Upselling and cross-selling techniques are a game-changing strategy to boost your sales. While upselling can be implemented at various stages of the buyer's journey, from the moment your customer first lands on your website to the final checkout, there is one particular phase where the upselling magic truly happens: the post-purchase realm.
As customers reach the checkout stage, they've already made their buying decision, making them more receptive to additional items. Data reveals that upselling can boost revenue by up to 30% while fostering stronger customer relationships.
If you haven't tapped into the power of post-purchase upsells yet, now is the perfect time to explore this opportunity. With the user-friendly WISER AI app, launching, customizing, and analyzing your post-purchase offers has never been easier. Let's dive in and witness the magic in action!
Towards the end, you will also get to know different ways of post purchase upselling that are sure to convert.
Setting Up Post Purchase Upsell Offers on Shopify Store with WISER is this easy!
1. Before You Start
Before creating your Post-Purchase Upsell funnel, make sure Wiser is selected in Shopify's checkout settings under the Post-purchase page section.
This allows Wiser to display your post-purchase offer to customers.
When you open Wiser app a dialog box will appear, enabling you to make changes in the settings regarding the same.
2. Create a Post-Purchase Upsell Funnel
From the Wiser dashboard:
Go to Post Purchase Upsell.
Click Create a Funnel.
Give your funnel a name.
Choose when the offer should be displayed.
Select your trigger products or collections.
Select the products you want to offer.
Configure the offer settings.
Customize the appearance.
Save and test the funnel.
3. Understand Trigger Products
A Trigger Product determines when your post-purchase offer should be shown.
For example:
Trigger Product: Running Shoes
Offer Product: Running Socks
When a customer purchases the running shoes, Wiser can show the running socks as a post-purchase offer.
You can select:
A single product
Multiple products
A collection
All customers/orders, depending on your setup
Best practice
Choose trigger products that have a clear relationship with your offer product.
For example:
Camera → Camera Bag
is generally a stronger upsell than:
Camera → Unrelated Home Decor
4 Understanding Upsell & Downsell Offers
Wiser allows you to create a multi-step post-purchase funnel:
Upsell #1: The first offer shown to the customer.
Upsell #2: Shown if the customer accepts Upsell #1.
Downsell: Shown if the customer declines Upsell #2.
For example:
Purchase → Upsell #1 → Accepted → Upsell #2
Purchase → Upsell #1 → Declined → Downsell
Best Practice
Keep Upsell #2 and the Downsell relevant to the original purchase. The Downsell can be a lower-priced or simpler alternative to the first offer.
5 Add Products
Choose how products should be selected and displayed in your post-purchase upsell. You can use AI Based, Manual, Handpicked, or Best Seller recommendations depending on how you want to offer products to customers.
No. of products: Choose between 1 and 15 products to display in the upsell.
No. of products per row: Choose to display 1, 2, or 3 products per row to control the layout of your upsell offer.
6 Customize Your Upsell Offer
After selecting an upsell product, click Edit Page to customize how the offer appears to customers.
You can customize:
Heading—Main message shown above the offer.
Subheading – Additional message explaining the offer.
Timer – Set and customize the offer countdown.
Pay Now Button – Customize the button customers use to accept the offer.
Decline This Offer Button – Customize the decline option.
Variants – Choose whether product variants are shown.
Price – Customize how the product price is displayed.
Quantity – Hide/Show Quantity
Cart products—You can either turn this off or on. This allows you to either add an existing order present in the cart to the upsell or turn this off.
Use these settings to make the offer match your store's branding and clearly communicate the value of the upsell.
7 Configure the Offer Timer
The timer controls how long the customer has to accept the post-purchase offer.
Once the timer expires, the customer is redirected to the Thank You page.
Why use a timer?
A timer can create a sense of urgency and encourage customers to make a decision while the offer is still available.
Best practices
Keep the timer long enough for customers to understand the offer and make a decision.
The timer should create urgency without making the customer feel pressured.
8 Add a Discount
You can make your post-purchase offer more attractive by offering a discount.
Wiser supports this
For example:
10% OFF
or:
$10 OFF
When should you use a discount?
Discounts can be useful when the customer needs an additional incentive to add the product.
However, not every upsell needs a discount. If the product is already a natural complement to the original purchase, you may want to test the offer without one.
Best practice
Test different discount levels and compare the results rather than automatically offering the largest discount possible.
9. The final Step
Once the funnel is created, go to your store to verify the working of the post purchase offer. On clicking the checkout button after providing all necessary details users will be shown the post purchase upsell page captivating them to spend a little more. The page will look like underneath.
When a customer makes a purchase that includes a trigger product, the offer is shown to them, and they can choose to make the extra purchase, or decline. If the user accepts the offer and clicks on the pay now button, that product will be directly added to the payment list without the need for the user to enter shipping and card details again. On declining the offer the user will be redirected to the thankyou page.
10. Common Mistakes to Avoid
❌ Recommending unrelated products
The offer should make sense based on the original purchase.
❌ Showing too many products
Too many options can make the decision harder.
❌ Offering excessive discounts
A large discount isn't always necessary to generate an additional purchase.
11 Final Tip
The goal of Post-Purchase Upsell isn't simply to show another product.
The goal is to offer something that makes the customer's original purchase more useful, complete, or valuable.
Start with highly relevant products, test different offers and discounts, and use your store's performance data to continuously improve your funnels.
If you experience any issues, feel free to reach out to us at support@expertvillagemedia.com or our live chat We're here to help!