Post-Checkout Upsell — Step-by-Step Setup Guide

How it works #

The Post-Checkout Upsell feature shows an upsell offer immediately after customers complete checkout. When a customer accepts the upsell, the existing Shopify order is automatically updated with the added product(s) — no new checkout required and no disruption to fulfillment.

Before you begin #

• Your upsell product(s) are already created in Shopify.
• You have a published Shopify checkout and a publicly accessible Thank-You page.

1) Enable the Post-Checkout Upsell Feature #

1. Log in to your Easy Subscriptions Admin Panel.
2. From the left navigation, go to Features → Upsell & Cross-sell.
3. Click Create Upsell.

2) Create a New Upsell Campaign #

Fill in the campaign details and set where the upsell should appear.

1. Enter an Upsell Name — e.g., “Refill Add-On Offer” or “Upgrade Bundle Offer”.
2. Subscription plan — select which subscription plans (if any) should trigger this upsell.
3. Choose Product — select the product(s) to offer as the post-checkout upsell. You can select:
   • All products, or
   • Specific products (select SKUs).
4. (Optional) Set a discount or special pricing for the upsell items.
5. Display Settings — choose where/how the upsell appears:
   • Thank-You Page Widget: Post Checkout Upsell, Convenient Upsell
   • Product Page: for high-visibility, high-conversion offers
6. Click Save & Continue.

3) Test your Post-Checkout Flow #

Run a quick live test to confirm the customer experience is correct before you go fully live.

1. Place a test order on your store.
2. After checkout, verify that the upsell modal or Thank-You page widget appears.
3. If the upsell appears and accepts orders correctly, your campaign is working.

Tip: Use a low-cost SKU or a staff discount for test orders to avoid wasting margin.

4) Track performance #

Monitor the campaign in the analytics section to understand impact and optimize offers.

Go to Post-Checkout Upsell → Analytics and review metrics such as:

Use these insights to iterate on product selection, language, and placement.

5) Best practices #

• Offer complementary products — picks that make sense with the original order convert better than random suggestions.
• Use time-sensitive language — e.g., “Add now before your order ships!”
• Keep the upsell one-click simple — avoid lengthy choices that create friction.
• Test different combinations of products and headlines regularly.
• Combine upsells with subscription renewals for recurring AOV growth.

6) Future enhancements (coming soon) #

• AI-powered upsell recommendations based on order and customer behavior.
• A/B testing for headlines and product placements.
• Tiered subscription upgrades (e.g., “Upgrade to Premium Plan”).
• Integration with email/SMS tools for follow-up offers.

Summary #

The Post-Checkout Upsell feature transforms every Shopify checkout into a chance to increase revenue and delight customers. With smart triggers, curated offers, and a one-click experience, you can boost AOV while keeping the post-purchase journey smooth and on-brand.

✅ Recommended next step: Create a small test campaign (1–2 offers) and measure conversion & incremental revenue for 7–14 days.