Tile
Docs

Post-Purchase

Create Your First Post-Purchase Funnel

Post-Purchase Funnels are multi-step upsell and downsell sequences that appear after a customer completes checkout but before they reach the Thank You page. They're full-page takeovers that let you present one or more product offers in a branching flow — if the customer accepts, you can show a follow-up upsell; if they decline, you can show a downsell alternative. Products accepted here are added directly to the existing order with no need for the customer to re-enter payment information.

Getting Started

From the sidebar, navigate to Post-Purchase > Funnels.

Click Create Funnel to open the funnel editor.

Post-purchase funnels list

Step 1: Targeting

The first step determines which customers see this funnel and when it appears.

Post-purchase targeting step

Audience Targeting

Choose between:

  • Target all customers — every completed checkout triggers this funnel
  • Show when conditions are met — define rules to control which customers see the funnel

    • Targeting Conditions

    The targeting system includes the same 30+ fields available in the Content and Upsell builders, organized by category:

    Customer: Tag, Email, First Name, Last Name, Order Count, New Customer, Logged In Status

    Order: Order Total, Product Count, Has Subscription, Has Gift Card

    Products in Order: Specific Product, Collection, Product Tag, Product Vendor, Product Type

    Shipping Address: Country, Province/State, City, Postal Code

    Markets: Market, Currency Code

    Discounts: Applied Discount Code, Total Savings

    Traffic Source: UTM Source, Medium, Campaign, Content, Term

    Integrations (when connected):

  • Klaviyo Lists and Segments
  • Recharge Subscriber Status
  • Loyalty Tier, Points, and Member Status
  • Mailchimp Audience and Tags
  • Postscript SMS Subscriber Status and Keywords

    • Match Type

  • All conditions must match (AND) — every rule must be true
  • Any condition matches (OR) — at least one rule must be true

    • Device Targeting

  • All devices
  • Desktop only
  • Mobile only

    • Scheduling

    Optionally restrict when the funnel is active:

  • Days of the week — select specific days
  • Time range — start and end times
  • Timezone — timezone for schedule evaluation

    • Step 2: Build Offers

    This is where you design the actual funnel — the sequence of offers customers will see. Click Next to move to the Build step.

    Funnel tree builder overview

    Understanding the Funnel Tree

    The funnel tree is a visual branching diagram that shows every possible path a customer can take. It supports up to 3 levels deep with a maximum of 7 total offers:

    Level 1:

  • Initial Offer (required) — the first offer every customer sees

    • Level 2:

  • Upsell — shown if the customer accepts the initial offer
  • Downsell — shown if the customer declines the initial offer

    • Level 3:

  • Each Level 2 offer can branch further into its own accept/decline paths

    • Here's how the full tree looks:

    
Initial Offer
├── Accept → Upsell
│   ├── Accept → Upsell Accept Offer
│   └── Decline → Upsell Decline Offer
└── Decline → Downsell
    ├── Accept → Downsell Accept Offer
    └── Decline → Downsell Decline Offer

    Only the Initial Offer is required. All other positions are optional — you can create a simple one-offer funnel or a complex multi-step sequence.

    Creating an Offer

    Click the + button on any position in the funnel tree to create an offer at that position. This opens the offer configuration panel.

    Creating a new offer in the funnel tree

    Product Source

    Each offer needs a product source — where the recommended products come from:

  • Manual Selection — hand-pick specific products using the Shopify product picker. Best for curated offers.
  • AI Recommendations — automatically selects products based on the customer's cart and purchase history.
  • Recently Viewed — shows products the customer browsed before checkout.
  • Upsell Strategy — uses a configured Upsell Strategy for rule-based product selection. See the Upsell Strategies guide.
  • Collection — products from a specific Shopify collection. You can set a maximum number of products (2-10), hide out-of-stock items, and exclude products by tag.

    • Discount Configuration

    Optionally attach a discount to make the offer more compelling:

  • Percentage off — e.g., 20% off
  • Fixed amount off — e.g., $10 off
  • Fixed price — e.g., "Get it for $9.99"
  • Free — product is completely free (great for samples or gifts)
  • No discount — show at full price

    • Multi-Product Display Modes

    When an offer includes multiple products, choose how they're displayed:

  • Spotlight — one featured product highlighted with alternatives below
  • Grid — products in a grid layout (4 per row)
  • Carousel — horizontal scrolling product cards
  • Stacked — products stacked vertically
  • Spotlight + Carousel — featured product on top, carousel of alternatives below

    • Page Layout Builder

    Each offer has a full page layout that you can customize using the same drag-and-drop builder from the Content and Upsell builders. Click Edit Layout on any offer to open the page builder.

    The default layout includes:

  • Urgency Banner — a countdown timer at the top (e.g., "Offer expires in 5:00")
  • Product Gallery — product images with thumbnail navigation
  • Product Title and Product Price
  • Reviews Summary — star rating
  • Product Options Form — variant selectors
  • Price Breakdown — subtotal and total
  • Buy Buttons — "Add to Order" (accept) and "No thanks" (decline)

    • You can add, remove, or rearrange any of these components, and add additional content like headings, trust badges, or testimonials. The component menu and template library are available here just like in the other builders.

    Post-purchase page layout builder

    Managing Offers

    From the funnel tree, you can:

  • Edit any offer to change its product source, discount, or layout
  • Duplicate an offer to another compatible position in the tree
  • Delete an offer (and optionally its child branches)

    • Step 3: Save

    The final step lets you configure the funnel's metadata and activate it.

    Save step for post-purchase funnel

    Funnel Name

    Give your funnel a descriptive name (e.g., "Premium Add-On Funnel" or "Sample Pack Downsell Flow").

    Priority

    Set the funnel's priority to control which funnel is shown when a customer matches multiple funnels:

  • Auto (0) — system determines priority
  • 1 through 10 — higher numbers = higher priority. A funnel with priority 10 is evaluated before one with priority 5.

    • Priority matters because only one funnel can be shown per checkout — the first funnel that matches the customer's targeting conditions wins.

    Order Tag (Optional)

    Enter a tag that will be automatically added to the order when a customer accepts any offer in this funnel. Useful for tracking and segmentation in Shopify (e.g., "post-purchase-upsell" or "sample-accepted").

    Enable/Disable

    Toggle the funnel on or off. A disabled funnel won't be shown to any customers, even if targeting conditions match.

    Click Save to store your funnel.

    How Funnels Run at Checkout

    Here's what happens when a customer completes checkout:

  • The system checks all enabled funnels in priority order
  • For each funnel, it evaluates:
  • Device targeting (mobile/desktop)
  • Scheduling (dates, days, times)
  • Targeting conditions (with integration data enrichment)
  • The first funnel that matches is selected
  • Products are resolved for the initial offer (and pre-loaded for subsequent offers)
  • The customer sees the offer page and can accept or decline
  • Based on their choice, the next offer in the funnel tree is shown (if one exists)
  • Accepted products are added to the existing order — no re-entering payment

    • If an A/B experiment is running on post-purchase funnels, experiment funnels are evaluated first. See the Experiments guide for details.

    Analytics

    Each funnel tracks performance metrics on the funnel list page:

  • Impressions — how many times the funnel was shown
  • Accepts — how many customers accepted at least one offer
  • Declines — how many customers declined all offers
  • Revenue — total revenue generated from accepted offers

    • Detailed breakdowns are available by country, device, customer type, and integration segments.

    Post-purchase funnel analytics

    Tips

  • Start with a single-offer funnel to test the concept, then add upsell/downsell branches once you see what converts
  • Downsells are powerful — if a customer declines a $30 product, offering a $10 sample pack can still capture revenue you'd otherwise lose
  • Use the countdown timer (Urgency Banner) to create urgency — this is a one-time opportunity before the Thank You page
  • Free product offers as downsells have very high acceptance rates and build goodwill
  • Set order tags on your funnels to track which orders came through post-purchase upsells in Shopify analytics
  • Use priority levels strategically — put your highest-value funnel at the highest priority, with broader "catch-all" funnels at lower priorities