Post-purchase upsell | What is it?

Unlock post-purchase upsell with Bigblue. The moments before a package is prepared are untapped opportunities. Catch this opportunity by offering your customers an exclusive discount to encourage them to add extra items to their order.

The power of this feature lies in its ability to transform a purchase, rather than seeking out a new customer.

Why activate Post-purchase upsell?

How does it work?

What offers can be created?

How to activate this feature?

Q&A

Why activate Post-purchase upsell?

The moments before a package is prepared are untapped opportunities. With Bigblue, you can turn them into powerful upsell moments and boost order value.

Compatibility

Upsell is currently only available for Shopify merchants. Using another store? Fill in this form to vote in for your CMS

How does it work?

Below is a quick step-by-step timeline explaining how the feature works.

What offers can be created?

You have full flexibility to set up the flow however you prefer. Use cases are endless and very easy to set up. To help you, we've identified 5 flow examples that you can use.

To find out more and set up your flow, check out this article: Post-purchase upsell | Set-up the feature

How to activate this feature?

Simply follow our guide to set up Post-purchase upsell!

You can also consult our pricing.

Q&A

• Will it create a second order, or will it be merged in the first order?
  • We will add the product to the original order. So no need for you to manually merge orders.
• How long do my customers have to accept the offer?
  • 1 hour. Note: we may extend this timeframe in the future.
• Can I customize the email sent?
  • Yes, you can edit its content and branding.
• Can I have an Upsell app (Aftersell, Zipify) and use Bigblue’s Post-purchase Upsell?
  • Yes, today you can a store upsell app and Bigblue’s post-purchase app. You can also decide to trigger your funnel based on the prior acceptance/denial of the store upsell app (leveraging order tags).
• How does it work for my accounting?
  • We leverage your Shopify's usual checkout and payment methods, and Shopify’s wait to edit orders and create discounts. If you have connected an ERP to your Shopify, you just need to confirm with your agency that it can capture order updates.
• What will happen to my Shopify Orders?
  • 1. 📨 The customer receives the upsell email with the product(s) link
    • Nothing is changed yet on the original Shopify order.
  • 2. 🛒 The customer clicks the link and views the product
    • A custom checkout is automatically created.
    • The product is added to the order’s line items.
    • The payment status changes to “Partially paid”.
    • Shopify displays the remaining balance.
    • A checkout link is added to the order timeline.
  • 3. 💳 The customer completes the payment
    • The product remains in the order’s line items.
    • The payment status updates to “Paid”.
    • The checkout link is still visible in the Shopify timeline.

    • 

  • 4. ⏰ The customer doesn’t pay within the allowed time
    • The product is automatically removed from the order.
    • It is moved to a separate category called “Removed”.
    • The order returns to its original state and is marked as fully paid.
    • The checkout is no longer active.
    • The Shopify timeline records all events: product added, checkout created, and product removed.

    • 

• Will it affect my accounting flows?
  • We use Shopify’s standard checkout and follow their recommended method for editing orders. If you use third-party software connected to Shopify to generate invoices or automate your accounting, we recommend checking how it handles pending payments.
    • Invoices
      • Products added through the upsell are temporarily marked as "Pending payment" by Shopify. They should not appear as paid in your invoices until the checkout is completed and payment is confirmed.
    • Accounting software
    • Please ensure that:
      • Both revenues (the original order and the successful upsell) are accurately reported in your accounting system.
      • Products with a “Pending payment” status are not treated as finalized sales until the customer completes the checkout.
• If my original order had a discount and the customer chooses to add the upsell product, will the checkout be recalculated with the original discount?
  • Yes, the discount will recalculated the original order.
• Are all orders compatible with upsell offer?
  • Some orders like Global-e orders or orders using Just’s checkout cannot be edited. The upsell flow cannot run for these orders and they will be skipped for upsell. Shopify also prevents order editing for some orders like orders with duties and taxes. Refer to the Shopify Help center.
• What happens if a product is out of stock? Will it still appear in the upsell emails?
  • No, we will skip the out-of-stock product and either send no emails at all or only include products that are in stock, depending on your flow setup (if it includes one or more products).
• Can I view the content of the upsell email for each order?
  • Yes, you can. Simply click on 'Orders,' select the relevant order, and then click 'View email' in the timeline under the 'Upsell email sent' section.