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Setting Up Post-Checkout Upsell Rules for Subscription Plans

Estimated reading time: 3 minutes

Daniel Stevens avatar
Written by Daniel Stevens
Updated today

Introduction

The Upsell – Post Checkout feature allows merchants to present subscription-based product recommendations during checkout. This feature supports subscription adoption by prompting customers with relevant offers after their initial purchase decision.

Post Checkout upsells are commonly used to convert one-time buyers into subscription customers at the final stage of checkout.

Why It Matters

Post Checkout upsells help merchants increase subscription conversions without interrupting the primary purchase flow. Customers receive relevant recommendations when purchase intent is high, improving the likelihood of adding a subscription product.

This approach supports recurring revenue growth while maintaining a smooth checkout experience.

How to Use Upsell – Post Checkout

Step 1: Access the Feature

  • Log in to the Shopify admin portal

  • Navigate to Easy Subscription

  • Click Features

Step 2: Create an Upsell

  • Select Upsell & Cross-sell

  • Click Create Upsell

  • Enter the product name

  • Select Subscription as the subscription type

  • Click Save

Step 3: Configure Post Checkout

  • From the placement dropdown, select Post Checkout

  • Add the product you want to offer as an upsell

  • Click Save

How It Appears in the Store

Once configured, the upsell will appear during checkout based on the purchase type:

  • Subscribe & Save

    • During checkout, customers see the option to add the upsell product you configured.

  • Regular Purchase

    • During checkout, customers are prompted with the option to switch to a subscription.

Best Practice

  • Select upsell products that closely match the original purchase.

  • Use Post Checkout upsells for subscription-only products to encourage recurring purchases.

  • Review upsell performance regularly to ensure relevance and effectiveness.

Note:

For assistance or clarification, contact support at support@easysubscription.io.

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