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Read First

*Q: What are the most common possible reasons why no Post-purchase offers would be shown for an order?

A: The most common reasons are outlined below:

  • You're using a payment processor that doesn't support post-purchase offer functionality which at this time is any method other than a "direct" Credit Card payment method on Shopify Checkout, Shop Pay or PayPal Express digital wallet payment methods.

  • Your store uses Multi-currency and the order is paid for in a currency other than your "Store currency" set in your Shopify admin.

  • The order was paid for using a Gift Card, COD or it was a $0 (free) order.

  • You've installed another post-purchase offer competitor app before OCU and you still have both apps installed. To have OCU work, select "One Click Upsell - Zipify OCU" as your active Post-purchase app in your Shopify admin "Checkout" settings. More details here

  • The Shopify Platform is under extreme load and there is a delay in order creation.

*Q: Does OCU work with 3rd Party Fulfillment Apps or Services that fulfill the order immediately (auto-fulfillment) after it's created?

A: Yes! Due to the "Fulfillment Holds" update applied by Shopify on May 3rd, 2021 OCU should now work smoothly with those 3rd party fulfillment apps and services. More details

The fulfillment status for orders that show post-purchase offers on Shopify Checkout will be set to "On hold”, to prevent these orders from being fulfilled while buyers are still interacting with the post-purchase offer(s) for their order. The hold will be lifted when the buyer reaches the Shopify Thank You Page, or after one hour after checkout completion.

This change should have essentially no impact on any 3rd party fulfillment apps using the Shopify Order Fulfillment API. However, fulfillment apps that consume some other API (Order API, etc) to work will not be able to fulfill orders while they have "On hold" status. Using the order fulfillment API is strongly recommended, but if that’s not possible for your 3rd party fulfillment provide to do, then retrying the fulfillment after the one hour has passed is the recommended workaround.

*Q: If I use a Discount App that auto-applies a discount code on Shopify Checkout, will that work correctly with OCU Native?
A: Yes and no. There is a pre-purchase upsell incompatibility issue between OCU and these types of apps (Vitals, Revy, Route, etc) because they work with cart updating and discounts. We suggest to use either OCU pre-purchase upsells or a different bundle/pre-purchase app instead for pre-purchase offers on your store. You can still use one click Post-purchase upsell offers in both cases.

If you use one of the above mentioned apps for pre-purchase (or any other discount app that doesn't auto-apply the discount at Shopify Checkout correctly) and won't be using OCU pre-purchase or the Skip Cart Page feature included in OCU, then you won't experience any incompatibility issues.

*Q: I'm on Shopify Plus and have edited my checkout.liquid file. Will Javascript, CSS or liquid customizations I've added work on the post-purchase offer page(s)?
A: No. Code customizations applied to the checkout.liquid file will not be inherited by the post-purchase page(s).

Q: Does OCU work with a "headless" Shopify Plus build and implementation?

A: Yes and no. OCU post-purchase and TY Page offers will work with a headless implementation, since they're an extension of Shopify Checkout. Pre-purchase offers won't work though, as that offer type can only be triggered on a Shopify storefront.

Billing / Payments

Q: Will OneClickUpsell work with Shopify Payments?

A: Yes it will, Shopify Payments is fully supported!

Q: Will OneClickUpsell work with Third-party Credit Card processors supported by Shopify Checkout in my region?

A: Yes it will! Merchants are not limited to Shopify Payments. 😃

Post-purchase upsell offers will be shown to all customers who checkout using any direct third-party credit card processor supported by Shopify Checkout in your region.

Q: Will OneClickUpsell work with digital wallets (Shop Pay / PayPal Express Checkout / Amazon Pay / Apple Pay / G-Pay, etc)?

A: Yes and no. The initial checkout order will work with any digital wallet, including any pre-purchase offers your customer has added. However, if the customer pays for their order using a digital wallet other than Shop Pay or *PayPal Express, no post-purchase upsell offers can be shown at this time.
*Only one post-purchase offer can be bought after Checkout if PayPal Express is used.

Q: Will OneClickUpsell work with off-site payment gateways (Afterpay / Sezzle / Affirm / Klarna / Quadpay, etc)?

A: Yes and no. The initial checkout order will work, including any pre-purchase and/or TY Page offers your customer has added. However, if the customer pays for their entire order using an off-site payment gateway, no post-purchase upsell offers can be shown at this time because Shopify does not yet support it.

Q: Will Subscriptions, Duties, or Multi-currency be supported?

A: Yes and no. The initial checkout order will support all three. However, post-purchase offers will not be triggered for initial orders that have duties, subscriptions or multi-currency.

Q: What is multi-currency for Shopify Checkout?

A: This means the order was paid for in a currency other than the one you've set in your Shopify admin (Settings > General > Store currency). More details

Q: Will OneClickUpsell work with Shopify Gift Cards?

A: Yes and no. The initial checkout order will work, including any pre-purchase offers your customer has added. However, if the customer pays for their entire order using a Shopify Gift Card, no post-purchase upsell offers can be shown at this time because Shopify does not yet support it.

*If the Gift Card doesn't cover the Total and the customer uses a Credit Card to pay for the remaining balance, then post-purchase upsell offers will be shown.

Q: In which scenarios will one-click post-purchase offers NOT be shown for the order?

A: For the following scenarios, the one click post-purchase offers will not be presented to the buyer:

  • The original purchase was entirely paid for with a Gift Card.

  • The original purchase was entirely paid for with a "Manual" payment method, such as "Cash on Delivery" (COD).

  • The original purchase was entirely paid for with an unsupported "Digital Wallet" type payment method.

  • The original purchase is for $0 ("free" checkouts).

  • Any other flow where the original checkout is entirely paid, but Shopify doesn't have a vaulted credit card from the customer on-hand.

Q: What is the total cost of using OneClickUpsell?

A: The total cost of using OCU is as follows:

  • Monthly subscription fee based on total pre-purchase and post-purchase upsell revenue.

    Note: Pricing is based on your Total (including Shipping + Taxes) pre-purchase and post-purchase upsell revenue only. In other words, we only charge you based on how much extra revenue the OCU app has made you in a 30-day billing cycle.

  • Per-transaction fee for each post-purchase offer added.

    Transaction fees vary based on your Shopify plan type and on which credit card processor you are using (i.e. Shopify Payments for the Shopify Basic plan is 2.9% + 30¢ USD for each successful credit card charge).

    Note: each post-purchase offer the customer buys is considered a separate transaction.

    For example: the initial checkout charge is one transaction, Upsell 1 is a second transaction, and Upsell 2 a third transaction. So for an order that contains two post-purchase upsells, there will be three separate credit card transaction fees charged for the order.

Order Flow

Q: Will the customer be required to go back through Checkout and re-enter their information again to buy the post-purchase upsell offer(s)?

A: No. Each post-purchase offer is added to the customer's original order with a single click or tap.

Q: Will the customer be required to re-enter their Payment information again to buy the Thank You Page offer?

A: Yes. When the customer adds the TY Page offer, they're redirected back to the "Payment" step of Shopify Checkout to complete payment for it.

Q: If the customer doesn’t want the post-purchase upsell (closes their browser window after the initial checkout), can I lose my initial sale?

A: No. The one click post-purchase offer is made only after the customer has already completed their initial purchase, so you can never lose your initial sale!

Q: Can the customer bypass the post-purchase offer funnel?

A: Yes. The customer can bypass the post-purchase funnel at any time by clicking the "View order confirmation >" link included at the top of each post-purchase offer page. The customer can also simply close their browser window or tab after completing the initial checkout order.

Q: Can I post-purchase upsell a physical product if only a digital product is purchased at checkout?

A: Yes, technically you can. However, in this situation the customer's shipping address wouldn't be captured at checkout so you wouldn't know where to ship the physical upsell product to, so we don't recommend that. Instead, it's recommended to only use digital products as offers for upsell funnels where digital products are added as triggers.

Q: If the customer attempts to purchase a one click post-purchase offer, but receives an error message (transaction declined), what happens?

A: There are several reasons why a customer can get a "transaction declined" message when attempting to buy a post-purchase offer. The two main reasons are: decline from the bank and decline from the payment processor.

In this case, the post-purchase upsell product is still added to the order when the customer clicks the "Add to Order" button, regardless of whether the transaction was successful or failed.

  • If the post-purchase transaction was successful, then you'll see an additional transaction in the Order, and the whole order will be marked as paid.

  • If the post-purchase transaction was failed, then the upsell product will be added, but there will be no additional transaction in the Order and order status will be partially paid.
    In this case, the customer receives a special email from Shopify with an explanation that they added a product to the order, but didn't pay for it. The email will include a link they can click to pay for it. This email will be sent by Shopify automatically for these cases.

Q: Does OCU work with 3rd Party Fulfillment Apps or Services that fulfill the order immediately (auto-fulfillment) after it's created?

A: Yes! Due to the "Fulfillment Holds" update applied by Shopify on May 3, 2021 OCU should now work smoothly with those 3rd party fulfillment apps and services. More details

Q: How many one click post-purchase offers can I make to a customer per order?

A: You can present a maximum of 2 post-purchase offers per order (i.e. you can either present two consecutive upsells, or one upsell followed by one downsell).

Q: Can I make an offer on the Thank You Page / Order Confirmation Page?

A: Yes you can! As long as the same product wasn't already purchased for the order, the product can be offered as the TY Page offer.

Q: Do Discount codes applied to the Shopify Checkout affect the one-click post-purchase Upsell/Downsell product price?

A: No. The Discount code applied at Shopify Checkout applies to the item(s) included in the Checkout only. Post-purchase offer page(s) have their own "Discount" functionality which can be applied on a page-by-page basis, for each page separately.

Q: How will the post-purchase offer sequence be presented to my customers?

A: Upsell 1 from the funnel will be shown first. If the customer buys Upsell 1, then Upsell 2 will be shown next. If the customer declines Upsell 1, then your Downsell will be shown next instead of Upsell 2.*

Note: in both cases, the customer will be taken to the Shopify Order Confirmation page after the second offer has been presented.

*Assuming you have added all 3 post-purchase offers to your funnel (recommended).

Q: How many pre-purchase offers can I make to a customer per order?

A: You can present 1 pre-purchase upsell popup on the Cart Page or on the Product page if your Theme uses an AJAX Cart. Multiple offers can be made from the popup as well!

Q: What is a Trigger Product?

A: A “Trigger Product” is a term we use to identify the store product(s) that cause a particular Upsell Funnel to be displayed. You get to select your Trigger Product(s) and which offers they display each time you create or edit a new Upsell Funnel.

Q: What is the difference between an upsell and a downsell?

A: In this context, an upsell is a complementary product you offer your customer after their initial purchase. A downsell is a lower-priced option shown after an upsell is declined.

Q: Will I be able to track post-purchase offer revenue and conversions in Google Analytics, Facebook Pixel or other Third-party analytics?

A: No. Only the initial Shopify Checkout order conversion and revenue can be tracked in 3rd party analytics. Shopify will work on adding support for post-purchase conversion tracking projected for Q4 2021.

Q: Will the Initial Order Purchase conversion be tracked on the Post-Purchase offer Page?

A: For natively integrated tracking like the Shopify FB Pixel integration, the Initial Purchase conversion does fire on the First Upsell page to report data about the initial purchase. For any other tracking service that utilizes the Order Confirmation page and a tracking script (like Google Adwords), the conversion would instead fire on the Shopify "Order Confirmation" page and not on the First Upsell page.

So depending on your setup with the tracking service that you are using, if you have the purchase event set to track on the Order Confirmation Page, it will still fire there and report data about the initial checkout conversion. Shopify will work on adding support for 3rd party tracking on the post-purchase offer pages, projected for Q4 2021.

General

Q: Is there a free trial available to test out OneClickUpsell?

A: Yes! OCU comes with a 30-day free trial through the Shopify app store. You can start your trial here.

Q: If I've added OCU Native and another/different post-purchase upsell app for testing and/or comparison on my store at the same time, will both apps work?

A: Only one post-purchase app can work on your Shopify Checkout at a time. To make OCU your active post-purchase app, select "One Click Upsell - Zipify OCU" in your Shopify admin "Checkout" settings. More details here

Q: Should I purchase OneClickUpsell if I have a new website?

A: Absolutely! OCU can help you increase average order value immediately so you get the full value from every customer, right from the start.

Q: What will I need for the Bonus 14-email sequence?

A: Some sort of email service provider (ESP) or customer relationship management (CRM) software.

Q: Will I receive tech support?

A: Yes! You will receive full in-app and email tech support as long as you are a subscriber.

Q: Do I need a developer or designer?

A: No. You can easily customize your OCU offer page through the built-in Offer Page Editor.

Q: Is OneClickUpsell mobile responsive?

A: Yes. In addition to desktops and laptops, OCU works seamlessly on tablets and smartphones as well.

Q: Can I use OCU on multiple Shopify stores?

A: Your subscription to OneClickUpsell is good for use on only one Shopify store. If you want to use OCU on multiple Shopify stores you will need to purchase multiple subscriptions.

Q: What if I am unhappy with the application?

A: OneClickUpsell comes with a 30-day free trial. If you're not delighted with the app, simply delete it from your store before the trial ends and you won't be charged.

Q: Does OneClickUpsell work on eCommerce platforms other than Shopify?

A: No. OneClickUpsell is an application exclusively for the Shopify platform.

OCU-legacy Users

Q: How do I migrate my existing account and funnels over to OCU Native?

A: You will need to install and set up the new Shopify application from the Shopify App Store. OCU Native is an entirely new application that works directly with Shopify Checkout, so it will have to be installed and any settings/funnels you’d like to use with your new application will need to be rebuilt.

Step 1: Install the new OCU Native app from the Shopify App Store here: https://apps.shopify.com/zipify-oneclickupsell

*The wizard can be exited during the onboarding journey.

Step 2: Copy over your upsell funnels from the OCU Legacy app to the OCU Native app. Using side-by-side browser windows is an efficient method for this.

Step 3: Disable the OCU Legacy app in the Settings > General section by clicking the "Application Status" switcher there to the OFF position.

Step 4: Select "One Click Upsell - Zipify OCU" as your active post-purchase app in your Shopify admin checkout settings at Settings > Checkout > Post-purchase page

Step 5: Enable the OCU Native app in the Settings > General section by clicking the "Application Status" switcher there to the ON position.

Step 6: Run a live test order on Shopify Checkout to ensure everything functions correctly using the information in this help article.

Step 7: Delete the OCU Legacy app from your Shopify admin "Apps" section, which will cancel your subscription and billing for OCU Legacy.

Important: To minimize your downtime, we recommend that you leave OCU Legacy enabled until you get OCU Native set up and ready to turn on. Use the 30-day free trial during this time to get your funnel(s) and setting(s) switched over. Once you have your offers and funnels configured in the new app, turn off OCU Legacy and enable OCU Native.

Once you're 100% sure that you no longer need or want to use OCU Legacy on your store, disable and delete the app to cancel your subscription for OCU Legacy. If you delete OCU Legacy, you will not be able to re-install it again. Do not DELETE the app until you're 100% sure you no longer need it in any capacity.

Q: Do I have to migrate to OCU Native right now?

A: Eventually all merchants will need to migrate to OCU Native and your current OCU Legacy account will be deprecated. We’re communicating with our customers when the deadline is for their migration. Shopify has finished adding post-purchase support for Shop Pay and PayPal Express digital wallets, so merchants that were blocked by that functionality can now fully migrate!

Q: Do I need to do anything to switch to OCU Native?

A: Yes, you need to install and set up the new Shopify application from the Shopify App Store. OCU Native is an entirely new application that works directly with the Shopify Checkout, so it will have to be installed and reconfigured. The good news is that you won’t have to set up any payment gateways because it will work with the ones you already have on Shopify.

Note: For now, Shopify regulations exclude post-purchase offer support for some digital wallets and multi-pay apps like Apple Pay, G-Pay, AfterPay, Sezzle.
Support for Shop Pay and *PayPal Express digital wallets have been added.
*Only one post-purchase offer can be bought after Checkout if PayPal Express is used.

Q: Will the post-purchase upsells be truly one-click?

A: Yes! OCU Native will have true one-click post-purchase upsells on the Shopify Checkout.

Q: Will there be new limitations on upsell funnels?

A: Yes, Shopify regulations will allow for a maximum of two post-purchase offers to be displayed per order. Under these new rules, you can offer two upsells (or one upsell and one downsell) in each upsell funnel.

Q: What is the difference between OCU Legacy vs OCU Native?

A: The main difference is how your orders are processed. OCU Legacy replaced the Shopify Checkout to process orders and display post-purchase upsells. OCU Native was developed with Shopify and uses their native checkout to process orders and display post-purchase upsells

Q: What is the difference in pricing between OCU Legacy and OCU Native?

A: OCU Legacy charges a flat fee plus a percentage of sales. OCU Native charges a fee based on the total upsell revenue your store generates per app billing cycle (month). More details

Q: How does the OCU Legacy app interact with the OCU Native app?
A: If you have OCU Legacy installed and enabled on your store, then install and enable OCU Native (without disabling OCU Legacy first), then OCU Native will remove the OCU Legacy app's Snippet file and code from your Theme automatically.
This means that the OCU Legacy app will stop working when you enable OCU Native.

If you decide to switch back to using OCU Legacy instead:

  • Disable the OCU Native app.

  • Then enable the OCU Legacy app again.

Q: Will I be able to continue using a custom checkout?

A: That depends. OCU Native uses the Shopify Checkout, so you will only be able to use the customizations that Shopify allows to their native checkout.

Q: Will I still be able to modify the Thank You Page?

A: Yes. Since OCU Native uses Shopify’s checkout, you will be able to make the customizations that Shopify allows on their native Thank You Page.

Q: Will my CRM work with OCU Native?

A: Yes, most likely. If your CRM has an integration with Shopify Checkout and is able to track abandoned carts and completed checkouts, then your CRM should work with OCU Native. If you set up abandoned cart campaigns for your OCU Legacy checkout, make sure you set up for native Shopify Checkout as well.

Q: Will 3rd Party App integrations that work for OCU Legacy work on OCU Native?

A: For the most part, no. Those integrations were developed specifically for the OCU Legacy app version. New integrations will need to be developed for OCU Native, mostly by the Shopify development team and 3rd party apps interested in integrating into post-purchase offer pages on Shopify Checkout.

The good news it that for ones which don't work with post-purchase offer page customization specifically, an integration will no longer be required as Shopify Checkout will be used instead of our own 3rd party checkout. So if the app you're using works with Shopify Checkout, it will continue to do so correctly for OCU Native.

📝 The OCU Native app version does not currently integrate with either version of the ReCharge Subscriptions app.

Q: How does Refunding of Orders work for OCU Native?
A: Since Shopify Checkout is processing the orders now, it's refunds as usual 😃

You're no longer required to use the 1-step or 2-step refund process required for OCU Legacy app orders.

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