How to set up

What is Post-purchase upsell?

The Post-Purchase Upsell feature allows you to recommend complementary products to customers after they complete their checkout. It's an effective way to encourage additional purchases and boost your store's Average Order Value (AOV).

Campaigns created with this feature will appear on the Post-Purchase page, shown to customers right after they complete checkout, before they reach the thank you page.

Why Post-purchase upsell?

Optimize "last-minute" purchase window

Post-purchase upselling utilizes last-minute purchase window where customers already have the momentum of a completed transaction, thereby suggesting products customers didn't think to buy initially.

Tap into emotional buying

At checkout, customers are already in a buying mindset. Optimizing this psychological state, Post-purchase upsell creates time-sensitive deals that they can't resist.

Enhance customer shopping experience

You can offer useful product recommendations, such as suggesting specific products, applying percentage or fixed amount discounts for their purchases, etc to make the shopping more valued and engaging.

How to set up Post-purchase upsell offer?

Step 1: Select Post-purchase upsell

Navigate to Offers in the menu > select Create new offer (this opens the Choose offer type page) > click Create on the Post-purchase upsell card.

You can also choose a Quick-start template to launch a pre-configured offer in one click, trigger, upsell, and funnel stay editable later.

Step 2: Define your Offer information

Offer name

Enter a name for your campaign so that you can easily identify it later on. Your customers won't see this name on the storefront.

(Optional) Select Edit discount code to customize the discount applied.

Step 3: Add Trigger conditions

Under Trigger conditions, choose one the trigger conditions so that your post-purchase offers can be shown:

• Set conditions: Target specific purchases.
• No condition: Show the offer to all customers.

If you select Set conditions, you can build rules using criteria:

Category	Condition	Description
Product	Product (or variant)	Show only if the order includes or excludes specific SKUs.
	Collection	Target entire collections (e.g., "Winter Skincare").
	Included product tag	Show only if products have ALL specified tags (AND logic).
	Excluded product tag	Hide the offer if any product in the order has one of the specified tags.
Order	Total order value	Show only if cart subtotal reaches a threshold (e.g., orders above $50).
	Total product quantity	Trigger based on the total number of items in the order. Supports ≥, ≤, and = operators.
	Shipping country	Restrict offers to customers shipping to specific countries.
Customer	Specific customer segment	Target Shopify segments (e.g., returning buyers).

For each condition:

1. Select the Criteria from the dropdown.
2. Choose an operator (Include / Exclude, or ≥ / ≤ / = for numeric fields).
3. Add the value to match.
4. Use + Add 'AND' condition to combine multiple rules.

When done, review the Summary panel, it will note: Offer will show after a payment is made via Credit card, PayPal or Shop Pay. Click Preview offer to test visibility.

Step 4: Advanced settings

1. Open Advanced settings.
2. In Active date, pick a Start date and time. Use the timezone shown in the panel.
3. (Optional) Select Set end date, then pick the end date and time.
4. Select Save.

Upsell offer

This step defines what customers see after they pay. Configure each card from top to bottom.

Step 1: Offer settings

Hide items already in the order (checkbox): When enabled, any product that is already in the original order will not appear in the upsell.

Step 2: Set up Upsell #1

It's the first offer customers see on the post‑purchase page.

Select Add products to open the source menu, then choose one of:

Source	Description
AI smart pick	Let AOV.ai suggest products based on your store type and goals. The product is labelled AI recommendation on its tile.
Specific product	Pick one or more products/variants manually. Opens a submenu: • Select product, search and choose specific products/variants. • Most expensive in cart, discount the highest-priced item in the order. • Least expensive in cart, discount the lowest-priced item in the order.
Specific collection	Select a collection to auto-populate from its items. Useful for dynamic or seasonal ranges.
Complementary product NEW	Auto-suggests add-ons most often bought together with your trigger products. Requires Specific product triggers with at least one product.

After adding a product, click the pencil icon to edit its settings:

Option	Description
Subscription Purchase Option	Choose how the product is sold: one-time purchase, subscription, or both.
Discounts	Set a discount type (Percentage, Fixed amount, or None) and value.
Free shipping	Check to offer free shipping on this upsell (on by default).
Use custom description	Replace the product description with a custom message in the widget.
Use custom title	Replace the product title with a custom title in the widget.
Require minimum quantity to get discount	Only apply the discount when the buyer purchases at least a specified quantity.

Bundle deal: quantity break & buy X get Y

Bundle deal turns a post-purchase offer into a multi-buy deal instead of a single-unit discount. Turn on Add a bundle deal on any Upsell or Downsell card, choose Quantity break or Buy X get Y, and set your tiers. The deal applies to every product in that offer, and the discount is applied automatically when the customer adds the deal (no code needed).

Step 1: Choose the bundle type

Switch on Add a bundle deal, then pick:

• Quantity break: the more units the customer buys, the bigger the discount.
• Buy X get Y: the customer buys X units and gets Y units free.

Step 2: Set up the tiers

Each tier is one row in the tier table. Every tier has an optional Title shown to the customer; leave it blank and the app auto-labels it (for example, 2 items or Buy 2, get 3 free).

For Quantity break, first choose a Discount type, then fill each tier:

Field	What it does
Discount type	Percentage discount or Fixed amount discount. Each tier gives that amount off every product in the offer.
Quantity	The number of units the customer must buy to reach this tier.
Discount value	The discount for this tier (a percentage up to 100, or a fixed amount in your store currency).

Defaults: 2 items gets 10% and 3 items gets 15% (plus a base 1 item at 0%).

For Buy X get Y, fill each tier:

Field	What it does
Buy quantity	How many units the customer buys.
Get quantity	How many extra units they get free.

Defaults: Buy 1, get 1 free, Buy 2, get 3 free, and Buy 3, get 6 free.

Step 3: Preview and Save

The preview on the right shows the deal exactly as the customer sees it: each tier as a selectable option, the chosen tier highlighted, the original price struck through, the amount saved (for example, Save 15% or Save $5), and the real Total the customer pays. Click Save to publish; the deal takes effect right away.

Using Complementary product suggestions

Complementary product is a smart picker that finds products your customers often buy together with the trigger item(s) you set in Trigger conditions → Specific product. It replaces guesswork with real purchase data from your shop.

First, set your trigger: in Step 1 → Trigger conditions, choose Set conditions → add a Product (or variant) → Include rule with at least one trigger product.

In Step 2 → Upsell offer, on any Upsell/Downsell card select Add products → Complementary product (badge NEW).

If the trigger is not yet set, a warning banner appears asking you to add a Specific product trigger first.

The app opens the Select complementary products modal and fetches suggestions. Behind the scenes it queries recent orders and ranks candidates by:

Each trigger product has its own ranked list, so suggestions for "Coffee beans" and "Coffee grinder" come back sorted independently, you won't see a grinder ranked above beans just because it sells well globally.

Review the suggestions

• For a single trigger, you see one list of suggested products.
• For multiple triggers, switch between triggers in the modal header to pick the right complementary item per trigger.
• Use the search box to filter by name.
• If the store has no co‑purchase or fallback data yet, the modal shows No complementary products found. Use AI smart pick or Specific product instead.

Tick the products you want and select Select. They merge into the card's product list with a Complementary badge; existing manual picks are preserved.

Subscription and selling plan support

When configuring a product offer (Upsell #1, Upsell #2, or Downsell), you can control how the product is sold:

Option	Description
One-time purchase	Customer buys the product with a standard one-off payment.
Subscription	Customer is enrolled in a recurring subscription selling plan.
Both	Customer can choose between one-time and subscription at the time of the offer.

To apply the discount to a subscription selling plan, enable Apply discount to subscription selling plan in the product edit modal and select the selling plan to use.

Step 3: (Optional) Set up Downsell (if declined)

A secondary offer that appears only when the customer declines Upsell #1. It never shows when Upsell #1 is accepted.

1. Turn on the toggle in the Downsell card (off by default).
2. Click Add products and choose a source, same options as Upsell #1 (AI smart pick, Specific product, Specific collection, Complementary product).
3. Click the pencil icon on the product tile to configure:
   • Discounts: choose type (Percentage, Fixed amount, or None) and set the value.
   • Free shipping: checked by default. Uncheck to set a custom shipping fee.
   • Use custom description: replace the product description with a custom message.
   • Use custom title: replace the product title with a custom title in the widget.
   • Require minimum quantity to get discount: only apply the discount when the buyer purchases at least a specified quantity.
4. Click Save.

Step 4: (Optional) Set up Upsell #2 (if accepted)

A follow-up offer that appears only when the customer accepts Upsell #1. It never shows when Upsell #1 is declined.

1. Turn on the toggle in the Upsell #2 card (off by default).
2. Click Add products and choose a source, same options as Upsell #1 (AI smart pick, Specific product, Specific collection, Complementary product).
3. Click the pencil icon on the product tile to configure:
   • Discounts: choose type and set the value.
   • Free shipping: checked by default. Uncheck to set a custom shipping fee.
   • Use custom description: replace the product description with a custom message.
   • Use custom title: replace the product title with a custom title in the widget.
   • Require minimum quantity to get discount: only apply the discount when the buyer purchases at least a specified quantity.
4. Click Save.

Personalizing header text with variables

The offer header text supports dynamic variables that are replaced with real order data at the time the offer is shown:

Variable	Replaced with
{{first_name}}	Customer's first name
{{last_name}}	Customer's last name

To insert a variable, click the button in the header text field and select the variable from the list.

What happens when multiple offers qualify?

If more than one Post-purchase upsell offer matches the same order, the app shows only one, the offer with the highest priority (priority 1 wins). Newly created offers are automatically placed at priority 1; you can reorder at any time from the Offer list page via Manage priority.

You've now learned how to set up and configure your Post Purchase Upsell offers. By combining these steps, you create an upsell flow that feels natural for customers and drives meaningful increases in Average Order Value.