Create an OTO offer
Build your first Thank You & Order Status upsell (OTO) funnel.
An OTO is a funnel you build under Thank You & Order Status in the Oxify app. It shows product recommendations on Shopify's thank-you page and order status page after a customer has placed an order.
Open Thank You & Order Status in the Oxify app and click Create funnel. The funnel editor opens with a new funnel called "Untitled funnel", set to Inactive. (The first time, Shopify may ask you to approve a permission to edit orders — the upsell needs it to add items to existing orders.)
Step 1 — Triggers. Enter a Funnel name (buyers never see it), then choose which orders should see the funnel: Show to all customers, or Basic triggers / Advanced triggers (Product Based Triggers, Cart & Discount Triggers, Customer Attribute Triggers, and Order Details & Time Based Triggers). Click Go to Step 2.
Step 2 — Upsells. Under Products, click Add upsell products and pick Specific products, Collection or Automatic upsells. Under Display, choose Display on (Both pages, Thank-you only or Order status only), how many products to show (1 to 10, default 3), and whether to hide products the customer already bought or that are out of stock.
Open Offer design and customize the Title (the headline above the products — "You may also like" by default) and the Button label ("Add to order" by default).
Open Discounts & order handling. New funnels start with Use Shopify discount functions (Recommended), a Discount value of 10 and Percentage off — that is, 10% off. Change the value, switch Discount display format to Amount off, or set Discounts to No for no discount. When the discount is shown and above 0, saving the funnel also creates a Shopify discount code titled "Thank-you offer #…" (it is applied if a buyer is sent to a regular checkout). Deleting the funnel deletes its codes.
Set the funnel to Active with the status menu at the top, then click Save.
Click Open Shopify editor and add the Oxify Product Recommendation block to your Thank you page and your Order status page. The funnel can't show anything until the block is on the page.
What happens when a buyer clicks the button
Oxify adds the item to the buyer's existing order and applies your discount. The buyer then completes the outstanding payment in a pop-up. If it isn't paid within 30 minutes, Oxify removes the item from the order automatically. See "Order Status Upsell (OTO) — concept" for the details.
What gets tracked
The funnel list on the Thank You & Order Status page shows all-time Impressions (the product recommendation was shown), Clicks (a buyer clicked the button), Conversions and Revenue for each funnel. A conversion and its revenue are counted once the buyer has paid for the added item (or nothing is owed). Content widgets also record views, and the Image widget records clicks on its link.
Keep OTO copy short and benefit-focused. Buyers on the order status page are decompressing — long pitches don't land.