Quick Start Guide

Welcome to Cartwheel! This quick start guide will help you set up your first revenue-generating workflows in less than 10 minutes.

1. Create Your First Post-Purchase Offer

Post-purchase offers appear immediately after a customer completes checkout, allowing them to add items to their existing order with a single click—without re-entering payment or shipping details.

Post-purchase cross-sell offer displayed on storefront after checkout completion

Go to Cartwheel Admin → Offers → Post-purchase cross-sell.
Click Create Offer.

Create Post-purchase cross-sell button in Cartwheel Admin

Choose Trigger Product(s): Select the product(s) for which you want to offer this cross-sell.

Selecting trigger products for the post-purchase offer

Product picker modal for selecting trigger products

Choose Offer Product: Select the product you want to offer as a cross-sell (e.g., matching accessory, complementary item, or premium upgrade).

Selecting the offer product to present as a cross-sell

Configure offer settings: Set offer name, page title, Optional factual note, Suggested pitch, and status.

Configuring post-purchase offer title, suggested pitch, and status settings

Set Discount: Choose a discount type:
- Percentage Discount (e.g., 20% OFF)
- Fixed Amount Off (e.g., $10 OFF)

Configuring percentage or fixed amount discount settings for post-purchase offer

Post-purchase email: Configure post-purchase email. Set a schedule for sending post-purchase email to customer.

Setting up automated post-purchase email follow-up schedule

Publish: Toggle the offer status to Active and click Save.

2. Enable Abandoned Cart Recovery

Recover lost revenue from customers who leave items in their cart:

Navigate to Cartwheel Admin → Cart Recovery → Abandoned Cart.
Click Create cart flow.

Creating a new abandoned cart recovery sequence in Cartwheel

Customize sequence Name, Delay window, Status and Marketing email consent.

Configuring sequence name, delay window, and email consent settings

Choose Customer segments (Optional)

Selecting customer segments for target recovery rules

Choose Customer audience (Optional)

Filtering customer audience for cart recovery targeting

Customize your multi-touch sequence timeline (friendly reminder):
- Email 1: Sent 1 hour after abandonment.
- Email 2: Sent 24 hours after abandonment.
- Email 3: Sent 72 hours after abandonment.

Configuring multi-touch email sequence timeline and step delays

Click Save Sequence.

3. Customize Your Thank You Page

Turn your Thank You page into an engagement engine:

Navigate to Cartwheel Admin → Thank You Page.
Add Customer Survey (e.g., "How did you find us?").
Edit Block Settings (e.g., add questions and define triggers)

Customizing Thank You page survey block and widget settings

Preview the Thank You page layout and click Publish.

Summary Checklist

Installed Cartwheel app (Step 1) and verified theme embed (Step 2)
Created your first Post-Purchase Upsell
Activated Abandoned Cart Recovery sequence
Added a survey widget to Thank You page
Tested your offer flow with a test order

For detailed guides on each pillar, check the Post-Purchase Cross-Sells Guide, Checkout Upsells Guide, or Cart Recovery Guide.