Clicking a widget in the preview to edit it
On V2 post-purchase offers, you can open a widget’s settings directly from the offer preview instead of hunting for it in the sidebar list.- Image and video slots — If an image or video widget has no content uploaded yet, the preview shows a placeholder prompt in its place. Click the placeholder to open that widget’s settings.
- Text and timer blocks — Click any rendered text or timer block in the preview to jump straight to its widget settings.
Searching offer settings
The post-purchase offer editor includes a Search settings box at the top of the left sidebar. You can use it to quickly find any setting across your offer without scrolling through each section manually. As you type, results are grouped:- This offer — shared settings within the offer’s existing widgets. Selecting a result switches to the relevant widget, opens the section, and jumps directly to the field.
- Upsell product 1, Upsell product 2, … — on a multi-product offer, each product’s own settings get their own group, ordered by placement.
- Add widget — widgets not yet added to the offer. Selecting a result adds the widget and opens its settings.
- Funnel settings — links to funnel-level pages such as triggers, targeting, A/B testing, translations, and analytics.
Custom order tags
You can add a custom tag to any V2 post-purchase offer to track which specific upsell a customer accepted. When a customer accepts an offer with a custom tag configured, that tag is automatically applied to their Shopify order alongside the standard “AfterSell Upsell” tag.Why use custom order tags?
Custom order tags give you more granular tracking and help you:- Identify which specific upsell offer was accepted
- Segment orders by promotion or campaign
- Filter orders in Shopify by upsell type
- Track performance of different offers within the same funnel
How to add a custom order tag
- Navigate to Post-purchase Funnels in the Aftersell admin.
- Select the funnel containing the offer you want to tag.
- Click Edit offer on the offer you want to configure.
- In the offer settings, find the Order Tag field.
- Enter your custom tag (up to 40 characters).
- Click Save.
Tag requirements
- Maximum 40 characters
- Can include letters, numbers, hyphens, and spaces
- Must follow Shopify’s order tag requirements
How custom tags are applied
When a customer accepts an offer with a custom tag configured:- The standard “AfterSell Upsell” tag is applied to the order
- Your custom tag is also applied to the order
- Both tags appear in the order details in Shopify
- You can search and filter orders by your custom tag in the Order Browser
Per-offer configuration
Custom tags are configured per offer, not per funnel. This means:- Different offers in the same funnel can have different custom tags
- You can track exactly which offer in a multi-offer funnel was accepted
- Each offer’s tag is independent and can be changed without affecting other offers
Product selection and discounts
When configuring your offer, you can:- Select specific products or use automatic recommendations
- Apply percentage or fixed-amount discounts
- Add product badges (like “Bestseller” or “New”)
- Configure subscription options if applicable
Setting a discount
When configuring a discount on your offer, you set two separate fields:- Discount type — choose between % Off and
<CURRENCY>Off, where<CURRENCY>is your store’s currency code (a USD store sees USD Off). - Discount value — enter the amount. The field shows a
%suffix for percentage discounts, or your store’s currency code as a prefix for fixed-amount discounts —USD, not$— so the unit is always clear.
How the discount is displayed
Post-purchase offers have no separate display-format setting: the saving a shopper sees follows the Discount type you picked above. A percentage discount shows as a percentage, a fixed-amount discount shows as a money amount, and an offer never shows both at once. For the display rules on other surfaces — the Thank You Page has its own format setting, and Checkout Upsells can hide the savings text entirely — see Customizing discount displays.Rounding rules for percentage discounts
When displaying a percentage discount, Aftersell rounds to the nearest whole number (standard round-half-up rounding). For example:- A discount of 39.56% will display as 40%
- A discount of 39.44% will display as 39%
Offer design and messaging
Customize how your offer appears to customers:- Add custom text and headlines
- Include countdown timers for urgency
- Configure product images and layout
- Match your brand’s checkout styling
Applying a design template to an offer
Inside the funnel editor, you can apply a pre-built design template to any individual V2 single-product offer. Templates give you a complete layout — widgets, copy structure, and a seeded discount — as a starting point you can then customize. This is available on V2 single-product offers only. Multi-product and box offers are not supported.Available templates
Six templates are available, filtered by funnel type:
One-time purchase and new subscription templates are available in every funnel. Replacement upsell and subscription upgrade templates only appear inside a funnel of that type. On a subscription-upgrade funnel’s first offer, the frequency upgrade template is marked as Recommended.
How to apply a template
- Open the funnel editor and select the offer you want to redesign.
- In the left sidebar, find the Template section and click Choose a template.
- Browse the template picker. Use the category rail on the left to filter by offer type.
- Click a template card to select it. A preview thumbnail shows the layout.
- Click Replace layout to apply. You’ll be asked to confirm, as this replaces the offer’s current layout.
Example vs. starter
Each template has two views:- Starter — what gets applied to your offer. Images are blank (upload prompts), and text widgets contain placeholder copy with
[Edit]markers showing where to add your own words. This is what you customize. - Example — the reference layout the template was built from, shown with real images and copy so you can see how the finished offer is meant to read.
Discounts
Each template seeds a starting discount onto the offer when applied:- Bulk supply: 56% off
- Complete the bundle: 33% off
- Video sales letter: 30% off
- Frequency upgrade: 25% off
- Image stack: 25% off
- Switch to subscription: 15% off
Starter copy
Placeholder copy in the starter is in English. The accept button uses a translated preset (“Add to order” or “Upgrade subscription”) that renders correctly in all 32 supported languages (English plus 31 translations) — you do not need to translate it. All other text widgets contain[Edit] prompts you should replace with your own copy before publishing.