Upsells & Offers

Post-Purchase Cross-Sells Guide

Increase Average Order Value (AOV) with targeted post-purchase cross-sell offers displayed immediately after payment completion—before the customer reaches the Thank You page.


Overview: How Post-Purchase Cross-Sells Work

Post-purchase offers appear in the crucial high-intent window right after the customer completes their initial checkout.

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

Key Advantages

  • Zero-Friction Single-Click Acceptance: Payment details are securely vaulted by Shopify. Accepting adds the item directly to the active order in a single click without re-entering credit card or shipping details.
  • No Double Charging: Shopify automatically handles payment authorization adjustments and order consolidation into a single fulfillment order.
  • High Conversion Rates: Customers have already committed to buying from your brand, making post-purchase impulse add-ons highly effective.
  • Available on All Shopify Plans: Post-purchase upsell pages are natively supported on Basic Shopify, Shopify, Advanced Shopify, and Shopify Plus stores.

Installation: Enabling Post-Purchase Upsells

  1. In your Shopify Admin, navigate to Settings → Checkout.
Navigating to Checkout Settings in Shopify Admin
Navigating to Checkout Settings in Shopify Admin
  1. Scroll down to the Post-purchase page section.
  2. Select Cartwheel as your post-purchase app.
  3. Click Save.

Selecting Cartwheel as the Post-purchase app in Shopify Checkout settings
Selecting Cartwheel as the Post-purchase app in Shopify Checkout settings

Creating a Post-Purchase Cross-Sell Offer

To set up a new post-purchase cross-sell offer in Cartwheel:

  1. Go to Cartwheel Admin → Offers → Post-purchase cross-sell.
  2. Click Create Offer.
Create Post-purchase cross-sell button in Cartwheel Admin
Create Post-purchase cross-sell button in Cartwheel Admin
  1. Choose Trigger Product(s): Select the product(s) for which you want to offer this cross-sell.
Selecting trigger products for the post-purchase cross-sell offer
Selecting trigger products for the post-purchase cross-sell offer
Product selection modal listing store items for trigger selection
Product selection modal listing store items for trigger selection
  1. 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
Selecting the offer product to present as a cross-sell
  1. Configure offer settings: Set offer name, page title, Optional factual note, Suggested pitch, and status.
Configuring post-purchase cross-sell offer title, suggested pitch, and status settings
Configuring post-purchase cross-sell offer title, suggested pitch, and status settings
  1. 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 the post-purchase cross-sell offer
Configuring percentage or fixed amount discount settings for the post-purchase cross-sell offer
  1. 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
Setting up automated post-purchase email follow-up schedule
  1. Publish: Toggle the offer status to Active and click Save.

Target Rules & Trigger Conditions

Creating a new conversion funnel to configure target rules and trigger conditions
Creating a new conversion funnel to configure target rules and trigger conditions

To control offer visibility using smart trigger rules (such as Cart Subtotal, Product & Collection Rules, or Customer Segmentation), link your post-purchase offers inside a conversion funnel.

For detailed setup, see our Conversion Funnels Guide.


Integrated Email Follow-Up

Post-purchase email sequence settings for non-converting shoppers
Post-purchase email sequence settings for non-converting shoppers

Enrolling non-converting shoppers into automated email sequences ensures no missed revenue:

  • If a customer declines or skips the post-purchase cross-sell, Cartwheel can automatically trigger a dedicated email sequence.
  • For complete setup details, see our Offer Follow-Up Email Sequences Guide.

Publishing & Managing Offers

From the Offers List dashboard (/app/upsell), manage your live campaigns:

  • Navigate by Offers Sub-menu: Switch to the Post-purchase cross-sell tab to isolate active post-purchase cross-sell campaigns.
  • Conversion Performance Metrics: Monitor Active offers, Total orders and Conversion rate.