Post-Checkout Upsell — Setup & Best Practices #
Turn every completed checkout into an opportunity to increase Average Order Value (AOV). This guide walks you through enabling, configuring, testing, and analyzing Post-Checkout Upsell campaigns in Easy Subscriptions.
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 #
- Log in to your Easy Subscriptions Admin Panel.
- From the left navigation, go to Features → Upsell & Cross-sell.
- Click Create Upsell.
2) Create a New Upsell Campaign #
Fill in the campaign details and set where the upsell should appear.
- Enter an Upsell Name — e.g., “Refill Add-On Offer” or “Upgrade Bundle Offer”.
- Subscription plan — select which subscription plans (if any) should trigger this upsell.
- Choose Product — select the product(s) to offer as the post-checkout upsell. You can select:
- All products, or
- Specific products (select SKUs).
- (Optional) Set a discount or special pricing for the upsell items.
- 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
- 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.
- Place a test order on your store.
- After checkout, verify that the upsell modal or Thank-You page widget appears.
- 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.