Question 1

How to add a post purchase survey on Upsell.com | Legacy | Shopify

Accepted Answer

Post-purchase surveys give you a chance to learn how customers feel about your products or services in order to improve on them, and it also provides an opportunity to gain feedback on the overall buying process in an unobtrusive manner.

Upsell.com has a Post-Purchase survey widget, which allows you to gain this information and more. We'll take you through the process in this tutorial.

If you are a visual learner and prefer to learn by watching - feel free to learn more via a 2 minute walk-through here of how to get an initial survey up and running on your Thank You Page:- click here for video.

Creating a survey

Click the Thank you Pages menu on the Upsell.com Dashboard. Select Post Purchase Surveys

Click the “Create a new survey” button

Enter your survey title and click 'Save title' button

||| ⚠️ WARNING: be aware that customers will see the title though this can be disabled via the tick-box on the Thank You Page.

Questions go in the Question box, with four possible answer types

Question 2

🏦 What payment processors and gateways are supported by Shopify for Upsell.com post-purchase pages to be displayed? | Shopify

Accepted Answer

✅ What this article covers

Which payment processors Shopify officially supports for post-purchase upsells, and why your upsells may not be showing due to gateway limitations on Shopify’s side – not Upsell.com's.
This article also includes a few related reasons why post-purchase upsells may not appear, even if your processor is supported.

⚠️ Key facts

✅ Only payment processors supported by Shopify will work with post-purchase upsells
✅ Upsell.com supports 100% of Shopify’s supported processors
⚠️ If your processor isn’t on the list and your post-purchase upsells aren’t showing → no upsell app will work with it
🔒 Shopify requires card vaulting for post-purchase offers – some gateways don’t support this
🔗 For Shopify’s latest documentation, click here

||| ⚠️ Important: other Shopify limitations that may impact post-purchase offers - These are not caused by Upsell.com or your payment processor, but may still prevent upsells from appearing.

👉 Unsupported payment methods:
• Digital wallets (e.g. Apple Pay, Google Pay)
• Installment or "buy now, pay later" services (e.g. Klarna, Afterpay)
• Non-credit card methods (e.g. bank transfers, COD)

👉 Direct credit card processors:
The gateway must support vaulted card payments without requiring CVV.
Ask your provider if they support: “Processing a subsequent charge t

Question 3

What are the Shopify limitations for Upsell.com's post purchase extensions to be displayed on your store? | Shopify

Accepted Answer

|| Shopify Limitations for Post-Purchase Checkout Extensions

Updated:- 20 Feb 2024

The following limitations and considerations for post-purchase checkout extensions apply:

| Area | Context | | ---- | | Payment provider | Third-party payment providers that require the customer’s CVN/CVV to be retained aren't supported. This might include, but isn't limited to, payment providers such as Braintree, Payflow Pro, PayPal Payments Pro, and Eway. | | Additional payment methods | The post-purchase page won't be surfaced in the following scenarios: 1. The customer chooses to check out with an installment service or a wallet service (such as Klarna, Affirm, AfterPay, Apple Pay, Amazon Pay, or Google Pay). 2. The initial purchase was made with a gift card or any payment method other than a credit card. | | Purchase events | Third-party analytic services that use the Shopify Pixel API (such as Google Analytics, Facebook, Pinterest and Snap) report only the purchase event and value for the initial purchase. | | Analytics | Third-party analytics services that use the ScriptTag REST Admin API or GraphQL Admin API resource, or Additional Scripts have incomplete conversion data, because they're only triggered on the Order status page. | | Duties and support for multiple currencies | Post-purchase upsell offers won’t be surfaced on orders with duties and multiple currencies. | | Order creation delays | In scenarios such as flash sales where the Shopify Pl

Question 4

How to use the Upsell.com to add conditions and upsells | Shopify

Accepted Answer

${youtube}Flow Builder

With Upsell.com's Flow Builder, you can easily add beautiful upsells and cross-sells to your store in minutes.

The Flow Builder page is designed to allow you to manage upsells and cross-sells all over your store in a single place. On this page you will be able to see each page and step in your customers' purchase flow and decide what widgets to add and when.

This article will get you acquainted with the different parts of the Flow Builder page, so that you know how to use them to set up the right upselling and cross-selling flow for your store.

The page has 4 main areas:

1. Pages

On the left side of the page, you can find the Pages navigation menu. This menu allows you to navigate between the different pages in your store and edit the widgets you added to each of them.

To navigate to your desired page- hover over this menu and click the page of your choice.

Pages

In the first version of the Flow Builder, the only available page is Checkout, but we will be adding more as we create widgets for them, so this menu might look a little different in your store:

Pages- checkout

2. Conditions

One step right from the Pages menu, you can find the Conditions menu.

Conditions allow you to define specific cases in which specific widge

Question 5

How to add a pop-up with timer to your Shopify thank you page on Upsell.com | Legacy | Shopify

Accepted Answer

${youtube}Popup With Timer

The Pop-Up with Timer feature lets you create a special, time-sensitive offer for customers who have just completed a purchase.

Some benefits of adding this section are:

Research has shown that limited-time offers are based on a psychological phenomenon known as “fear of missing out” (FOMO) in which refers to the anxiety one may get not being able to experience the thrilling occurrence elsewhere
It can be utilized as an effective tool to test a new product or service you’re hoping to roll out permanently. If it's a hit on the pop-up it is very likely you can push it as a normal purchase too
Offering daily deals on your website helps your customers see that your site is a place where a bargain can be found

Adding the section:

To add this feature, you need to take the following steps, which are also shown below

1️⃣ Go to your Thank You Page builder by clicking the Thank you pages dropdown as seen below

2️⃣ Select Customize to open a thank you page

|| NOTE 📝 You can also access the Thank You Page from the Funnel Editor

![Ho

Question 6

How to collect customer birthdays on your Shopify thank you page using Upsell.com | Legacy | Shopify

Accepted Answer

${youtube}Birthday Collector Widget

It's heartwarming to be remembered on your birthday, especially as a grown-up. Upsell.com has a widget that allows you to collect your customers' birthday info on the thank you page, and send them a message on that special day!

Using this feature can help you make your customer feel special by offering them something from your store on their birthday. The information will be synced into the Shopify customer card as a note. What's best for you, is that birthday emails have a 481% higher transaction rate than promotional emails!

Adding the Widget

1️⃣ Go to your Thank you Page builder

2️⃣ Select Customize to open a thank you page

3️⃣ In the left area or right area menu , select add section and click Birthday collector widget

The birthday collector widget allows you to do the following:

Customize the free text section
Choose the date format
Customize the placeholder text
Customize the submit button text, text color and button color

![Widget Menu](https://storage.crisp.chat/users/helpdesk/website

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