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Create a Shopify Post Purchase Offer

Brysen
Brysen
  • Updated

Upsell works with Shopify's checkout to give you the ability to create post-purchase cross-sells. You can also offer a discount with this type of offer.

If your customer accepts the offer, the offer is processed in the same transaction as the original purchase without the need for your customer to re-enter their payment information.

This article will guide you, step-by-step, on how to properly create a Post Purchase offer.

 


 

Walkthrough

 

  1. From within the Shopify admin, navigate to Settings > Checkout.
  2. In the Post-purchase page section, select Bold Upsell.

    Bold Upsell in Shopify Checkout settings

  3. Navigate to Bold Upsell > Offers and click Create New Offer.
  4. Enter an internal name for your offer.
  5. Click Set a trigger.
  6. Expand the Trigger event dropdown menu, and select Post purchase Pop-up.

    Note: If a warning appears, you can dismiss it if you have already completed step 1 and 2 as shown above.

  7. Under Trigger products, select one of the two options:
    1. Trigger an upsell on specific products- This option allows you to select specific products to act as the trigger product. If this option is selected, proceed to step #8.
    2. Trigger an upsell on every product - This option will set all products on your store as a trigger for the offer. If this option is selected, skip to step #11.
  8. Click Select Products, and select the products or variants you would like to trigger the offer.
  9. Click Save Selection.
  10. Optional: Enter a Trigger quantity.

    Note: This will only show the offer if your customer has a certain amount of products in the cart.

  11. Click Set An Offer.
  12. Select a Title and Description using the dropdown menus.

    Note: Custom Titles and Descriptions are not available for this option due to Shopify's App Requirements.

  13. Click Select Products, and and select the products or variants you would like to offer. 

    Note: Only one offer product can be shown in this offer type. If you select more than one, only the first will be shown. For ease of viewing, it is recommended to a choose product with 10 or fewer variants as they will display in a single drop down.

  14. Click Save Selection.
  15. Optional: Enable Offer customers an after checkout discount.

    Note: This allows you to enter a discount by percent: % or fixed amount: $.

  16. Optional: Select Set Date Range and enter your Start and End date.
  17. Optional: Select Set Cart Price and enter a Min and Max cart total.
  18. Optional: Select any of the Additional Options.
  19. Click Save Offer.