Pre-made rules like Frequently bought together, Complements, Same product upsell, Similar products, Best sellers, New arrivals, or Manual selection or,
Set up custom recommendation rules with this detailed guide
iv) Select products that will be excluded from the recommendations. You can configure the exclusion rules based on the following settings
Exclude products in customer's order: Products in the customer’s order will not be recommended again
Exclude specific products: These are all the products that are currently listed in your Shopify store
Exclude by tag: As configured in your Shopify admin
Exclude by collection: As specified in your Shopify admin
v) Configure the product type for the recommended products as Subscription only, One-time purchase only, or Both (one-time and subscription). Get more details here
vi) 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
vii) Enable Discount if you want to give a discount on the recommended products. You can either select the fixed amount or set the discount percentage. Get clarity here
viii) 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
ix) Select the checkbox for Powered by AfterShip if you want to remove AfterShip branding from the footer of the widget
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 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 Yotpo product reviews. Select the checkbox if you want to display product reviews via Yotpo integration.
You must install the Yotpo 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 cart items
First available variant: Displays the first in-stock product variant in the Shopify admin to the shopper
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
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 submitted 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: 22/05/2024
Thank you!