How to set up

Learn how to use the Thank you page upsell feature to boost customer engagement and increase sales.

What is Thank you page upsell?

Thank you page upsell feature allows you to present additional offers to customers on the offer confirmation (thank you) page. This will help to engage with customers post purchase and encourage them to take advantage of exclusive deals.

Why to use Thank you page upsell?

Maximize Post-purchase opportunities

The thank you page is often underutilized. By presenting targeted upsell offers here, you can maximize every transaction and increase your Average Order Value (AOV).

Encourage customer engagement

Offering discounts or exclusive products keeps customers engaged with your brand next times and fosters loyalty.

Seamless customer journey

Thank You Page Upsells feel natural and non-intrusive, blending into the customer's post-purchase experience.

How to set up Thank you page upsell?

Trigger condition

Step 1: Access Thank you page upsell feature

Navigate to the Offers section in the menu > select Create new offer (this opens the Choose offer type page) > click Create on the Thank you page upsell card.

Step 2: Define your Offer information

Offer name

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

Discount code (optional)

Edit the discount code if you're creating a coupon offer.

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.

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.

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Upsell offer

Step 1: Adjust offer settings

After finishing Trigger condition, click Next: Upsell offer.

• Hide items already in the order: Check this box if you don't want to upsell items that the customer already purchased.
• If left unchecked, upsells can include duplicate items.

Step 2: Set up Upsell offer

Option A: Product Upsell

1. Click Add products and choose a source:

Source	Option	Description
AI smart pick	-	Automatically suggests products based on order history and trending choices. Added products are labelled AI recommendation on the tile.
Specific product	Select product	Search and choose specific products or variants.
	Most expensive in cart	Offers a discount on the highest-priced item in the order. No manual selection needed.
	Least expensive in cart	Offers a discount on the lowest-priced item. Useful for "add cheapest item free" promotions.
Specific collection	-	Promote a predefined collection.

2. Click the pencil icon beside a product to configure its discount:

Setting	Description
Discount type	Percentage discount Fixed amount discount No discount Enter the value if applicable.
Use custom description	Show a custom description instead of the default product description.
Use custom title	Show a custom title instead of the default product title.
Require minimum quantity to get discount	Only apply the discount when the buyer purchases at least a specified quantity.

Click Save when done.

3. Use the Summary panel on the right to review included items, then click Preview offer to see how it appears to customers.

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Option B: Coupon Upsell

Enable this if you prefer to give a discount code instead of a product.

1. Toggle Offer coupon on.
2. In Discount settings, choose:
   • Percentage discount (e.g., 10% off)
   • Fixed amount discount (e.g., $10 off)
3. Under Discount combinations, allow or restrict stacking with:

   • Product discounts

   • Order discounts

   • Shipping discounts

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Personalizing header text with variables

The offer header and coupon title text support 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
{{discount_value}}	Discount percentage or amount (e.g., "20%")

To insert a variable, click the { } button next to the text field and select the variable from the list. The header field offers First name and Last name; the coupon title field also offers Discount value.

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What happens when multiple offers qualify?

If more than one Thank you page 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.