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When creating or editing a post-purchase offer, you have several configuration options to customize how the offer appears and behaves. This guide covers the key settings for V2 post-purchase offers. For the discount display and rounding rules and the full design-template catalog, see the Post-purchase offer settings reference.

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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.
  • Free gift slot (quantity-break free-gift template) - If you apply the free-gift template and haven’t selected a gift product yet, tier 3 shows a “Select gift product” placeholder. Click it to open the tier 3 free-gift settings and choose your product.
  • Text and timer blocks - Click any rendered text or timer block in the preview to jump straight to its widget settings.
Clicking a widget in the preview switches to the Editor tab and opens the correct settings panel automatically. This is available on V2 post-purchase offers only.

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Searching offer settings

The post-purchase offer editor includes a Search settings box at the top of the left sidebar. Use it to quickly find any setting without scrolling through each section. 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 to the field.
  • Upsell product 1, Upsell product 2, … - on a multi-product offer, each product’s 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.
Empty groups are left out. This is available on V2 post-purchase offers only.

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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, that tag is applied to their Shopify order alongside the standard “AfterSell Upsell” tag. Use it to identify which offer was accepted, segment by promotion or campaign, and filter orders in Shopify or the Order Browser. How to add a custom order tag:
  1. Navigate to Post-purchase Funnels in the Aftersell admin.
  2. Select the funnel containing the offer you want to tag.
  3. Click Edit offer on the offer you want to configure.
  4. In the offer settings, find the Order Tag field.
  5. Enter your custom tag (up to 40 characters; letters, numbers, hyphens, and spaces, following Shopify’s order tag requirements).
  6. Click Save.
Custom tags are configured per offer, not per funnel, so different offers in the same funnel can carry different tags and each can be changed independently.
Use descriptive, consistent names, for example “summer-promo-accepted”, “bundle-upsell”, “vip-offer”.

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Setting a discount

When configuring a discount on your offer, you set two 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.
A live preview line beneath the value field shows how the discount applies to a sample product price, for example “If your product is $50.00, customer pays $40.00 (saves $10.00)”. If a specific product is selected on the offer, the preview uses that product’s price. Percentage discounts are capped at 100%; entering more (or switching to a percentage while the value exceeds 100%) reduces it to 100%. How the saving is displayed follows the discount type, and percentages are rounded for display, see Discount display and rounding. For product selection, see the Quickstart Guide.

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Offer design and messaging

Customize how your offer appears: add custom text and headlines, include countdown timers for urgency, configure product images and layout, and match your brand’s checkout styling. For more, see Post-purchase Branding Settings.

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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. How to apply a template:
  1. Open the funnel editor and select the offer you want to redesign.
  2. In the left sidebar, find the Template section and click Choose a template.
  3. Browse the template picker. Use the category rail on the left to filter by offer type.
  4. Click a template card to select it. A preview thumbnail shows the layout.
  5. Click Replace layout to apply, and confirm (this replaces the offer’s current layout).
Your product selection is preserved when you apply a template; the template supplies the layout and copy structure, not the product. Each template has two views: the Starter (what gets applied, with blank image prompts and [Edit] placeholder copy, this is what you customize) and the Example (the reference layout with real images and copy). After applying, a See example button appears in the editor header; click it to preview the example, then Back to offer to return. For the full list of templates, which funnels each appears in, and the discount each one seeds, see Design templates.

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Need help?

If you have questions about configuring your post-purchase offers or custom order tags, our support team is here to help. Reach out via chat or email us at support@aftersell.app.