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How to create your first post-purchase upsell
How to create your first post-purchase upsell

Learn how to create a post-purchase upsell in 4 easy steps.

Lucia Dvořáková avatar
Written by Lucia Dvořáková
Updated over a week ago

Follow these simple steps to get your first upsell live and offered to your customers.

The text below includes all details and fields description.

➡️ Step 1 – Select your upsell offer

Once the app is installed, the first page you will see is the Last Upsell Dashboard.

You can start creating your first upsell offer by clicking on either of the two New Upsell buttons:

Generally speaking, there are two groups of offers available – product upsells for offering existing products from your store, and service upsells for offering additional services. Below are listed all available upsell offers from which you can choose the one you need. Please note that the service upsells are just templates for services that merchants offer most often. However, feel free to create custom service offers if the templates do not cover the service that you would like to offer to the customers.

  • Product Upsell – For upselling any existing products from your product catalog.

  • Same Product Upsell – For upselling the same product that was purchased.

  • Smart Auto-Upsell – For upselling existing products from your product catalog, which are chosen automatically based on the smart recommendations AI. Learn more.

  • Custom Gift Note (service upsell) – For upselling personalized gift notes.

  • Gift Packaging (service upsell) – For upselling premium gift packaging service.

  • Extended Warranty (service upsell) – For upselling extended warranty.

  • Premium Email Support (service upsell) – For upselling premium (email) support.

  • Unwanted Gift Return (service upsell) – For upselling the return of gifts that do not match the customer's needs.

  • Mystery Product (service upsell) – For upselling a mystery product.

  • First in Line (service upsell) – For upselling a priority support/delivery.

  • Incognito Shipping (service upsell) – For upselling an incognito shipping service.

  • Custom service (service upsell) – For upselling any other custom service that does not fall into any of the categories above.

Please note the service fulfillment of all service upsells is up to you as a seller. Once selected, the service upsell will be automatically created as a regular product in your product catalog.

Once you decide which one is the right one for your store, just click on the Select button to set it up.

If you don't see these options, simply click on the New Upsell button which is located at the top-right corner of the app. Just make sure you are on the Dashboard page.

➡️ Step 2 – Set upsell product

At the top of the upsell settings, you can enter Upsell name which is used for your internal reference only (it is not visible to the customer). You can also leave it as is and use the predefined one.

In the Upsell Product section, you need to select a product that you want to offer as an upsell. That means a product that will be displayed on the upsell pop-up as an additional offer.

Click on the Select product and find the existing product in your product catalog. Please note the product needs to be in stock and published on your online store, otherwise, it won't be displayed.

In the Description, you can add a custom short text which will appear below the product on the pop-up. Typically you can use it to motivate customers to add the product to their order.

If you check the option Apply discount you can add a percentage or absolute discount.

In the Preview on the right side, you can review how will your upsell appear on the pop-up.

➡️ Step 3 – Set upsell targeting

In the last section called Displays for you need to select what products you want this upsell to be displayed for.

You can target combination of specific collections or products. By default All Products are selected.

In the Additional settings, you can adjust the following settings.

Using Upsell Position you can control the upsell position in the pop-up in case of multiple upsells. For example: you are upselling 4 products and you want to order them. The one with the lowest number will be displayed in the first row, the second lowest number in the second row, etc.

Display custom note field will enable your customers adding a note that can be used in various ways, such as gift cards, personalised products, etc.

Don't display if the product is already in the order guarantees that your customers won't get the product that they have just purchased offered as upsell.

In the Quantity Options, you can decide if you would like to have a quantity selector for that particular upsell on the pop-up. The quantity selector allows customers to add to their order more than one piece of that upsell.

In the Displays for specified cart value you can set the price limit when the upsell should appear. For example you can target purchases of customers that purchased in value more than $50 or from $10 to $100.

➡️ Step 4 – Save and activate the upsell offer

Now just click on the Save button at the right-bottom part of the page. And that's it, your upsell offer is now live. Congratulations!

To add more products/services to the pop-up simply create a new upsell offer and use the same targeting.

➡️ Step 5 – Test the upsell offer on the live site

As the last step we recommend to go to your website and check the upsell pop-up yourself. Simply place a test order and once it's paid (for example by Bogus Gateway) and you're redirected to the order status page you should get the pop-up.

Based on the number of upsell offers, your pop-up should look like this:

➡️ Troubleshooting – What to do if your pop-up doesn't work

If you don't see your pop-up please follow these steps:

  1. First of all, make sure your offer is active by going to the Dashboard. Find your offer in the Upsells Overview list and make sure that the Status of the offer is Active. If it's Inactive, simply click on the offer and click on Activate right under the name of the upsell offer:

  2. If this won’t help, go to settings of your offer by clicking at it in the Upsells Overview. Scroll down to the Targeting section and make sure it's set up correctly. To trigger the offer for all products select Collections » All Products or just leave the targeting empty.

  3. Now place the test order again. You should see the pop-up window including your offer.

  4. If you still don’t see it, please get in touch with us using the in-app chat or via and we will be happy to take a look and help you.

➡️ Additional Actions

  • To add more upsell products to the same pop-up simply create a new upsell and use the same targeting. You can combine both product and service offers.

  • Go to app Settings in the top menu and customize (or localize) the pop-up texts, colors or even add a custom CSS code.

Happy upselling,

Your Digismoothie Team

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