How to Set Up the Post-Purchase Upsell?

A Post-Purchase page is the screen customers see right after completing a purchase.

While its primary role is to confirm the transaction, it's a powerful space to drive additional value. When done right, it can improve customer satisfaction, boost average order value, and encourage repeat engagement.

Rather than treating it as the end of a buyer’s journey, smart brands now treat the post-purchase page as the beginning of a long-term relationship with the customer.

The “Create Post Purchase” screen in the Kefi app is designed to help merchants craft targeted, high-converting upsell offers that appear immediately after a customer completes a purchase.

Imagine a customer just bought a skincare product from your Shopify store. On the post-purchase page, instead of a simple order confirmation message, they see:

This type of post-purchase experience not only encourages additional purchases but also boosts customer loyalty, referrals, and lifetime value.

1. One-Click Upsells

Easily boost your average order value by offering post-purchase upsells that customers can add with a single click—no need to re-enter payment details.

2. AI Recommendations

Show personalised product suggestions based on customer behaviour and purchase history, powered by smart AI to increase relevant add-ons.

3. Countdown Timer

Create urgency and drive faster decisions with a real-time countdown timer on your post-purchase offers or limited-time deals.

4. Multiple Offers

Display more than one offer after checkout, giving your customers multiple chances to discover something they love— maximising upsell potential.

STEP 1

Create a Post Purchase Page -

Go to the homepage and select the Post-Purchase option to create the page. Click ‘Select’.

STEP 2

There are two sections available: Offer customization and Design.

The Widget Preview is available on the right side.

STEP 3

Let’s first begin with Offer Customization.

This section lets you configure exactly how and when your post-purchase upsell offers appear. You can tailor the content to match specific products or cart values, giving you full control over the upsell.

STEP 4

Offer Info - This is where you define the internal details of your upsell campaign:

STEP 5

Trigger Setup - Here, you can set the conditions under which this post-purchase offer will be triggered. You have multiple targeting options:

STEP 6

Let us work on the Trigger Setup based on Cart Products for Specific Products.
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On clicking ‘Add Products’, your entire product list will be visible. Select the boxes beside the product you wish to add.

Search Bar: Allows you to search for products by name quickly. This is especially useful if you have a large inventory.

Search by Filter Dropdown: Helps refine your search by different categories or attributes (like title, type, collection, etc.), making it faster to locate specific items.

Add Filter+ - Offers advanced filtering by categories, collection, tags, types, vendor, etc, so you can narrow down your selection.

Select Button (Bottom Right): After selecting your desired products, click “Select” to confirm and add them to your upsell or trigger list.

Cancel Button: If you change your mind or need to start over, hit “Cancel” to close the modal without saving your selections.

STEP 7

Now, let’s say you also want to Trigger Setup - Based on Cart Value.

This feature allows you to set precise conditions based on a customer's cart to determine whether a post-purchase offer should be displayed. It's ideal for targeting high-value customers or optimizing upsell triggers based on cart behavior.

Simply click the check box beside it, and give the necessary input as per your requirement.

Cart Type-

This determines what metric is being evaluated to trigger the offer:

Cart Operator -

Defines the condition that must be met when comparing the cart metric (total or item count) to your specified value:

Cart Value -

This is the numeric value you enter to go with the operator.

Examples:

STEP 8

Next, Set Upsell 1 offer -

This is the core upsell you want to show immediately after the original purchase:

1. Upsell Products:

AI Recommendations: Automatically suggests personalized products using AI based on customer data and purchasing behavior.

Specific Products: Manually choose the products you want to upsell.

Simply select ‘Specific Products’ and click on ‘Add Products’ to choose your pick.

Example - Let’s say you’ve selected specified product ‘Fresh Flowers’, you still have the option to add more products by clicking on ‘Add More Products’. You can also view how the Upsell 1 would appear on the right side of the screen in the Widget Preview.

2. Max Number of Products to Display:

Control how many upsell products the customer sees. You can keep it focused by limiting it to, for example, 2 or 3 options. (Note: The maximum number of products you can set is 10)

3. Discounts: Apply a discount to your upsell product(s).

Type: Choose between percentage, fixed discount or no discount.

Value: Define the discount amount, e.g., 10% off.

When you’re satisfied with how the Upsell 1 offer is set, click ‘Next’.

STEP 9

Upsell 2 – Enable Multi-level Upsell

This feature allows you to set up a secondary upsell offer that appears after the first one:

Once satisfied with the Upsell 2 offer, click ‘Next’. You can also avoid creating a multi-level upsell if you want.

STEP 10

Now, move on to the Design section.

The Design tab allows you to customize the look and feel of your post-purchase upsell offers to match your store's brand. It covers everything from text to layout styling across multiple upsell steps.

STEP 11

Upsell 1 Section - This section lets you configure the visual and text content for the first upsell card.

1. Banner Text - Add a short, attention-grabbing headline (e.g., "It’s not too late to add this to your order!"). Appears at the top of the upsell widget.

2. Timer Text - It is the text accompanying the countdown timer (e.g., "This offer is going to expire soon..."). Used to create urgency and boost conversions.

3. Countdown Minutes - Set the duration (in minutes) for the countdown timer.

Triggers urgency-driven buying behavior by setting a time limit.

4. Background Color - Choose the background color of the upsell section to match your brand style. To specify, it lets you choose the background color for the timer bar area and helps in visually distinguishing the urgency section. For example, “Info (Blue)” gives a calm but noticeable alert tone.

5. Text Color - Customize the color of text for titles and descriptions for better contrast and readability. Here, you can change the color of text for both the banner and timer text. This ensures readability across various background colors and aligns with your brand palette.

6. Font Size - It allows control over the font sizes for: Timer Body, Timer Text and Banner Text. You can select from sizes like Small, Medium, or Large, allowing for emphasis and visual hierarchy.

7. Font Style - Choose the font styling for the banner (e.g., normal or bold). It is great for reinforcing important messages and visual variation.

Please note: All of these sections are customizable. You can change the texts, color, font size, styling all of it by either manually putting in the data, or by utilizing the drop down arrow.

STEP 12

Upsell 2 Section - Identical customization options are provided for the second upsell offer (if multilevel upsells are enabled). This ensures a consistent and seamless user experience for any additional upsell step after the first one.

You also have a Widget Preview available on the right panel which shows a live preview of your upsell offer design. You can immediately see how your changes affect, ensuring you don’t need to guess how your design will look — it’s updated in real time.

STEP 13

Finally, you can head over to the General Settings section. These settings apply across all upsell steps and buttons:

Accept Offer Text - Customize the CTA button text for accepting the upsell (e.g., “Pay Now”, “Take the Deal”).

Decline Offer Text - Customize the CTA for declining the offer (e.g., “No Thanks”, “Decline”).

Show Quantity Selector - Enable or disable the quantity selector that allows customers to choose more than one unit of the upsell product.

STEP 14

Click ‘Save’ to apply the customizations.

STEP 15

Finally, activate the Post-Purchase Page by simply clicking on ‘Activate’.

If you have any questions or need assistance, feel free to contact us: