Quickstart

Get your first upsell offer live in under 5 minutes.

If this is a brand-new install, you'll actually land in a guided 2-step setup first (build an offer, then pick a plan) before you reach the Dashboard described below, see Onboarding. The steps below still apply either way, whether you're finishing that first offer or creating another one later.

Step 1: Install the app

Install AOV.ai Post Purchase Upsell from the Shopify App Store (opens in a new tab). Once installed, you'll be taken to the app dashboard.

Step 2: Choose your offer type

AOV Post Purchase Upsell supports four offer types:

Offer Type	Where it appears	Payment support
Post-purchase upsell	Between checkout and thank you page	Credit card, PayPal, Shop Pay
Thank you page upsell	On the thank you page	All payment methods
Coupon offer	On the thank you page (discount code)	All payment methods
Order status page upsell	On the order status/tracking page	All payment methods

Coupon offer is its own offer type now, not a toggle inside Thank you page upsell. It rewards customers with a discount code instead of a product, and is measured by claims rather than orders or revenue.

From Offers in the menu, select Create new offer to open the Choose offer type page, then click Create on the card for the type you want.

Offers list page with the Offers nav item and the Create new offer button

Choose offer type page with the Offer AI banner and all four offer type cards (Post-purchase upsell, Thank you page upsell, Coupon offer, Order status page upsell)

The same page also has an Offer AI (Beta) banner that drafts a whole offer for you from your catalog and recent orders. See Offer AI if you'd rather start there instead of building manually.

Step 3: Pick a quick-start template (Post-purchase upsell only)

After clicking Create on the Post-purchase upsell card, you can either:

Start from scratch: create a blank offer and configure every setting yourself.
Choose a template: launch a pre-configured offer in one click (trigger, upsell, and funnel already set). Trigger, upsell, and funnel stay editable afterward.

Quick-start templates page with Start from scratch and the Same product discount, Complementary product, and Buy more save more template cards

Step 4: Set trigger conditions

Fill in the Offer information (an internal Offer name, plus an editable Discount code), then choose when the offer shows:

No condition (default): show the offer to all customers.
Set conditions: narrow it down by one or more of:
- Product (or variant), Collection, included or excluded product tag
- Total order value, total product quantity, shipping fee, shipping country
- Specific customer segment

Trigger condition step showing the Offer information fields (Offer name, Discount code) and the Set conditions / No condition toggle

Step 5: Select upsell products

On the Upsell offer step, click Add products on the Upsell #1 card and choose a source:

AI smart pick: let the app suggest a product for you; it's labeled "AI recommendation" on its tile.
Specific product: pick products/variants manually, or auto-select whichever item already in the cart is the most or least expensive.
Specific collection: offer products from a collection.
Complementary product: auto-suggests add-ons often bought with the trigger product. Only available when the trigger condition is set to Specific product.

Set a discount (percentage or fixed amount) to make the offer irresistible. Each upsell card can also chain further:

Downsell (off by default): shown only if Upsell #1 is declined, good for a smaller or cheaper alternative.
Upsell #2 (off by default): shown only if Upsell #1 is accepted, a follow-up offer.
Add a bundle deal: turn any Upsell/Downsell card into a quantity-break or Buy X Get Y deal instead of a single-unit discount. Post-purchase upsell only.
Create A/B test: compare offer variants against each other.

Upsell offer step showing Upsell #1 with Add products, the Add a bundle deal toggle, Create A/B test, Edit layout & content, and the Downsell / Upsell #2 funnel cards

See the Post-purchase upsell setup guide for the full funnel, including the optional third level (Upsell #3 / Downsell #2).

Step 6: Customize the design

Click Edit layout & content to open the visual editor.

Upsell offer step with the Edit layout & content button highlighted

Use the editor to customize:

Choose a template: Focus Offer, Side-by-Side, or Combo Stack.
Edit the header text, countdown timer, and button text.
Edit the product info block: title, price & discount, star rating, description, note, variant picker, quantity selector, and price breakdown.
Add sections: extra buy button, image, text, callout block, FAQs, testimonial, or trust badges.
Preview on desktop and mobile, in any of your store's languages.

Visual editor with the Focus Offer / Side-by-Side / Combo Stack template panel, product information fields, and Desktop/Mobile/language preview toggle

Step 7: Activate and test

Each offer type is activated from a different place:

Post-purchase upsell: Shopify Admin → Settings → Checkout → Post-purchase page → select AOV.ai Post Purchase Upsell.
Thank you page upsell and Coupon offer: Shopify Admin → Online Store → Customize Theme → Checkout and customer accounts → Thank You Page → add the app block. Both offer types share this same block.
Order status page upsell: Shopify Admin → Online Store → Customize Theme → Checkout and customer accounts → Order Status Page → add the app block directly, no Thank You Page step needed.

Open your offer and use Verify offer (under "How can you verify your offer?") to test it with a real or test checkout.

What's next?

Post-purchase upsell setup guide: full field-by-field walkthrough.
Thank you page upsell setup guide: full field-by-field walkthrough.
Order status page upsell setup guide: full field-by-field walkthrough.
Coupon offer setup guide: full field-by-field walkthrough.
A/B Testing: compare offer variants.
Multi-language support: translate your offers.

Onboarding Dashboard