With Planet, you can suggest additional products even after the customer has completed their purchase through a post-purchase upsell. It is an excellent way to increase sales through post-checkout purchases at a high-conversion moment.
In this step-by-step guide, you’ll learn how to create and configure a post-purchase upsell in your store in just a few minutes using Planet.
The first step to creating an upsell is to add a new extension.To do this, go to the Checkout page in Planet and click the “Add extension” button.
A pop-up will appear showing the available extensions for each page. In this case, to create a post-purchase upsell, select the Post-purchase page and choose the “Upsell” template.
Configuring the Upsell extension
Once the extension is created, you’ll need to configure its different sections:
1. Advanced conditions
Conditions allow you to precisely segment who will see the upsell:
Products: Limit the upsell visibility to orders that include specific products.
Market: Apply it only in certain countries or regions.
Cart amount spent: The upsell will only appear if the customer has spent a minimum (or maximum) amount.
Number of products in the cart: Show the upsell if the total quantity of items in the order exceeds (or does not exceed) a threshold.
Number of customer orders: Segment between new and returning customers.
2. Recommendations
Define which products will be displayed as the upsell:
Related products, based on the completed order.
Complementary products, based on the completed order.
Manual selection, if you prefer to control exactly what is suggested.
Product metafield, where products are recommended according to the configured product metafield value.
Cart product upsell, recommends a product from the order the customer has just placed. Combine it with a discount to make the offer worthwhile. When selecting this option, you can configure the product to recommend:
First product in the order: the first product the customer added to the cart.
Last product in the order: the last product the customer added to the cart.
Cheapest product in the order: the product with the lowest price in the order.
Most expensive product in the order: the product with the highest price in the order.
For all recommendation types, you can define the maximum number of products to show in the upsell.
For the related products, complementary products, manual selection, and metafield recommendation types, you can also enable the option to exclude products already in the order, to avoid recommending something the customer has just purchased.
💡 If you choose Complementary products or Related products, you must have the free Shopify Search & Discovery app installed and properly configured.
3. Discount
Optionally, you can add a discount to the recommended product:
Discount type: No discount, percentage, or fixed amount.
Discount value: Define the value to apply.
Discount label: Visible text for the customer (e.g., “Special offer”).
4. Configuration
Layout
Here, the fields related to the visual structure of the post-purchase upsell are configured.
In this case, the available options are:
List
Grid
Spotlight
Banner
The banner is the top part of the post-purchase upsell and contains the main message of the offer. You will be able to edit:
Title
Subtitle
Timer: Limits the time available to accept the offer. Once the timer ends, the customer is automatically redirected to the thank you page.
Background color: Green, yellow, blue, or red.
Full-width banner option
Product card
Defines how product information is displayed in the post-purchase upsell.
Compare-at price options:
Show price before discount: Displays the previous upsell price as a comparison.
Show original product price: Displays the original product price before any discount.
Do not show: Hides the compare-at price.
Payment button: You can use the variable
{{total-price}}to display the total amount to pay.Confirm button (optional): You can use the variable
{{total-price}}to display the total amount to pay.Decline button: Redirects the customer to the thank you page.
Variant label
Show product description (optional)
Show quantity selector (optional)
Show discount label (optional): You can use the variable
{{discount}}to display the discount applied.
Price breakdown
The price breakdown allows you to display a clear summary of the final amount before the customer accepts the upsell.
First, define the section title.
Then you can enable, disable, and edit the text for the following fields:
Show subtotal (optional)
Show shipping (optional)
Show taxes (optional)
Show discount (optional)
Show total (optional)
5. Installing the block in Checkout
For the upsell to display correctly, you must add the block to your post-purchase page from the Shopify theme editor:
Go to your Shopify store.
Go to Checkout settings and access the Post-purchase page section.
Select Planet Discounts & Upsells and save the configuration.
💡 Still have questions?
Visit our help section or contact us by email or chat.