How to Set Up a Post Purchase Upsell Personalization or Test
Post purchase upsells are currently in beta! If you'd like early access, please request so here.
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
Go to Post purchase in your Intelligems dashboard.
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.
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:
Anything is in order
Rule applies to any order
Specific products
Order contains or does not contain a specific product
Products from collection
Order contains or does not contain a product from a collection
Product with tag
Order contains or does not contain a product with a specific tag
Cart subtotal
Order meets a subtotal condition
Cart item count
Order contains a set number of items
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.
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:
THEN SHOW — targeting type options:
Shopify recommendations
Uses Shopify's recommendation engine (recommended)
Specific products
Show a fixed set of products
Products from collection
Show products from a specific collection
Products with tag
Show products matching a tag
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.
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:
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").
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.
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
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.
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.
In Shopify Admin, go to Settings → Checkout
Scroll to the Post-purchase page section
In the Post-purchase dropdown, select Intelligems
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.
Step 6: Place a Test Order to Preview
In order to preview the experience, you need to place a test order. How you do this depends on your store type.
If you're on a Shopify test/development store: You can use Shopify's Bogus Gateway or Shopify Payments' Test Mode to simulate orders without real transactions. Learn how to set those up here.
If you're on a live production store: Use your existing internal test order practices. This typically involves placing and then immediately cancelling and refunding the order.
These are the only two options available for this feature because it happens after the checkout is completed.
Whichever method you use, the goal is the same: complete the checkout flow so the post purchase page triggers.
Last updated
Was this helpful?