# How to Set Up a Post Purchase Upsell Personalization or Test

{% hint style="success" icon="flask-round-potion" %}
Post purchase upsells are currently in beta! If you'd like early access, please request so [here](https://portal.usepylon.com/intelligems/forms/post-purchase-access-request).
{% endhint %}

Post purchase upsells let you add product upsells that are shown to a customer immediately after they place an order — either for all visitors or a targeted audience. If you want to test variations against each other, create a Post purchase upsell test instead. The setup process is the same.

## Step 1: Create a post purchase upsell

1. Go to **Post purchase** in your Intelligems dashboard.
2. Select the upsell type you want to create. Right now, this will be a one step offer. Our team is working on building a post purchase funnel - if you're interested in this, let us know [here](https://portal.usepylon.com/intelligems/forms/post-purchase-funnel-interest-form).

## Step 2: Configure your upsell

#### General Settings

**Exclude out of stock items** Set whether to exclude out of stock items from being displayed as an upsell.

**Exclude products in order** Set whether to exclude products that are in the order from being displayed as an upsell.

**Number of products to show** Set how many products to display on the upsells page.

#### Discount

**Discount value** Define whether there is no discount, a percentage or fixed amount off.

**Percentage or Amount off** Define the amount off each item in the upsell.

#### Order rules

**Rules** Each rule has two parts: a condition (IF) and a result (THEN SHOW). Use the + Add Rule button to add multiple rules. Rules are evaluated in order. Once a rule is met, it will stop moving forward and apply that rule.

**IF — targeting type options:**

<table><thead><tr><th width="211.72265625">Option</th><th>Description</th></tr></thead><tbody><tr><td>Anything is in order</td><td>Rule applies to any order</td></tr><tr><td>Specific products</td><td>Order contains or does not contain a specific product</td></tr><tr><td>Products from collection</td><td>Order contains or does not contain a product from a collection</td></tr><tr><td>Product with tag</td><td>Order contains or does not contain a product with a specific tag</td></tr><tr><td>Cart subtotal</td><td>Order meets a subtotal condition</td></tr><tr><td>Cart item count</td><td>Order contains a set number of items</td></tr></tbody></table>

{% hint style="warning" %}
Adding multiple products, collections, or tags to one condition means any single match will trigger the rule. To require more than one condition to be true, use + AND condition. For example, in the below, we would return products that were in either the "Home page" OR "All" collection.

<img src="https://2052204893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2SvefuMLsJyJPAcVXeWc%2Fuploads%2Fq9iteQS1dzemOhvZPo58%2FScreenshot%202026-03-24%20at%204.07.07%E2%80%AFPM.png?alt=media&#x26;token=e6b01e84-94df-43e1-a848-d385998dd208" alt="" data-size="original">

If we wanted to return products that were in both the "Home page" AND "All" collections, we would want to set it up as an + AND condition like the below:

<img src="https://2052204893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2SvefuMLsJyJPAcVXeWc%2Fuploads%2FDIuUEim4wyWZCq9dxOdY%2FScreenshot%202026-03-24%20at%204.08.43%E2%80%AFPM.png?alt=media&#x26;token=fc5a78a3-f016-40a9-bd67-796413f88d9d" alt="" data-size="original">
{% endhint %}

**THEN SHOW — targeting type options:**

<table><thead><tr><th width="222.5078125">Option</th><th>Notes</th></tr></thead><tbody><tr><td>Shopify recommendations</td><td>Uses Shopify's recommendation engine (recommended)</td></tr><tr><td>Specific products</td><td>Show a fixed set of products</td></tr><tr><td>Products from collection</td><td>Show products from a specific collection</td></tr><tr><td>Products with tag</td><td>Show products matching a tag</td></tr></tbody></table>

{% hint style="warning" %}
Adding multiple tags to one condition means any single match will trigger the rule. To require more than one condition to be true, use + AND condition. For example, in the below, we would return products that had either the "drinkware" OR "mug" tag.![](https://2052204893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2SvefuMLsJyJPAcVXeWc%2Fuploads%2FsqqS9XTEoGVDJievxj10%2FScreenshot%202026-03-24%20at%204.03.25%E2%80%AFPM.png?alt=media\&token=33aa136f-f5e0-4a99-8d85-62a3b93b2028)

If we wanted to return products that had both the "drinkware" AND "mug" tag, we would want to set it up as an + AND condition like the below:

<img src="https://2052204893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2SvefuMLsJyJPAcVXeWc%2Fuploads%2Fu3AAznJYuK0wNlEBGqcV%2FScreenshot%202026-03-24%20at%204.05.53%E2%80%AFPM.png?alt=media&#x26;token=a0da5b14-a265-4ade-beca-da6f4966c29d" alt="" data-size="original">
{% endhint %}

#### Content & Layout

**Callout banner**

**Banner title** The bold headline shown at the top of the upsell widget (e.g., "It's not too late to add this to your order"). Optional — leave blank to hide the title row entirely.

**Banner body** Supporting text beneath the title. Supports dynamic variables like `{{Product title}}` and `{{Saved percentage}}` to personalize the message automatically.

**Alignment** Controls the horizontal alignment of the banner text (Left, Center, Right).

**Background** The background color style for the banner section (e.g., Secondary uses your theme's secondary color).

**Border** Adds a border around the banner. Set to None to remove it.

**Spacing** Controls the padding inside the banner (e.g., Tight = less padding, Relaxed = more).

**Product**

* **Image**
  * **Fit** How the product image fills its container. "Cover" crops the image to fill the space without distortion.
  * **Aspect ratio** The shape of the product image frame (e.g., 1:1 Square or Original).
  * **Show border** Toggles a border around the product image.
* **Name**
  * **Heading level** Sets the HTML heading level for the product name (Auto lets Shopify decide based on page context — recommended for most cases).
* **Pricing** Displays the product price. If a discount is configured, both the original and sale price will show.
* **Description** Toggles whether the product's Shopify description appears below the product name. Off by default to keep the widget clean. If enabled, can enable text to be subdued.
* **Quantity** Toggles a quantity input so customers can choose how many units to add. Off by default. If enabled, can define a max limit and the quantity label.

**Buttons**

* **Button text** The label on the primary CTA button. Defaults to "Accept offer" — customize to match your brand voice (e.g., "Yes, add it," "Add to my order").

{% hint style="warning" %}
All colors and typography come from your Shopify checkout brand settings. They are not custom color pickers - you're selecting from preset colors defined in your checkout theme. You can't fully customize checkout block colors or typography because the checkout is a secure, locked environment for security and consistency, limiting changes to basic theme settings like accent colors. This is a Shopify limitation.
{% endhint %}

### Step 3: Preview your upsell

As you make changes, the preview in the preview tab will update in real-time to show how your upsell will appear after checkout:

* Review the overall layout and spacing
* Check that colors match your brand
* Confirm the products returned are what you expect
* Verify text is readable and properly sized

{% hint style="info" %}
The preview shows your upsell in the Intelligems interface. The final appearance on your Shopify checkout may have slight variations based on your checkout theme settings.
{% endhint %}

### Step 4: Save and choose your setup type

Click **Save** when you're satisfied with your design. Choose one:

* **Launch as personalization** — show this block as a Personalization to all visitors or a targeted audience
* **Launch as test** — run multiple variations against each other

### Step 5: Enable Intelligems in Shopify

This step is required. The upsell won't appear after checkout until it's enabled in Shopify.

1. In Shopify Admin, go to **Settings** → **Checkout**
2. Scroll to the **Post-purchase page** section
3. In the **Post-purchase** dropdown, select **Intelligems**
4. Click **Save**

Once this step is completed, you can preview your post purchase personalization or test on your live website by going to the Preview tab → selecting Open Full Screen Preview.


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