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# How to build a post-purchase upsell funnel (templates, downsells and preview)

**A post-purchase funnel shows one-click offers right after checkout, before the thank-you page.** The shopper has already paid, so accepting adds the item to their order without re-entering payment details. Each offer leads to a next step: accepting can lead to a bigger offer (upsell) and declining to a cheaper one (downsell). Shopify allows up to **3 accepted post-purchase offers** per checkout.

- **Where:** Offers → **Create Post-Purchase Offer**
- **Fastest start:** pick a funnel template, add your products, set one max discount
- **Check before going live:** use **Preview funnel** to click through every step


![Post-purchase funnel structure with Upsell 1, upsells on accept, downsells on decline, and funnel templates](https://storage.crisp.chat/users/helpdesk/website/-/a/b/f/a/abfa0cd47f75e80/post-purchase-funnel-tree_66yq2g.png)

## Before you start

Post-purchase offers need UpsellPlus selected as your post-purchase app in Shopify: **Settings → Checkout → Post-purchase page**. See [How to enable UpsellPlus Post Purchase Offers in your Shopify admin](https://help.upsellplus.com/en/article/how-to-enable-upsellplus-post-purchase-offers-in-your-shopify-admin-n6my9g/).

## How a funnel is structured

Every funnel starts with **Upsell 1**. Each step branches on the shopper's choice:

```
After checkout → Upsell 1
  ├─ accepted → Upsell 2
  │    ├─ accepted → Upsell 3
  │    └─ declined → Downsell 2
  └─ declined → Downsell 1
       ├─ accepted → Upsell 2b
       └─ declined → Downsell 1b
```

You don't have to fill every step. When a step is empty, the funnel ends there and the shopper goes to the thank-you page.

## Option 1: Start from a template (recommended)

1. Go to **Offers → Create Post-Purchase Offer**.
2. Under **Start with a proven funnel**, pick a template:
   - **Quick Win**: one strong offer right after checkout
   - **Double Down**: four offers. Yes leads to a bigger offer, no leads to a cheaper one, with AI-picked products where it counts
   - **Start from scratch**: build the funnel offer by offer
3. Select a product for each step that needs one.
4. Set a **Max discount**. This is the deepest discount in the funnel. Earlier offers get a smaller share, so you keep margin on the easy wins.
5. Click **Create funnel**. The offers are created as **inactive**, and the funnel builder opens, where you can edit each offer's products, copy and translations.
6. When you're ready, click **Activate funnel**. Nothing goes live before this.

## Option 2: Build the funnel step by step

1. Go to **Offers → Create Post-Purchase Offer** and choose **Start from scratch**.
2. Create **Upsell 1**: choose products (Specific Products, From Collections or Tags, Automatic, or From a Bundle), a discount, and optional targeting.
3. On the funnel tree, click **Create offer** on the step you want to fill next, for example **Downsell 1**.
4. For each step, set:
   - **Offer name**
   - **Timer**: an optional countdown, in seconds
   - **Buttons**: accept and decline button text
   - **Order Summary Labels**: Quantity, Subtotal, Shipping, Taxes, Total
5. Click **Activate funnel**.

## Give each page its own design and text

![Post-purchase funnel where the upsell and downsell pages each have their own colors and callout banner](https://storage.crisp.chat/users/helpdesk/website/-/a/b/f/a/abfa0cd47f75e80/post-purchase-funnel-page-desi_e4jg20.png)

By default, every step uses Upsell 1's design. To change one step:

- **Page text**: set a **Callout banner** and **Callout subtext** shown at the top of that page. Leave blank to reuse the first page's text.
- **Page design**: click **Customise this page** to give it its own colors and layout. Changes to Upsell 1 then no longer apply to this page. Use **Reset to Upsell 1 design** to undo.

## Preview the whole funnel

![Post-purchase offer with a full-width headline, countdown timer and large product image beside the price](https://storage.crisp.chat/users/helpdesk/website/-/a/b/f/a/abfa0cd47f75e80/post-purchase-bold-layout_1cgs3zj.png)

Click **Preview funnel** to see exactly what the shopper sees, inside Shopify's post-purchase frame. Click accept or decline to walk down each branch, all the way to the thank-you page. You don't need to place test orders.

## Track funnel performance

Each step on the funnel tree shows its last 30 days: **Views**, **Revenue**, **RPI (per view)** and **Conversion / view**. For the full report, click **View analytics** or go to **Analytics → Funnels**, which shows impressions, accepts, accept rate and revenue for every step, plus how many shoppers declined or left.

## Options for post-purchase offers

- **Product Replacement**: replace an item the shopper just bought with a better one, such as the subscription version. See [How to upgrade customers to a subscription after checkout](https://help.upsellplus.com/en/article/how-to-upgrade-customers-to-a-subscription-after-checkout-18rih7g/).
- **Shipping refund**: refund the shipping the shopper paid when they accept an offer. See [How to offer free shipping after checkout (shipping refund)](https://help.upsellplus.com/en/article/how-to-offer-free-shipping-after-checkout-shipping-refund-vlbc2d/).
- **Shipping destination country**: a targeting rule only available on post-purchase offers, for example for a US-only offer.

## FAQ

**How many post-purchase offers can a shopper accept?**
Up to 3 per checkout. This is a Shopify limit.

**Does accepting create a new order?**
No. The item is added to the existing order. See [Does an accepted Post-Purchase Offer create a new order in Shopify?](https://help.upsellplus.com/en/article/does-an-accepted-post-purchase-offer-create-a-new-order-in-shopify-dv5btl/)

**Which payment methods support post-purchase offers?**
Shopify only shows post-purchase offers for some payment methods. See [Which payment methods can be used to trigger a post-purchase page offer?](https://help.upsellplus.com/en/article/which-payment-methods-can-be-used-to-trigger-a-post-purchase-page-offer-1ulkynk/)

**Can I edit a template after creating it?**
Yes. Everything in a template-created funnel is editable, and it stays inactive until you activate it.

## Related articles

- [How to upgrade customers to a subscription after checkout](https://help.upsellplus.com/en/article/how-to-upgrade-customers-to-a-subscription-after-checkout-18rih7g/)
- [How to offer free shipping after checkout (shipping refund)](https://help.upsellplus.com/en/article/how-to-offer-free-shipping-after-checkout-shipping-refund-vlbc2d/)
- [What to do when your Post-Purchase offer isn't showing](https://help.upsellplus.com/en/article/what-to-do-when-your-post-purchase-offer-isnt-showing-nn0qe9/)
- [How to translate your post-purchase offer](https://help.upsellplus.com/en/article/how-to-translate-your-post-purchase-offer-1266gi4/)
- [Payment capture and ensuring the post-purchase authorization is captured](https://help.upsellplus.com/en/article/payment-capture-and-ensuring-the-post-purchase-authorization-is-captured-fjm1ie/)