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Set Up Post-Purchase Upsells in Minutes (Shopify Tutorial)

Get your first upsell offer live in minutes. Here's the quick walkthrough.

Written by Pijus
Updated over a week ago

Post-purchase upsells are an easy way to increase your average order value without slowing down checkout. With Kaching Post-Purchase Upsell app, customers see an extra offer right after they complete their purchase and they can accept it with just one click.

Here’s a quick step-by-step video tutorial on how to set up your first upsell offer:

Step 1: Enable the App in Shopify

  1. Click Enable Kaching Post Purchase Upsell in Shopify settings

  2. Pick Kaching Upsell

  3. Click Save

Step 2: Choose Setup Method

  1. Open Kaching Upsell app

  2. Click Create new offer

  3. Select Manual Setup (or choose Automatic AI or Kaching Bundles)

🔹The Automatic AI setup is the fastest.

🔹The Kaching Bundles setup lets you upsell your existing bundles directly in the post-purchase step, a power move if you already use bundles.

🔹The full Manual setup gives you the most customization.

🔹Shopify’s post-purchase upsell flow does not support orders completed in currencies different from your store’s base currency. As a workaround, use a Thank You page upsell instead, which creates a separate order for the upsell products.

Step 3: Select Upsell Type

  1. Choose Post-Purchase Upsell

  2. Click Continue

🔹Post-purchase Upsells add the accepted product to the same order, while Thank You Page upsells create a separate order.

🔹Checkout Upsell is available only for Shopify Plus users.


Step 4: Set Trigger Conditions

  1. Choose when this offer appears:

This time let’s choose Specific selected products option

2. Choose your product from the list

3. Let's Add condition (optional)

4. Set Order total above $50 (or your preferred amount)

5. Click Next step

Step 5: Choose which products will be shown in the offer

  1. Select products to upsell

  2. Adjust discount percentage if needed

  3. Check Exclude products already in order (optional)

  4. Enable the Quantity Input Option to allow customers to add multiple items from the offer.

  5. Click Next step

Step 6: Create Downsell Offer

It shows up if the customer declines the first offer.

  1. Select downsell products

  2. Set discount to 15-20%

  3. Check Exclude products already in order

  4. Click Next step


💡 Pro tip: Keep the discount within healthy profit margins. It’s totally fine to offer a heavier discount here, because the customer already has a $50+ cart, you’re adding extra revenue on top of a confirmed purchase.

For greater control, consider setting up manual offers instead of relying solely on automatic offers. This allows you to explicitly define display conditions, such as product or order value thresholds, ensuring the upsell appears under the right conditions.

Step 7: Customize Design

  1. Set your brand colors

  2. Add timer (e.g., 10 minutes)

  3. Choose layout style

  4. Enable Show reviews and Show review count

  5. Select your reviews platform

  6. Check mobile preview

💡You can also run A/B tests here and try different offers to see which version performs the best.

⚠️ The post-purchase upsell page does not display preorder badges or labels due to limitations in Shopify checkout extensions. To inform customers, include “(Pre-order)” in the product title or mention it in the upsell offer description.

Step 8: Publish

  1. Review all settings

  2. Click Publish

Step 9: Test Your Offer

  1. Place a test order that meets your trigger conditions

  2. Complete checkout

  3. Verify upsell appears

  4. Decline to see downsell

  5. Accept downsell to confirm it adds to order

  6. If the upsell does not display, check the app’s settings and verify the display status on the Orders page.


Need help? Drop us a message in the live chat, and we'll sort it out together. You can also check the Orders page in the app to see specific reasons why an upsell did not appear.

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