Post-Purchase Upsell
Create your first post-purchase funnel
Step-by-step walkthrough for building your first post-purchase funnel.
This article is a draft and may be incomplete or change before publishing.
Open Post-Purchase → Create funnel.
Name the funnel — internal label, buyers never see it.
Set status = Active.
Set priority — higher number wins when multiple funnels match.
Configure triggers (Product, Cart & discount, Customer, or Order details — see related articles).
Add at least one offer in slot UPSELL_1.
Save.
Minimal viable funnel
The smallest valid funnel:
- Status: Active
- Trigger: "Show to all customers" (or a single product trigger)
- UPSELL_1: One product offer with a discount
That's it — no DOWNSELL needed to start. Add more slots after you measure conversion.
Test on storefront
Place a real test order (Shopify Bogus Gateway works) to see your funnel in action. Verify the offer appears, accepts cleanly, and the resulting order shows the upsell line.