Skip to main content
Triggers can be utilized to display a funnel in particular situations, and they can be combined to effectively highlight funnels for specific scenarios.
Show for all customers trigger Product-Based Triggers Cart & Discount Triggers Customer Attribute Triggers Order Details & Time-Based Triggers

​
Show for All Customers Trigger

A “Catch-All” funnel uses the “Show for All Customers” trigger. This funnel activates when an order does not meet the criteria for any other funnel. It serves as a safety net, ensuring no orders slip through without an upsell or thank-you page offer. To use it effectively, set this funnel to the lowest priority so it only appears if no other funnel triggers. Here are some examples:
  • You have three funnels: one for orders over $100, one for specific products, and one with the Show for All Customers trigger. If a customer places an order that doesn’t meet the first two funnels’ criteria, the Show for All Customers funnel will activate as a fallback.
  • You want to ensure every customer sees at least one offer. Create a funnel with the Show for All Customers trigger and set it to the lowest priority. This funnel will catch any orders that don’t match your other targeted funnels.

​
Product-Based Triggers

*These triggers activate based on the products, collections, or variants in a customer’s cart.*Additionally, ensure proper configuration to prevent hidden or wholesale-only products from appearing unexpectedly in recommendations. This includes reviewing Shopify’s Product Recommendation logic and restricting such products at the add-to-cart stage, mitigating unintended visibility issues.

​
Product/Collection

The Product/Collection Trigger displays the funnel when a customer purchases a specific product or a product from a particular collection. Here are some examples:
  • You have a funnel with a Product/Collection Trigger set to products X, Y, and Z. If a customer buys products A, B, and Y, this funnel will activate, showing the upsells within that funnel to the customer.
  • You have a funnel with a Product/Collection Trigger set to products X, Y, and Z. If a customer buys products A, B, and C, this funnel will not activate since none of the specified products (X, Y, or Z) were purchased.

​
Product Quantity

The Product Quantity Trigger displays the offer based on how many of a specific product are included in the cart. Unlike the Product/Collection Trigger (which checks whether a product is present at any quantity), the Product Quantity Trigger lets you set a quantity threshold for a specific product. To configure a Product Quantity trigger:
  1. Check the Product quantity box in your trigger settings.
  2. In the condition row, choose an operator from the dropdown: More than, Less than, or Exactly.
  3. Enter the quantity threshold in the number field.
  4. Use the product selector to choose which product the condition applies to.
  5. Click Save.
Example use cases:
  • Set to “more than” 2 of Product A (the upsell only appears when a customer has 3 or more of Product A in their cart).
  • Set to “exactly” 1 of Product A (the upsell fires only for single-unit orders of that product).
  • Set to “less than” 3 of Product A (the upsell appears when there are 1 or 2 of that product in the order).
Using multiple condition rows: You can add multiple rows to target different products or quantity ranges within the same trigger. Each row specifies its own operator, threshold, and product. Use the Condition Logic toggle in the top right corner to connect rows with AND or OR logic. For example:
  • Row 1: “more than” 1 of Product A AND Row 2: “exactly” 1 of Product B (the upsell only appears when both conditions are met simultaneously).
  • Row 1: “exactly” 2 of Product A OR Row 2: “more than” 3 of Product B (the upsell appears when either condition is met).

​
Product Tag

The Product Tag Trigger displays the offer when products with certain Shopify tags are included in the order. Here are some examples:
  • You want to exclude discontinued products from receiving upsell offers. Set the Product Tag Trigger to exclude products tagged “discontinued.” If a customer purchases a product with this tag, the funnel will not activate.
  • You want to show a special offer only for products tagged “summer-collection.” Set the Product Tag Trigger to include products with this tag. If a customer purchases any product tagged “summer-collection,” the funnel will activate.

​
Product Type

The Product Type Trigger displays the offer when the products belong to a defined Shopify product type.
  • For example**, i**f you set the Product Type Trigger to “Shoes,” then any time a customer purchases a product that belongs to the Shoes product type, the funnel will display. For instance, if the customer adds a pair of running sneakers (type: Shoes) to their cart, the funnel will activate. However, if the customer adds a t-shirt (type: Apparel), the funnel will not display because the product type does not match the trigger.

​
Metafields

The Metafields Trigger displays funnels based on custom metafield data associated with products or variants. You can choose between product metafields or variant metafields, but only one type can be matched at a time. You can select to either Include or Exclude, then enter the metafield name and value. Both the name & the value are case sensitive so you must enter it exactly how they appear on the product page or else it won’t trigger properly. Include means there’s an overlap between the metafields in the order and those in the trigger list.
  • For example, if the order metafields are ["color: red", "size: m"] and the trigger list is ["color: red", "ship: warehouse"], the condition is satisfied because color: red matches.
Exclude means there’s no overlap between the metafields in the order and the trigger list.
  • For example, if the order metafields are ["color: red", "size: M"] and the trigger list is ["color: blue", "size: L"], the condition satisfied because there are no matching name:value pairs.
This trigger is especially useful if you are using metafields to store detailed product information (like materials, sizing, or special attributes) and want to target funnels based on that data.

​
Product/Collection Exclusion

The Product/Collection Exclusion Trigger prevents the funnel from displaying when excluded products or collections are present in the cart.
  • For example, if a customer has purchased from a heavily discounted product or collection, you may prefer not to show further offers to that customer. This trigger allows you to skip all offers if those specific products or collections are in the customer’s cart.
  • Additionally, you can combine this trigger with the Product/Collection Trigger to ensure that only selected products or collections activate the funnel, while any others are excluded.

​
Subscription

The Subscription Trigger displays the offer based on whether a subscription product is included in the order. Here are some examples:
  • You have a funnel with a Subscription Trigger set to “Does not contain” subscription products. If a customer purchases only one-time products, the funnel will activate, allowing you to offer them a subscription upsell.
  • You have a funnel with a Subscription Trigger set to “Contains” subscription products. If a customer purchases a subscription product, the funnel will activate, allowing you to show them complementary one-time products.
Note: Shopify only supports one subscription product per order. This means you cannot upsell a subscription if the original order already includes a subscription.

​
Variant Name

The Variant Name Trigger allows you to display specific funnels based on the product variant selected by the customer at checkout. By using this trigger, you can include or exclude customers from certain offers depending on the exact variant they choose, such as size, color, or style. Here are some examples:
  • You have a funnel with a Variant Name Trigger set to include “Large.” If a customer purchases a t-shirt in size Large, the funnel will activate. If they purchase size Small or Medium, the funnel will not activate.
  • You have a funnel with a Variant Name Trigger set to include “Red” and “Blue.” If a customer purchases a product in either Red or Blue color variant, the funnel will activate. If they purchase Green, the funnel will not activate.

​
Cart & Discount Triggers

These triggers activate based on the cart value, contents, or discounts applied.

​
Order Value

The Order Value Trigger is used to display an offer if an order meets a specified dollar value requirement, which can be set as greater than or less than a chosen amount. When an order meets your set criteria, the offer will be shown to the customer. Here are some examples:
  1. Your funnel has an Order Value Trigger set to activate when orders total less than $50.00. If a customer places an order totalling $30.00 with various products, the offer will display, as the order meets the “less than $50.00” requirement.
  2. Your funnel has an Order Value Trigger set to activate when orders total less than $50.00. If a customer places an order totalling $60.00 with various products, the offer will not display since the order value does not meet the “less than $50.00” requirement.
In both examples, the specific products in the order are irrelevant; the trigger is based solely on order value.

​
Quantity

The Quantity Trigger shows an upsell offer based on the total item count in a customer’s order. It looks at the overall number of items across all products in the cart, regardless of which specific products they are. To configure a Quantity trigger:
  1. Click Add Trigger.
  2. Select Quantity from the trigger type dropdown.
  3. Choose More than, Less than, or Exactly.
  4. Enter the item count threshold.
  5. Click Save.
Example use cases:
  • Set to “less than 3” - the upsell appears only when there are 1 or 2 total items in the cart.
  • Set to “more than 1” - the funnel triggers for orders with 2 or more total items.
  • Set to “exactly 5” - the funnel triggers only when there are exactly 5 total items in the cart.
  • Set to “exactly 0” or “less than 1” - useful for targeting new customers who have no previous items. For example, combine this with the Customer Order Count trigger to show a welcome offer to first-time buyers with a single-item cart.
💡 Tip: If you need to trigger based on the quantity of a specific product rather than total cart item count, use the Product Quantity trigger instead (found under Product-Based Triggers).

​
Discount Code

The Discount Code Trigger lets you include or exclude customers from seeing a funnel based on a discount code they use.
  • For example, if you’re running two promotions: One offering 25% off for new customers and another giving 10% off for email subscribers, you can use the Discount Code Trigger to display the funnel to email subscribers by including those who use the email subscription discount code.
NOTE: Be sure to press “enter” after entering the discount code to save it in the funnel.

​
Discount Percent (%)

The Discount Percent (%) Trigger allows you to include or exclude customers from viewing a funnel based on the discount percentage applied. Here are some examples:
  • You have a funnel with a Discount Percent Trigger set to exclude discounts “greater than 20%.” If a customer receives a 25% discount, the funnel will not activate. If they receive a 15% discount or no discount, the funnel will activate.
  • You have a funnel with a Discount Percent Trigger set to include discounts “less than 10%.” If a customer receives a 5% discount, the funnel will activate. If they receive a 15% discount, the funnel will not activate.

​
Customer Attribute Triggers

These triggers use customer data to control funnel visibility.

​
Customer Tag

The Customer Tag Trigger allows you to include or exclude customers from seeing a funnel based on their associated tags. Here are some examples:
  • You have a funnel with a Customer Tag Trigger set to include “VIP.” If a customer has the VIP tag, the funnel will activate. If they don’t have this tag, the funnel will not activate.
  • You have a funnel with a Customer Tag Trigger set to exclude “Wholesale.” If a customer has the Wholesale tag, the funnel will not activate, preventing retail upsells from showing to wholesale customers.

​
Customer Order History

The Customer Order History Trigger lets you create offers based on a customer’s past purchases. Important: You must select specific products when using this trigger. If you don’t, it will only display “Customer previously ordered ____” without applying any action. If your goal is simply to check whether a customer has ordered before, use the Customer Order Count Trigger instead:
  • More than 0 orders = Returning customer
  • 0 orders = New customer
NOTE: This trigger reviews only past orders, not the current order the customer is about to place.

​
Customer Order Count

The Customer Order Count Trigger enables you to display a funnel specifically for new or returning customers. Here are some examples:
  • You have a funnel with a Customer Order Count Trigger set to “equal to 0.” If a customer has never placed an order before (first-time customer), the funnel will activate. If they have placed any previous orders, the funnel will not activate.
  • You have a funnel with a Customer Order Count Trigger set to “greater than 3.” If a customer has placed 4 or more previous orders, the funnel will activate. If they have placed 3 or fewer orders, the funnel will not activate.
NOTE: This trigger is based on past purchases, not the current order.

​
Customer Language

The Customer Language trigger enables you to display specific offers based on the language a customer checked out in, creating a more personalized and engaging experience. Here are some examples:
  • You have a funnel with a Customer Language trigger set to “English.” If a customer checks out in English, the funnel will activate. If they check out in any other language, the funnel will not activate.
  • You have a funnel with a Customer Language trigger set to “French.” If a customer checks out in French, the funnel will activate. If they check out in any other language, the funnel will not activate.
Multi Language 3 Note: While most text within a funnel can be translated manually, some global elements such as button labels and certain words are controlled through the Translations section in Aftersells Settings and currently only support a single language across all funnels. This is an area of active development and will be improved in a future update. 1 Language

​
Once per Customer

The Once per Customer trigger ensures a funnel only shows once per customer across all orders. Here are some examples:
  • You have a funnel with the Once per Customer trigger enabled. If a customer sees this funnel after their first purchase, they will not see it again on any future purchases, even if all other trigger conditions are met.
  • You want to show a special “welcome offer” only to new customers on their first purchase. Enable the Once per Customer trigger to ensure the offer appears only once per customer, preventing it from showing on repeat purchases.

​
Order Details & Time-Based Triggers

These triggers depend on checkout details, marketing data, or timing.

​
UTM Parameter

A UTM Trigger is a marketing tool that activates specific actions based on UTM parameters in a URL. UTM parameters (Urchin Tracking Module) help track the effectiveness of online campaigns by providing details about the source, medium, and campaign name. Here are some examples:
  • You have a funnel with a UTM Parameter Trigger set to “utm_source = facebook.” If a customer clicks a link with ?utm_source=facebook in the URL, the funnel will activate. If they arrive from a different source or no UTM parameter, the funnel will not activate.
  • You have a funnel with a UTM Parameter Trigger set to “utm_campaign = summer_sale.” If a customer clicks a link with ?utm_campaign=summer_sale in the URL, the funnel will activate, allowing you to show campaign-specific offers.
When users click a link with UTM parameters, the trigger can identify these tags and perform actions such as:
  • Displaying tailored offers or content based on specific campaigns.
  • Segmenting visitors by their entry points to analyze marketing channel effectiveness.
  • Creating personalized experiences with customized messages or redirects.
If you’re interested in setting up Direct-to-Checkout UTM Links, please follow this link. ⚠️ Known limitation: UTM triggers do not fire when customers use express checkout methods (Shop Pay, Apple Pay, Google Pay, PayPal, etc.) because express checkout bypasses the standard cart flow where UTM parameters are captured. If you are using UTM triggers for campaign tracking, consider using other trigger types (product, collection, order value) as alternatives, creating separate funnels for general traffic that do not rely on UTM parameters, or tracking campaign performance through other analytics tools.

​
Currency

The Currency Trigger allows you to control whether customers see a funnel based on the currency they use at checkout. Here are some examples:
  • You have a funnel with a Currency Trigger set to “USD.” If a customer checks out in US Dollars, the funnel will activate. If they check out in EUR, GBP, or any other currency, the funnel will not activate.
  • You have a funnel with a Currency Trigger set to “CAD” and “USD.” If a customer checks out in either Canadian Dollars or US Dollars, the funnel will activate. If they check out in any other currency, the funnel will not activate.

​
General Rules for Currency Display

  • Thank You Page offers and upsells adjust to the customer’s currency, offering a seamless experience for shoppers in various markets. This means all prices are displayed in the same currency as the market chosen by the customer or their browsing session.
Since 1-click upsells aren’t shown to customers checking out in a currency other than your store’s default, everyone still sees the Thank You Page. By using the Currency Trigger, you can tailor specific Thank You Page offers for different currencies, enabling you to provide targeted product recommendations and offers that align with the customer’s checkout currency.Alternatively, Thank You page offers can be used to create universal visibility for all customers, irrespective of country or currency, bypassing Shopify’s post-purchase multi-currency restrictions. This approach offers a wider scope for upsell promotions.

​
Shopify Markets Integration

  • If your store uses Shopify Markets to display different currencies based on customer location, Aftersell integrates seamlessly to ensure products are displayed in the correct local currency.
    • Shopify Markets automates the process of showing localized currencies and pricing for upsell offers.
    • For details on setting up Shopify Markets, refer to Shopify’s official documentation: Shopify Markets Documentation.

​
Important Considerations

  • Always ensure that your store’s default currency settings align with your operational requirements and customer expectations.
  • For post-purchase upsell offers, check currency configurations to ensure compatibility with your target markets.

​
Thank You Page Offers

  • Localized Pricing: All Thank You Page upsells automatically adjust to the customer’s currency. This ensures that a single funnel can offer localized pricing to all customers.
  • Currency Conversion: Thank You Page upsells display in the checkout currency, even if the order currency differs from the store’s default currency.

​
Post‑Purchase Upsell Offers

  • Multi-Currency Limitation: Post‑purchase upsell offers do not support multi-currency. For this reason, customers will not see offers unless your store currency matches the expected currency.

​
Shipping Country

The Shipping Country Trigger allows you to include or exclude customers from viewing a funnel based on their shipping destination country. For example, you can configure a funnel to exclude products restricted to the US when the shipping address is from outside the United States. This ensures geographical restrictions are respected, aligning the funnel offers with region-specific product availability. As a reminder, 1-click upsells won’t display to customers checking out in a currency different from your store’s default currency; however, everyone will still see the Thank You Page. By using the Shipping Country Trigger, you can create targeted Thank You Page offers for specific countries, allowing you to provide tailored product recommendations and offers based on the customer’s shipping location. This also means adjusting your shipping costs for different countries.

​
Random Sample

The Random Sample Trigger enables you to control funnel visibility for a random subset of customers. This trigger is ideal for testing new funnels with a small percentage of your customer base or surprising a select group of customers with special offers. Here are some examples:
  • You have a funnel with a Random Sample Trigger set to “25%.” The funnel will randomly activate for approximately 25% of customers who meet all other trigger conditions. The remaining 75% will not see the funnel.
  • You want to A/B test two different upsell offers. Create two funnels, each with a Random Sample Trigger set to “50%.” Each funnel will show to approximately half of your customers, allowing you to compare performance.
By applying the Random Sample Trigger, you can effectively test new strategies, measure impact, or add an element of exclusivity to your promotions, creating unique experiences for “lucky” customers who meet the criteria.

​
Date/Time

The Date/Time Trigger allows you to schedule the visibility of a funnel based on specific dates and times. With this trigger, you can activate or deactivate offers according to a set schedule, making it ideal for time-sensitive promotions, seasonal campaigns, or exclusive, limited-time deals. Here are some examples:
  • You have a funnel with a Date/Time Trigger set to activate “between December 1 and December 25.” The funnel will only activate for orders placed during this date range, perfect for holiday promotions.
  • You have a funnel with a Date/Time Trigger set to activate “after January 1, 2026.” The funnel will only activate for orders placed on or after this date, useful for launching new year promotions or product releases.
The Date/Time trigger includes a timezone selector dropdown, allowing you to choose the timezone your schedule should run in (for example, “GMT-07:00 - (MST) America/Phoenix”). Dates are selected using a date picker calendar, and you can set a start date, end date, or both to define the active window. Note: Make sure you select the correct timezone for your store’s primary audience. If your store serves customers across multiple time zones, choose the timezone most relevant to your promotion schedule.

​
Shipping Method

The Shipping Method Trigger enables you to control funnel visibility based on the customer’s chosen shipping option at checkout. This trigger allows you to include or exclude customers from specific offers depending on their selected shipping method. Here are some examples:
  • You sell a perishable product that requires overnight shipping. Set the Shipping Method Trigger to include “Overnight” or “Express” so the upsell only appears to customers who chose fast shipping and will receive their order quickly.
  • You want to offer an expedited shipping upgrade. Set the trigger to include “Standard Shipping” so only customers who chose the slower option see the upsell to upgrade.
  • You offer local pickup. Set the trigger to exclude “Local Pickup” so that shipping-dependent offers (like shipping protection) do not appear to customers collecting in-store.
Note: The shipping method names in Aftersell match the shipping rate names you have configured in Shopify. Make sure the names in your trigger exactly match your Shopify shipping rate names.

​
Conditional Logic

Post-purchase triggers work together using simple logic: all triggers must be met (AND logic), and within each trigger, only one condition needs to match (OR logic). For more details on how our trigger logic is applied, check out this article: Understanding Conditional Logic