Walkthrough: set up your first post-purchase offer (Essential Upsell app)

This walkthrough shows how to create your first post-purchase offer in Essential Upsell & Cross Sell. The post-purchase offer appears after the customer completes payment.

Step 1: Create the offer

1. Open the Essential Upsell app and click Create offer.
2. Choose the Post-Purchase page placement, then click Select this placement type.

[SCREENSHOT 1: Choose placement type screen]

Step 2: Name the offer (Content tab)

1. On the Content tab, enter an Offer name. This name is only visible to you.
2. Read the note on the left. Shopify does not show the post-purchase offer for payments that require CVN, installment plans, missing shipping details, or orders under $0.50.
3. Click Continue to offer.

[SCREENSHOT 2: Content tab with offer name and Shopify limitations note]

Step 3: Set the trigger (Offer tab)

Under Trigger, choose which purchases show the offer:

• All products: any order can show the offer.
• Specific products: only orders that include the products you choose.
• Products in specific collections: only orders that include products from the collections you choose.

You can also use Exclude specific products or Exclude collections, and add a Sub-trigger for extra conditions.

Step 4: Choose the first offer

Under First offer, choose one of these:

• Specific products: select the products to offer.
• Automated recommendations: choose Related products or Complementary products.

Then click Customize offer content to edit the offer text.

[SCREENSHOT 3: Offer tab with trigger and first offer settings]

Step 5: Set the discount and shipping

• Discount type defaults to No discount. Choose a percentage or a fixed amount if you want to offer a discount.
• Shipping type defaults to Free shipping. Change it if you want to charge for shipping on the offer items.

Step 6: Set the offer visibility

Under Offer visibility, turn on Hide products that are already bought if you do not want to offer products the customer has already purchased.

Step 7: Add a second offer or downsell (optional)

• Second offer: shown after the customer accepts the first offer.
• Downsell offer: shown when the customer declines the offer.

Step 8: Design the offer (Design tab)

On the Design tab, choose the text sizes and styles for the Header, Announcement, Product, and You may also like sections. The Buttons section is limited by Shopify, so you cannot fully customise the post-purchase buttons.

[SCREENSHOT 4: Design tab]

Step 9: Publish the offer

1. Click Publish in the top right.
2. In Shopify, make sure Essential Upsell & Cross Sell is selected as your post-purchase app.
3. Test the full flow with a test order. Check that the offer appears after payment and that accepting and declining both work.

If your offer does not appear, see Why Post Purchase Offers Don’t Appear – Troubleshooting Guide.